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"Streamline Workflows with Intelligent Automation": Special Interest Joint Dinner Meeting Summary

By LeDerrick Bouknight

How can Artificial Intelligence be used to automate workflows by using Intelligent Automation

After a brief opening and introduction, the presenter, Oliver Yarbrough, began his discussion of Intelligent Automation. He described it as a "close cousin to artificial intelligence" and makes use of technology to complete repetitive processes in industry. He continued his presentation to discuss the three major components of Intelligent Automation: Artificial Intelligence (analyzes data to make predictions), Business Process Management (optimizes workflows), and Robotic Process Automation (automates manual tasks). Next, Yarbrough discussed how to select which workflows to automate. The main characteristics of these selected workflows are those that are well-defined and can be easily repeated. These workflows are simple/straightforward, have little process waste, but time consuming. At a high level, he reviewed a five step process to Integrate and Automate Project workflows. Once this five step process is followed, one is well on their way to realizing the benefits of Intelligent Automation! Overall, this was an informative meeting providing tools for improved processes utilizing the latest technological developments.

April-16-OliverTakeaways: Integrate & Automate Project Workflows

  • Step 1: Optimize project workflow in four primary areas (Rules, Resources, Responsibilities, and Redundancies)
  • Step 2: Take inventory of the tools and systems needed
  • Step 3: Integrate optimized project workflows into your systems
  • Step 4: Use pre-built workflow templates & pre-trained models
  • Step 5: Test your automated workflow

Next Event

Join us at the next PMI Atlanta Chapter meeting on May 12, 2025.

Keynote Presentation: "Creating a Leader: An American Story" presented by Dr. Abhay V Trivedi.

Register at www.pmiatlanta.org/events/event-calendar

"Row Your Workflow Boat with Intelligent Automation": April Special Interest Forums Joint Dinner Meeting Summary

by Mike Ososki, PMP

Icons.jpegWe started with 4-5 people letting others know of Project Manager openings at their workplaces—a great beginning for gainful employment! Next, we looked at 9 PMI logo components to guess their meanings. Check ‘em out—lots of great PM practice, work and life concepts!

Finally, we reviewed the 9 PMI Atlanta Special Interest groups, volunteer opportunities, and upcoming events.

Then, Mr. Oliver Yarbrough came on, being introduced as, “If AI and project management had a baby, Oliver would be their firstborn.” As a long-time trainer, speaker, and author focused on project management and growth strategies to raise competitiveness, he is well-credentialed academically and professionally.

Mr. Yarbrough’s theme title was, “Streamline Workflows with Intelligent Automation (IA),” to which AI is a close cousin. IA uses cognitive “thinking” technologies to streamline processes that are prone to errors, and includes 3 major components: AI to analyze and predict, business process management to optimize workflows, and robotic process to automate manual tasks.

As we proceed with IA and AI tools, Oliver asserts to always put in more time to optimize at the front end, to avoid replicating bad elements and processes. And to prevent complexity overwhelm, it’s always good to break down the big idea into small manageable tasks, carefully doing them one at a time, building to make the idea big again.

What is a workflow? Here, it’s a sequence of tasks that occur in a predetermined order. Oliver recommends to first define the tasks, then the resources and tools needed to complete them. Look for workflows that are simple, yet time-consuming, have well-defined processes that can easily be repeated, plus where and how automation can help improve productivity. Maybe create a diagram to help visualize the sequential steps.

AI.jpegYou can optimize project workflows in 4 primary areas:

  1. Rules : pre-defined instructions set by you or your team.
  2. Resources : humans & machines that perform, support, or influence work.
  3. Responsibilities : roles assigned to resources and who’s accountable.
  4. Redundancies : tasks being done more times than necessary.

The specific digital tools are super-important early decisions. Do the deep research and choose the best ones for you and your team. For example,

  1. Digital HUB (Microsoft 365 & Google Workspace)
  2. Collaboration software (Slack & Microsoft Teams)
  3. Project management software (Microsoft Project & Jira)
  4. Workflow automation software (Make.com & Power Automate)
  5. Dashboard & business analytics software (Power BI & Tableau)

Then integrate optimized project workflows into your systems. Use pre-built workflow templates and pre-trained models. And before cutting your automation fully loose, always thoroughly test it. After proving it’s working well, capture and retain documentation to curate a workflow automation library. Keep an eye out for trends, and adjust accordingly.

