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How can MNEs gain the Competitive Advantage by effectively implementing Knowledge Management through Artificial Intelligence? IBM Watson Case Study Cristiano Nico (B70743862/S3899322) 2/12/2019 Word Count: 15,000 Master’s Thesis in International Business and Management Newcastle University / University of Groningen Dr. Alan McKinlay / Dr. Hammad Ul Haq

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How can MNEs gain the Competitive Advantage by effectively implementing

Knowledge Management through Artificial Intelligence?

IBM Watson Case Study

Cristiano Nico (B70743862/S3899322)

2/12/2019

Word Count: 15,000

Master’s Thesis in International Business and Management

Newcastle University / University of Groningen

Dr. Alan McKinlay / Dr. Hammad Ul Haq

2

ACKNOWLEDGEMENTS

This dissertation came to life with the help and support of many people. First and foremost, I

would like to thank God for allowing me to embark on a 1.5-year Master of Science in

International Business and Management in the United Kingdom and the Netherlands. I would

like to thank my mother and father, Camilla and Pietro, for their unconditional love, for always

believing in my potential and for always pushing me to shoot for the stars and never give up.

I would like to thank my dissertation supervisors Alan McKinlay and Hammad Ul Haq, who

provided me with valuable input and advice that I used for improving this manuscript. Thank

you for your help and support. Many thanks go to the IBM Subject Matter Experts and

Consultants, who took their time from their work to answer my dissertation’s questions. Your

contribution was crucial for the dissertation’s development, and I will always be grateful for

it. I would like to thank my American family, Tina, Jack, Clair, Zachary, and John. Many

thanks to my friends Giulia, Anna, Jacopo, Giada, Riccardo, Mauro, Martina, and Cristina.

You all taught me that family is not bound by blood, but by individuals who believe in you

and will always be by your side. I would like to give thanks to my grandparents, Paola, Pietro,

Ada, and Carlo, who are no longer with me today. You are real role models who taught me

that through sacrifices, dedication, and hard work, anything can be achieved. Many thanks

also go to my uncle and aunt, Andrea and Daniela. You taught me that there’s always more to

learn and that academic rigor is a vital component of education. Many thanks to my little

cousin Alma Maria. This manuscript is dedicated to you all.

3

ABSTRACT

In today’s society, knowledge management processes play a significant role among

multinational enterprises (MNEs). The analysis of current literature on the subject of

knowledge management (KM) and knowledge sharing (KS) allow us to understand how

strategic this field is and how it can guide management choices by leveraging multicultural

differences. This dissertation gives an overview of the literature in the field of artificial

intelligence (AI) applied to KM. It then deepens the argument through the development of a

case study of a leading MNE. The study will proceed with the analysis and interpretation of

the data obtained from the documentation collected and semi-structured interviews with

subject matter experts (SMEs). This investigation seeks to understand how MNEs can gain

competitive advantage through the effective use of knowledge management through the

implementation of AI tools, taking into account their international outreach. The analysis

seeks to deepen the application of these management practices.

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TABLE OF CONTENTS

Acknowledgements……………………………………………………………………. 2

Abstract………………………………………………………………………………... 3

Table of contents……………………………………………………………………..... 4

1. Introduction………………………………………………………………………... 6

2. Literature review…………………………………………………………………… 10

2.1 Knowledge Management……………………………………………...…………………………………………………… 13

2.2 Knowledge Management and Globalization…………………………………………………………………………….… 15

2.3 Knowledge Management and Artificial Intelligence……………………………………………………………………… 17

2.4 Ethical Aspect of Artificial Intelligence and Knowledge Management…………………………………………………... 20

2.5 Business Results and Future Perspectives of AI applied to KM…………………………………………………………... 21

3. Methodology…………………….…………………………………………………………………………………

3.1 Plan………………………………………………………………………………………………………………………………………………………………………………

24

25

3.2 Design…………………………………………………………………………………………………………………….. 26

3.3 Prepare………………………………………………………………………………………………………………………………………………………………………… 28

3.4 Collect…………………………………………………………………………………………………………………………………………………………………………. 28

3.5 Analyze…………………………………………………………………………………………………………………………………………….………………………… 32

3.6 Report………………………………………………………………………………………………………………………………………………………………………….. 34

4. Findings………………………………………………………………………………………………………….…… 36

4.1.1 Main Strategies……………………………..……………………………………………………………………………. 36

4.1.2 Features: Company Perspectives and People Perspectives…...…………………………………….…………………… 37

4.1.3 Outcomes: Business Perspectives and Knowledge Perspectives………….…………………………………………….. 37

4.2 Exploratory Research Propositions……………...………………………………………………………………………… 39

5. Discussion…………………………………………………………………………………………………………… 52

6. Conclusion……………………………………………………………………………………………………..……. 57

Bibliography………………………………………………………………………….. 59

Appendix……………………………………………..………………………………. 75

Appendix A. Semi-structured Interview Questionnaires …………………………………………………………………………………………………… 75

Appendix B. Semi-structured Interview Transcripts ……………………………………………………………………………………………………….… 78

Appendix C. Data Supporting Interpretation - IBM Watson for Knowledge Management……………..………………………………….. 117

5

Appendix D. Coding of Personal Interviews …………………………………………………………………………………………………………………..…. 126

Appendix E. Coding of Public Domain Interviews and Speeches……………………………………………………………………………………….. 143

Appendix F. Coding of IBM Documentation... …………………………………………………………………………………………………………………..

151

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1. INTRODUCTION

The IBM Watson case study presented in this dissertation aims to extend the literature

on the application of AI in the context of KM. This manuscript aims to explore how a leading

MNE leverages AI as a tool for everyday use. AI processes applied to KM are no longer

thought of as a desirable future, but are a present, applied, and measurable reality. Through a

set of semi-structured interviews addressed to IBM SMEs, the investigation seeks to analyze

the processes and practices of AI employed by a large MNE that makes use of them

worldwide. A 2019 report from the International Data Corporation (IDC), a U.S. provider of

market intelligence research and advisory consulting, estimates that global growth in AI

peaked at 35.8 percent as of 2018, with IBM holding the lead in market shares at 9.2 percent

(Jyoti et al., 2019). The IDC report highlighted the spillover effects of IBM Watson, the

company’s AI application solutions, into a variety of domains, spanning from agriculture and

manufacturing to human resources (HR) management and marketing communications. As a

result, the research highlights the main features that drive companies towards a digital

transformation in the field of KM.

IBM pioneered the use and implementation of AI in everyday business processes. In 1956,

American IBM employee Nathaniel Rochester was among the participants of the Dartmouth

workshop in Hanover, NH, later regarded as the “birth of AI” as a field of study (Crevier,

1993). Also, IBM anticipated the evolution of machine learning systems by showing the world

that its computers learned and managed to measure themselves against human intelligence.

Towards the end of the millennium, an IBM supercomputer was able to defeat chess champion

Kasparov, and 14 years later, a question-answer computer system won $1 million on a U.S.

quiz show against two human contestants (McCorduck, 2004; Markoff, 2011). Nowadays, AI

allows MNEs to collect data, analyze it, learn, and make better decisions. The enormous and

diversified corpora of information benefit from “intelligent” systems capable of ingesting,

analyzing, and reasoning across information in its various forms (Dorai, 2017). This

7

dissertation expands the current literature on AI applied to KM by investigating the experience

of a leading MNE that has applied AI for enhancing intellectual capital and generating and

disseminating new knowledge derived from the use of IBM Watson.

KM is crucial for business success. Smith and Farquhar (2000) assert that the main

ambition of KM is to enhance organizational performance by empowering individuals to

acquire, exchange, and implement their shared knowledge in order to achieve optimal real-

time decisions. Carrillo et al. (2000) have extended this definition by suggesting that the

purpose of KM is to identify, optimize, and manage intellectual resources actively to generate

value, boost productivity, and obtain and maintain a competitive advantage. The dissertation

will borrow Sigalas et al.’s (2013) definition of competitive advantage: “the above industry

average manifested exploitation of market opportunities, neutralization of competitive threats

and reduction of costs.” Knowledge is an intellectual resource: in the global economy,

intellectual capital is overcoming traditional capital and labor assets as a crucial resource in

developed economies (Edvinsson, 2000). The success of organizations in the current global

and interconnected economy depends on how they can cope with rapid, effective, and efficient

sharing of information (Kumar et al., 2014). However, as they grow and expand, it becomes

a burden for them to deal with processing large volumes of organizational knowledge. As a

result, businesses have to devote considerable attention, time, and effort to implementing

effective KM processes. Combining AI to KM practices overcomes the amount of pressure

arising from handling a large amount of information, thus providing the organization’s

workforce with valuable information.

Studies on AI have enriched the way of collecting and processing large amounts of data.

These often arrive in an unstructured way (such as emails, images, chats, blogs, hypertexts)

and can be converted into predictive elements that help solve problems, make decisions, and

improve customer satisfaction (Snedaker, 2007). Therefore, KM needs AI to manage an

increasingly complex and articulated information system made up of raw data, informal

8

communications, and heterogeneous documentation. Every employee of a company is a

potential contributor. KM instruments already incorporate some aspects of AI technology,

such as intelligent agents, data mining, ontologies, as well as Bayesian reasoning. Besides,

content management, personalization of human-computer interactions, user profiling, and

case-based retrieval techniques are some of the many AI techniques available to be used in

various aspects of core business processes as a result of Web-based technologies and

components-based software engineering (Tsui et al., 2000).

Business scenarios are becoming increasingly global. Products and services offered

worldwide by MNEs must face the challenges of multicultural differences. Information

systems help people to make decisions, to solve problems, but more generally to integrate the

contributions of people often located in scattered parts of the world. The development of IT

solutions provides valuable support in accelerating the process of knowledge acquisition in a

multicultural business environment. KM concerns organizational sharing of information and

collaboration. Teams and groups face increasingly complex decisions. Managers that support

group work and cross-cultural teams, where team members may work in multiple locations

and at different time zones, need to take into account communication issues, technology-

mediated cooperation, and work methodologies.

Two different approaches in developing IT solutions have been proposed to support the

challenges of managing knowledge in the global business scenario: structured data

management and unstructured data management. Structured data refers to “useful information

[…] such as classification, clustering, visualization and information extraction”, which

facilitates search, analysis, and integration with existing structured data (Sukanya and Birunta,

2012; Ise, 2016). Unstructured data, on the other hand, consists of unorganized, unclear, and

fragmented information, which results in ambiguities that are difficult to classify using

traditional IT programs (Rusu et al., 2013). Structured data and unstructured data have led to

the emergence of two leading-edge information technologies: Business Intelligence (BI) and

9

KM. BI describes tools, techniques, and solutions that facilitate managers’ understanding of

business situations (Rouhani et al., 2012). BI deals mainly with extracting, integrating, and

analyzing business information gathered from internal and public databases to disclose

"strategic" business dimensions (Albescu et al., 2009; Rouhani et al., 2012). KM tools and

techniques provide expertise and global domain knowledge to facilitate the interpretation of

high-value business information (Albescu et al., 2009).

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2. LITERATURE REVIEW

Up until the early nineties, the literature on AI applied to KM was very limited. Many

companies lost interest over the potential of AI during this period. With "AI Winter," Crevier

(1993) indicates a time-period when organizations felt that high expectations on the subject

would lead to great disappointments. This has also meant a setback in research funding in this

area. Carbone and Kersberg (1993) proposed the development of an automatic system that

would facilitate the database interface in order to obtain a better data analysis. From 1993 to

2011, the field of AI and the related literature related to KM reborn, both because of

technological evolution, through the use of cheaper but also much more powerful computers,

and the desire to apply new scientific discoveries to different industrial fields. This phase can

be defined as the "AI Dream," where computers can participate actively in economic

development.

Over this period, several studies have enriched the literature on the subject of AI and KM.

Venugopal and Beats (1995), through a conceptual model of an integrated intelligent system,

proposed a case-based reasoning AI system that supports the learning and knowledge

processes within the organization. In the consulting environment, O’Leary (1998) discusses

how firms manage knowledge by following best practices using ontological and technical

forms of AI. Steier et al. (1998) discuss how AI can reduce problems at every stage of the

knowledge cycle and are confident that AI technologies for KM (e.g., document management,

user profiling) will receive important returns. At the same time, applying AI in KM must be

integrated with more conventional techniques, considering that the "human" and

organizational aspects are predominant (Edwards, 2000). Fowler (2000) and Tsui et al. (2000)

emphasized the importance of research and development (R&D) of AI tools as a support for

KM processes in the future and for better represented and structured knowledge. Therefore,

the research and the corresponding literature on the theme of AI-related to KM are mainly

related to future opportunities.

11

By the very end of the 20th century, AI began to receive critical acclaim from the public.

In 1997, IBM supercomputer Deep Blue defeated Garry Kasparov, the world’s renowned

chess champion. Millions of viewers followed the event around the world (McCorduck, 2004).

