A monthly reporting pack nobody but one person can produce
Modules 2.1 and 2.3. We take the last real pack, cut it to the decision it has to trigger, then spec the reporting agent that rebuilds the visual part every month.
Skip to contentOption A Option B Option C
Team automation
Data, process and agentic AI training for teams
Theme 2 helps teams move from individual AI use to better data narratives, process improvement and simulated agentic workflows, with explicit human checkpoints and practical outputs.
9modules, three themes
3h20one sitting, one module
10-12participants, your site
2-3artefacts kept, per module
Who this theme is for
Book it if
- Your team already uses AI tools and the output is inconsistent
- Someone has to sign the result, so the method has to survive review
- You want one process measurably better inside a quarter
Skip it if
- You need a platform decision, a vendor shortlist or a licence negotiation
- The gap is headcount, not method
- The room expects a motivational talk about AI
2.1 · Data Storytelling in the Age of Agentic AI
Reporting, controlling, client-facing analytics teams
What the room learns
- Turn a dashboard into an executive narrative that triggers a decision
- Declutter visuals without losing rigour
- Hand the production of recurring visuals to an agent
- Write the specification your developer needs
How the session runs
- 1Why so many dashboards drive no decision
- 2The Data Storytelling Canvas
- 3Dashboard redesign workshop on your own pack
- 4Live reporting-agent demonstration
- 5Redesign plan for the next cycle
What you leave with
- Completed canvas on your case
- Decision-narrative template
- Reporting-agent specification
2.2 · Process Optimization & Closed-Loop Problem Solving
Operations, incident management, process owners
What the room learns
- Extract failure patterns from your incident history
- Run AI-assisted 5 Whys without steering the answer
- Turn standard operating procedures into living documents
- Set up automated triage with a human checkpoint
How the session runs
- 1The cost of reactive handling, in your own numbers
- 2Incident mining and clustering
- 3Root-cause workshop, ending in a corrected SOP
- 4Automated triage design
- 590-day roadmap
What you leave with
- Root-cause analysis on a real case
- A rewritten SOP
- Triage-automation roadmap
2.3 · Agentic AI & Multi-Agent Workflow Simulation
Process owners, developers adjacent, innovation teams
What the room learns
- Decompose a business process into agent roles
- Simulate a multi-agent pipeline in a sandbox, with no code
- Design human-in-the-loop checkpoints that survive audit
- Choose the pilot use case that proves the method
How the session runs
- 1From chatbots to workflows
- 2Hermès running a real pipeline, live
- 3Sandbox simulation of your own process
- 4Governance, escalation, audit trail
- 5Pilot use-case selection
What you leave with
- Multi-agent blueprint of your process
- Pilot specification
- Governance grid
What this theme becomes on your desk
Each module has clear learning objectives. The examples and exercises are selected according to the participants’ roles and working context.
An incident queue that reopens the same three failures
Modules 2.2. Incident history is clustered in the room, the root cause is run with 5 Whys on a live case, and the SOP comes out rewritten and owned.
A client onboarding file that takes weeks to assemble
Modules 1.2 and 2.2. The chase becomes a documented pass: extraction workflow, checklist of what is missing, triage rule for the next file that lands.
Booking this theme
Standalone Workshop
The 3h20 workshop, interactive, 10 to 12 participants, on site, with use cases from your sector. Nothing to prepare beforehand.
Rapid Assessment + Customised Workshop
Two or three days with your processes first, then the workshop with every exercise built on your own documents and workflows.
Customised Workshop + Video LMS
Everything in option B, plus a 3 to 5 minute micro-learning capsule delivered into your LMS, so the method is still there when the next joiner arrives.
Every module is quoted according to the audience, level of adaptation and delivery arrangements. Following a 30-minute discussion, eLearn2grow provides a written proposal. Larger cohorts, multi-module programmes and delivery outside Hong Kong can also be quoted.
The person in the room
Every module is designed and facilitated by David Daoud, combining more than 20 years of banking transformation experience with practical AI capability building.
20+ years in banking transformation
Transformation and change programmes in tier-1 investment banking across Asia Pacific: HSBC, Société Générale, BNP Paribas, Crédit Agricole.
APAC AI capability
One of the first regional AI ambassadors at HSBC. Contributed to the foundation of the APAC AI upskilling programme.
Founder-led delivery
The person who discusses the business need also designs and facilitates the session.
Practical outputs
Participants leave with work they have developed and checked during the session, not only a certificate or presentation.
Next step
One 30-minute call is enough to say which module fits your room, and whether you need the assessment first. Past sessions are on the YouTube channel if you would rather judge the teaching before you book anything.