Generative AI

Explore Workshop

Facilitation Guide

Created by
Table of Contents

1 Workshop Overview
Why, when, what, how

2 Coach Instructions
Step-by-step guidance for facilitators

3 Workshop Material
Templates and exercise sheets for participants

4 Mini-Workshop Format
3-hour format for events

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1
Workshop Overview
Why, when, what, how
Workshop Overview
When to run a Gen AI Explore Workshop?
The Gen AI Explore Workshop format serves as a starting point to identify relevant business challenges
and opportunities that can be addressed using Generative AI. The Explore Workshop is done during the
”Explore” phase of SAP’s Human-Centered Approach to Innovation.

Gen AI Explore Workshop

Explore innovation Gain deep understanding Design and create a Develop and deliver the Run the solution and
opportunities. of the needs and prototype of the solution. tailored business and optimize it continuously.
opportunities technical solution for Deploy across your
productive use. company.

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Workshop Overview
Outcomes and objectives

Identify, define ✯ Understand what Gen AI can be used for

Learn what are the capabilities of Gen AI and what processes and
activities could be improved with it.

and prioritize ✯ Identify opportunities with Gen AI

generative AI use With the help of a set of Opportunity Cards, brainstorm scenarios
in which to use Gen AI capabilities to solve the identified
challenges.
cases with business ✯ Detail use case ideas

impact. Detail out the most promising use case ideas in the form of a use
case brief, looking at the business, technical and ethical
dimensions.

✯ Prioritize use cases to move forward with

Compare the detailed use cases based on relevant criteria like
business value and time to market, and prioritize the use cases to
take to the next steps.

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Workshop Overview
Gen AI Explore Workshop in a Nutshell

Goal Format Participants Pre-requisites

Identify Generative AI use 2 hours intro session 3 - 10 department leads Select a business area
cases with business + from business and IT, to focus on prior to the
impact 1 day in-person project sponsors, workshop
2 x ½ days virtual implementation team
members, project manager

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Workshop Overview
Workshop Structure

1 2 3 4
Get Started with Gen AI Explore Opportunities Define Use Case Ideas Compare and Prioritize
Understand what Identify challenges and Define selected scenarios Prioritize use case ideas
Generative AI can do for ideate on how generative in detail, including based on agreed criteria,
your business. AI capabilities could business, technical, and such as business value
address them. ethical perspectives. and complexity.

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2
Coach Instructions
Step-by-step guidance for facilitators
Coach Instructions
Preparing for the session

● Understand the format

Goal
Go through the instructions in this guide and make sure you understand the
Get ready to run the workshop.
flow of the exercises. You can also reference the MURAL board aimed at
virtual sessions to see how the exercises are set up.
Material

● Adapt the agenda ★ MURAL board

Check the workshop agenda (.xls) and adapt it according to the number of ★ Material for print
participants and time available. The more participants, the more time you
★ Whiteboards or surfaces
will need for the share-outs.
★ Post-its, pens, voting dots

● Prepare the material

Tips
Print the material as specified in the “Material for print” section. Draw the
Value Heatmap and the Next Steps Matrix on whiteboards or similar ★ Start preparing for the workshop
surfaces. Alternatively, you can print the Value Heatmap on a large A0 at least 1 week in advance to
format. have all material ready
Have enough post-its and pens for the participants and make sure you have ★ Prepare a simplified agenda on
enough whiteboards for the exercises. a flipchart.

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 PART 1

Get Started with Generative AI

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Coach Instructions
0. Getting started (Virtual Introductory Session) 90 min All Together

Steps
Goal
Set the right expectations and
Welcome and agenda – 10 min
A Welcome the participants, introduce the agenda and purpose of the session
create a friendly atmosphere
where participants feel safe to
express themselves. Introduce
participants to the topic of
Introduction and Expectations – 15 - 20 min generative AI.
B Participants write in a post-it their name, role, motivations and expectations for
the session, experiences and concerns related to generative AI, and use it to
present themselves to the team. Material
★ Mural Board (Getting Started
Area + Homework)
Inspiration – 30 min
C Explain what Gen AI is and how it can be used in business. Use examples and ★ Gen AI Opportunity Cards
demos of existing solutions (see demo example by SAP: https://url.sap/qdpse3)
Tips

Introduce the opportunity cards – 20 min ★ Have this entire section in a

D Explain the opportunity cards to the participants and answer their questions. separate (virtual) session prior
to the workshop.

Explain the homework – 10 min

E Send participants homework to prepare for the next session (see next page).