In 2005, a Stanford University robot car won a U.S. competition by driving without human

aid for seven hours along a desert trail in southwest Las Vegas. Machines were able to drive

fast and safely without human intervention (Orenstein, 2005). In 2011, Watson, IBM’s AI

engine, beat the two most celebrated champions of the American quiz show “Jeopardy!” by a

significant margin (Markoff, 2011). The event marked a big step forward for AI, as machines

were able to understand, react to, and potentially substitute human beings. Applied to KM, AI

adds value to knowledge by analyzing and simulate human functions (Hoeschl and Barcellos,

2006).

Through AI implementation, organizations can leverage the breadth of their knowledge.

Distributed Artificial Intelligence allows the acquisition of knowledge and semantic analysis

of information obtained from the web (Gandon, 2002). Besides, AI tools and techniques not

only allow for knowledge analysis and management but also to generate new knowledge

(Liebowitz, 2001; Metaxiotis et al., 2003). AI systems identify the knowledge, acquire it,

generate it, organize it, integrate it, and distribute it, thus improving the quality of

organizations’ decision-making processes. The interrelation between AI and KM and the

result of their useful application is the ability to learn and solve complex problems (Becerra-

Fernandez et al. 2004). The effective use of AI in the business decision-making process

concerns the results that intelligent systems allow achieving in terms of the position of

advantage over an organization's competitors and better performance.

From 2011 up to 2016, the domains of knowledge and IT have had a profound evolution

towards the use of "Big Data." From the general interest and forecast of future scenarios,

companies have begun to invest heavily in concrete AI projects. This phase, drawing on the

words of Lohr (2016), can be defined as “AI Frenzy.” Specifically, the literature focuses on

12

the positive effects of AI implementation in KM. Trends in the use of AI in KM focus on

optimizing document management, research, and information sharing via blogs and wikis

(Bizirniece, 2011). Mercier-Laurent (2014) explains how intellectual capital management is

one of the main assets of today's organizations. The use of innovative techniques using AI can

provide significant help in conserving, updating, visualizing, and searching for relevant

elements of human capital. These systems will be one of the main levers for the transformation

of companies towards digitalization and new forms of knowledge processing (Avdeenko et

al., 2016).

Since 2017, the literature on AI and KM has been moving towards practical application

and analysis of possible ethical implications. In this period, the use of AI leads to concrete

results, visible in different fields, such as medicine, education, or financial services. This

phase can be defined as "AI Factual" to indicate the real, concrete, and efficient application

of a system advantageous to companies to improve and distribute knowledge effectively.

Some companies use AI to allow managers to make more informed decisions (Paschek et al.,

2017; Duan et al., 2019). In other cases, AI is used by companies to free people from repetitive

and straightforward tasks by engaging them in more complex activities and the valorization

of HR and their knowledge (Botha, 2019). Technological infrastructures are preparing for a

new type of KM. AI is becoming more and more a part of human intelligence, and decision-

making processes are changing with an undoubted impact on human and organizational

behavior (Paschek et al., 2017; Zbuchea and Vidu, 2018; Duan et al., 2019). As a result, AI

can positively transform the business processes of their organization.

13

Figure 2.1 Timeline of AI and KM literature

2.1. Knowledge Management

Numerous studies on KM (Drucker, 2001; Barclay and Murray, 1997; McAdam, 2000;

Rosenthal-Sabroux and Grundesten, 2008; Dalkir, 2005; Nonaka and Van Krogh, 2009) allow

us to understand how companies can transform primary data into structured information that

can become useful work tools for their employees. The field of KM is established for more

than 30 years and shifted from a vaguely defined concept to an essential element of

organizational life. Over time, the nature of KM has evolved. Over the last decade, the

challenge of determining an applied definition of the domain has moved from scholars to

professionals. The 21st century introduced definitions of KM across a broad spectrum of

disciplines (Girard and Girard, 2015). Jasimuddin et al. (2005) link KM to several disciplines,

such as information systems, organizational analysis, strategy, and HR management. Various

authors (O’Dell and Grayson, 1998; Davenport and Prusak, 1998) attempted to provide

general definitions of KM, which emphasize the effective and efficient use of resources that

enable organizations to improve their overall performance. Liebowitz (2012) claims that KM

is the combination of three components: people (how to create KS environment and culture in

the organization), process (how to manage KM processes and align the employees’ daily

tasks), and technology (how to create a platform for communication and KS among

employees).

One of the most critical distinctions in KM is between explicit knowledge and tacit

knowledge. On the one hand, explicit knowledge can be easily codified or written in text as

14

well as exchanged (Tiwana, 2002). This form of knowledge is crucial for firms’ ability to

collect, send, and even sell, and it can be stored in written and electronic form. On the other

hand, tacit knowledge can be retained in people’s memories, and it is based on “intuition,

feelings, faith, life experiences, and organizational culture” (Domagała, 2017). Woo (2004)

defines tacit knowledge as the most critical asset for organizations seeking to gain a

comparative advantage. In order to fully grasp its hidden value and to exploit the overall

experience gained by individuals’ mental models over time, organizations must be able to

convert tacit knowledge into explicit knowledge, a process known as externalization.

Tacit knowledge is difficult to codify, and externalization methods of a whole body of

knowledge remain controversial. Johnson et al. (2002) argue that in the process of knowledge

conversion from tacit to explicit, some of its original features may disappear. In terms of

knowledge transfer and sharing within the organization, Polanyi (2009) identifies an array of

processes that convert workers’ knowledge and tacit knowledge into valuable knowledge

resources that allow an organization to gain a competitive advantage. Moreover, studies

(Brown and Duguid, 1991; Hedlund, 1994) posit that tacit knowledge is context-dependent

and is triggered and constrained by human relationships. McKinlay (2002) illustrates how a

U.S.-based international pharmaceutical corporation developed an online archive to codify

and disseminate tacit process knowledge beyond the single working group. Besides, research

has linked the success of organizations in the field of technological innovation to their ability

to leverage tacit knowledge gained over time (Seidler de Alwis and Hartman, 2008).

Therefore, tacit knowledge is a critical resource that has the potential to sustain organizations’

competitive advantage and innovation.

The concept of knowledge refers to the practical use of information already gathered for

a specific purpose. Organizational learning occurs when members of the organization can

draw conclusions from their own previous experiences and build on routine practices that

support their behavior. King (2009) defines KM as the "planning, organizing, motivating, and

15

controlling of people, processes, and systems in the organization to ensure that its knowledge-

related assets are improved and effectively employed." KM is the entire workforce’s collective

knowledge targeted at achieving precise organizational goals: it results in strategies and

processes aimed at identifying, capturing, structuring, valuing, leveraging, and sharing the

intellectual resources of an organization to improve its performance and competitiveness

(Mohajan, 2017). KM systems can capture tacit forms of knowledge by externalizing and

integrating them (Nonaka and Takeuchi, 1995). Davenport and Prusak (1998) focus on how

organizations design processes that allow to capture, code, and transfer knowledge.

2.2 Knowledge Management and Globalization

At a later time, the KM literature was interested in how knowledge is created (Ocholla,

2011) and how organizations can apply it effectively to make decisions, innovate and create

a competitive advantage over competitors in the marketplace (King, 2009; Bouthillier and

Shearer, 2002; Gold at al., 2001; Wen, 2009; Birasnav, 2014). Significant theoretical

developments (Marquardt, 1996; Jamali et al., 2006) addressed how companies can adapt their

processes and technologies to transform information into applied knowledge. The world is

continuously changing, and the two key elements that characterize it are globalization and the

management of big data. In this case, the literature has addressed the problem through two

separate studies: studies concerning cross-cultural implications (Maham, 2013; Ling, 2011)

on KM; studies concerning the difficulty of collecting and managing big data (Marr, 2015;

Hilbert, 2016) and the opportunity to obtain hidden information and weak signals.

MNEs operating globally across international borders must oversee their knowledge assets

and a multicultural workforce (Albescu et al., 2009). Several studies on organizational

learning highlight the strong influence of individual employees’ cultural values in KS

practices and communication (Hambrick et al., 1998; Hofstede, 1998; Pfeffer and Sutton,

2000; Hutchings and Michailova, 2004). At the global level, intercultural KM is an ever more

essential factor in corporate practice and policy. In an effort to solve crucial cultural issues in

16

researching diverse contexts, it is necessary to structure roles, responsibilities, and power

between several organizational components, such as teams, units, and management structures

(Del Giudice et al. 2012). Besides, identifying similarities and discrepancies in KS strategies

of managers of diverse national and ethnic workforces is a crucial requirement for successfully

designing flexible KM systems that can be adapted to the styles and needs of employees of

MNEs around the world (Ardichvili et al., 2005). As a result, cultural contexts shape KM

systems planning and implementation decisions, which must be in line with the different

employees’ managerial styles and work values.

KM in an international environment relies on the mental models of practitioners from

different countries and cultures. Former IBM employee Geert Hofstede (1991) identified five

cultural dimensions (individualism-collectivism, power distance, masculinity-femininity,

uncertainty avoidance, and long-term orientation) and assigned a score for each country based

on surveys across IBM subsidiaries in 64 countries. Bhagat et al. (2002) provided an

integrative framework using Hofstede’s (2001) “Culture Consequences” to account for how

national culture differences can influence KS among employees from different cultures. The

authors conclude that if the knowledge content presents elements compatible with the

dominant cultural model, organizations will manage and understand the transfer of knowledge

more efficiently. Chmielecki (2013) identified four critical factors that seek to link KS

behaviors with cultural differences. First, the author argues that culture has a significant

influence on the perception of useful, valuable, or legitimate knowledge for an organization.

Second, culture determines the level of organizational knowledge that an individual can

control, and determines who should retain particular knowledge, who should share it, and who

should accumulate it. Third, culture creates a context of interpersonal social interaction,

representing the rules and practices that determine the place where people communicate.

Fourth, culture is the cornerstone of generating and acquiring new knowledge (DeLong and

Fahey, 2004).

17

National cultures deeply intertwine with organizational behavior, which in turn affects

KM decisions. As employees bring their individual culture to the organization through their

different customs and language, organizational culture, in turn, impacts their values,

behaviors, perceptions, and desires, including the willingness to sharing knowledge (Kreitner

et al., 2008; Usoro and Kuofie, 2006). A study on information technology systems (IT) and

KM supports the claim that business managers must adapt IT applications to the decision-

making styles of people from different countries and cultures (Martinsons and Davison, 2007).

What is more, research involving Chinese and American employees discovered that idioms,

different mentalities, and different degrees of perceptual credibility of voluntary KS were

three significant national culture differences impacting online KS in a multicultural context

(Li, 2010). Therefore, KM professionals must analyze and understand the national and

organizational cultural context in which they find themselves in order to apply knowledge

correctly in the business environment.

2.3 Knowledge Management and Artificial Intelligence

Practitioners can now deliver more resources for training, quality control, and refining of

AI results. Machines can increase the experience of their human counterparts and even assist

in creating new specialists. These new systems, more closely imitating human intelligence,

are becoming stronger than the large data-driven systems that preceded them. They could

impact the 48% of the US labor force who are knowledge workers—and the well over 230

million roles of knowledge workers globally (Daugherty and Wilson, 2019). As a

consequence, enterprises will ultimately have to redefine knowledge-work processes and

careers to exploit AI’s potential. AI technologies have an essential role to play in the analysis

and interpretation of all information obtained. This aspect requires particular consideration in

light of recent experiences in the application of AI.

An extensive literature dedicated to AI (Kok et al., 2009; Russell and Norvig, 2010; Smith

et al., 2006) studies the phenomenon through processes elaborated by the human mind and its

18

complex machine learning system. AI studies are often complex owing to the specific nature

of the issues, which concern theoretical, practical, operational, philosophical, and ethical

aspects. AI intertwines with autonomy and adaptability by learning from a dynamic

environment (Miailhe and Hodes, 2017). Several studies (Strauß, 2018; Mangelsen and

Alexander, 2019) deal with the application of AI to organizations that want to manage large

amounts of data effectively. Tsui et al. (2000) explore how to make these massive amounts of

data usable in terms of knowledge, cognitive, and predictive systems that facilitate decision

making and problem-solving.

In order to apply KM successfully, AI technology must operate on a large population of

people that Drucker (1999) defines as "knowledge workers" within companies. Daugherty and

Wilson (2019) define knowledge workers as "people who reason, create, decide, and apply

insight in non-routine cognitive processes." They defined knowledge-worker productivity as

the most significant management challenge of the 21st century and the "first survival

requirement" for developed countries. Without it, it would be unimaginable for them to

maintain their leadership and living standards (Drucker, 1999). The organizations cannot learn

or develop sound knowledge independently of their human capital (Bogdanowicz and Bailey,

2002). If knowledge workers act in line with the objectives of acquiring, sharing, and reusing

knowledge, it is vital to understand how AI systems can address and solve problems through

some autonomy of action and how it is possible to assist people in developing effective

solutions.

In the work environment, professionals use AI to transform data and create new business

opportunities. With AI, data is not just collected, but used effectively to fuel trust in

organizations, accelerate research and scientific discovery, and enrich customer interactions.

