Course Taxonomy: Generative AI

Generative AI Bootcamp – Insurance

Module 1: GenAI 101 for Insurance

• LLM fundamentals (transformers, context, hallucinations)

• Insurance-specific use cases:

o Underwriting decision support

o Claims automation and summarization

o Fraud detection insights

o Policy document generation and analysis

o Customer service automation (chatbots, call summaries)

• Risks: bias in underwriting, regulatory violations, data privacy

Hands-on Lab: Identify 5 high-value use cases (e.g., claims triage, underwriting risk scoring); 

classify by risk, compliance impact, and ROI

Module 2: Governance, Compliance & Model Risk

• Regulatory landscape (NAIC guidelines, data privacy laws, internal compliance)

• Model risk management (MRM) and explainability

• AI ethics: fairness, bias detection, auditability

Workshop: Create an Insurance AI Governance Framework including:

• Acceptable use policies, Model validation checkpoints, Audit trails and explainability 

requirements

Module 3: Prompt Engineering for Insurance Workflows

• Prompt design for business scenarios:

o Claims summarization

o Underwriting analysis

o Policy interpretation

• Human-in-the-loop validation patterns

Lab: Use prompts to:

• Summarize claims documents

• Generate underwriting insights

• Draft policy explanations for customers

Module 4: AI for Engineering & Product Development

• AI-assisted development (Copilot, code generation)

• Accelerating API development for insurance platforms

• Documentation automation for compliance

Lab: Generate:

• Claims processing API

• Test cases and documentation using AI tools

Module 5: AI in SDLC & DevOps

• AI integration across:

o Requirements → user stories → acceptance criteria

o Code → testing → deployment

• Traceability and auditability in regulated environments

Lab: Use AI to:

• Convert business requirements into user stories and test cases

• Generate code and track outputs for compliance

Module 6: Testing, QA & Validation

• AI-assisted testing:

o Test case generation

o Edge case detection

o Regression automation

• Validation requirements for insurance systems

Lab: Generate and execute:

• Test scenarios for claims workflows

• Validate underwriting rules

Module 7: DevOps, Observability & Risk Monitoring

• AI-enhanced monitoring and anomaly detection

• Detecting fraud patterns and system anomalies

• AI-assisted incident management

Lab: Simulate:

• Fraud detection scenario

• AI-driven anomaly analysis

Module 8: Data, RAG & Intelligent Insurance Systems

• Retrieval-Augmented Generation (RAG) for:

o Policy documents

o Claims history

o Regulatory guidelines

• Secure data access and governance

Lab: Build a RAG-based assistant for:

• Claims adjusters

• Underwriters

Module 9: Adoption Strategy, Metrics & Scaling

• AI adoption roadmap:

o Pilot → scale → enterprise rollout

• Organizational readiness and change management

• KPIs:

o Claims processing time reduction

o Loss ratio improvement

o Customer satisfaction (NPS)

o Fraud detection accuracy

Workshop: Create a 90-day AI adoption roadmap for:

• Claims

• Underwriting

• Customer experience

Generative AI Bootcamp – Manufacturing

Module 1: GenAI 101 for Manufacturing

• LLM fundamentals (transformers, context, hallucinations)

• Manufacturing-specific use cases:

o Predictive maintenance and asset monitoring

o Production planning and scheduling optimization

o Quality inspection and defect analysis

o Digital work instructions and SOP automation

o Supply chain demand forecasting

• Risks: safety, operational downtime, data leakage, system reliability

Hands-on Lab: Identify 5 high-value use cases (e.g., predictive maintenance, quality 

automation); classify by risk, operational impact, and ROI

Module 2: Governance, Compliance & Safety

• Industry regulations (ISO standards, OSHA, quality compliance)

• Cybersecurity in manufacturing (OT/IT convergence risks)

• AI governance frameworks (model validation, auditability)

• Workshop: Create a Manufacturing AI Governance Framework including:

o Safety controls and human oversight

o Data classification and usage policies

o Operational risk mitigation strategies

Module 3: Prompt Engineering for Operations

• Prompt design for manufacturing scenarios:

o Root cause analysis

o Equipment troubleshooting

o Production optimization

• Human + AI collaboration in shop floor environments

• Lab: Use prompts to:

o Diagnose equipment issues

o Generate corrective actions

o Summarize production reports

Module 4: AI for Engineering & Development

• AI-assisted coding for manufacturing systems (MES, ERP integrations)

• Automating technical documentation (SOPs, work instructions)