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Coach Instructions
0. Getting started (Homework)
Homework
Ask participants to prepare the following for the next session: Goal
Give participants time to
understand what generative AI can
Collect areas for improvement do for them and where to apply it.
A Request participants to think about: “What processes and activities in your
business area need to be improved and why?”. They should write down their
Material
answers and bring them to the follow-up session. Ideally, participants can also
send their answers in advance, so the corresponding post-its can be prepared ★ Gen AI Opportunity Cards
before the session. To ease the formulation, you can send the participants the ★ Existing Challenge Description
Existing Challenge Description as PDF form to write their answers and print the (PDF Form)
filled-in templates before the workshop. This document contains 6 empty
“Existing Challenge Description” templates to fil-in digitally.
Tips
★ Discard cards that are not
Get familiar with generative AI opportunities relevant to the audience you are
B Ask participants to read the opportunity cards and think about scenarios working with. For example, the
showing how the generative AI capabilities mentioned in those cards could opportunity card related to
help to address challenging processes and activities. ”Generation of code” might not
be relevant for non-technical
groups.
(see exercise sheet)

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 PART 2

Explore Opportunities

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Coach Instructions
1. Identify areas for improvement 30 min In teams of 6 or less

Steps
Goal
Identify activities and / or
Identify challenges and areas for improvement – 30 min
A Ask participants to silently write down activities or processes in the selected
processes to improve within a
selected business area.
business area that they think need to improve and ask them to explain why
and who is affected. Have them share and place these on a whiteboard. Help
participants discard duplicate ideas as they share or group very similar ideas Material
together. If you prepared this exercise as part of the homework, validate the ★ Post-its and Pens
ideas with the participants and add missing aspects. (see exercise sheet)

Tips
★ Make sure participants write one
challenge per post-it note and
write down the area / topic the
challenge refers to.
★ Don’t combine post-its in large
groups. Try to keep them at a
granular level and only discard
duplicates or combine very
similar ideas together.

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Coach Instructions
2. Explore Opportunities 45 min In teams of 6 or less

Steps
Goal
Ideate scenarios where Gen AI
Select relevant Gen AI opportunities – 30 min
A Using the set of Gen AI opportunities, ask participants to select up to 3 most relevant
capabilities can be used to
address the identified challenges.
Gen AI opportunities for their businesses. You can use dot-voting or select through
an open discussion. Participants should think about which opportunities could be
most beneficial to improve the processes and activities mentioned earlier. If needed, Material
participants can first map the processes and activities to the opportunities that could
★ Gen AI Opportunity Cards
address them to visualize the most relevant ones. Processes and activities that
benefit from capabilities in different cards can be duplicated. Not every process and ★ Scenario Sentence Template
activity has to be mapped. Stand-alone activities and processes might indicate that
they are not suitable to be solved with gen AI capabilities. (see exercise sheet)
Tips
Imagine scenarios with Gen AI – 15 min ★ Have participants read the cards
B Next, ask participants to silently write down scenarios for each of the selected cards, before the workshop to make
explaining how generative AI can be used to address the activities and processes the selection process easier.
mapped to those cards. They can use the Scenario Sentence Template. In that case,
provide participants with enough scenario sentence templates. Participants have 5
minutes per card to write as many scenarios as possible and can use the example
scenarios on the cards as reference and inspiration. You can have each participant
focus on a different card and then rotate the cards after the 5 minutes, or have all
participants focus on the same card at once. (see exercise sheet)

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Coach Instructions
2. Explore Opportunities 40 min In teams of 6 or less

Steps
Goal
Ideate scenarios where Gen AI
Share out and combine – 40 min
C Have each participant share the scenario ideas or sentences and discard duplicate
capabilities can be used to
address the identified challenges.
ideas as they share. Then, ask participants to check which scenarios can be
combined in one solution. Ideas with the same or related beneficiary and similar
objective could fit well together, but not all scenarios have to be combined. Finally, Material
give descriptive names to the combined scenarios. Use the last 5 minutes to vote for
★ Post-its and Pens
the scenarios participants find most valuable and select the top 3.
(see exercise sheet) ★ Voting Dots

Tips
★ Don’t combine too many
scenarios in one solution. Try to
keep them at a granular level
and only discard duplicates or
combine very similar ideas
together.

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 PART 3

Define Use Case Ideas

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Coach Instructions
3. Define Use Case Ideas 75 - 110 min In teams of 6 or less

Steps
Goal
Describe the selected use cases
Describe the selected scenarios – 75 - 110 min
A Ask participants to describe each selected scenario in detail using the Use Case
in detail.

Brief. The Use Case Brief includes three views: business, technical, and ethical. Start
with the business view. The technical view will work best if you have representatives Material
from the implementation team who know which data can be useful and what the
★ Use Case Brief Templates
limitations of the technology are. When filling in the technical view, use the Gen AI
Limitation Cards to help participants identify limitations that could affect the use ★ Gen AI Limitation Cards
case. (see exercise sheet)

Tips
★ Distribute the Use Case Briefs
among the participants to save
time and have a share-out
afterwards. (e.g. each pair is
responsible to complete the
details for one scenario)
★ Use the Use Case Brief PDF
Form to document your use
cases digitally after the
workshop.

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 PART 4

Compare and Prioritize

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Coach Instructions
4. Compare and Prioritize 50 min All together

Steps
Goal
Compare the described use cases
Compare your Use Case Ideas – 50 min
A Bring all participants together and have them share their use case Ideas to the other
with each other to define a priority.

teams to get feedback.