IBM Watson is an AI platform that integrates workflows from any business area. It uses

machine learning techniques from small data sets and to develop new business ideas that

enhance daily work (Reisert, 2018). Watson applications designed for business purposes are

19

an excellent solution for KM and BI: it is a computer system designed to address the needs of

the future. Organizations must optimize heavy workloads in order to meet the new challenges

of a future market that requires increasingly intelligent solutions. IBM Watson includes a set

of industry-specific analytics solutions that leverage a new way to analyze cognitive content

(Perrone, 2011). Watson develops through coherent reasoning of information to speed-up and

make better decisions, minimize costs, and optimize results.

Managing knowledge is essential in many organizational contexts, such as health care,

education, finance, transport, energy. IBM Watson is subject to continuous evolution by

world-renowned experts who regularly draw new knowledge from the domain of competence

and help people make informed decisions faster (Saravanakumar, 2019). Watson collects

information from a wide variety of data types, including unstructured data, without additional

integration, enabling the processing of extensive data archives. Through Watson, companies

can transform the way they manage knowledge sharing by exploiting forms of natural

language and generating hypotheses and new forms of learning. Watson combines several

processing technologies and parallel probabilistic systems to improve the way companies

solve problems. According to an IBM Watson document (2012), IBM's vision today is

defining, establishing, and guiding markets towards innovative cognitive systems. These

systems may be particularly useful where conventional approaches no longer work, the

development of a cognitive class fosters secure and scalable modular solutions, and where the

generated customer value is evident, demonstrable and quantifiable (IBM Corporation, 2012).

According to IBM data (IBM Watson, n.d.), IBM invested over $5 billion in R&D and

filed more than 8,000 industrial patents. Nearly 2,700 of these patents are related to AI.

Watson is the primary tool that demonstrates the technological advances achieved by the IBM

Research group (IBM Watson, n.d.). Lisa Latts (2016) describes an example of IBM Watson

AI for managing big data in the health care sector: over 80% of patient and disease data are

unstructured. Watson's goal is creating a new level of collaboration between humans and

20

technology to help improve relationships, communications, and the use of knowledge by

accelerating the dissemination of information and decision support.

2.4 Ethical Aspects of Artificial Intelligence and Knowledge Management

Ethical dilemmas vary across cultures, religions, and beliefs. Nevertheless, organizations

can develop acceptable ethical frameworks to guide the reasoning and decision-making of AI

technology to account for their actions. Governmental institutions and law-enforcement

agencies contribute significantly to ensure that businesses and organizations adhere to and

enforce their code of ethics. Last year, the European Commission appointed 52 representatives

from academia, industry, and civil societies to form the “Independent High-Level Expert

Group on Artificial Intelligence.” Recently, the AI expert group published fundamental ethical

guidelines for ensuring “Trustworthy AI” (Independent High-Level Expert Group on

Artificial Intelligence, 2019). Trustworthy AI systems should abide by all applicable laws and

regulations and adhere to ethical standards and morals. Meanwhile, AI stakeholders and

practitioners must acknowledge any unintentional harm that AI systems can cause. Therefore,

the AI expert panel advanced four ethical principles for developers, deployers, and customers

dealing with AI systems: “respect for human autonomy, prevention of harm, fairness, and

explicability” (Independent High-Level Expert Group on Artificial Intelligence, 2019). AI

technology must be adaptable enough to undergo regular updates and improvement as

organizations identify and address ethical challenges.

Working life and job structures have rapidly changed with the rapid surge of

technology, and organizations are increasingly paying attention to ethical issues.

Multinational IT company IBM advises AI designers and developers when dealing with ethics

awareness: this includes, among other things, mitigating bias by promoting inclusive

representation of a diverse population and preserve user data privacy and control over her

access and uses (IBM Corporation, 2019). As a result, ethics and privacy ensure that AI and

humans work together, trust each other to bring the best in terms of data and customer

21

experience. An organization that adopts AI systems in compliance with ethical principles must

demonstrate transparency and reliability to the organization, its employees, and customers

(Morgan, 2017). Undeniably, people and organizations can use implement AI technology to

enable human self-actualization, fostering human agency, as well as enhancing social

capabilities and cohesion (Floridi et al., 2018). Ethics applied to AI gives organizations a

competitive advantage for recognizing and undertaking new and rewarding socially

acceptable opportunities. Ethics also enables organizations to identify and prevent, or at least

minimize, socially undesirable actions.

Successful organizations create and acquire new knowledge and use it to improve their

operations and services. Organizations and personnel implementing ethics in their best

practices can speed up quickly the conversion of explicit into implicit knowledge and vice

versa. Both employers and employees face ethical dilemmas. Employers can misuse

employees' knowledge without giving them credit for pooling the know-how. On the contrary,

employees may withhold or divert the knowledge of their employer or team for their personal

gains. Other ethical dilemmas concern the company's rights to limit access to knowledge and

society’s rights to share organizational knowledge for the common good (Land et al., 2007).

Rezaiian and Ghazinoory (2010) highlighted the relationship between integrity, mutual

respect, trust, accountability, empathy, commitment, and KM processes. A more recent study

reports that confidentiality, intellectual property, trust, confidence, and care in authenticity is

of utmost importance in encouraging employees and organizations shifting from explicit

personal knowledge to group and explicit organizational knowledge (Akhavan et al., 2013).

2.5 Business results and future perspectives of AI applied to KM

Several studies have addressed the possible effects of MNEs implementing AI techniques

in KM on business results and have outlined possible future scenarios. A McKinsey Global

Institute survey of 3,000 C-level business executives in 10 countries and 14 sectors identified

five strategies for maximizing AI's potential: planning growth, investing in people’s talent,

22

rethinking strategies, relying on a robust digital foundation, and develop integrated AI systems

(Bughin and Hazan, 2017). A study by Capgemini illustrates similar trends. The report

highlights the rise of “Smart Factories,” which are companies that use AI tools and can add

up to $1.5 trillion to the world economy through digital transformation: the report registers an

overall efficiency growth annually over the next five years, reaching seven times the growth

rate since 1990 (Capgemini, 2017). The literature agrees that there is a continuous drive

towards the company’s digitalization, a process that starts with a strong strategic vision and is

implemented in a pervasive way in every aspect of the organization. Kruhse-Lehtonen (2019)

argues that business leaders must create a business environment that supports digital

transformation by paying attention to how they train their people, setting attainable

organizational goals, and making substantial investments.

Managers willing to embrace AI and digital transformation must spread their message

across the whole organization. In order to achieve significant business results, organizational

decision-makers must communicate actively with their AI teams and stay abreast of

technological improvements (Moldoveanu, 2019). In this way, it will be easier to define a

robust strategy and a straightforward vision for the organization. A McKinsey survey

projected that early adopters of cognitive technology benefit from higher economic growth

than non-adopters (Chui et al., 2018), and Bughin (2018) warns that companies that are not

investing in AI could lose competitiveness in the market. As a result, the literature highlights

the importance of communicating decisions related to the digitalization and implementation

of AI systems at all levels of the organization is essential for gaining a competitive advantage

in the long-term.

The overarching framework that emerges from the literature review shows a growing

interest in AI applied to different business areas and KM processes. The first part of the

literature review traced the evolutionary analysis of the field of AI applied to KM from the

second half of the previous century to the present day. The second stage of the review

23

addressed several issues dealt with in the dissertation, covering not only crucial aspects related

to the literature on AI and KM, but also critical areas of intersection, such as the implications

of KM to globalization, and consideration on ethical aspects and data privacy. The literature

review concludes with studies that illustrate possible future scenarios in which people and

organizations benefit greatly from the use of automated systems. The research has not found

studies exploring in-depth how distinct MNEs apply AI in their KM processes. Precisely for

this reason, the present exploratory single case study aims to document IBM’s experience in

its application of AI tools and techniques in its KM practices.

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3. METHODOLOGY

The research analysis follows a qualitative methodological approach. An inductive

approach will be adopted to measure the effectiveness of KM systems that use AI techniques

in MNEs. The study will proceed through the observation of specific cases applied to real

scenarios and will obtain results that will allow the development of theoretical propositions.

The research design will, therefore, be exploratory: the dissertation aims to explore the

phenomenon under study, and the qualitative method adopted is the case study approach.

Simmons (2017) argues that case study research is highly flexible and versatile. The case

study methodology is an approach that guides experiential observation. The choice of the use

of case studies to analyze issues related to AI and KM is particularly useful in deepening

context-dependent knowledge and experience (Flyvbjerg, 2006). The case study approach

allows examining the data within a specific context carefully. The aim is to consider one MNE,

deepening the analysis by collecting experiences through the review of the documentation

collected and through direct interaction with SMEs of the company involved.

The methodological application of the Case Study follows the indications of the social

scientist and President of the COSMOS Corporation, Robert K. Yin, reported in the text "Case

Study Research: Design and Methods" (2018). The organization of the case study develops

through a linear but iterative path characterized by 6 logical steps:

1. PLAN: Understand if the Case Study is an appropriate research method;

2. DESIGN: Identify the cases to be analyzed and which type of case study will help to

achieve the best results;

3. PREPARE: What to do before starting to collect Case Study data;

4. COLLECT: Collect the most appropriate sources that best fit the case study;

5. ANALYZE: Develop a general analysis strategy and proceed with the processing and

interpretation of the collected data;

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6. REPORT: Define how to represent the information collected concerning the purposes

of the dissertation.

3.1 Plan

The use of the case study is highly complementary to regular scientific research

(Eisenhardt, 1989). When deciding whether or not to use the case study approach, it is crucial

to consider the type of question the research wants to answer, the level of control that the

interviewer has over the behavioral events examined, and the events' development, focusing

on the historical analysis or the recent past, and its evolutionary perspective (Yin, 2018).

Besides, Yin (2018) argues that "Who, What, and Where" are issues sought through

documentation, archives, investigations, whereas case studies require a more in-depth and

detailed investigation that addresses “How and Why" questions. The research question for this

case study analysis is the following: “How can MNEs gain the Competitive Advantage by

effectively implementing KM through AI?”. The present exploratory research deals with a

subject area that is little dealt with in literature, difficult to quantify, and characterized by

thematic issues that require more in-depth investigation.

The case study analysis is then also appropriate because the research deals with

contemporary events in which the researcher cannot manipulate specific behaviors during the

investigation. The study will be exploratory and follows the evolution of the phenomenon

over time instead of merely measuring its frequency, as in the case of historical statistical

analysis. In carrying out the case study, data from different sources, such as documents and

interviews, will be taken into account. The number of units examined by the case study is

more limited compared to other research methods, such as surveys. Therefore, it is necessary

to identify which experts in the field have gained adequate knowledge and experience to

respond to and better describe specific events.

KM managed through AI techniques is a phenomenon whose boundaries are not clear and

defined. In our case, the phenomenon analyzed is not influenced by the research developer,

26

being related to observable and objective events. Observing how an MNE carries out its KM

by leveraging AI is an objective element that the researcher can only detect without being able

to influence it. Consequently, the orientation of the case study will be "realistic" because it

describes a single reality independent of the observer (Yin, 2018). As recalled by Schramm

(1971), a case study aims to enlighten a particular decision or multiple decisions.

When it comes to case studies, documentation, interviews, and secondary analysis are the

primary sources of data. Researchers are encouraged to make greater use of documents,

interview the right people, and make observations more unbiased (Yin, 2018). Moreover,

addressing a particular audience and focusing on critical decisions will help to focus on the

direction of the case study. The study examines the decision of some MNEs to use AI

techniques in KM: why they make this decision, how they implemented it, and what corporate

benefits they bring in terms of competitive advantage. Besides, the case study involves the

triangulation of data from different sources of evidence.

3.2 Design

The research design identifies the specific case under investigation and establishes the

rationale connecting the empirical data to the original research question and its outcome. The

research question will help to identify and collect the relevant information of the MNE under

examination and to delimit the scope of the survey. The MNE examined has been working for

years in the field of KM using AI techniques and exploiting its international presence to

enhance its intercultural dimension. The design of a single case study arises for several

reasons. First, the particular focus on this MNE allows the researcher to examine an

organization that was a pioneer in the field of AI and was able to employ it successfully in

business and KM processes. Second, the researcher has completed an internship at the

examined MNE, where he had the opportunity to understand the context better and to meet

people who helped him build a network of relationships, allowing him to deepen the

investigation. Third, to extend the scope of the investigation to a multiple case study, the

27

researcher would have spent a considerable amount of time contacting SMEs of other

companies, thus jeopardizing the overall focus on important issues related to AI and KM.