Some common work areas where your organization may benefit applying these tools include employee expense reports, work change requests, and work status updates.

And what about AI? Oliver uses generative AI a lot. He likes to start by feeding info into it. Then, as an iterative process, he goes back and forth between prompt and refine. Finally, when he’s generally happy with the near end result, he personalizes to get the final product. He says that AI is and will continue to replace people’s jobs, particularly those that are repetitive. To keep your job, you must be creative and proactive to reimagine your work to include AI collaboration as an integral part of it. So be creative using AI as a coach to help and prompt you. As a one-of-a-kind, you are irreplaceable.

Ch-Ch-Changes in Government: March Chapter Meeting

by Mike Ososki, PMP

Another delicious PMI dinner at Maggiano’s. While most of us indulged in a nice variety of Italian culinary delights, we networked by telling everyone two truths and one lie. The trick was to pick out the lie—not easy! Then came announcements—see them all on our Event Calendar.

Srinivas Jalla, P.E., PMP then shared from his 25+ years of high level private and public business leadership experience. He spoke to us about “Tailoring PM Skills to Maximize Public Sector Effectiveness,” especially in the areas of change management. He asserts that, as a Project Manager, “You are a Change Agent,” and helped us see how to create the conditions required for the desired change and develop the metrics to monitor it.

As a springboard, Srinivas used a Gwinnett County public sector case study: OPA : Operational and Performance Assessment. This is an objective and comprehensive assessment to ensure future sustainability. It addressed the current state, and the enablement of positive change operational excellence to maximize efficiency and effectiveness. 

Phase 1 was an assessment completed in December 2022. It included review of existing processes and policies in (14) County departments, 100s of interviews. 1000+ survey responses, plus job shadows and field verification. These resulted in 500+ recommendations and a 1,300-page report. Interestingly, 61% of those involved were staff/non-supervisory personnel whose contributions and observations resulted in 41% of the recommendations.

Phase 2 was implementation—”to break the mold.” Diverse cross-functional teams of County employees led the charge, with no department leaders involved. The expectation was to provide regular updates and address every observation and recommendation.

Voila! – we have a project: scope, authority/charter, approach, team, roles & responsibilities, schedule and risks. The operating environment included the organization, OPA teams, and front-line employees. Some elements were financial (do more with less), institutional resistance, no external help or model to follow, more responsibility with no change in workload, and long-term engagement with no tangible incentive. It was especially challenging for the front-line, who had no incentive to change, with limited trust in government and prioritizing job stability for themselves.

So the game plan was to have a consistent approach with one voice, to be decentralized and employee-driven, and again, achieve operational excellence. Perhaps the toughest nut to crack was culture change.

Good news! It mostly worked, with over 30% of recommendations being addressed. The OPA teams earned trust from the frontline employees. They felt heard, with a sense of belonging, and brought up new issues and ideas. The OPA teams worked hard to sustain energy and passion, knowing that success feeds passion, which is contagious.

Dissatisfaction leads to desire for change—the primary fuel. It makes a compelling case and often requires encouragement from leadership. The vision must be clear and succinct, aligning with values and beliefs. The first steps must be practical, clear and easy, emphasizing to retain motivation and celebrate progress. All of these must then add up to be greater than the resistance to change. Gwinnett’s approach was People FIRST and take time to build trust. 

Finally, monitor the metrics. Focus on leading metrics that are measurable, influenceable, and predictive. Focus on behavior such as autonomy, engagement and exploration. Reach acceptance and support objective solutions. Guide everyone through the Kübler-Ross change curve:

 

""Lean Coffee: Shape PMI Atlanta’s Agile Forum!" by Tana Glassford-Samuel ": February Agile Forum Summary

Written by: Tana Glassford-Samuel, MBA, PMP

Presentation Overview

Discover the top insights from our latest Agile Forum, where industry professionals debated, prioritized, and uncovered our 2025 game plan. The latest Agile Forum gathering brought together engaged participants for a dynamic discussion fueled by fresh ideas. The session kicked off with an introduction to Lean Coffee, setting the stage for an interactive and self-directed conversation. Using MentiMeter, attendees reviewed a curated list of trending Agile topics for 2025, ultimately selecting Agile Tools & Techniques, Agile Leadership & Culture, and Agile Metrics & Value Delivery as the top three priorities. But that wasn’t all—participants also brainstormed and contributed their own interests and burning questions, leading to a rich exchange around certifications, metrics, tools, careers, methodologies, speakers, AI, and the Agile PMO.

