Account Health Decision Engine
An AI-guided workflow that turns multi-source account analysis into structured risk and recommended actions.
What needed to change.
Account health reviews required managers to gather context from multiple systems, interpret inconsistent signals, summarize risk, and prepare a coherent point of view.
What I designed and led.
- Mapped the decision process used by experienced managers.
- Defined the minimum context required for a trustworthy assessment.
- Designed prompt and grounding logic around enterprise account data.
- Created structured risk, evidence, and action outputs.
What changed.
The decision engine reduced the effort required for account analysis by roughly 92% while improving consistency and making high-quality preparation more accessible.
92% reduction in analysis effort