Help participants position the Use Case briefs in the Value Heatmap relative to each Material
other, based on agreed criteria (e.g. Business Value and Complexity). The use case
★ Value Heatmap
ideas can be positioned in the Heatmap after each presentation or after all teams
have presented. Consider that the positioning of a use case idea is relative and might ★ Post-its and Pens
change after every new idea presented.
Discuss the position of the ideas in the value heatmap as a team and decide which
use case(s) should be tackled first. (see exercise sheet) Tips
★ Select the criteria for the
prioritization in advance to avoid
wasting time.
★ Prefer use cases that are not too
complex to realize but provide
high business value to move to
the next steps.

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Coach Instructions
5. Next Steps 30 min All together

Steps
Goal
Agree on action items.
Define action items – 20 min
A In a team discussion decide for 4 - 5 action items to follow up from this
session. Indicate in a next steps matrix what needs to be done, until when and who Material
will be responsible. (see exercise sheet)
★ Next Steps Matrix
★ Post-its and Pens
Collect feedback – 10 min (optional)
B In a whiteboard place 2 large post-its, each with a question: “What did you like?” and
“What do you wish for next time?”. Ask participants to write down silently answers to Tips
both questions. Then ask them to share their feedback with the team and place their ★ Agree on a follow-up session to
post-its on a whiteboard. (1 min per person) decide the use case to move
forward with, and ensure
customer commitment to
continue.
★ Depending on case, a next step
could be a scoping workshop to
narrow down the use case or a
discover/ design workshop to
detail out the content for the use
case with end users.

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Generative AI Explore Workshop
Recommendations

● Collect customer challenges before the session ● Share-out Rounds

Request participants to send the challenges prior to the workshop (“What Give participants more or less time to share depending on the amount of
processes and activities in your business area need to be improved and participants. Ex: if you have all 6 participants give them just 2 minutes each
why?”) to share, while if you have just 4 participants you can give each 3 minutes.
Help participants cluster post-its as they present. If you are running out of
● Give customer time to get familiar with the topic time, instead of an individual share-out, go through the post-its yourself as a
Explain the opportunity cards to the participants during the introduction coach and ask for clarification if needed. Alternatively you can select one
session and ask them to get familiar with the cards as homework. Give them participant to go through all the post-its.
enough time to assimilate the content and come up with ideas before the
workshop. ● Ideation Rounds
Some teams will need more time to ideate than others. Remain flexible and
● Distributing in teams adapt the timing for the ideation rounds depending on the team’s needs.
If you need to split the participants into different teams, use a business area
or business topic as criteria for separation to avoid the different teams ● Clustering Ideas
working on very similar use cases. Avoid creating too large and generic clusters. Is better to have more smaller
clusters than few very large. The cluster names should be clear even when
● Alternative Uses reading them outside the cluster. Avoid writing 1-word names that are too
If you only have very limited time for the workshop, you can run an ideation generic.
session using the Opportunity Cards, and the Scenario Sentence, and detail
out one use case idea using the business view of the Use Case Brief. (see
section 4)

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3
Workshop Material And Exercises
Templates and exercise sheets for participants
Workshop Material
Material for print

Generative AI Scenario Sentence Use Case Brief

Opportunity Cards Template Templates

1 set x team 15 - 20 x team 3 sets x team

(size DIN A5, 250 gsm., (size A5, black and white) (size A3, black and white)
back and forth, color)

Generative AI Existing Coach Agenda

Limitation Cards Challenge
Description 1 agenda x coach
1 set x team Template (size A4, black and white)
(size DIN A5, 250 gsm.,
back and forth, color)
15 - 20 x team
(size A5, black and white)

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Workshop Material
Material for virtual sessions

Mural Board Template

https://app.mural.co/template/d94275f6-e022-4f1f-
8c23-525dc61ab113/2e636ef0-fc15-42b7-adbd-
3ddbbd1d3d6a

You will need to create a Mural account to access

this template if you don’t have one yet.

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 PART 1

Get Started with Generative AI

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Generative AI Explore Workshop
Inspiration Examples
Show participants how Generative AI can be used in
action.
You can use the following reference application created
by the PAA team at SAP as inspiration.
(https://url.sap/qdpse3)

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Input Presentation
Business Opportunities with Generative AI
This set of cards shows the diverse opportunities that generative AI
makes available to businesses, revolutionizing our work processes.

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Input Presentation
Business Opportunities with Generative AI (back side)

Gen AI
opportunity

Example
scenarios using
the capabilities
Gen AI
capabilities
creating the
opportunity

Question
for ideation

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Exercise Sheet
0e. Homework Variable Individual

Steps
1. Example challenging processes and activities: 2. Cards to get familiar with:
Prepare for the upcoming workshop Existing Challenge

What processs or activity needs to improve?

