8 lessons · Four instructional hours
Advanced AI Practitioner
Develop one continuing business workflow from its baseline through reusable procedures, controlled delegation, exception handling, testing, and handoff.
- Who it is for
- Experienced practitioners responsible for improving and maintaining a recurring business workflow.
- Starting point
- Demonstrate AI Practitioner or equivalent capability before starting.
Discuss Advanced AI Practitioner trainingADV-01
Choose a Business Workflow Worth Improving
Bound a recurring business workflow by trigger, input, output, and accountable reviewer. Record a measurable baseline and a realistic improvement hypothesis. Separate permitted assistance from decisions and actions requiring a person.
Business output: Workflow Opportunity and Baseline
ADV-02
Configure a Specialized Business Assistant
Configure a reusable instruction pack for one bounded business purpose. Bind approved sources and a consistent output structure to the assistant. Test the instructions against a request outside the permitted scope.
Business output: Business Assistant Instruction Pack
ADV-03
Build Reusable Procedures That Handle Variations
Parameterize the reporting period, audience, and input set without weakening fixed checks. Define behavior for missing, duplicate, and unexpected records. Run a normal and a changed-input trial and compare the results.
Business output: Variable Input Procedure and Exception Rules
ADV-04
Work with Approved Business Information
Select an approved source version for the reporting period. Identify stale, conflicting, or unavailable information before drafting. Produce a supported briefing fragment with visible evidence gaps.
Business output: Source Selection and Currency Record
ADV-05
Delegate Multi-Step Work with Checkpoints
Divide a business assignment into stages with inspectable outputs. Apply a human checkpoint before a material assumption propagates. Accept or stop a draft using explicit completion criteria.
Business output: Checkpointed Briefing Run
ADV-06
Manage Recurring Work and Exceptions
Define a recurring trigger, input cutoff, and duplicate-run guard. Simulate successful, missing-input, and interrupted runs. Specify useful exception notices and safe recovery without unauthorized release.
Business output: Recurring Run and Exception Playbook
ADV-07
Test, Troubleshoot, and Improve the Workflow
Define observable tests for evidence, instruction boundaries, and recovery. Diagnose a failing result and make a targeted procedure change. Rerun a failed case and a previously passing case to check the revision.
Business output: Workflow Test and Revision Log
ADV-08
Demonstrate Value and Hand Off the Workflow
Demonstrate the workflow with evidence of checks and unresolved limits. Compare total effort with the baseline without overstating savings. Prepare a handoff another business user can follow and maintain.
Business output: Tested Workflow Handoff Pack