To answer the research question and develop propositions, it was decided to investigate

the case in-depth. The study examines a holistic, single case study. In order to evaluate the

research project’s overall quality, Yin (2018) suggests the application of construct validity,

internal validity, external validity, and reliability:

TESTS Case Study Tactic Phase of Research in

which Tactic Occurs

Construct

Validity

Use multiple source of evidence

Have key informants review draft

case study report

Data collection

Composition (case study

final report)

External

Validity

Theory in single case study

Replication logic in multiple case

study (not used)

Research design

Research design

Reliability Use Case Study Protocol

Develop Case Study Database

Maintain a Chain of Evidence

Data collection

Data collection

Data collection

Table 3.1 Case Study Tactics (Yin, 2018)

Based on Yin (2018), construct validity helps the research identifying the appropriate

operational measures for the case study: it includes the use of multiple evidence sources

through documentation analysis and interviews, as well as key informants (from SMEs) who

provide feedback on case study findings. External validity concerns the results’

generalizability beyond the immediate study. The use of a single case study deepens the

investigation of an MNE through the support of experts and consultants. In order to test

reliability, the Case Study Protocol helps to organize the documentation in detail and proceed

to the analysis with a defined operational method. Besides, the Case Study Database includes

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all the information collected and complete with the researcher's report. As a result, the research

guides the reader through the case study from the initial research question to the case study

discussion.

3.3 Prepare

Yin (2018) advises researchers to abide by critical practices in order to prepare the case

study adequately. Case study analysis requires them to know how to ask relevant questions

and interpret the interviewees’ input correctly. The research sets up questions at various levels.

The first group of questions will be more generic and address several SMEs, whereas the

second set of questions derive from analyzing the results of the first set and will allow for

further inquiry. Besides, Yin (2018) asks researchers to be good listeners, avoiding

preconceptions or existing ideologies. In order to capture large volumes of data without bias,

active “listening” skills are applied not only to semi-structured interviews but also

documentary evidence.

Yin (2018) argues that case study analysis demands to be adaptive, considering all

situations as opportunities and not as threats: during the analysis and deepening of the different

themes, an adaptation of the contents may be necessary to maintain an impartial and

unconditional position. The case study researcher must develop a mastery of the issues dealt

with and have a firm grasp of the relevant theoretical issues in order to make analytic

judgments when collecting data (Yin, 2018). A careful inquiry of the subject matter is carried

out through documents, websites, conferences, and online public domain interviews and

speeches. Moreover, the study adopts appropriate ethical behavior and consideration by

avoiding any bias and being sensitive to contrary evidence by developing ethical behavior.

3.4 Collect

The case study draws on semi-structured interviews and documentary information. The

research will collect multiple sources of evidence to confirm the same observation or to rebut

conflicting findings, an evaluation procedure known as data triangulation (Patton, 2015). Data

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triangulation aims to enhance the case study’s construct validity by providing multiple

measurements about the same phenomenon, and the diversification of data sources allows for

a broader and more complete development of themes (Yin, 2018). The research will organize

and document all the data collected through the construction of a case study database, which

will help to identify possible relationships, highlighting repetitive elements, and increasing

the transparency of the results. The analysis has employed word processing tools (i.e.,

Microsoft Excel and Microsoft Word) to arrange the data. In order to increase construct

validity, the research maintains a chain of evidence. The findings have narrative materials

derived from the case study database, referring to interviews and company documentation.

The researcher has selected the interview participants based on the skills, knowledge, and

activities that they were able to experience in their work. The interview respondents are SMEs

located in operating in the researched MNE’s offices located across Europe and use AI

platform IBM Watson daily. For the most part, the interviewees worked in Italy (8), except

for two SMEs working in the United Kingdom (1) and the Netherlands (1). The SMEs

interviewed hold degrees in different fields of study: Computer Science, Industrial

Engineering, Electronic Engineering, Biomedical Engineering, Physics, Economics,

Organizational Theory, and Master of Business Administration (MBA). As for the

documentation part, the research collected MNE’s reports, white papers, as well as public

domain interviews and speeches available on the Internet with SMEs who hold, or have held

in the past, prominent positions in the MNE and discussed the role of IBM Watson on work

practices.

Data collection allows us to analyze available data and examine the situational context.

The data collected and processed will provide an overview of the context at the multicultural

level and will examine a large MNE that employs advanced KS techniques. The data

collection process aims to lay out the background study through exploratory research of the

information available on the Internet, open data, and other publications on the topics under

30

investigation. Also, the research will integrate data collected through semi-structured

interviews with experts in the field. The research will examine one of the nine MNEs reported

by Forbes that exploit AI technologies’ potential (McKendrick, 2019). Information will be

collected and processed based on how these companies use AI and generate knowledge, how

knowledge is shared and becomes a company asset, and what results businesses have achieved

through the application of these tools.

The data will be processed to describe the different phenomena and lay the foundations

for the next phase of the study. The choice of a large MNE derives from the peculiar

characteristics and experiences gained by this company in recent years, both on the subject of

KM and the use of advanced AI techniques. The data was collected using multiple methods,

analyzing different sources, in order to triangulate the results. The data collection follows a

theoretical sampling developed in two phases: in the first phase (first level), the research

interviewed SMEs that had a broad view of the topic and collected documents to obtain data

to cover the whole spectrum of the research question. In the second phase (second level), the

analysis has deepened specific areas and researched data in order to confirm or modify the

categories of the developed theory. The data collected were organized through "sensitizing

concepts" (Bowen, 2006), that is, guiding principles that represent the starting point of the

research. The research mainly asked open-ended questions (What? How? Why?) to encourage

the development of divergent thinking by respondents.

The questionnaires were designed to gain an in-depth understanding of the subject,

overcoming possible biases about the research area. The collection of the relevant literature

aims to support or refute the interview findings (publications, articles, video interviews with

SMEs present in public sites). The multiple methods consisted of multi-level interviews of in-

depth analysis and collection of business documents. The data collection aimed at collecting

qualitative data by interviewing experts (SMEs). In the first stage of the data collection, the

research carried out a collection of generic documentation on the subject of AI and KM

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(academic and business articles, webpages, and books). Subsequently, based on documentary

evidence, a first level direct interview questionnaire was set up (see Appendix A). At the end

of this activity, the processing of the data collected from the first interviews facilitated a

greater focus on the study context and the drafting of the second questionnaire of questions

used for the second level direct interviews. Further interviews and documentation of SMEs

found on public websites enriched the direct interviews. The following diagram summarizes

the sampling structure employed in the data collection:

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Quantitative Details of Interview and Document Data

Source description Level 1 Level 2

IBM AI Cognitive Delivery Manager (direct interview) X

IBM Client Executive AI SME (direct interview) X

IBM Technical Solution Architect Cloud & AI Cognitive (direct Interview) X

IBM Senior Managing Consultant & Research Scientist IBM Watson AI & Advanced

Analytics (direct interview)

X

IBM AI Cognitive & Analytics Consultant (direct interview) X

IBM Senior Watson AI Consultant (direct interview) X

IBM Europe Automation Practice & Delivery Leader – AI SME (direct interview) X

IBM AI IBM Watson Explorer Architect - IBM Analytics Europe (direct interview) X

IBM Information Technology Architect – AI IBM Watson Dev Squad Team (direct

interview)

X

IBM Project Manager Application Automation (direct interview) X

IBM Chairman, President and Chief Executive Officer (Ginni Rometty) (public video

interview)

IBM AI Ethics Global Leader, Distinguished Research Staff Member -- IBM Research AI

(Francesca Rossi) (public video interview)

IBM Strategy & Operations Lead, MIT-IBM Watson AI Lab

IBM Research (Mark Weber) (public video interview)

Former General Manager, IBM Watson Solutions (Saxena) (public video interview)

Former Global Leader - Cognitive Visioning and Strategy - IBM Watson

(Bjorn Austraat) (public video interview)

Former Chief Technology Officer, IBM Watson Solutions (Sridhar Sudarsan) (public

video interview)

Former Senior Vice President of IBM's Watson and Cognitive Solutions (David Kenny)

(public video interview)

IBM Watson reports and white papers (7)

Table 3.2: Quantitative Details of Interview and Document Data

3.5 Analyze

Following data collection, a thorough examination, classification, and organization of the

information will follow. The research seeks to build propositions that contain the meaning of

the objectives of the study that motivated the data collection. A proper analysis employs all

the information gathered, evaluates rival interpretations and explores them in-depth, focuses

on the case study’s most significant features, and draws on researchers and experts' prior

33

knowledge in an impartial and unbiased manner (Yin, 2018). A logical model briefly describes

the entities and relationships between the entities under investigation. The research conducted

an inductive analysis of the data through techniques borrowed from grounded theory (Glaser

and Strauss, 1967) and research into themes and forms of aggregation (Gioia et al. 2012).

The research has then proceeded to the “In Vivo” (Strauss and Corbin, 1990) coding of

the identified and aggregated concepts. First-order coding (Van Maanen, 1979) uses single

descriptive quotations to focus on critical concepts. As for data coding, the analysis explored

the relationships between concepts in order to highlight the emerging framework. The

technique used does not follow linear processes but recursive structures where the collected

data are gradually refined and contextualized (Locke, 1996). The data structure, as shown in

Figure 3.1, identifies the first-order key concepts, second-order key themes, and the three

dimensions of aggregation (Strategy, Features, and Outcomes):

Figure 3.1: Data Structure

Following the directions of Lincoln and Guba (1985), the research followed several steps

to ensure data reliability. The first action concerns the meticulous approach of collecting and

analyzing data, with the audio recording of all the information collected, interview transcripts

34

(see Appendix B), and the organization of data through key concept identification. The second

action concerned the splitting of the data collected in two stages in order to ensure a first

general view (level 1) and a deep dive on the topics under investigation (level 2). A third

action concerned the comparison of the concepts found in the interviews with public domain

documentation to detect any confirmations or discrepancies.

3.6 Report

In order to report case study results, the researcher will select the information to be

included in order to highlight the most significant results. Also, a practical analysis of the

results allows defining optimal forms of interpretation (Yin, 2018). The report will be

developed throughout the course of the case study and will be organized based on the

characteristics of the audience who may not be an IT expert. Therefore, the study will not go

into technical details. The reporting will highlight how the study will contribute to enriching

existing knowledge and developing new knowledge.

In the data analysis process, the main activity was the comparison and triangulation of

data. The detailed comparison of the contents allows to research similarities and discrepancies

between them (Busse, 1994, as cited in Böhm, 2004). The analysis organized the data coding

to facilitate its understanding, interpretation, and synthesis to develop a detailed picture of the

issues under investigation. The coding allowed the researcher to define a list of key themes

with an explanatory text collected from the sources examined. In the beginning, the analysis

identified codes directly linked to the data collected. The codes collected were first provisional

and then became increasingly specific, differentiated, and abstract during the analysis. When

the codes reached a good level of abstraction, they were organized into categories. The

operational approach used in coding follows the "open coding" procedure (Böhm, 2004). The

data are broken down in order to derive a series of concepts. Concepts are represented through

quotations, which are short text passages gathered from interviews and documentation.

35

In order to identify valid and relevant codes, the research has carried out an "in vivo"

codification. “In vivo” (Strauss and Corbin, 1990) coding consists of the elaboration of

quotations taken from interview transcripts and public domain documentation related to AI

best-practices at the MNE researched. In order to facilitate this process, initial training of the

interviewer on the specific topics studied allowed the researcher to have a thorough

understanding of the significance of the concepts expressed during the interviews. The open

coding used has been a continually expanding procedure, which adds meaning to the

interpretative text by adding new levels of observation of reality and new perspectives to be

pursued (Böhm, 2004). In order to preserve a holistic view of the issue under study, the

aggregated concept was continuously revised, ordered, and evaluated to obtain a

homogeneous and relevant outcome. By giving relevance and priority to the issue under

examination, the analysis selected the most important concepts and discarded those considered

minor or irrelevant for the research development. The research linked aggregated concepts to

trace an interpretative, effective, and coherent model of research. The conclusions of the study

outlined two propositions, opening up new horizons and questions on the issue that could be

the subject of further investigation.

36

4. FINDINGS

This chapter presents the research results through the processing of the data related to

the subject of AI applied to KM with particular focus on the experience gained by a leading

company in the field of International Business and IT. The research highlights the results

through a framework of synthesis and comparison with the main studies on the subject. Data

analysis has enabled the researcher to relate the three aggregate dimensions and to identify a

"Data Process" model (see Figure 4.1), which highlights the primary "Strategies" that drive

companies and individuals to apply new "Features." The "Features" are those tools and

techniques of AI that allow obtaining significant outcomes for the evolution of Business and

KM.

Figure 4.1: Data Process

4.1.1 Main Strategies

The starting point of the interrelationship model identified among the concepts elaborated

concerns the strategies that prompt companies towards decisions that will have an impact on

the market, products, services, behaviors, and expectations. The two main strategies concern

the choice to invest in the development of AI technologies, and to move all technological

processes towards the use of the Cloud, thereby encouraging the geographical distribution of

37

data. These two main strategies, peculiar characteristics of IBM, are also common to many

large companies that see these two elements as the key to their corporate vision. In order to

implement these two AI strategies distributed on the Cloud, it is necessary to define how to

accomplish these strategies.

4.1.2 Features: Company Perspectives and People Perspectives

The “Features” that define how to implement the two main strategies follow two

perspectives. The “Company Perspective” feature represents the key elements that drive

companies to use AI tools. The first element concerns the transition that companies make

towards the digitalization of information and knowledge. The second element refers to the

gradual integration of AI within all business processes. Lastly, the third element involves

opening up towards innovation and reassessing operational methods and tools in every

business process. The “People Perspective” feature represents the elements that impact on

people’s activities, the tools they use, the behaviors they take, and the results they obtain. AI

is no longer a mysterious and complex black box, but easy to use tools that improve the overall

standard of living, and consequently, the performance of those who work with them. AI

adoption improves decision-making processes and complex problem resolution by offering

systems capable of gathering new needs and insights that would have remained hidden and

unexplored without it.

