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Petr Kaválek

Director Intelligent Automation - Deloitte

Petr is a Director in the Intelligent Automation team at Deloitte and he has over 19 years of experience in technology and innovation. He has led many software deployment projects, both locally and globally. He specializes primarily in robotics and artificial intelligence, where he delivers innovative solutions that significantly transform the way organizations work.

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From failure to success: Employing AI in financial planning in 3 months

We will present a case study of a project that employed AI in financial planning, which demonstrates the importance of change management and delegation. The client initially worked on AI tools for 8 months with no results because internal clients did not understand the benefits. Using a “client-centric” approach, we employed new tools within 3 months, reducing resource requirements by 80% and reducing financial planning time. The agile approach, starting with the user and the process, included AI as an outsourced solution, which required a specific approach to tool design and identifying the right stakeholders. This project shows that AI transformation is not about one tool, but about orchestrating many small projects into one program.

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