• Legacy system modernization

Lab: Generate:

• API for production tracking

• Automated documentation for processes

Module 5: AI in SDLC & DevOps

• Integrating AI across:

o Requirements → engineering design

o Development → testing → deployment

• Traceability in regulated manufacturing environments

Lab: Use AI to:

• Convert production requirements into system features

• Generate code and validation artifacts

Module 6: Testing, QA & Quality Assurance

• AI-assisted quality testing:

o Defect detection

o Test case generation

o Regression testing

• Quality assurance in manufacturing systems

• Lab: Generate and execute:

o Test cases for production workflows

o Quality validation scenarios

Module 7: DevOps, Observability & Smart Factory

• AI-driven monitoring and anomaly detection

• Predictive analytics for equipment and production lines

• Incident detection and resolution

Lab: Simulate:

• Production anomaly detection

• AI-driven root cause analysis

Module 8: Data, RAG & Intelligent Manufacturing

• RAG with:

o Machine sensor data

o Maintenance logs

o Supply chain data

• Secure data access across systems (MES, ERP, IoT platforms)

Lab: Build a RAG-based assistant for:

• Maintenance engineers

• Production supervisors

Module 9: Adoption Strategy, Metrics & Scaling

• AI adoption roadmap:

o Pilot → scale → enterprise rollout

• IT/OT alignment and workforce readiness

• KPIs:

o Downtime reduction

o Yield improvement

o Quality defect reduction

o Supply chain efficiency

Workshop: Create a 90-day AI adoption roadmap for:

• Production

• Maintenance

• Supply chain

Generative AI Bootcamp – Utilities

Module 1: GenAI 101 for Utilities

• LLM fundamentals (transformers, context, hallucinations)

• Utilities-specific use cases:

o Grid load forecasting

o Outage prediction and restoration support

o Asset maintenance insights (predictive maintenance)

o Customer service automation (billing, outage inquiries)

o Regulatory reporting automation

• Risks: grid reliability, safety, cybersecurity, data exposure

Hands-on Lab: Identify 5 high-value use cases (e.g., outage management, asset monitoring); 

classify by risk, regulatory impact, and ROI

Module 2: Governance, Compliance & Security

• NERC CIP compliance considerations

• Data privacy (customer data, smart meter data)

• Cybersecurity risks in critical infrastructure

• AI governance frameworks (model risk, auditability)

Workshop: Create a Utility AI Governance Framework including:

• Allowed/blocked use cases

• Data classification policies

• Human-in-the-loop controls

Module 3: Prompt Engineering & Operational Decision Support

• Prompt design for operational scenarios

• AI-assisted troubleshooting and incident response

• “Human + AI” collaboration for grid operators

Lab: Use prompts to:

• Analyze outage scenarios

• Generate restoration plans

• Summarize field reports

Module 4: AI for Engineering & Development (Copilot / Automation)

• AI-assisted coding for utility systems (SCADA integrations, APIs)

• Documentation automation for compliance and audits

• Code modernization (legacy systems → cloud)

Lab: Generate:

• API service for outage reporting

• Unit tests and documentation using AI tools

Module 5: AI in the Utility SDLC & DevOps

• Integrating AI into:

o Requirements (use case modeling)

o Development (code generation)

o Testing (automation)

o Deployment (CI/CD pipelines)

• Ensuring traceability for regulated environments

Lab: Use AI to:

• Convert requirements into test cases and code

• Track outputs for compliance and audit

Module 6: Testing, QA & Reliability

• AI-assisted test generation (functional, regression, edge cases)

• Testing critical infrastructure systems

• Reliability and resilience testing

Lab: Generate and execute:

• Test scenarios for outage management systems

• Performance and reliability validation

Module 7: DevOps, Observability & Grid Reliability

• AI-enhanced monitoring and alerting

• Predictive anomaly detection in grid systems

• Incident management with AI insights

Lab: Simulate:

• Grid anomaly detection

• AI-driven root cause analysis

Module 8: Data, RAG & Smart Grid Intelligence

• Using Retrieval-Augmented Generation (RAG) with:

o Asset data

o GIS systems

o Smart meter data

• Secure data access and governance

Lab: Build a RAG-based assistant for:

• Asset maintenance queries

• Field technician support

Module 9: Adoption Roadmap & Metrics

Generative AI Bootcamp – Pharma

Module 1: GenAI 101 for Biopharma 

• LLMs/transformers, context windows, grounding/RAG, hallucinations.