With lively debates and knowledge-sharing in full swing, the forum wrapped up with a feedback survey, where a resounding 88% of attendees rated the topic relevancy at the highest level. But as the discussions came to a close, one question lingered—what’s next for Agile professionals looking to push the boundaries of Agile adoption, innovation and transformation? The seeds have been planted, but the real challenge lies ahead.

Takeaways

Curious about the latest trends from the Atlanta Agile community and how they’re shaping the 2025 Agile Forum agenda? Here's a summarized version of the ideas submitted by attendees:

Career Growth & Support – Guidance for career pivots, transitioning, and upskilling in Agile, including certification pathways and industry-specific applications.

AI, Analytics & Emerging Tech – Leveraging AI and analytics in Agile methodologies, exploring tools that enhance rather than replace Agile practices in remote/virtual settings.

Agile Certifications & Training – Understanding Agile certifications, their value across industries, and how to integrate Agile into non-traditional fields.

Best Practices & Tools – Identifying top tools and techniques for project managers, value delivery, and Agile success in hybrid and remote environments.

Metrics & Value Measurement – Effective ways to measure team performance, progress, and value delivery using Agile metrics.

Industry-Specific Agile Applications – Exploring Agile’s relevance beyond IT, construction, and healthcare, including movie production and startups unfamiliar with project management.

Community & Knowledge Sharing – Building an Agile community to support newcomers and professionals integrating Agile into non-traditional work environments.

Next Event

Join us at the next PMI Atlanta Agile forum on Tuesday, March 18, 2025

Keynote Presentation: “Agile Unleashed: Lean Coffee Part 2 – More Ideas, More Impact!” presented by Tana Glassford-Samuel

Register at www.pmiatlanta.org/events/event-calendar 

Event Pictures

 

 

GO ATL Project Managers! – 2025 February Newcomers Meeting

by Mike Ososki, PMP

The pastor said, “We think of people as part of our lives, but they’re actually the point of our lives.”

Welcome to PMI Atlanta membership, dear newcomers! 2024 was a banner year for us as a chapter, adding 1,472 new members. The ATL is currently at 5,889 total members, #2 size in the world, ranking behind only Washington, DC (9,000+ members). We want to keep up this kind of positive momentum, and our 2/20 gathering at The Main Event in Alpharetta was a good step in the right direction, with plenty of fresh faces—plus good eating with a variety of Mexican-style foods served buffet-style.Newcomers-2-20

Geoff Berlin (VP Engagement) shared a few words to emphasize the importance of networking and volunteering to earn PDUs. (If you don’t know, PDUs are Professional Development Units, and PMI-certified PMPs (Project Management Professionals) are required to earn 60 every 3 years to maintain their PMP credential). Chiquetta West (AVP Volunteer Coordination) offered a short pitch for new volunteers, an always super-important aspect of vibrant chapters. Where do you want to plug in?

Allison Gardner (AVP New Membership), opened things up with a high level summary. She introduced everyone to a slide deck pic of our current leadership team, and here they are for you, too (click here). Allison encouraged everyone to reach out as needed to the leaders and/or anyone else that may answer questions or assist in any way. She mentioned the monthly chapter meetings (next one is Monday, March 10th (register here) and spoke about the Brand and Land ChatGPT workshop on Saturday, March 22nd (register here), part of the PMI Atlanta Career Series.

Some of us then played PMI Atlanta Newcomer Bingo, a networking activity where you rush about to find people that meet the descriptions in each bingo card. The first ones to complete the rows won prizesNewcomer-Bingo!

Main-EventEveryone received a free 2-hour Fun Card to engage in the wide variety of activities offered by our fun host, The Main Event. These include games, bowling, billiards, and gravity ropes.

Between the open and extending leadership, enthusiastic other volunteers, continued learning to earn PDUs, a variety of meetings and events, the PMBOK (Project Management Body of Knowledge), PMI.org, PMIAtlanta.org, ProjectManagement.com, and more, our resource cup overflows to PM success in abundance.