4.1.3 Outcomes: Business Perspective and Knowledge Perspective

At IBM, the systematic application of AI leads to tangible and relevant outcomes. The

research has highlighted the experience gained by SMEs in their work activities. The results

revolve around two macro perspectives. The "Business Perspective" outcomes represent the

results that have a direct impact on the company's business processes. AI has led to the

identification of new ideas and has opened up new business opportunities. These experiences

have shown substantial economic benefits “with an average operating margin of 10%”

(Forrester, 2019). In a direct interview, IBM Europe Automation Practice and Delivery Leader

38

explained that through the use of Watson technologies, “the manager can make more use of

knowledge and create more content." Besides, the interviews have touched upon issues related

to cost savings. AI systems can perform faster and more accurate automated operations than

human beings. The interviewees have assessed these aspects positively, highlighting a more

efficient allocation of human resources. In other words, people will no longer engage in

repetitive tasks but will be involved in more qualifying activities.

The "Knowledge Perspective" outcomes represent how AI revolutionizes KM through an

innovative, effective, and continuously evolving approach. AI available on Cloud favors

knowledge dissemination, as evidenced by several interviewees. An IBM Senior Managing

Consultant claimed that "the computing capabilities of the hardware […] and the possibility

of sharing them on the network through the Internet, […] the cloud itself, and […] the richness

of statistical models and artificial intelligence that IBM develops for each case of application,

are combined." An IBM report confirms that “organizations can handle structured and

unstructured data in one platform, and they can capture and share models, dashboards, and

notebooks. Data scientists save a significant amount of time on finding and preparing data"

(Forrester, 2019). Former IBM Watson Solutions’ General Manager, Manoj Saxena, asserted

that AI could manage the “knowledge curve for humanity,” allowing machines to capture and

store experts’ current knowledge and experience so that future generations can learn and

benefit from their insights (TEDx Talks, 2013).

When working with massive volumes of both structured and unstructured information,

such as pictures, video, or audio, doubts arise as to the extent to which companies take data

privacy seriously. Past scandals (e.g., Cambridge Analytica) have shown people worry about

companies being fair, accounting for safety and the impact of the use of personal data on their

lives, and transparent. They demand organizations to be open regarding the way they collect

and manage personal data. The case study found that companies such as IBM carefully follow

rules that allow them to comply with ethical codes to protect customers and employees:

39

"Personal data can be controlled completely. AI with IBM Watson looks at who needs

information, then if the person has it in excess, then what is the level of content that the person

has, and what is the time frame for which that information needs to be provided.” (Interview

with IBM Europe Automation Practice & Delivery Leader, 2019). The framework below

outlines the most critical quotations collected from direct, semi-structured interviews, as well

as external documentation, grouping them into key concepts that summarize and interpret the

data collected

4.2 Exploratory research propositions

The analysis of the data collected through interviews with SMEs, interviews, public

domain speeches, and documentation of AI applied to KM has allowed to develop five

propositions that follow the Data Process model (as shown in Figure 4.1). Following a five

iterative steps framework, the research propositions illustrate the forward-looking and positive

impact of AI deployment of KM processes for organizations and people. A data supporting

table (see Appendix C) expands the themes dealt with in the exploratory research propositions.

PROPOSITION 1: Companies that implement robust strategies to support the use of

AI on cloud systems embark on an ongoing and sustained transformation process that will

yield concrete and significant positive results to their core business and KM processes.

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Figure 4.2: Step 1 – Defining a robust strategy

IBM has defined a clear strategy of developing AI on distributed cloud networks.

IBM’s vision is to develop a centralized platform of integrated services accessible by anyone

on the Cloud through the AI platform IBM Watson. IBM Technical Solution Architect defined

the nature of IBM as “a company founded on two main principles of information technology,

one is the principle of the cloud, and the other is the principle of artificial intelligence." IBM

has defined a strong corporate "vision" in which AI and Cloud computing are critical elements

for business development. The strategies outlined by IBM represent the way to achieve the

objectives set out in the vision.

Some SMEs have emphasized IBM’s strategic imperatives during semi-structured

interviews. IBM Information Technology Architect describes IBM Watson “as a fairly

centralized platform with precise strategies implemented centrally, […] a whole series of

services […] that can then be put together to build solutions that expose precisely intelligent

capabilities." IBM desired to develop a platform in which anyone “has all the tools needed to

do artificial intelligence,” according to an IBM Client Executive. The systematic use of AI in

business processes, which IBM has implemented for several years now, indicates that these

strategies are bringing tangible results. The same IBM Client Executive claimed: “The fact of

41

having believed in advance in the transformation that was able to bring cognitive artificial

intelligence to the time of machine learning, gave us a very good advantage in competitive

terms.” A strong belief in its AI and Cloud strategy allowed IBM to position itself “a couple

of years ahead” of its competitors, as deduced by IBM Cloud Executive.

In addition to AI, IBM's strategies are moving towards the use of cloud computing,

which allows data dissemination and advanced cognitive analysis tools to anyone, anywhere

in the world. Cloud computing is a revolution in the field of an industry historically very tied

to the strength of its brand. IBM’s cloud and hybrid cloud strategies are to develop “a platform

that is both distributed to [IBM’s] customers and to [IBM’s] centers,” in which everyone’s

knowledge is critical “to create the best possible service for our customers” (IBM Cloud

Executive). The acquisition of American software company Red Hat, Inc. by IBM proves the

abovementioned statement and the words of its CEO, Ginni Rometty, confirm it. Rometty

contended: “We actually had to do a lot of work around the IBM cloud private which is what

Watson runs on […] Red Hat is coming up and so this allows it to move anywhere out there.

This is a big piece […] of hybrid cloud which you've heard me say we think that's a trillion-

dollar market and we'll be number one in it so that gives you a good feeling” (CNBC

Television, 2019). A strong strategy requires substantial investments, even in times of

economic crisis.

For several years, IBM has invested large sums of money in AI and Cloud R&D. Both

semi-structured interviews, documentation, and publicly available interviews illustrate the

nature of IBM investments, thereby facilitating access to the Cloud and AI market through

acquisitions and partnerships. Besides IBM’s acquisition of Red Hat, Inc., IBM has been

investing more than $240 million in a joint effort with the Massachusetts Institute of

Technology (MIT) to set up a new AI laboratory in which leading academic and industry

experts work together to facilitate knowledge acquisition (IBM Corporation, 2017). The

mission for this ambitious project is “to improve speed by orders of magnitude without

42

sacrificing accuracy” as IBM Strategy & Operations Lead, Mark Weber claims in a public

domain interview (RE-WORK, 2018). In addition, John E. Kelly III, Senior Vice President

and Director of IBM Research argued: “AI systems […] will require new innovations to tackle

increasingly difficult real-world problems to improve our work and lives” (IBM Corporation,

2017). Through this ambitious strategic partnership with MIT, IBM aims to explore the

economic and social benefits of AI in advancing knowledge acquisition to tackle societal

problems and improve the human condition.

PROPOSITION 2: AI implementation orients companies towards digital

transformation, changing business processes, accelerating knowledge dissemination and

sharing, thus benefiting from better use of intellectual capital.

Figure 4.3: Step 2 - Drive Company Transformation

When a company believes in its vision, it projects the entire organization towards the

practical application of its strategies. Technological tools cannot be implemented without the

adaptation of business processes. Several SMEs highlighted both IBM’s drive towards the

digitalization of enterprises and the pervasiveness of the AI system within a single platform,

integrated into all business processes and, for this reason, significantly more efficient. The

advantages of integrating AI into business processes are highlighted in an interview with an

IBM Project Manager: “The business process workflows become more intelligent because

43

IBM Watson integrates into workflows by adding AI where it is needed.” In order to upgrade

and improve business processes, organizations must change their internal processes, by

identifying focus areas where to implement AI technologies and take action in terms of

efficiency, speed, and accuracy. Organizations need to understand which workflows,

resources and, above all, the skills they need to be able to use AI tools effectively and trigger

business optimization.

Digitalizing and automating workflows enable to redesign business processes through

new information management, thus providing a different way of conceiving day-to-day

operations. IBM Client Executive describes the IBM Cloud environment as “an infrastructure

enabling the company to make a transformation to the digital world.” At the same time,

digitalization is a trend that is affecting gradually many organizations. An IBM White Paper

(2019) highlights that over the years, "firms are embracing more data sources on the cloud,

combining it with existing data on-premises, and applying analytics and AI on the Cloud to

drive new insights.” Companies oriented towards digital transformation understand that data

digitalization and structuring add value to their core business because people can take directly

the information needed, as IBM AI Cognitive Delivery Manager explains. Digital

transformation also helps organizations speed up document management processes by

focusing only on the most important data (IBM AI Cognitive & Analytics Consultant) and

“perform[ing] analytics on […] large datasets to understand which dataset is corresponding to

another, adding more insights” (IBM Europe Automation Practice & Delivery Leader).

Cloud and hybrid cloud strategies significantly facilitate access and analyze large

amounts of information by data scientists and reduce costs. A Forrester study commissioned

by IBM (2019) highlighted the valuable role of data scientists in providing insights to

organizations that use them in their strategic processes. Besides, data scientists can benefit

from using dashboards available in IBM Watson environments to communicate and share

insights more effectively with company decision-makers. IBM Technical Solution Architect

44

Cloud & AI Cognitive described the role of the data scientist in business process optimization

by minimizing costs and ripping the benefits of efficiency by exploiting the platform’s

algorithm. Therefore, data scientists “can find those innovations and those steps that allow us

to make certain business processes more effective and more efficient”, and by analyzing

various users’ behavior, they can “understand how to improve and predict further action.” As

data scientists can now access, use, and analyze larger data sets, their contribution to

companies’ strategic processes improves remarkably.

PROPOSITION 3: AI applied to KM helps people make better and more objective

decisions, allows them to solve complex problems better, and improves their work

performance.

Figure 4.4: Step 3 – Reinforce People Transformation

In order to make organizational change processes more efficient and effective, companies

must involve all stakeholders who are interested in using the system at different levels, such

as managers, employees, customers, suppliers, and business partners. An IBM Client

Executive, speaking about the application of AI within business processes, argues that IBM’s

“strategy is always to be able to support the human being in his decisions." Tools and

processes, even if augmented by AI, can only be implemented correctly if people adapt their

behavior to the new context. In order to make the most of AI, it is crucial to understand how

45

the system “learns” and “improves” over time, overcoming challenging business problems,

and transforming them into opportunities. An IBM Senior Managing Consultant and Research

Scientists argues that when collecting a large amount of data, "in encoding its relevance to the

specific decision-making domain and in allowing also a human understanding […] a greater

decision-making capacity is allowed, because […] [data is processed] according to

classifications that are then screened by the experience of managers and [SMEs]."

IBM Watson allows people to make more sound and effective decisions to complex

everyday challenges, which leads to improved work performance. An IBM Senior Watson AI

Consultant argues that "the decisions of the professional [are] more facilitated by more

information." KM processes improve, because the AI system allows people to “access to

unstructured data, and can learn from small data sets, […] and helps to increase its value by

analyzing it more deeply,” says an IBM Project Manager. The research exposed these

advantages not only at the corporate level but also in other domains, such as the medical field.

David Cole, IBM Watson Health Innovation Lead for Europe, in a conference at the Oxford

Union, discussed the significant contribution of AI to medicine (OxfordUnion, 2016). Rob

High, IBM’s Vice President, argued that “by showing where the information and

recommendations are coming from, Watson expands what human doctors can do and provides

them with resources to make the best decisions for their patients” (Morgan, 2017). AI thus

enriches the wealth of knowledge of doctors, helping them to make more accurate decisions

in a shorter time frame.

Strategies selected to adapt business processes must take into account people’s

motivations and expectations. Management strategies and actions must support and reinforce

cultural and behavioral change in order to achieve tangible benefits. The research has shown

that one of the reasons that promote people's acceptance of AI systems is the ease of use of

IBM’s cognitive systems. In several direct semi-structured interviews and a public domain

talk, SMEs agreed on the user-friendliness of IBM Watson and argued that end-users require

46

only basic IT knowledge and brief training. An IBM Watson Explorer Architect argued that

“it [is] a question of getting comfortable with them and the greater challenge is giving accurate

and effective data to train them." Some SMEs argued that the AI platform’s simplicity of use

depends on the type of application. An IBM Senior Watson AI Consultant argued that “some

[applications] can be used even if you do not have specific knowledge, and then it is enough,

others instead require the technical knowledge.” Nevertheless, the simplicity with which

people can access and use of AI systems in cloud networks eliminates any psychological

barriers and drives people to accept change, experience it positively, and change their habits.