• High-value biopharma use cases: protocol parsing, validation docs, SOP helpers, QMS 

tooling, CSV test scaffolds, PV triage, MFG exception analysis.

• Risks: data leakage, IP, bias, safety.

Hands-on Lab: Identify 5 internal use cases; classify by value/risk; map to guardrails.

Module 2: Compliance & Guardrails 

• GxP/Part 11, data residency, access control, audit trails, model risk tiers.

• “Allow/deny” patterns, red-team prompts, record retention & attribution.

Workshop: Draft a 1-page team “AI Use Policy” + prompt safety checklist.

Module 3: Prompt Engineering & Vibe Coding 

• Task decomposition, role prompting, chain-of-thought proxies, critique loops.

• Vibe coding patterns: co-creation sessions, driver/navigator with AI, guardrail breaks, 

acceptance criteria alignment.

Lab: Turn a user story into design notes, stubs, and tests via vibe coding.

Module 4: GitHub Copilot Essentials 

• Copilot Chat, inline completions, test generation, code refactors, doc blocks.

• Repo policy, telemetry settings, secret hygiene, license/IP considerations.

Lab: Demo Copilot in a sandbox repo; generate a service + unit tests; log what was AI-generated 

for audit.

Module 5: AI in the SDLC 

• Requirements → acceptance criteria → code → tests → docs → reviews.

• Traceability with issues/PRs; storing prompts/outputs as validation artifacts.

Lab: How can you use AI to aid value delivery in your lifecycle?

Module 6: Testing, QA & Validation 

• AI for unit/integration tests, boundary & property tests, mutation testing.

• CSV/CSA alignment: objective evidence, independence, change control.

Lab: Generate test suites with Copilot, run, capture evidence in pipeline.

Module 7: DevOps, CI/CD & Observability

• AI-assisted pipelines (lint, SAST/DAST, SBOM), policy-as-code, gated deploys.

• ChatOps for PR review and post-deploy checks.

Lab: Add AI-generated pipeline steps; enforce policy gates; store build artifacts for audit.

Module 8: RAG, Data Safety & Domain Grounding 

• Safe retrieval (vector stores, ACLs), PHI/PII handling, prompt shielding.

• When to prefer patterns over free-form generation (templates, controlled gen).

Lab: Demo a RAG helper showcasing how agents can support delivery

Module 9: Adoption Plan, Metrics & Next Steps 

• Roles & responsibilities, ambassador model, training paths, sandbox → pilot → scale.

• KPIs: lead time, escaped defects, validation effort saved, rework, security findings.

Leading the AI-Native Organization

1. Understanding the AI-Native Enterprise 

  • The AI dilemma: Why most AI initiatives fail 
  • Key challenges: workforce upskilling & scaling AI beyond pilots 
  • Defining AI-Native principles and organizational readiness  

 

2. Building Leadership Alignment Around AI 

  • Synthesizing leadership insights about AI 
  • Aligning executives on strategy, priorities, and measurable outcomes 
  • Establishing shared language and direction for AI strategy  

 

3. Integrating AI Into Business Workflows 

  • Identifying value streams and workflow opportunities for AI 
  • Designing AI-enhanced processes and team interactions 
  • Moving from experimentation to production-grade AI adoption  

 

4. Scaling AI Across the Organization 

  • Connecting isolated AI initiatives into a cohesive enterprise strategy 
  • Roadmapping AI capabilities and strategic bets 
  • Practices for driving momentum and organizational adoption at scale  

 

5. Developing AI-Ready Culture & Skills 

  • Upskilling teams to work effectively with AI 
  • Creating confidence in responsible use of AI tools 
  • Structuring workforce enablement to support continuous AI transformation  

 

6. Facilitated Strategy & Roadmap Creation 

  • Running a collaborative leadership working session 
  • Defining near-term and long-term AI investment priorities 
  • Producing a practical execution roadmap beyond the session  

AI Native Change Agent

Lesson 1 – Change Agent: Guiding Your Organization to True AI Success

Focus: Orientation and foundational mindset

Key topics:

  • Course logistics, setup, and tools (Companion app, BYO-LLM)
  • Working agreements and safety: Be present, not perfect
  • Core skillset of an AI-Native Change Agent
    • AI Fluency
    • Value Maximization
    • AI-Powered Facilitation
    • Solution Lifecycle mastery
  • Course outcome: move projects beyond the “POC graveyard,” guide AI adoption, and amplify organizational impact

Lesson 2 – Advancing AI Fluency

Focus: Translate AI concepts into business language

You will learn to:

  • Translate technical AI trade-offs into business value
  • Differentiate core AI solution patterns:
    • Off-the-shelf vs. Custom build
    • Retrieval-Augmented Generation (RAG)
    • Fine-Tuning
    • AI Agents
  • Evaluate feasibility with filters and risk lenses
  • Identify technical and process red flags
  • Discussion: What gets lost in translation between business and technical teams?

