Key Responsibilities

1. Process Understanding & Analysis

 Study existing processes across departments such as HR, Finance, Sales, Marketing, Procurement, Operations, Design, Projects, Customer Service and Administration.

 Understand how work is currently performed, including manual processes, approvals, reporting, data handling and communication workflows.

 Identify repetitive, time-consuming and error-prone activities.

 Map existing processes and identify opportunities for AI and automation.

 Conduct process audits and recommend improvements.

2. AI Implementation Across Departments

 Identify practical use cases where AI can improve departmental efficiency.

 Work closely with department heads to understand their challenges and requirements.

 Design and implement AI-based solutions for day-to-day business activities.

 Introduce AI tools for tasks such as:

o Data analysis and reporting

o Document creation and processing

o MIS and dashboards

o Email and communication automation

o Recruitment and HR processes

o Customer and sales follow-ups

o Content creation

o Market research

o Forecasting and business analysis

o Knowledge management

o Workflow automation

o Meeting summaries and action tracking

o SOP creation and process documentation

3. Process Re-engineering

 Evaluate whether existing processes should be automated, simplified, eliminated or redesigned before implementing AI.

 Develop "As-Is" and "To-Be" process flows.

 Redesign workflows to reduce unnecessary approvals, duplication and manual intervention.

 Develop AI-enabled operating models for key business processes.

 Ensure AI solutions integrate smoothly into existing systems and workflows. 4. AI Tools & Automation

 Research and evaluate new AI tools, platforms and technologies relevant to the organization.

 Implement suitable AI tools such as generative AI, workflow automation, AI agents, chatbots, OCR, document intelligence and analytics solutions.

 Build or coordinate the development of AI-powered workflows and automated solutions.

 Where required, work with external technology partners, software vendors and developers.

5. Department-Wise AI Transformation The candidate will be responsible for identifying AI opportunities across functions,



for example: HR

 Resume screening and candidate shortlisting

 JD creation

 Employee communication

 Attendance and leave analytics

 HR MIS automation

 Performance management support

 Employee query management Finance

 Invoice processing

 Expense analysis

 Payment tracking

 MIS automation

 Financial reporting

 Data reconciliation Sales & Marketing

 Lead analysis

 Customer segmentation

 Follow-up automation

 Sales reporting

 Content generation

 Market and competitor analysis Operations

 Process automation

 Productivity tracking

 Workflow optimisation

 Inventory/operations analysis

 Automated reporting Design / Projects

 Project documentation

 BOQ/document analysis

 Design research

 Project status reporting

 Client communication support

 Knowledge and reference management

6. Training & AI Adoption

 Train employees and department heads on effective use of AI tools.

 Develop department-specific AI use cases and guidelines.

 Conduct workshops and awareness sessions on AI adoption.

 Create prompt libraries, templates and standard AI workflows.

 Monitor adoption and ensure employees are actually using implemented solutions.

7. AI Governance & Risk Management

 Establish guidelines for responsible use of AI within the organization.

 Ensure confidentiality and protection of company and customer data.

 Identify risks associated with AI-generated information and outputs.

 Establish appropriate review and approval mechanisms for AI-assisted work.

 Ensure AI implementation complies with company policies and applicable regulations. 8. Measurement & Continuous Improvement

 Establish measurable KPIs for every AI implementation.

 Track:

o Man-hours saved

o Cost savings

o Reduction in turnaround time

o Reduction in errors





o Productivity improvement

o Adoption rate

o Process efficiency

 Prepare periodic reports for management highlighting the impact of AI initiatives.

 Continuously identify recent opportunities for AI-driven improvement. Key Deliverables The candidate will be expected to:

 Create an AI Transformation Roadmap for the organization.

 Conduct department-wise AI opportunity assessments.

 Build an AI Use Case Repository.

 Identify and prioritize high-impact automation opportunities.

 Implement AI solutions and measure their business impact.

 Develop AI-enabled SOPs and workflows.

 Train employees on AI tools and applications.

 Establish a continuous improvement framework for AI adoption. Required Skills & Competencie

 Strong understanding of business processes and workflow management.

 Practical understanding of Generative AI and AI automation tools.

 Ability to identify where AI can genuinely add business value.

 Strong analytical and problem-solving skills.

 Process mapping and process re-engineering skills.

 Excellent communication and stakeholder management skills.

 Ability to work with both technical and non-technical teams.

 Strong project management skills.

 Ability to understand business requirements and convert them into technology/AI solutions.

 Strong presentation and documentation skills.

 Curiosity and willingness to continuously learn current AI technologies. Preferred Technical Knowledge Knowledge of some of the following will be an advantage:

 ChatGPT / Gemini / Claude or similar AI platforms

 Microsoft Copilot

 AI Agents

 Workflow automation platforms

 Power Automate / Zapier / Make

 Power BI / Business Intelligence

 APIs and AI integrations

 OCR and document processing

 CRM/ERP systems

 Prompt Engineering

 RPA

 Data Analytics

 No-code / low-code automation platforms Key Performance Indicators (KPIs)

 Number of processes analysed and improved

 Number of AI/automations use cases implemented

 Reduction in manual effort

 Reduction in process TAT

 Cost savings generated through automation

 Improvement in productivity

📌 AI & Process Transformation Specialist (New Delhi)
🏢 JB Group
📍 New Delhi