Example: Answering Customer requests

● Think about: “What processes and Creating Job posts

(Activity or
Process

activities in your business area need to to Improve)

be improved and why?”. Write down your Why does it need to improve? What is not working well? What: Creating Job posts
Why: requires lots of manual
Example: Finding all the information needed to answer every customer request is time consuming.

answers and bring them to the workshop. requires lots of manual checks to maintain consistency
across descriptions and alignment with branding .
(Current

checks to maintain consistency

problems with

For each activity / process include:

the activity /
process)

● What process or activity needs to across descriptions and

Who is mainly affected?
alignment with branding
improve? Example: Customer Service Officers
HR Recruiters, HR Managers
Who: HR Recruiters, HR
● Why does it need to improve?
(Role /

Managers
Department)

● Who is mainly affected? (roles)

You can download the Existing Existing Challenge

What processs or activity needs to improve?

Challenge Description template as Example: Answering Customer requests
Creation and access to onboarding information
PDF form to write your answers. (Activity or
Process
to Improve)

● Read the Gen AI opportunity cards and Why does it need to improve? What is not working well? What: Creation and access to
onboarding information
Example: Finding all the information needed to answer every customer request is time consuming.

think about scenarios showing how the information for new hires is all over the place and hard to
consume, making the onboarding process difficult.�
(Current

Why: information for new hires

problems with
the activity /

generative AI capabilities mentioned in

process)

is all over the place and hard

those cards could help to address the Who is mainly affected? to consume, making the
challenging processes and activities. onboarding process difficult.
Example: Customer Service Officers
New hires
(Role /

Who: New hires Department)

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 PART 2

Explore Opportunities

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Exercise Sheet
1. Identify areas for improvement 30 min In teams of 6 or less

Steps
What processes and activities in your ess to What: Catal What:
business area need to be improved and a t: C r e a ti on and acc oguing of ne
w Why: r Creating Jo
Wh tion products
g informa eq b
checks uires lots o posts
why? onboardin r ne w hires
Why: about 10
.000 new pr to mai f manu
fo r m ation fo every quarte oducts ntain al
Wh y: in and hard r that we ne across
descrip consistency
l l o v e r the place catalogue. N ed to alignm tions a
is a the ot enough ca
● Silently, write down challenging activities e, making pa en
Who: H t with brand
nd
to consum ficult. to update old city
or processes in your business area. Make b o ar d in g process dif Who: Market
er ones. R Recr
ui
ing
on hires ing manager Manag ters, HR
sure you write one challenge per post-it Who: New s ers
note (see examples). Indicate:
● What process or activity needs to
improve?
● Why does it need to improve?
What
● Who is mainly affected? (roles) er diffe : Adaptin
ustom ren g cam
er i ng C Why: t social pa
: Answ uests is tim media igns to
Use the Existing Challenge What req urces requ e con chan
i f fe rent so tion ires
lots suming a nels
Description template to ease the of d forma of si
Lots ted in time- Who forth re back-and t
formulation. Why: q u e s : Mar vi
d re ess ketin ews
-
to fin e the proc . g
(10 min) ma k ming ers empl an
oyees d Sales
consu rvice Offic
e
mer S
● Share your challenges with the team and h o: Custo
W
stick them on a whiteboard. Discard
duplicate challenges as you present or
combine very similar challenges together
(2 - 3 min per person / 20 min)
Example challenging processes and activities

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Exercise Sheet
2a. Select relevant Gen AI opportunities 30 min In teams of 6 or less

Steps
Which opportunities are most relevant
to improve your activities and
processes?

● Review the descriptions in the

opportunity cards. Think: which
opportunities could be most beneficial to
improve the processes or activities
mentioned? Map the described
challenges to the cards if necessary and
duplicate challenges that fit to more than
one card. Don’t worry if some challenges
can’t be mapped. (20 min)

● Select the 3 most relevant opportunities

for your business through voting or open
discussion. If you did the mapping, you
can select those opportunities
addressing more challenges. (10 min)

Example Selection

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Exercise Sheet
2b. Imagine scenarios with generative AI 15 min In teams of 6 or less

Steps Scenario Formulation Sentence

What would you use Gen AI for?
We can use (Gen) AI to help
● Silently, write down scenario sentences
explaining how generative AI can be used
to address the activities and processes IT support Teams
..................................................................................... (Role / Department)
mapped to the selected cards. Write at [WHO] Example: Sales and Marketing Teams
least 1 scenario sentence per card. You
have about 5 minutes per card.
assist customers in real-time with troubleshooting
to .................................................................................
[WHAT] Example: translate product manuals into various languages

(Activity
supported by AI)

and technical issues through a conversational interface

.....................................................................................

reduce their workload

so that / in order to ...................................................
[WHY] Example: reduce translation efforts while
supporting global distribution
(Objective)

while increasing customer satisfaction

.....................................................................................