PROPOSITION 4: AI-augmented business processes and people's behaviors transform

and improve KM in terms of information collection and dissemination, data processing, and

insight generation while ensuring data privacy and protection.

Figure 4.5: Step 4 – KM improvements

MNEs have understood that the information that can be collected and processed today

is much extensive, complex, and articulated than ever before. The evolution of IT technology

in terms of computing capacity and data storage has allowed companies to develop systems

to manage knowledge in a much more advanced way. AI allows collecting every stimulus

from the environment, explicit forms, latent forms, insights, sentiments, and to develop new

knowledge. In a semi-structured interview, an IBM AI Cognitive Delivery Manager explained

47

that AI techniques help people to seek more-in-depth knowledge and insights, thus helping

people to extract concepts “at 360 degrees.” An IBM Senior Managing Consultant and

Research Scientist deepened this concept by clarifying that the AI system recognizes “insights

that the same human being accomplishes, but that then struggles to put together in correlation

between […] thousands and thousands of records of data." KM has changed dramatically over

the years. People interact with AI systems, organizing the information, and disseminating it

quickly and pervasively. MNEs that have understood the importance of these processes have

equipped themselves with cutting-edge tools to respond to new challenges in order to achieve

new and more ambitious goals.

IBM is implementing AI tools and capabilities systematically in the evolution of KM

processes, unleashing new ideas, and opening up new business opportunities. However, the

quality of the processed data may not always be adequate, and the training processes of the

learning machines may not provide clear, correct, or updated guidelines. Besides, the

processing of emotional signals, feelings, and perceptions may not lead to objective evidence

but may be conditioned by contingent factors. This is one of the issues addressed with the

SMEs surveyed during the second-level interviews. When asked about any adverse effects

deriving from incorrect or obsolete information that may arise when teaching IBM Watson,

several interviewees confirmed the presence of these potential risks. For instance, an IBM

Watson Explorer Architect argued that an effective governance system must be in place and

that end-users must decide which approach (e.g., machine learning, linguistic rules) is the

most appropriate for the training depending on the situation. On the contrary, IBM Europe

Automation Practice & Delivery Leader did not highlight any possible dangers when training

AI systems: “Watson is constantly learning. So even if the information is incorrectly input and

coded into Watson, it will be quickly rejected.”

AI processes large amounts of data, and the second level semi-structured interviews have

touched on the topic of data privacy protection. IBM Europe Automation Practice and

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Delivery Leader ensured that "personal data can be controlled completely.” He also added that

“Watson looks at who needs information, then if the person has it in excess, then what is the

level of content that the person has, and what is the time frame for which that information

needs to be provided […] all of those things can be deployed to effectively make sure of

compliance to all regulatory bodies." Besides, an IBM Watson Explorer Architect added that

“if [a person does not] wish, IBM will not learn from that data." The direct interviewees, as

well as public domain documentation, expressed optimism and trust towards IBM’s data

protection and privacy, and the company’s full transparency towards data processing.

Francesca Rossi, IBM AI Ethics Global Leader, argued in a public interview that an AI system

is trustworthy when it “is not biased, is fair, is explainable, and the way uses the data of the

user is transparent” (ITU, 2018). Also, she guaranteed that IBM does “not reuse the data for

other clients or other tasks” (ITU, 2018).

Semi-structured interviews and public domain documentation demonstrate that correct

and responsible use of AI enhances business processes and people’s performance, leading to

improved KM processes. An IBM report (2012) mentions that Watson solutions can provide

significant support to data-intensive industries, by examining “high volumes of structured and

unstructured data”, providing “speed and accuracy of a response to a question or input

provided”, helping them “learn with every outcome or action taken”, and responding to

“critical questions that require confidence-weighted recommendations and supporting

evidence.” In a semi-structured interview, an IBM Information Technology Architect argued

that IBM Watson “allows [employees] to decipher all the non-traditional inputs that arrive,

[…] it allows [them] to schematize, classify and make accessible […] all the information that

is typically managed by people", leading organizations to maximize the intellectual capital

brought by each individual. Furthermore, an IBM Senior Managing Consultant and Research

Scientist has argued that IBM AI technology allows end-users to achieve deeper meaning by

49

navigating through concepts, making the search more aggregated and finer-grained, so that

people can attain the intrinsic value of that particular type of information.

PROPOSITION 5: Business transformation and new ways of managing knowledge

through AI capabilities lead companies to achieve positive results in terms of generation of

innovative insights, resulting in increased revenue, cost reduction, and resource optimization.

Figure 4.6: Step 5 – Improved business performance

The most evident business results deriving from the use of AI tools mainly concern

cost reduction deriving from a better allocation of HR, the increase of market shares in an ever

more digital and globalized world, and growth of operating margins that allow for new

investments in the context of continuous technological evolution. In a study commissioned by

IBM, Forrester (2019) emphasizes the greater effectiveness of data science projects, which

generate millions of dollars in revenue and savings for organizations. Enhanced access to

information allows data scientists to deliver higher profits to organizations’ projects: “With

an average operating margin of 10%, this equates to an incremental $750,000 in operating

margin per project" (Forrester, 2019). The research points out cost reductions in infrastructure

and administrative costs, considerable time savings, and improved employee’ productivity.

Besides, new ideas generation allows organizations to seize new business opportunities and

new markets where multinationals can leverage their competitive advantage. In a public

50

domain talk, Manoj Saxena discussed the benefits of the AI platform in terms of empowering

the way people think, act, and learn (TEDx Talks, 2013).

Some SMEs and publicly available documentation have highlighted the benefits of AI

in HR processes, which provides faster and more accurate information analysis, thus speeding

up personnel management systems. IBM Technical Solution Architects posited that AI “helps

to find the right match between people's skills and the job”, and contended that automatic

systems help people to “trace [employees’] professional evolution”, suggesting them “what

are the most appropriate things […] to put in [their] curriculum […] on the basis of real

evidence." In a public domain interview for the University of California, Berkeley, former

IBM Global Cognitive Visioning and Strategy Leader Bjorn Austraat draws a link between

cognitive transformation and HR transformation, arguing that AI allows for “a transformation

of functions, individual functions, but then also of the overall enterprise […] from the

complete employee and engagement lifecycle” (Berkeley Haas, 2017). An IBM document

illustrates employee cost savings of AUD 10 million by an Australian energy company. These

savings stemmed from the use of IBM Watson, which allows "faster access and more intuitive

analysis of [......] records" leading to "a 75% reduction in team time spent reading and

searching data sources" (Banerjee, 2017). By looking at the organization holistically, AI

allows to improve business processes and models and reduce costs, allowing organizations to

gain a competitive advantage.

The systematic use of cognitive systems within business processes brings greater

efficiency and unleashes positive effects on business and people. When observing a computer

that responds to a call center and provides practical and appropriate responses, people may

fear that automation will lead to downsizing and layoffs. Many interviewees surveyed on this

topic and IBM documentation related to HR believe that the use of AI frees the human being

from repetitive and mechanical activities and shifts her skills towards more valuable tasks. An

IBM Senior Managing Consultant & Research Scientist says that IBM Watson helps HR

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practitioners to free up resources for that type of work and move professionals to other areas

where they are most useful for the organization. A document by the IBM Smarter Workforce

Institute reports that HR savings from AI enable organizations to invest in further AI

advancements. As a result, HR management will be able to "develop strategic skills, create

positive work experiences, and provide outstanding decision support for employees,” says an

IBM report (Guenole and Feinzig, 2018). The positive effects on business results and people's

motivation significantly influence corporate strategies, thus triggering an iterative process that

stimulates new investments in AI, thereby promoting the organization’s vision at multiple

levels within the company.

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5. DISCUSSION

The case study has explored critical aspects related to how MNEs can gain a

competitive advantage in the implementation of KM practices through AI. Through the

deepening of a real and practical experience of an MNE that regularly uses AI techniques and

capabilities to manage its intellectual capital, the research highlighted the positive impacts of

these best practices on people and business results. AI is transforming the way information is

collected, processed, and distributed. This has led to the generation of new levels of

knowledge that foster new ideas and new business opportunities. The discussion section

relates the results obtained with the current literature on AI applied to KM.

The first proposition argues that organizations undergo an ongoing and sustained

transformation process by implementing AI on cloud systems, leading to concrete and

significant positive results to their core business and KM processes. The literature recognized

that having robust AI strategies is a fundamental starting point for any organization. Previous

research by Fowler (2000) and Tsui et al. (2000) has highlighted that AI strategies rely on

tools that require substantial investment in R&D. A recent McKinsey Global Institute survey

of 3,000 executives in 10 countries and 14 industry sectors identified five critical strategies

for maximizing the benefits of AI: plan growth, invest in technologies and people's talent, be

ready to review strategic goals, build a robust digital base, and create an AI ecosystem (Bughin

and Hazan, 2017). Mangelsen and Alexander (2019) argue that in the United States, more and

more companies are investing in AI's digital transformation strategies. However, a study by

MIT reports that more than 95% of firms are still not adopting AI technology to reinvent

business processes (Bughin, 2018). Unlike IBM, many companies have not yet defined robust

strategies. Moldoveanu (2019) illustrates that organizations must bridge the skills and

communication gap between non-technical decision-makers and AI teams in order to solve

pressing business challenges.

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The second proposition highlights how AI application in KM processes drives

companies towards digitalization, improves the information dissemination, and yields clear

benefits to organizations' intellectual capital. Existing research agrees that companies are

making a transition to digitalizing KM processes by applying AI capabilities when processing

large amounts of data (Paschek et al., 2017). As confirmed during the interviews and public

domain documentation, the literature also illustrates how digital transformation drives

companies towards digitalization and new forms of knowledge processing (Avdeenko et al.,

2016). A report by Capgemini (2017) on the digital revolution illustrates how this aspect

radically changes every business process.

The literature agrees that in order to obtain the best AI-driven business results based

on AI, the action of data scientists is not enough. Digital transformation must take place

throughout the whole organizational environment. Kruhse-Lehtonen (2019) discusses how

digitalization can create greater efficiency and productivity: business leaders must set

ambitious but realistic goals, look after people and give them adequate training, identify the

most appropriate digital investments, and implement operational models to organize data and

AI effectively. Managers, and companies more in general, benefit from their digital

transformation not only through increased revenues and savings, made possible through

production improvements but also through more effective use of data and knowledge (Botha,

2019). The IBM Watson case study illustrates how an MNE has responded to the need, already

expressed in the literature, to integrate AI tools and techniques in its organizational processes.

The exploratory research has confirmed that digitalization allows for greater dissemination of

knowledge and the optimal use of intellectual capital.

The third proposition highlights how the AI’s implementation processes involve people’s

way of working, how the organization manages its human resources, and how managers make

decisions and solve problems. Trends in the literature show a broad consensus on HR

processes improvements, better KM processes, and better document organization and in-depth

54

analysis thanks to AI. Liebowitz (2001) discusses the importance of AI in knowledge

discovery and data mining approaches, which could be implemented inductively to find

relationships in repositories for new knowledge creation. Indeed, many large companies have

made investments in AI R&D a priority for their core business. Mortensen (2019) stressed the

importance of developing emotional thinking and higher-order expertise to cope with the most

sought-after skills of the future. Botha (2019) highlights how knowledge workers will need to

re-skill their jobs, personalizing, and sharing contextualized knowledge in support of digital

transformation. As a result, a more careful collection, selection, and enrichment of knowledge

will allow them to make better decisions.

The fourth proposition describes how the implementation of AI can transform the way of

managing business communication by processing vast amounts of information and generating

new knowledge while preserving users’ data privacy. Gandon (2002) has focused on how AI

can exploit the breadth of human knowledge, starting with information shared via the web.

The world changes, and the amount of data being shared and analyzed increases. The

application of AI in business processes enables large amounts of data to be managed

effectively (Strauß, 2018; Mangelsen and Alexander, 2019). The change brought about by the

use of AI in KM is addressed in the literature mainly in terms of opportunities: document

management optimization, information sharing and research (Bizirniece, 2011), and support

for people to make more informed decisions more quickly (Saravanakumar, 2019). Semi-

structured interviews from IBM AI experts, as well as public domain videos and

documentation, illustrate how the practical application of AI in KM helps people make better

decisions and solve complex problems.

The data processed by AI are many and also cover unconventional sources, such as audio,

images, and movies that provide additional information, but that may touch aspects of data

privacy. IBM's strong focus on data protection and confidentiality prompted the SMEs

interviewed to stress that this is an issue under control and does not seem to raise any concerns.

55

Although they claim IBM has equipped itself with all the necessary tools to ensure its

stakeholders data protection and privacy, the literature on these issues is inclined to highlight

scenarios that are not always positive and highlights the need to find tools and techniques that

promote transparency and accountability in data-based decision-making (“Big Data Senior

Steering Group”, 2016). Some articles consider the protection of personal data as a weak point

that calls into question the security aspect of AI systems, as these may not apply the necessary

control measures to protect customers and employees (Cate and Dockery, 2019; Shaw, 2019).

Although they recognize the significant benefits of AI at the systemic, corporate, and

individual levels, the authors point to severe gaps limiting data protection frameworks, which

are inadequate to protect people's privacy and promote innovation in the data-based economy.

