Search for topics or resources
Enter your search below and hit enter or click the search icon.
June 18th, 2025
3 min read
In this practical, how-to episode of Not Your Grandpa's JD Edwards, Renee Lord, Director of Products at ERP Suites, joins Nate Bushfield to guide listeners through the process of clearly defining user roles to identify high-impact AI use cases. Renee provides actionable strategies, step-by-step instructions, and real-life examples to ensure your AI initiatives are effective and closely aligned with user needs and business goals.
Introduction: The Importance of Clearly Defining Roles in AI
Common Mistakes in Identifying AI Use Cases
Practical Steps to Define and Map User Roles
Key Roles and How to Leverage Their Insights
Recommended Frameworks for Organizing AI Use Cases
Real-Life Examples of Effective Role-Based AI Solutions
ERP Suites' Step-by-Step AI Implementation Process
Maintaining and Enhancing AI Effectiveness Post-Implementation
Conclusion: Taking Action on Role-Based AI
Problem: Are you struggling to clearly define impactful AI use cases? Unclear on how different roles in your organization should inform your AI strategy?
Explanation: Today, Renee Lord, Director of Products at ERP Suites, is here to walk us step-by-step through how clearly defined user roles can significantly improve your AI effectiveness.
Proof: You'll learn proven strategies, hear real success stories, and by the end of the episode, you'll know exactly how to leverage roles for effective AI use-case development.
Renee, what problems typically arise when users aren't considered in AI initiatives?
"Often companies identify what seems like a good AI use case, but it's too complex or only requires basic automation. They also risk neglecting key roles within the organization, limiting the impact of AI."
What specific steps can companies follow to clearly define and map user roles effectively for AI projects?
"Start by listing roles clearly and documenting characteristics for each role, such as job tasks, key data needs, and decision-making requirements. This helps identify tailored AI opportunities."
Can you clearly break down key roles, such as executives, managers, and individual contributors, and how companies should incorporate their insights into AI planning?
"Executives require strategic insights that impact overall profitability and decisions across multiple business areas. Managers typically need AI for efficiency improvements and cost reduction. Individual contributors often benefit from AI to enhance training and daily job efficiency."
What practical tools or frameworks do you recommend for organizing role-based AI use cases?
"Document guidelines clearly—outline the specific role, the goal of the use case, required data, security needs, third-party integrations, and clearly define the return on investment upfront. These guidelines ensure your AI solution is clearly aligned with business goals."
Could you provide practical examples of companies that successfully applied defined user roles to create effective AI solutions?
"We've seen great results starting with roles at the individual contributor level—for example, digital assistants for quick access to safety manuals on the shop floor. This approach builds trust quickly, demonstrates immediate value, and opens doors to larger AI projects."
Could you outline ERP Suites’ process from identifying user roles to implementing successful AI solutions?
"We follow a clear, phased approach:
Initial Discovery: Clearly define the problem and roles affected.
Use Case Definition: Clearly document roles, data needs, and ROI.
Implementation & Security Compliance: Ensure the AI solution is compliant and tailored specifically to user roles.
Quick Wins: Start small, gain trust, and then scale to larger initiatives."
What ongoing activities do businesses need to incorporate after an AI solution is deployed?
"Regularly updating your AI models with current data ensures accuracy. Companies should also consistently evaluate processes for continuous improvement, identifying new areas where AI can provide further value."
If today's insights resonate and you're ready to begin defining roles clearly to build impactful AI use cases, ERP Suites is here to help. Connect with Renee Lord and her team at ERPSuites.com to start your practical journey toward transformative AI solutions.
That's all for today's practical episode of Not Your Grandpa's JD Edwards. Huge thanks to Renee Lord for providing actionable insights. If you found this useful, subscribe, leave us a review, and share this episode with your team.
Until next time: Define roles clearly, implement strategically, and succeed with AI!
Topics: