Company
AWS Sales
Title
AI-Powered Account Planning Assistant for Sales Teams
Industry
Tech
Year
2025
Summary (short)
AWS Sales developed an AI-powered account planning draft assistant to streamline their annual account planning process, which previously took up to 40 hours per customer. Using Amazon Bedrock and a comprehensive RAG architecture, the solution helps sales teams generate high-quality account plans by synthesizing data from multiple internal and external sources. The system has successfully reduced planning time significantly while maintaining quality, allowing sales teams to focus more on customer engagement.
This case study examines how AWS Sales implemented a generative AI solution to transform their account planning process, demonstrating a sophisticated approach to deploying LLMs in a production environment with strict enterprise requirements. The challenge AWS Sales faced was significant: Account managers spent up to 40 hours per customer creating detailed strategy documents (account plans) that required extensive research and collaboration across multiple data sources. This process was not only time-consuming but also created substantial organizational overhead. The solution architecture demonstrates several key LLMOps best practices and considerations: ### Data Integration and RAG Architecture The system implements a sophisticated RAG (Retrieval Augmented Generation) architecture using Amazon Bedrock knowledge bases. This approach allows the system to maintain accuracy and relevance by incorporating: * Internal sales enablement materials * Historical account plans * SEC filings * News articles * Executive engagement records * CRM data The RAG implementation includes metadata filtering and semantic search capabilities, which helps ensure that the generated content is both relevant and accurate. AWS Glue jobs handle the data curation and transformation process, preparing data for ingestion into the knowledge bases. ### Production Architecture and Scalability The system's architecture is built for enterprise-scale deployment with several key components: * Amazon Bedrock provides the foundation for accessing and managing LLM capabilities through APIs * AWS Lambda functions are used in two distinct roles: * Async resolver functions handle front-end integration, input validation, and request management * Worker functions generate content concurrently for different sections of account plans * DynamoDB manages state tracking and request quotas * Amazon SQS enables decoupled processing between management and data planes * Custom ReactJS frontend integrates with existing CRM systems ### Security and Compliance Considerations The implementation pays careful attention to security requirements: * AWS IAM Identity Center provides enterprise single sign-on * Authorization mechanisms ensure users can only access data they're permitted to see * Integration with existing security frameworks and compliance requirements ### Performance Optimization The system incorporates several performance-enhancing features: * Concurrent processing of different account plan sections * Caching mechanisms in DynamoDB * Async processing pattern for handling long-running generation tasks * Integration of multiple data sources for comprehensive context ### Monitoring and Quality Control The system includes built-in quality assurance capabilities: * Quality checks ensure account plans meet internal standards * Tracking mechanisms for monitoring usage and performance * Integration with notification systems (Slack) for user updates * Storage of searchable records in OpenSearch for future reference ### User Experience and Integration The implementation focuses on user adoption through: * Seamless integration with existing CRM systems * Micro-frontend architecture for familiar user experience * Customization options for different user needs * Notification systems to keep users informed of progress ### Results and Impact The system has demonstrated significant value: * Reduced account plan creation time from 40 hours to a fraction of that * Thousands of sales teams have successfully used the assistant * Positive feedback from both enterprise and mid-market account managers * Improved quality and consistency of account plans * Increased time available for direct customer engagement ### Future Development The team's roadmap includes several sophisticated LLMOps enhancements: * Zero-touch account planning capabilities * Deeper integration with planning tools * Enhanced personalization based on industry and account characteristics * Improved collaboration features * AI-driven recommendations for next steps ### Technical Challenges and Solutions The implementation addressed several common LLMOps challenges: * Data freshness through regular updates to knowledge bases * Response quality through careful prompt engineering and context management * Scale through asynchronous processing and queue management * Security through robust authentication and authorization * Integration through micro-frontend architecture and API management This case study demonstrates a comprehensive approach to implementing LLMs in a production environment, addressing key concerns around data quality, security, scalability, and user experience. The solution shows how modern LLMOps practices can be successfully applied to transform traditional business processes while maintaining enterprise requirements for security and quality.

Start your new ML Project today with ZenML Pro

Join 1,000s of members already deploying models with ZenML.