The fifth proposition indicates how AI applied to KM can lead to business innovation,

triggering new ideas and insights, which will enable organizations to obtain a competitive

advantage in revenues, cost savings, and resource optimization. The literature agrees that AI

opens up the generation of new ideas, allowing companies to leverage the hidden value of

their data. The U.S. Government, in its “Federal Big Data Research and Development

Strategic Plan” (Big Data Senior Steering Group, 2016), recognized the potential of advanced

computing and data analytics, and increasing investments in data collection and management

processes to create new products, services, and capabilities. AI innovations will allow

establishing knowledge bases of information deriving from the interrelations between

structured and unstructured data. Besides, by supporting inter-organizational knowledge and

learning, managers can tap into the knowledge and insights of a similar firm from the same

industry to solve a particular business problem (Venugopal and Beats, 1995). There is also a

broad consensus in considering AI as a road to innovation and the identification of new

business opportunities. On the path towards sustainability, AI will assist organizations to

innovate in the way they create, maintain, and manage human capital (Mercier-Laurent, 2014).

56

To sum up, the IBM Watson case study has applied the theoretical arguments found in the

literature to the analysis of a leading MNE that implements AI in its business processes. The

five propositions developed from the interview findings and company documentation,

depicting a five-step iterative diagram in which each component acts on the other as a stimulus

and activates a positive spiral in which change takes place and extends to every business

process. Robust strategies act on the operational implementation of AI, justify its evolution,

and strengthen its pervasiveness. Strategies and process changes affect people, their beliefs,

and their behavior. When the organization and its employees implement critical digital

transformation strategies, the implementation of new AI tools provides new ways to collect,

disseminate, and generate new knowledge. By putting these actions into practice, the positive

results are evident, both in terms of economic returns and in terms of improved work

performance.

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6. CONCLUSION

The study has deepened the experience gained by an MNE in the field of AI applied to

KM. The research has shown that AI systems can improve considerably the way people

collect, analyze, and share information. By applying innovative forms of human-machine

interaction, companies can achieve positive results for their core business and their

stakeholders’ quality of life. The case study allowed us to understand how KM has changed

in an MNE that implements AI tools in its business processes: people fully exploit their

intellectual capital, and AI systems generate new knowledge and enrich corporations'

knowledge base. Computers do not replace people but integrate them and develop their

potential so much so that today, companies refer to AI as "Augmented Intelligence" (Jablokov,

2019) that renovates decision-making processes and facilitates complex problems resolution.

Through the IBM Watson case study, this dissertation offers a virtuous path that MNEs can

follow. The model starts from the setting up of a robust strategy, a vision that can trace the

desired future in which increasingly sophisticated cognitive systems improve the capture and

management of knowledge within MNEs. The study also stressed that aspects of personal data

protection cannot be underestimated and must follow particularly strict rules and forms of

control.

The most critical element that emerges from the study is the application of AI tools in the

daily practices of IBM employees and managers. Much of the current research on AI is limited

to describing its potential and outlining possible future scenarios. Interviews with IBM SMEs

illustrated how IBM Watson makes it easier to find information, share knowledge, and

develop new ideas and opportunities. From a technological point of view, the case study

stressed the ability of intelligent systems to capture meaningful and hidden information, such

as sentiments, emotions, and insights. From an organizational point of view, one of the most

important aspects is the mental approach of the people interviewed who regularly use these

58

systems, consider them an integral part of their work, and are not surprised to talk with an

automatic chatbot to get the information they need.

This dissertation did not consider specific technical aspects of IT solutions that would

have allowed the researchers to go into the operation of AI tools, advanced methods of

machine learning, and possible future technological developments. Besides, this thesis did not

consider quantitative aspects related to research, such as the amount of investment in R&D,

the increase in revenue from new business opportunities, savings on personnel costs, return

on investment. An area of possible future work relates to the measurement of quantitative

aspects of positive business results stemming from AI implementation in KM, such as by

calculating the ROI of AI (Return of Investment of Artificial Intelligence), as proposed by an

Accenture research report (Mannar, 2019). Another point not covered by this manuscript

concerns the analytical comparison with the experiences of other MNEs that have undergone

similar transformations in the field of AI and KM. The comparison between MNEs could

highlight significant differences, analogies, and consequent results on companies’ corporate

strategy and human capital.

Quantitative and comparative studies will have the opportunity to take inspiration from

this qualitative study and build a robust model of AI-best practices applied to KM. The areas

in which it would be possible to develop future studies can concern the deepening of

technological potential, with the possibility of extending the discussion to research in the field

of robotics and automation. This dissertation has identified a model that can be of inspiration

and emulation for managers and business leaders of all companies that have not yet

experienced the implementation of AI in their business processes and KM practices.

59

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APPENDIX A: Semi-Structured Interview Questionnaires

• First level interviews:

Question 1: What is your role at IBM?

Question 2: Artificial Intelligence at IBM has always been one of the strengths of its

commercial offering. In particular, IBM Watson has always been at the forefront of

computer systems by answering questions posed in natural language. What is IBM's

strategy in this critical sector today?

Question 3: Using Artificial Intelligence with IBM Watson is a great business opportunity.

How is IBM organized to respond to different market needs? What is the primary role

of IBM Research Centers and IBM Competence Information Centers in the world?

What are the principal investments by IBM and the future scenarios?

Question 4: Let us dive a little deeper into the components that characterize IBM Watson.

What are the particular elements of different solutions such as IBM Watson Discovery,

IBM Watson Knowledge Catalog, IBM Watson Machine Learning? Which tools fall

within the scope of the cognitive approach, analytics, and data mining?

Question 5: Now let us explore the relationship between Artificial Intelligence and Knowledge

Management. Since we have to manage large amounts of data, Big Data, how can IBM

Watson be used? What are the main benefits that a company can derive from it?

Question 6: At IBM, the knowledge, experience, documentation, processes, skills gained by

each person can become a valuable corporate asset. How can the use of Watson

facilitate the sharing and use of relevant information for a company's strategy?

Question 7: With computer systems increasingly distributed, how do IBM Cloud and

Multicloud service strategies develop with the management and sharing of knowledge

and the use of Artificial Intelligence?

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Question 8: Many companies use their corporate intranet for many activities like research,

presentations, complex problem solutions, and decision support. How is it possible

that IBM Watson can be used to optimize and make these processes more effective?

Question 9: IBM's international dimension may be a burden from the point of view of the

flexibility of marketing actions and the rigidity of bureaucratic processes. At the same

time, it could also be an advantage in terms of knowledge of the different markets in

the world, the specific needs of customers in particular geographical areas and business

opportunities that can hardly be seized. How does Artificial Intelligence help the

organization and sharing of this information?

Question 10: Could you tell me about a real, concrete project of IBM Watson, using artificial

Intelligence applied to knowledge management, in which IBM has applied its acquired

"best practices" and developed a state-of-the-art solution?

Question 11: On the subject of Artificial Intelligence and its application in the field of

Knowledge Management, who are IBM's main competitors? What are their solutions?

Which other famous multinationals have similar experiences to those of IBM?

Question 12: In conclusion, are there any other topics, areas, or information you consider

relevant to the research that was not covered in this interview?

• Second-level interviews:

Question 1: What is your role inside IBM?

Question 2: The use of IBM Watson applied to Knowledge Management allows users to

analyze large amounts of structured and unstructured data and easily reach the

information they need. Could you tell me about your experience at IBM?

Question 3: IBM uses Watson’s cloud system to easily and immediately reach large

populations of employees and customers all over the world, therefore spreading large

amounts of information. Can you tell me what the main advantages of this strategy

are?

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Question 4: Corporate communication is increasingly interactive and unstructured: it uses

chat, images, audio and video. How does IBM Watson allow users to generate new

levels of knowledge and share information easily and effectively?

Question 5: IBM Watson uses processes that simulate the human mind through neuronal

networks. So, it uses a learning system, the so-called machine learning. Isn't there a

risk that in the teaching phase, even in an unconscious way, incorrect or obsolete

instructions are inserted? What could be the negative effects?

Question 6: What are the implications of personal data protection in the use of Watson and

what are the possible impacts in knowledge management?

Question 7: Is the use of IBM Watson by employees or customers complex or easy to use?

Does it require special technological skills?

Question 8: IBM Watson has transformed the way we manage the knowledge of employees

and managers. How was knowledge management handled in IBM before Watson was

used? So how was the corporate intranet used and how did the way to reach and share

information change after the introduction of IBM Watson?

Question 9: Did the use of IBM Watson optimize the use of human resources? And has it led

to "cost savings" on IBM’s part and has it been quantified?

Question 10: IBM Watson is a system that helps organize large amounts of data and find

complex answers. How is this system used to help employees and managers make

more informed decisions?

Question 11: How can people apply IBM Watson’s experience gained in some countries to

other geographical areas?

Question 12: Are there any other topics, areas, or information you consider relevant to the

research that was not considered in this interview?

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APPENDIX B: Semi-Structured Interview Transcripts

First-level interviews

1. IBM Client Executive AI SME

Interviewer: What is your role inside IBM?

Interviewee: I work in the area of the railways group and I have the commercial responsibility

for the client. I work in a team within IBM that oversees from a commercial point of view all

the offers that IBM has, among which there is certainly also the cognitive that is one of the

offers on which IBM is supporting so much, that is, the two offers on which IBM is supporting

are definitely the Cloud as an infrastructure enabling the company to make a transformation

to the digital world, but in particular the cognitive, and then the cognitive, as you know we

started well in advance of all the others including Google, Microsoft which are now a bit our

competitors. When IBM announced its strategy on Watson we were so early that no one

believed that our CEO Ginny Rometty, everyone thought that she had mistaken the strategy,

and then on the contrary we verified over the years that eventually everyone had to follow,

and at this time many areas are lagging behind us, because we are I think a couple of years

ahead of the others.

Interviewer: You have had that competitive advantage…

Interviewee: Yes, I mean, the fact of having believed in advance in the transformation that

was able to bring cognitive artificial intelligence to the time of machine learning gave us a

very good advantage in competitive terms. I'll tell you two important things from my point of

view. So the first is that IBM entered this world with a famous American quiz called

“Jeopardy!”, where there are people who answer questions, and IBM that had started many

years before with, with Deep Blue that was that supercomputer that was able to play chess

against the best champions of chess and then beat them and, by the way IBM has always had

this thing to get into these, let's say, challenges, in which demonstrated the skills of the

computer that could say, assist, help people to improve their lifestyles, let's say. In this race

“Jeopardy!” IBM participated with its cognitive supercomputer and showed that it was

possible to beat, compete let’s say, against people at the same level and answer, in a way,

clearly to the questions we asked in natural language, open, on topics of general knowledge.

I'll tell you something else, great in my opinion, that Watson is called this way because it was

made, thought up by the son of Watson, who is the founder of IBM, started from his son. This

idea of doing, of competing against, say, in questions of general knowledge is an idea that

came from an Italian engineer named Sicconi, who worked at IBM Vimercate, and Watson,

Watson's son has understood the potential of both the idea that this engineer, Sicconi, and his

idea, that he came to Italy to meet him, he went to Vimercate, met him, spoke with him, took

him to the United States with him and it was this man who then gave birth to this, this project

with which he participated in “Jeopardy!”. I had the opportunity to hear some interviews with

Sicconi, and I saw him once at a communication meeting in IBM where he talked about the

experience that IBM had to explain, for example he said when someone talks to you, ask, and

general knowledge that is already difficult in itself, because a machine is answering you, not

a human being, and then he asks you questions in which there is no possibility within the

question to understand, or hooks to understand what kind of answer you needed. And he said

that this was one of, let's say, of the greatest challenges that he had, he made the example, who

was the first to circumnavigate Africa right? He said there are thousands of these examples to

make, that is, it is not that you can go and answer every single question, you have to instruct

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the computer so that it understands how to use a, let's say, it seems that they had taken it from

Wikipedia, a Wikipedia to find within such an endless data base of information the correct

answer in a very short time to compete in a race, which of course it was made for purposes,

let's say, both promotional and for IBM's image.

Interviewer: Artificial Intelligence at IBM has always been one of the strengths of its

commercial offering. In particular, IBM Watson has always been at the forefront of computer

systems by answering questions posed in natural language. What is IBM's strategy in this

critical sector today?

Interviewee: Our strategy is always to be able to support the human being in his decisions. All

the things we have done in the medical field, is the idea that it is a tool that helps people, that

is, our idea that can, in some way, help to improve the world, and we think that the adoption

of artificial intelligence is the tool with which this world can try to address its main problems

such as, in medicine, I'll just give an example, we have a history of, was one of the areas where

IBM was first committed, our idea is basically to help doctors to have the best possible

information available to make a diagnosis but based on an analysis of both the examinations

and what there is in the world as knowledge, that it is as simplified as possible, and that they

can give their patients tools, but in general this is the strategy of IBM, of the tools with which

this world can improve.