Lesson 3 – Value Maximization

Focus: Unlock hidden value in existing AI assets

You will learn to:

  • Audit AI tools already in use
  • Activate underused capabilities by tracking AI evolution
  • Optimize to improve efficiency and ROI
  • Centralize best practices to scale success and prevent redundancy
  • Concepts introduced:
  • Audit → Activate → Optimize → Centralize framework
  • The 7 AI-Native Success Factors
  • When to build POCs vs. full solutions

Lesson 4 – AI-Powered Facilitation

Focus: Align people and resolve friction in AI initiatives

You will learn to:

  • Recognize stakeholder goals and fears
  • Use AI to generate powerful questions and manage conflict
  • Build psychological safety and constructive dialogue
  • Guide meetings with focus and clarity
  • WIIFM: Learn to keep initiatives moving forward when teams stall or disagree.

Lesson 5 – Sense & Discover

Focus: The first phase of the AI-Native Solution Lifecycle

You will learn to:

  • Identify and analyze key stakeholders
  • Uncover hidden risks and opportunities
  • Apply AI-assisted discovery to find the real business problem
  • Create a living AI-Native Solution Charter
  • Outcome: Get the right people focused on the right AI problem using AI as your discovery partner.

Lesson 6 – Design the Solution

Focus: Building the AI-Native Value Blueprint

Key components:

  • Value Proposal – The why: define success and outcomes
  • AI Solution – The what: approach and interaction design
  • Data Strategy – The fuel: sourcing, securing, managing data
  • Production Operations – The path to production: maintaining and scaling
  • Risk & Compliance – The guardrails: responsible AI and governance
  • Viability Assessment – The payoff: ROI and adoption readiness

Lesson 7 – Deliver the Solution

Focus: Execution and continuous learning

You will learn to:

  • Build resilient, adaptive AI roadmaps
  • Maintain momentum and remove blockers
  • Apply agile learning cycles for rapid iteration
  • Measure value and ensure readiness for deployment
  • Outcome: Confidently guide your team through AI implementation to successful launch.

Lesson 8 – Tell the Story

Focus: Amplifying success with AI-powered storytelling

You will learn to:

  • Identify impactful success stories within your organization
  • Use AI tools to adapt and scale those stories
  • Create narratives that inspire enterprise-wide adoption
  • Discussion: Why do successful AI pilots stay trapped in silos?
  • Outcome: Transform one AI win into a company-wide success story.

Lesson 9 – Expanding Your Impact

Focus: Career and organizational growth

You will learn to:

  • Create a personal roadmap as an AI-Native Change Agent
  • Align your learning and certification goals
  • Apply course tools in real projects
  • Facilitate AI-Native Value Process end-to-end
  • Phases of Impact:
  1. Foundation & Opportunity Identification – Audit readiness, find AI opportunities
  2. Propose & Prepare – Build business case and solution charter
  3. Deliver & Scale – Lead implementation and storytelling to amplify success

Agentic AI on Azure

Part 1: What Is an AI Agent in Azure?

  • Understand the fundamentals of AI agents and Azure’s ecosystem
  • Overview of agent architecture and capabilities
  • Agentic vs traditional automation: key differences
  • Introduction to Azure OpenAI & model capabilities (GPT-4, vision, embeddings)
  • Demo: Agent behavior in the Azure Playground
  • Limits, quotas, and pricing considerations
  • Q&A + Discussion

Part 2: Agent Development with Azure AI Studio

  • Hands-on with Azure’s flagship tool for agent workflows
  • Introduction to Azure AI Studio (aka AI Foundry)
  • Building agents with planning, memory, and tools
  • Using prompts, APIs, functions, and data connectors
  • Demo: Creating a workflow-aware agent project
  • Q&A + Demo Extension

Part 3: Coding and Deploying AI Agents

  • From concept to cloud — deploy your agents
  • Code walkthroughs in C# and Python
  • Calling agents via REST and SDKs
  • Deploying and testing agents in the Azure cloud
  • Monitoring usage, performance, and safety
  • Break + Q&A

