Key Responsibilities

- 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.

- 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

- Data analysis and reporting
- Document creation and processing
- MIS and dashboards
- Email and communication automation
- Recruitment and HR processes
- Customer and sales follow-ups
- Content creation
- Market research
- Forecasting and business analysis
- Knowledge management
- Workflow automation
- Meeting summaries and action tracking
- SOP creation and process documentation
- 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.
- 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.

- 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

- 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.

- 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.
- Measurement &
- Continuous Improvement


- Establish measurable KPIs for every AI implementation.



- Track

- Man-hours saved
- Cost savings
- Reduction in turnaround time
- Reduction in errors
- Productivity improvement
- Adoption rate
- Process efficiency






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


- Continuously identify new 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


- Solid 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.

Preferred



- Curiosity and willingness to continuously learn new 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

Skills: automation,management,reporting,skills,adoption,communication,data,workflow,customer,ai & process transformation specialist

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