Example Formulation Sentence

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Exercise Sheet
2c. Share-out and combine 40 min In teams of 6 or less

Steps
What scenarios can be combined in one IT Troubleshooting
Technical Translator
solution? Bot

● Share your scenarios with your peers

(15 min) Scenario Formulation Sentence Gen AI can be used to help
IT support Teams to
● Check which scenarios can be combined
We can use (Gen) AI to help
assist customers in real-time
Scenario Formulation Sentence
in one solution. Ideas with the same or IT support Teams with troubleshooting and
..................................................................................... (Role / Department)

technical issues through a

[WHO] Example: Sales and Marketing Teams

related beneficiary and similar objective We can use (Gen) AI to help

assist customers in real-time with conversational
troubleshooting interface,
could fit well together, but not all to .................................................................................
so that they can reduce their
[WHAT] Example: translate product manuals into various languages Sales and Marketing teams
..................................................................................... (Role / Department)

scenarios have to be combined. Give workload while increasing

and technical issues through a conversational interface
(Activity
supported by AI)
Gen AI can be used to help
[WHO] Example: Sales and Marketing Teams

.....................................................................................
descriptive names to the combined customer satisfaction. translate product manuals Sales andlanguages
in different Marketing Teams to
to .................................................................................

scenarios (20 min). translate product manuals into

[WHAT] Example: translate product manuals into various languages

reduce their workload

so that / in order to ...................................................
(Activity

Scenario Formulation Sentence

[WHY] Example: reduce translation efforts while
supporting global distribution
various languages,
.....................................................................................
supported by AI)

Gen AI can be used to help

(Objective)
so that they can reduce translation
● You now get 5 votes, each worth 100€. while increasingWe can use (Gen)
customer AI to help
satisfaction
..................................................................................... IT support Teams to efforts while supporting global
reduce translation efforts
so that / in order to ...................................................
Distribute the votes on the scenarios you IT Support Teams create
.....................................................................................
step-by-step instructions for
(Role / Department)
distribution.
[WHY] Example: reduce translation efforts while
supporting global distribution

would invest in and select the top 3.

[WHO] Example: Sales and Marketing Teams
customers to troubleshoot (Objective)

while supporting global distribution

technical issues based on their .....................................................................................
(5 min). create step-by-step instructions for customers
to .................................................................................
[WHAT] Example: translate product manuals into various languages
technical background,
In order to provide more
(Activity
to troubleshoot technical issues based on their supported by AI)
technical background
.....................................................................................
personalized support and increase
customer loyalty and satisfaction .
provide more personalized support
so that / in order to ...................................................
[WHY] Example: reduce translation efforts while
supporting global distribution
(Objective)

and increase customer loyalty and satisfaction

.....................................................................................

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 PART 3

Define Use Case Ideas

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Exercise Sheet
3. Define Use Case Ideas 75 - 110 min In teams of 6 or less

Steps
Describe your selected scenarios in
detail.

● Distribute the selected scenarios to

different members or pairs of the team,
so that they can be described Use Case Brief – Technical View
simultaneously. (5 min) Main Capabilities Input data needed Output data expected
What should the solution be able to do? What data is needed for this use case? What data is desired as output and in which
What data is available? format?

• Help prioritize requests • Request text (e-mail) • Possible alternatives to

● Fill in the Business View, Technical View, by urgency

• Translate e-mails
• Booking system data solve the request
• Proposed answer
• draft e-mails formulated
and Ethical View of the Use Case Brief for • Categorize requests by
type
• Give a quick overview of
each scenario selected (20 - 30 min per the main information in
the request like booking
view). ID, destination and type of
service requested
Use Case Brief – Ethical View
• Look for availability of
Would the solution involve... Comments
service options in the
booking system Processing Would the solution process any information relating

● Share the Use Case that you detailed out identifiable to an identified or identifiable natural person for
personal data training purposes or during productive usage?
(excluds anonymized data sets or the process of
Yes No Not Clear Yet
Generative AI Limitations
with your team (10 min / 3 min per pair or
anonymizing Personal data).
Which Gen AI limitations could affect the use case and how? Use the limitation cards as reference.
Processing Would the solution include the processing of
Ensure a
Learn from sensitive personal data like information on sexual

team member) consistent and sensitive

new data personal data orientation, religion, biometric data (including face
predictable
on-the-fly imaging &/or voice recognition)?
output Yes No Not Clear Yet

Hard to improve Different urgency

options provided levels could be derived
over time for similar requests Automated Does the solution involve fully or partially
decision- automated decision-making? Does it include cases
where no human intervention or human supervision
making
takes place? (excluding any recommender system)
Yes No Not Clear Yet

Negatively Could the solution negatively affect the social

affecting well-being of individuals (health and safety), or
individuals intrude/restrict an individual’s fundamental rights
and freedom?
Yes No Not Clear Yet

High-risks Does the use case belong to one of the following

domains: E.g. Categorisation of natural persons,
Management and operation of critical
infrastructure, Employment/HR, Healthcare, Private
services and Public services and benefits, Law Yes No Not Clear Yet
Enforcement, Migration, Democratic processes?