Part 4: Integrating Agents into Real Workflows

  • Bring agents to life in real-world use cases
  • Customer support and ticketing systems
  • Finance and risk agents
  • Healthcare process automation
  • Manufacturing workflow optimization
  • Demo: Connecting to enterprise APIs and tools
  • Wrap-up Q&A and feedback

AI Native Foundations

Introduction to AI-Native Foundations

    • Overview of course objectives and outcomes
    • Introduction to the EDGE™ Imperative

Part 1: Grasp the EDGE™ Imperative

    • Explore Exponential, Disruptive, Generative, and Emergent forces transforming work
    • Discuss the impact of these forces on various industries

Part 2: Understanding AI and Related Technologies

    • Simplified explanations of AI, ML, GenAI, LLMs, RAG, and intelligent agents
    • Master safe and effective AI prompting with proven techniques
    • Real-world examples and applications

Part 3: Applying AI-Native Success Factors

    • Introduction to the 7 AI-Native Success Factors
    • Case studies and practical applications to drive value from day one

Part 4: Workflow Improvement and Transformational Thinking

    • Redesign one of your personal workflows using AI
    • Business Brief: Identifying high-impact opportunities
    • Strategies for transformational thinking in AI adoption

Part 5: Roadmap to AI-Native

    • Develop a strategic approach to becoming AI-Native
    • Tools and strategies for implementation

Part 6: The AI-Native Pitch

    • Design a personal 30-60-90 day AI plan
    • Pitch AI use cases with confidence
    • Workshop: Crafting and delivering effective AI pitches

Conclusion and Next Steps

    • Recap of key learnings
    • Strategies for continued AI fluency and confidence
    • Q&A and feedback session

SAFe® Achieving Responsible AI

Self-paced, on-demand eLearning (1 hour)

The eLearning module comprehensively introduces Responsible AI, covering foundational concepts and their alignment with SAFe practices. The eLearning includes several pre-work assignments intended to fully prepare students for the facilitated session — including researching current RAI practices in your organization, reviewing example policies, and ensuring access to a generative AI tool for practical exercises.

Activity 1 – Identifying Stakeholders (~30 minutes)

As future change agents and advocates for RAI, one of the first and most important tasks is to think about the people in an organization who would need to be involved in implementing RAI, what their responsibilities would be, as well as their top concerns. Learners will leave this activity with an actionable stakeholder map for future initiatives.

Activity 2 – Evaluating RAI Policies (~25 minutes)

Get hands-on experience using GenAI applications such as SAFe CoPilot and ChatGPT to apply critical thinking to an example set of policy elements in an RAI plan, identifying improvements needed for organizational fit.

Activity 3 – Communicating the Need for RAI (~30 minutes)

Become empowered to effectively communicate the need for Responsible AI (RAI), the goals of an RAI initiative, and the alignment of an RAI initiative with organizational objectives through a concise “elevator pitch” activity.

Activity 4 – Writing an RAI Epic Hypothesis Statement (~35 minutes)

Practice identifying an actionable element of an RAI implementation that requires a significant effort by one or more Value Streams, and scoping that effort using a SAFe Epic hypothesis statement.

AI for Leaders & Managers

Part 1: Introduction to Leadership Needs Emerging from AI

  • Overview of AI technologies relevant to management
  • Potential impacts on team structures and workflows

 

Part 2: Strategizing AI Integration

  • Identifying AI opportunities in team operations
  • Aligning AI projects with organizational objectives
  • Workshop Activity: Creating an AI integration roadmap for your team

 

Part 3: Leadership in the Age of AI

  • Techniques for leading through technological change
  • Building and leading cross-functional AI integration teams
  • Interactive Session: Role-playing AI-driven change scenarios

 

Part 4: Optimizing Team Performance with AI

  • Leveraging AI for decision support and performance enhancement
  • Case Studies: Successful team transformations through AI

 

Part 5: Ethical Leadership and AI Governance

  • Navigating ethical issues in AI application
  • Developing an AI governance framework for your team

 

Part 6: Workshop on AI and Team Dynamics

  • Managing changes in roles and skills due to AI adoption
  • Fostering a culture of innovation and continuous learning

 

Part 7: Metrics and Measurement

  • Defining and tracking success metrics for AI initiatives
  • Tools for monitoring AI impact on team effectiveness

 

Part 8: Q&A, Discussion, and Action Planning

  • Addressing specific challenges faced by participants
  • Developing personal action plans based on workshop insights
  • Wrap-up and feedback session