Proposed approach
Five priorities I would assess first
This sequence is a starting point, not an implementation commitment. Selection depends on existing capabilities, data readiness and demonstrated need. I would compare a small portfolio covering firm knowledge, growth, regulatory work, project delivery and design quality.
01Hazen Intelligence
First to assessFlagship candidateMake project history, technical knowledge, standards, lessons and internal expertise easier to find and reuse.
Why assess first: High potential value across the firm with lower professional risk than technical decision automation.
Relevant experience: At PolicySight, I built RAG workflows with source grounding, retrieval evaluation, hallucination checks and human review.
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Hazen Intelligence
First to assessFlagship candidateMake project history, technical knowledge, standards, lessons and internal expertise easier to find and reuse.
Why assess first: High potential value across the firm with lower professional risk than technical decision automation.
Relevant experience: At PolicySight, I built RAG workflows with source grounding, retrieval evaluation, hallucination checks and human review.
- Problem
- Valuable project experience and technical knowledge can be hard to find when it is spread across years of reports, project files, standards and internal expertise.
- What AI would do
- Search approved Hazen sources and return relevant past projects, documents, standards, lessons and subject matter experts with links back to the source.
- Likely users
- Engineers, project managers, practice leaders and proposal teams.
- Data needed
- Approved project documents, internal standards, lessons learned, project metadata and expertise directories.
- Main risk
- Sensitive client information could be exposed to the wrong user or tool.
- First pilot
- One practice area with a bounded document set and clear permissions.
- Success measure
- Search time reduced, useful result rate, repeated use and source opening rate.
- Approach
- Extend or buy secure enterprise retrieval before considering custom model development.
02Proposal and RFP Intelligence
First to assessExtract requirements, find relevant past work, prepare first drafts and check proposal completeness.
Why assess first: A repeatable workflow with measurable time savings and strong human review.
Relevant experience: At PolicySight, I built source grounded client research workflows connecting source material, analysis and human review.
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Proposal and RFP Intelligence
First to assessExtract requirements, find relevant past work, prepare first drafts and check proposal completeness.
Why assess first: A repeatable workflow with measurable time savings and strong human review.
Relevant experience: At PolicySight, I built source grounded client research workflows connecting source material, analysis and human review.
- Problem
- Proposal teams spend significant time finding relevant experience, checking requirements and assembling first drafts.
- What AI would do
- Parse RFPs, extract requirements, find relevant past projects and approved content, and help prepare a first draft for human editing.
- Likely users
- Proposal teams, business development staff and technical leads.
- Data needed
- RFPs, prior proposals, approved resumes, project descriptions and standard content.
- Main risk
- Incorrect claims, outdated content or confidential material appearing in a draft.
- First pilot
- One proposal team and one proposal type.
- Success measure
- Proposal cycle time, requirement coverage, editing time and user acceptance.
- Approach
- Buy or extend enterprise tools and add Hazen specific retrieval.
03Regulatory and Standards Intelligence
First to assessTrack changes in federal and state requirements and route relevant updates to the right practices.
Why assess first: Public source data, clear verification steps and direct value to technical teams.
Relevant experience: PolicySight combines policy monitoring, source research, analytics and stakeholder context for executive decisions.
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Regulatory and Standards Intelligence
First to assessTrack changes in federal and state requirements and route relevant updates to the right practices.
Why assess first: Public source data, clear verification steps and direct value to technical teams.
Relevant experience: PolicySight combines policy monitoring, source research, analytics and stakeholder context for executive decisions.
- Problem
- Engineers must track changing rules, guidance and standards across many agencies and jurisdictions.
- What AI would do
- Monitor official sources, identify changes, summarize what changed, and route items to the right practice for verification.
- Likely users
- Engineers, regulatory specialists, practice leaders and quality staff.
- Data needed
- Public agency sources, standards metadata and internal topic ownership.
- Main risk
- A summary could be treated as authoritative when the source text says something different.