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Template Example
Use Case Brief Example (Business View)
The Business View of the Use Case Brief
summarizes what the use case is all about
and what is the value of it for the business
and the end-users.

The business view is the minimum of what

needs to be described for each scenario.

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Template Example
Use Case Brief Example (Technical View)
The Technical View of the Use Case Brief is Use Case Brief – Technical View
meant to describe technical aspects of the
use case, such as the data and systems Input data needed Main capabilities and expected output
What data is needed for this use case? What should the solution be able to do? What information should the
required, main capabilities expected, and What data is available? solution provide and in which format?
possible limitations of the technology. • prioritize requests by • Show available
• Request text (e-mail)
• Booking system data urgency service options in
This technical view works better if you have • Translate e-mails the booking
a technical expert in the team. when needed system
• Formulate answer • Show possible
To complete the “Generative AI Limitations” e-mail alternatives to
• Categorize requests by solve the request
section, take a look at the Gen AI Limitation
type
Cards and discuss as a team which • Highlight main
limitations might affect the use case and information in the
how. request like booking
ID, destination and type
of service requested

Generative AI Limitations
Which Gen AI limitations could affect the use case and how? Use the limitation cards as reference.

Ensure a
Learn from
consistent and
new data
predictable
on-the-fly
output

Hard to improve Different urgency

options provided levels could be derived
over time for similar requests

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 45

Coach Instructions
Gen AI Limitation Cards Download file for print

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 46

Coach Instructions
Gen AI Limitation Card Example (back side) Download file for print

Gen AI
Limitation

Discussion questions
Gen AI
Limitation
Explanation

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 47

Template Example
Use Case Brief Example (Ethical View)
The ethical view of the Use Case Brief aims Use Case Brief – Ethical View
to make participants aware of ethical
Would the solution involve... Comments
considerations when implementing the use
case. Processing Would the solution process any information relating Customer’s e-mail to
identifiable to an identified or identifiable natural person for
X be anonimized for
personal data training purposes or during productive usage?
Questions answered with “Not Clear Yet” (excluds anonymized data sets or the process of analysis of
Yes No Not Clear Yet
should be reviewed again at later stages, anonymizing Personal data). information
but before implementation. Questions Processing Would the solution include the processing of
answered with “yes” should be sensitive sensitive personal data like information on sexual
orientation, religion, biometric data (including face X
accompanied by comments indicating personal data
imaging &/or voice recognition)?
Yes No Not Clear Yet
possible risk mitigations for the aspect in
question. For example, if the use case needs
to process identifiable personal data, think Automated Does the solution involve fully or partially
about how these data could be anonymized decision- automated decision-making? Does it include cases
making where no human intervention or human supervision X
without negatively impacting the desired takes place? (excluding any recommender system)
Yes No Not Clear Yet
benefits.

The questions displayed in this document Negatively Could the solution negatively affect the social
affecting well-being of individuals (health and safety), or
are based on the SAP AI Ethics Handbook intrude/restrict an individual’s fundamental rights X
individuals
and might be subject to change. and freedom?
Yes No Not Clear Yet

High-risks Does the use case belong to one of the following

domains: E.g. Categorisation of natural persons,
Management and operation of critical X
infrastructure, Employment/HR, Healthcare, Private
services and Public services and benefits, Law Yes No Not Clear Yet
Enforcement, Migration, Democratic processes?

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 48

 PART 4

Compare and Prioritize

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 49

Exercise Sheet
4. Compare your use case ideas 50 min All together

Steps Value Heatmap

Business
Prioritize the use cases and identify Value
the ones to implement first.

● All participants come together. Each Intelligent Request

team presents their Use Case Ideas to Possible Manager
the other team and receives feedback dimensions
(20 min) IT Troubleshooting
Bot
● Participants position the Use Case Costs
Briefs or Scenario Sentences in the
Value Heatmap relative to each other,
based on agreed criteria (e.g. Business
Value and Complexity). Discuss the Time to Market
position of the ideas in the value
heatmap as a team. (25 min) Technical Translator

● Participants decide which use case idea Reach

to take to the next step. (5 min)

Risks
Complexity

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 50

Exercise Sheet
5. Next steps 20 min All together

Steps
Define action items.

● In a team discussion decide for 4 - 5

action items to follow up from this
session. Indicate in a next steps matrix
what needs to be done, until when and
who will be responsible.
(20 min)

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 51

4
Mini-Workshop Format
3-hour format for events
Coach Instructions
1. Getting started (mini-workshop format) 30 min All together

Steps
Goal
Set the right expectations,
Homework – variable
A Send participants the cards at least 2 days prior to the session and ask them to
introduce participants to the topic
of generative AI, and inspire them.
get familiar with them. Discard cards that are not relevant to the audience you
are working with. (see exercise sheet)
Material
★ Gen AI Opportunity Cards
Welcome – 10 min
B Welcome the participants, introduce the agenda and purpose of the session ★ Scenario Sentence Template

Inspiration – 20 min Tips

C Explain what Gen AI is and how it can be used in business. Use examples and ★ To shorten the session further,
demos of existing solutions (see demo example by SAP: https://url.sap/qdpse3), ask participants to already
and answer questions about the Gen AI Opportunity Cards . select the 3 most relevant cards
and write 2 - 3 Scenario
Sentences for each selected
card as homework. In that case,
you can skip steps 2A and 2B
during the session, saving about
30 minutes.

