Discovering High-Value Opportunities for Agentic AI
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Selecting participants and structuring the workshop effectively.

klaus_burger
Associate
Associate
0 Kudos
553

The lesson on preparing for the Joule Agent Discovery Workshop stresses the importance of inviting decision‑makers and technical experts to the session and arranging them into small breakout teams of 3–6 people. In certain team settings, this may not always be very easy to be balanced and technical expertise may be lacking. Have you found particular strategies helpful for balancing subject‑matter experts and technologists in teams so that ideation stays both creative and technically feasible.  I feel like the ladder is the challenging part - and not always clear -  but having the right technical expertise on board is key?

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Karen_Detken
Advisor
Advisor
0 Kudos
466

Thank you, Klaus, for your question.

You're absolutely right: getting the right mix of expertise in the room isn’t always easy, but it really does make a difference. Having both subject-matter experts and technical experts involved leads to more grounded and actionable ideas, and it might be better to plan the workshop with enough time in advance to find the right experts, rather than having only one perspective covered.

One way to maintain the balance between ideation and feasibility discussions is by creating space for different perspectives at different stages of the workshop. During the ideation exercise, participants work individually and silently, which encourages a wide range of creative input without immediate feasibility concerns. Later, in the prioritization phase, the group reflects together on which ideas are both valuable and viable — and this is where technical experts can play a key role by identifying potential quick wins or flagging areas that might be more complex.

It’s also helpful to remember that this workshop happens early in the process. The goal isn’t to validate every technical detail, but rather to spot high-potential opportunities that are worth exploring further. Comprehensive feasibility checks will come later, during the design and implementation phases, when ideas are refined and solutions start to take shape. Often, what may initially seem difficult can be approached in creative or phased ways.