• Ep083: Navigating the AWS Bedrock Journey: Planview's AI Evolution

  • Mar 13 2025
  • Length: 32 mins
  • Podcast

Ep083: Navigating the AWS Bedrock Journey: Planview's AI Evolution

  • Summary

  • Richard Sonnenblick and Lee Rehwinkel of Planview discuss their transition to Amazon Bedrock for a multi-agent AI system while sharing valuable implementation and user experience lessons.

    Topics Include:

    • Introduction to Planview's 18-month journey creating an AI co-pilot.
    • Planview builds solutions for strategic portfolio and agile planning.
    • 5,000+ companies with millions of users leverage Planview solutions.
    • Co-pilot vision: AI assistant sidebar across multiple applications.
    • RAG used to ingest customer success center documents.
    • Tracking product data, screens, charts, and tables.
    • Incorporating industry best practices and methodologies.
    • Can ingest customer-specific documents to understand company terminology.
    • Key benefit: Making every user a power user.
    • Key benefit: Saving time on tedious and redundant tasks.
    • Key benefit: De-risking initiatives through early risk identification.
    • Cost challenges: GPT-4 initially cost $60 per million tokens.
    • Cost now only $1.20 per million tokens.
    • Market evolution: AI features becoming table stakes.
    • Performance rubrics created for different personas and applications.
    • Multi-agent architecture provides technical and organizational scalability.
    • Initial implementation used Azure and GPT-4 models.
    • Migration to AWS Bedrock brought model choice benefits.
    • Bedrock allowed optimization across cost, benchmarking, and speed dimensions.
    • Added AWS guardrails and knowledge base capabilities.
    • Lesson #1: Users hate typing; provide clickable options.
    • Lesson #2: Users don't like waiting; optimize for speed.
    • Lesson #3: Users take time to trust AI; provide auditable answers.
    • Question about role-based access control and permissions.
    • Co-pilot uses user authentication to access application data.
    • Question about subscription pricing for AI features.
    • Need to educate customers about AI's value proposition.
    • Question about reasoning modes and timing expectations.
    • Showing users the work process makes waiting more tolerable.


    Participants:

    • Richard Sonnenblick - Chief Data Scientist, Planview
    • Lee Rehwinkel – Principal Data Scientist, Planview


    See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon/isv/

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