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 53

Coach Instructions
2. Explore Opportunities (mini-workshop format) 60 min In teams of 6 or less

Steps
Goal
Ideate scenarios where Gen AI
Select relevant Gen AI opportunities – 15 min
A Using the set of Gen AI opportunities, ask participants to select up to 3 most
capabilities can be used to
address the identified challenges.
relevant Gen AI opportunities for their businesses. Use voting or select through
an open discussion. Participants should think about which opportunities could
be most beneficial to improve challenging processes and activities in their Material
business areas. (see exercise sheet)
★ Gen AI Opportunity Cards
Imagine scenarios with Gen AI – 15 min ★ Scenario Sentence Template
B Ask participants to silently write down Scenario Sentences for each of the ★ Post-its and pens
selected cards. Provide participants with enough scenario sentence templates.
Participants have 5 minutes per card to write as many scenarios as possible and
can use the example scenarios on the cards as inspiration. You can have each Tips
participant focus on a different card and then rotate the cards after the 5
★ Have participants read the cards
minutes, or have all participants focus on the same card at once. (see exercise
before the workshop to make
sheet) the selection process easier.

Share-out and combine – 30 min

C Have each participant share the scenario sentences and discard duplicate
ideas. Check which scenarios can be combined in one solution. Ideas with the
same or related beneficiary and similar objective could fit well together, but not
all scenarios have to be combined. Give descriptive names to the combined
scenarios. (see exercise sheet)

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 54

Coach Instructions
3. Prioritize and Define (mini-workshop format) 90 min In teams of 6 or less

Steps
Goal
Select valuable scenarios and
Prioritize scenarios – 30 min
A Help participants position the Scenario Sentences in the Value Heatmap relative
describe them in detail as use
cases.
to each other, based on Business Value and Complexity. Discuss the position of
the ideas in the value heatmap as a team and decide which top 3 scenarios
should be defined in detail. (see exercise sheet) Material
★ Value Heatmap
Describe selected scenarios – 60 min ★ Use Case Brief Templates
B Ask participants to describe each selected scenario in detail using the Use Case ★ Gen AI Limitation Cards
Brief. The Use Case Brief includes three views: business, technical, and ethical.
Start with the business view. The technical view will work best if you have ★ Pens
representatives from the implementation team who know which data can be
useful and what the limitations of the technology are. When filling in the technical
Tips
view, use the Gen AI Limitation Cards to help participants identify limitations that
could affect the use case. ★ Prefer scenarios that might not
Distribute the scenarios among the participants in the team, so that they are be too complex to realize, but
described simultaneously. (see exercise sheet) provide high business value.

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 55

Exercise Sheet
1. Select Relevant Generative AI Opportunities 15 min In teams of 6 or less

Steps
Which opportunities are most relevant
for you?

● Read the opportunity cards and select

the 3 most relevant opportunities for your
business. Think about which
opportunities could be most beneficial to
improve processes or activities in your
business area.

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 56

Exercise Sheet
2. Imagine scenarios 15 min In teams of 6 or less

Steps Scenario Formulation Sentence

What would you use Gen AI for?

● Silently, write down scenario sentences

We can use (Gen) AI to help
for each of the selected cards. Write at
least 1 scenario sentence per card. You IT support Teams
have about 5 minutes per card. ..................................................................................... (Role / Department)
[WHO] Example: Sales and Marketing Teams

assist customers in real-time with troubleshooting

to .................................................................................
[WHAT] Example: translate product manuals into various languages

(Activity
supported by AI)

and technical issues through a conversational interface

.....................................................................................

reduce their workload

so that / in order to ...................................................
[WHY] Example: reduce translation efforts while
supporting global distribution
(Objective)

while increasing customer satisfaction

.....................................................................................