- First pilot
- One federal water topic plus a small set of state sources.
- Success measure
- Relevant changes identified, research time saved, source verification rate and missed item review.
- Approach
- Build the monitoring and routing layer using approved models and direct source links.
04Project Controls Intelligence
PilotUse historical schedule, labor, cost and delivery data to identify project risk earlier.
Why pilot: Potentially high value, but usefulness depends on data quality and trust in the forecasts.
Relevant experience: At Metron, I built AI and Power BI covering schedules, materials, costs, risk and quality.
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Project Controls Intelligence
PilotUse historical schedule, labor, cost and delivery data to identify project risk earlier.
Why pilot: Potentially high value, but usefulness depends on data quality and trust in the forecasts.
Relevant experience: At Metron, I built AI and Power BI covering schedules, materials, costs, risk and quality.
- Problem
- Delivery risks can become visible only after schedule, labor or cost problems are already difficult to correct.
- What AI would do
- Compare current project patterns with historical data and flag unusual schedule, staffing, budget or delivery signals for project managers to review.
- Likely users
- Project managers, PMO, finance and practice leaders.
- Data needed
- Historical schedule, labor, budget, change and outcome data.
- Main risk
- Weak or inconsistent historical data could create misleading warnings.
- First pilot
- Run the model in shadow mode on a small project group before any live alerts.
- Success measure
- Forecast accuracy, useful alert rate, earlier identification of delivery issues and PM trust.
- Approach
- Build the model on top of existing project and BI systems rather than replace them.
05AI Assisted Design QA
Controlled pilotAdd another review layer that can flag potential issues without taking responsibility away from engineers.
Why controlled: The value could be high, but false positives, false negatives and professional liability require careful evaluation.
Relevant experience: I worked with engineers on battery performance and warranty models, using engineering specifications, liability constraints and human review to frame thresholds.
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AI Assisted Design QA
Controlled pilotAdd another review layer that can flag potential issues without taking responsibility away from engineers.
Why controlled: The value could be high, but false positives, false negatives and professional liability require careful evaluation.
Relevant experience: I worked with engineers on battery performance and warranty models, using engineering specifications, liability constraints and human review to frame thresholds.
- Problem
- Technical review is important and time consuming, and some repeatable checks may be suited to automation.
- What AI would do
- Flag potential omissions, inconsistencies or rule violations for a qualified engineer to review.
- Likely users
- Design engineers and QA staff.
- Data needed
- Approved design documents, review checklists, standards and historical issue records.
- Main risk
- Missed issues or false confidence in an automated review.
- First pilot
- One narrow document type or repeatable check, not full design approval.
- Success measure
- Review time, useful finding rate, false positive rate and issues caught before final review.
- Approach
- Buy or partner first where mature tools exist. Do not build a broad design model from scratch before proving the use case.
What I would not prioritize first
Building a proprietary foundation model
Enterprise models already exist. Hazen's advantage is its data and expertise, not training a new general model.
Autonomous engineering approval
Licensed engineers keep final responsibility for engineering work.
Generic meeting transcription as a strategic program
Useful as a standard tool, but it does not need a strategy of its own.
A large collection of disconnected pilots
Many small tests spread attention and make it hard to prove anything.
The first year should prove that a small number of useful systems can improve work without weakening professional responsibility.
Build, buy, partner or wait
Build
When Hazen data or methods create a real advantage and the capability needs to be unique.
Buy
When the problem is common and a mature enterprise product already exists.
Partner
When a client, vendor or research partner brings data or expertise Hazen does not need to recreate.
Wait
When the value is unclear, the risk is too high, or the data is not ready.
Applied to the five priorities
- Hazen Intelligence
- Buy or extend
- Proposal and RFP Intelligence
- Buy or extend
- Regulatory and Standards Intelligence
- Build the source and routing layer using enterprise models
- Project Controls Intelligence
- Build on existing BI and project systems
- AI Assisted Design QA
- Buy or partner first