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 57

Exercise Sheet
3. Share-out and combine 30 min In teams of 6 or less

Steps
What scenarios can be combined in IT Troubleshooting
one solution? Bot
Technical Translator
● Share your scenarios with your peers
(10 min) Scenario Formulation Sentence Gen AI can be used to help
IT support Teams to
● Check which scenarios can be combined
We can use (Gen) AI to help
assist customers in real-time
Scenario Formulation Sentence
in one solution. Ideas with the same or IT support Teams with troubleshooting and
..................................................................................... (Role / Department)

technical issues through a

[WHO] Example: Sales and Marketing Teams

related beneficiary and similar objective We can use (Gen) AI to help

assist customers in real-time with conversational
troubleshooting interface,
could fit well together, but not all to .................................................................................
so that they can reduce their
[WHAT] Example: translate product manuals into various languages Sales and Marketing teams
..................................................................................... (Role / Department)

scenarios have to be combined (20 min). workload while increasing

and technical issues through a conversational interface
(Activity
supported by AI)
Gen AI can be used to help
[WHO] Example: Sales and Marketing Teams

.....................................................................................
customer satisfaction. translate product manuals Sales andlanguages
in different Marketing Teams to
to .................................................................................
translate product manuals into
[WHAT] Example: translate product manuals into various languages

reduce their workload

so that / in order to ...................................................
(Activity

Scenario Formulation Sentence

[WHY] Example: reduce translation efforts while
supporting global distribution
various languages,
.....................................................................................
supported by AI)

Gen AI can be used to help

(Objective)
so that they can reduce translation
while increasingWe can use (Gen)
customer AI to help
satisfaction
..................................................................................... IT support Teams to efforts while supporting global
reduce translation efforts
so that / in order to ...................................................
IT Support Teams create
.....................................................................................
step-by-step instructions for
(Role / Department)
distribution.
[WHY] Example: reduce translation efforts while
supporting global distribution
[WHO] Example: Sales and Marketing Teams
customers to troubleshoot (Objective)

while supporting global distribution

create step-by-step instructions for customers
technical issues based on their .....................................................................................
to .................................................................................
[WHAT] Example: translate product manuals into various languages
technical background,
In order to provide more
(Activity
to troubleshoot technical issues based on their supported by AI)
technical background
.....................................................................................
personalized support and increase
customer loyalty and satisfaction .
provide more personalized support
so that / in order to ...................................................
[WHY] Example: reduce translation efforts while
supporting global distribution
(Objective)

and increase customer loyalty and satisfaction

.....................................................................................

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 58

Exercise Sheet
4. Prioritize Scenarios 30 min In teams of 6 or less

Steps Value Heatmap

Business
Prioritize your scenarios and identify Value
the most valuable ones to be described.

● Participants position the scenario

sentences or scenario group names in the Possible
Value Heatmap relative to each other, dimensions
based on agreed criteria (e.g. Business
Value and Complexity). Discuss the IT Troubleshooting
position of the ideas in the value Costs
Bot
heatmap as a team
(25 min)

● Participants decide which top 3 scenarios Time to Market

to describe in detail. (5 min)
Technical Translator

Reach

Risks
Complexity

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 59

Exercise Sheet
5. Define Use Case Ideas 60 min In teams of 6 or less

Steps
Describe your selected scenarios in
detail.

● Distribute the top 2-3 selected scenario

ideas among the participants in the team,
so that they are described Use Case Brief – Technical View
simultaneously (5 min), Input data needed Main capabilities and expected output
What data is needed for this use case? What should the solution be able to do? What information should the
What data is available? solution provide and in which format?

• Request text (e-mail) • prioritize requests by • Show available

● Each pair or team member details out a • Booking system data urgency
• Translate e-mails
when needed
service options in
the booking
system
scenario idea using the Use Case Brief • Formulate answer
e-mail
• Show possible
alternatives to
• Categorize requests by solve the request
(Business View, Technical View and type
• Highlight main

Ethical View). (45 min) information in the

Use Case Brief – Ethical
request like booking View
ID, destination and type
of service requestedWould the solution involve...
Comments

Processing Would the solution process any information relating

● Share your use case briefs within the identifiable to an identified or identifiable natural person for
personal data training purposes or during productive usage?
(excluds anonymized data sets or the process of
Yes No Not Clear Yet
Generative AI Limitations
team (10 min)
anonymizing Personal data).
Which Gen AI limitations could affect the use case and how? Use the limitation cards as reference.
Processing Would the solution include the processing of
Ensure a
Learn from sensitive sensitive personal data like information on sexual
consistent and
new data personal data orientation, religion, biometric data (including face
predictable
on-the-fly imaging &/or voice recognition)?
output Yes No Not Clear Yet

Hard to improve Different urgency

options provided levels could be derived
over time for similar requests Automated Does the solution involve fully or partially
decision- automated decision-making? Does it include cases
where no human intervention or human supervision
making
takes place? (excluding any recommender system)
Yes No Not Clear Yet

Negatively Could the solution negatively affect the social

affecting well-being of individuals (health and safety), or
individuals intrude/restrict an individual’s fundamental rights
and freedom?
Yes No Not Clear Yet

High-risks Does the use case belong to one of the following

domains: E.g. Categorisation of natural persons,
Management and operation of critical
infrastructure, Employment/HR, Healthcare, Private
services and Public services and benefits, Law Yes No Not Clear Yet
Enforcement, Migration, Democratic processes?

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 60

 Practice Human-Centered Innovation
https://apphaus.sap.com/toolkit/methods

© 2024 SAP SE or an SAP affiliate company. All rights reserved. 61