Interviewer: Using Artificial Intelligence with IBM Watson is, therefore, a great business

opportunity. How is IBM organized to respond to different market needs? What are the roles

of IBM Research Centers and IBM Competence Information Centers in the world? What are

the principal investments by IBM, and what are the future scenarios?

Interviewee: Clearly at the beginning the competence centers were in the United States, now

of course IBM has made a major investment fundamentally in two areas, the first area was to

create a platform that is accessible to everyone that is IBM Cloud, within this platform one

has all the tools needed to do artificial intelligence. Our platform has all this payment policy

basically, all those who want to try to use the tools have the possibility to use them for free up

to a certain level of use, but they can test exactly if their idea put into a startup in the case of

a company that wants to innovate, can count on value. This platform is open with great

documentation, everyone can use it, and there are all the tools with which we put on the market

of artificial intelligence, and this was the first major investment of IBM. The second

investment is in people, we have, let's say teams, then in Italy, among other things, we are

particularly good because we have adopted, we have done projects of artificial intelligence,

we are operational not only in Italy but also worldwide, of which I was certainly one of the

promoters because we have done important things both on the railways group and Telco

operator and we are certainly the union of a platform that has all the tools to do artificial

intelligence but above all our people who know the business logic of our customers, we

believe that this is the winning combination, people first and then our Watson platform. We

have many centers, right now it is also difficult to tell you where they are, they are of course

in the United States, I will go in September to this center in Yorktown which is a research

center near New York and I go with this customer of ours and certainly we have them, we will

meet people that with IBM workers will show us what is the, let’s say, not only current but

also future strategy. The current one you can see, as I told you, in the Watson platform that is

now available in the Cloud, of course what IBM is preparing for the next few years is right

now in our laboratories that are around the world. IBM has laboratories around the world on

artificial intelligence. For example, IBM has decided that for the whole help sector, Milan will

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be the cognitive technology hub for Europe, an agreement has been signed between the Italian

government and Ginni Rometty so that Italy can be the hub for all the whole help sector.

Interviewer: Let us dive a little deeper into the components that characterize IBM Watson.

What are the particular elements of different solutions such as IBM Watson Discovery, IBM

Watson Knowledge Catalog, and IBM Watson Machine Learning, and which tools fall within

the scope of the cognitive approach, analytics, and data mining?

Interviewee: The machine learning algorithms that are the basis of everything, are open source

algorithms, that everyone has at their disposal, that you practically go on any, thirty seconds

you install the R platform or Jupiter that is a notebook and you can start using these algorithms,

right? Then of course there is all the data and what you want to do with them, so what is it

that differentiates IBM from another company, what it has built on these algorithms, right?

So, what is it that we make available on our platforms? I'll give you an example, we're working

now, from the client I work with, our idea is that you can create thematic areas where you can

talk to people by providing support services, almost always, obviously using neural networks,

but the basic element of reasoning and experience that we have made for our customers, the

neural network its work knows how to do it, a well-made platform must be able to attract the

problem of the neural network to the person who has the business problem and wants to solve

it. Even in these days we have made design thinking with people of our customer who have a

deep knowledge of the customer's behavior and his, let's say, customer journey. So basically

we are able on the one hand with our people to understand exactly how the customer behaves

in the various stages of his customer journey and our platform that is based on neural networks

but has built on it a whole model of use and simplification of the complexity of the network,

you are able to instruct, to pull your network, to be able to bear a dialogue with your customer

in natural language without you having to have the knowledge, this gives you basically two

advantages. That you can bring to the table people who are experts in the domain you are

dealing with, right? So, in our case we talk to people who know everything about the topic of

travel, the behavior he has in the customer when he has to make purchases, right? But on the

other hand no one goes to put their hands directly into the neural network, there is an interface

of level understandable to the human being of business that knows the dynamics of behavior

of the customer and easily instructs, but above all does the training because you do some

testing and within a few weeks you are able to reproduce within a platform of artificial

intelligence the behavior and expectations that your customer has, because you are able to

build easily the model of interaction with your customer. Therefore, our idea is to know how

to build on the concept of machine learning and artificial intelligence easy tools for our

customers that are able, with ease, to create areas where they, with their knowledge of business

and not technological, not of artificial intelligence and not cognitive, are able to produce value.

Interviewer: At IBM, the knowledge, experience, documentation, processes, skills gained by

each person can become a valuable corporate asset. How can the use of Watson facilitate the

sharing and use of relevant information for the company's business?

Interviewee: We believe in what we're doing as IBM. Our way of sharing our experience of

projects around the world is certainly one of the elements of differentiation of IBM, because

when I do a project I make it available to IBM for information purposes, so let's say, and all

the others do the same thing, so when you have requests, we have cognitive engines in which

we formulate requests to have, say, a support of information, experience, project, business

driver, of customer problems, and this platform that I use regularly, through a cognitive engine

pulls me out around the world all the experiences similar to mine or all that I need to build my

experience so I have a worldwide knowledge but I do not have to go look through all the

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documents, I am exposed in a kind of cognitive search engine to only that which is relevant,

extremely relevant, for those that are my needs.

Interviewer: You mentioned IBM Cloud earlier, with computer systems increasingly

distributed, how do IBM Cloud and Multicloud service strategies develop with the

management and sharing of knowledge and the use of Artificial Intelligence?

Interviewee: Our strategy in this field is that of the hybrid Cloud, we think that it is the best

way to make this transition to this digital world that obviously embraces cognitive a lot

because now to say digital in short also means, many things in the world of cognitive. We

basically try to put our poles, for example in Italy we have one, there is one of these data

centers, which is the one in Milan basically, where there are all the services offered by IBM

Cloud and the idea of IBM is to be as close as possible to its customers say in areas where

there is definitely a relevance, so in Milan we have our center, of course then when I do my

own configuration I can decide to give services in a distributed way but our idea is the hybrid

Cloud, where the customer has certain information and will continue to have them for a variety

of reasons, and other things are instead in the Cloud and so a kind of application, of business

platform is formed in order to leverage both the capabilities, let’s say, in the Cloud and the

on-premises capabilities, as you know we acquired Red Hat which has in it its Open Shift

platform, and we think that Open Shift can become the operating system of the Cloud, and

when we mean Cloud we mean a platform that is both distributed to our customers and to our

centers, then our idea is that if someone has the peculiarities even of those of our competitors,

we think that they should be used to create the best possible service for our customers.

Interviewer: Many companies use their corporate intranet for many activities like research,

presentations, complex problem solutions, and decision support. How is it possible that IBM

Watson can be used to optimize and make these processes more effective?

Interviewee: As I told you before, our Intranet has basically two big types of use, one is to use

its own cognitive search engine, so you have a sort of interface in which you have cognitive

access to all the information that is on our intranet, so the complexity that you can imagine

with IBM that has so much internal data is absolutely simplified because you have a single

interface in front of you and then it is the cognitive engine that takes care of finding in the

various positions of IBM the correct material of the intranet for you. The second thing we

have, that we use a lot, is the chat, because you have the possibility of, every time you access

the intranet to use a chat that is composed of both recurring questions that are automatically

resolved by a cognitive system that in our case is Watson Assistant, which is one of the most

important pieces of our platform, which is able to answer many questions. Of course if then

there are specific questions, of a very high complexity related to a very distinctive process,

you are automatically able to scale always in chat on a natural person who, in turn, using a

cognitive engine is able to give you all the answers you need, so now IBM has embraced the

cognitive within its intranet, of course IBM is very large and in transformation, some things

are already supported by the cognitive while others are being transformed.

Interviewer: Let’s move on to IBM’s international dimension, that can be a burden from the

point of view of the flexibility of marketing actions and the rigidity of bureaucratic processes.

At the same time, it could also be an advantage in terms of knowledge of the different markets

in the world, the specific needs of customers in particular geographical areas and business

opportunities that can hardly be seized. How does Artificial Intelligence help the organization

and sharing of this information?

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Interviewee: I think we're talking about people here, not cognitive systems. IBM is a very

large company and has clear and very visible processes. I've never had a problem in one of

my business negotiations both cognitive and non-cognitive caused by IBM processes, I've

always had people who sometimes seemed to me, they asked questions but I have to say that

IBM processes are made because the business of IBM is a healthy business and has positive

features so let's say IBM processes are made by people and every time you, on that

opportunity, you have a discussion both at the Italian level but especially at the international

level, but I've never had a problem even by the international business lines I've always had

some help.

Interviewer: Watson is multilingual…

Interviewee: Yes, but what I was telling you about the management of opportunities, there is

not Watson inside, there are people. Then Watson is multilingual. It is able to understand

Italian, English, it has many languages. And so you, once you have done your cognitive

application then you are able to easily export it in many languages, obviously in the world

where there is a dialogue with people you must be sure that the translation is adequate because

when you speak English there must obviously be an adequate translation. We are doing,

among other things, in the railways, a very interesting project in which we go to analyze all

the data of competitors and of our client's socials and when we have situations or hybrids or

names in Italian we have one of the components of Watson which is called Watson Translator

and therefore for us the issue of the language is easily overcome in the sense that we are able

with ease to complete the text and to enrich it without any difficulty.

Interviewer: Speaking of actual projects, could you tell me about a real, concrete project of

IBM Watson, using artificial Intelligence applied to knowledge management, in which IBM

has applied its acquired best practices and developed a state-of-the-art solution?

Interviewee: I personally sold, realized, followed I think the two most important projects that

there are in IBM, I say certainly in Italy but certainly relevant. I can talk about it because we

have public references of both projects, one is the rebuilding of the call center of Wind with

an artificial intelligence platform, so we can assist Wind customers through Watson in their

dialogue, in receiving automatic services on some of their requests, we are in production and

we receive thousands of calls. I think it is perhaps the first call center in the world that uses

Watson, artificial intelligence, to help its customers, not in chat, the constituents speak, they

speak normally and receive their answer. Here we say, in the idea that we sold and then we

have realized and it worked perfectly, that Watson quickly understands what your problem is

and compared to a traditional call center where you first talk to an IVR, one x, two x, three x,

four x, then end up in a line, then with an agent, Watson immediately, in a very short time,

less than a minute, gives you your answer and meets your request. The second big application

of artificial intelligence that we did, as we say from the client we work with, is the fact that

we can buy tickets for public transport in Rome, Milan, Florence, and many other things in

voice, I went to my client this morning, while walking to the subway I asked it to buy a ticket,

the ticket arrived to me automatically while I was walking without touching the keyboard I

received my ticket that I asked it vocally and I entered the subway and I arrived to my client

so, so it is also that the citizen can easily buy tickets for public transport without any problem,

without any effort, at a time exactly while he is on the move, and is able to travel without any

difficulty.

Interviewer: This is excellent.

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Interviewee: I really like this idea of IBM being, we want to help the world improve for what

is possible for us.

Interviewer: On the subject of Artificial Intelligence and its application in the field of

Knowledge Management, who are IBM's main competitors and what are their solutions? You

mentioned Microsoft. Which other famous multinationals have had similar experiences to

those of IBM?

Interviewee: I answer you with two considerations. The first is that in IBM there is a wonderful

rule, that you cannot speak badly of your competitors, you can only talk about your offer, and

then I, what I say, in my opinion, we have an advantage at this time, ours is a very, very

interesting offer, of course we have competitors but we are almost always able to demonstrate

that our ability to combine the platform, so Watson on our IBM Cloud, and the ability of our

people to know how to work with the customer, we believe that it is something that is very

differentiating, that only IBM has, so surely there is room for all, the world is big, many

artificial intelligence projects, but ours are wonderful projects and I do not see all this

competition at this time, no. We have made several software selection competitions and let's

say it was our customers who recognized that our platform in POC, in experimentations, and

then in projects was definitely the best of all. So, I feel like saying that right now we're playing

a game let's say in a privileged position, not that there are no competitors, there are

competitors, but we certainly have a very valuable platform.

Interviewer: Well, that’s good. In conclusion, are there any other topics, areas, or information

you consider relevant to the research that was not considered in this interview? Concerning

IBM Watson, knowledge management…

Interviewee: Well, I can give you some advice. These days I am seeing, because there is a

European directive on how artificial intelligence should be, and we say Europe, in my opinion

that is always very attentive to the rights of the citizen, in the last GDPR, which is certainly

something that helps the citizen because it protects their data, and therefore if you want to

build a service also based on artificial intelligence, you have to be respectful of people like

we always do in our projects, but this, let's say, role that artificial intelligence has to play as

an aid in the life of the citizen is the most important and relevant thing of all and it is the way

in which IBM is presenting itself on the market. I feel like giving you advice, try to look at, it

seems to me that there are thirty, thirty rules that are the directives of the European Community

on how to apply artificial intelligence so that it really helps people.

2. IBM Technical Solution Architect Cloud & AI Cognitive

Interviewer: What is your role inside IBM?

Interviewee: So, I work as an architect in a team that works on Watson technology, artificial

intelligence applied to our customers.

Interviewer: Artificial Intelligence at IBM has always been one of the strengths of its

commercial offering. In particular, IBM Watson has always been at the forefront of computer

systems by answering questions posed in natural language. What is IBM's strategy in this

critical sector today?

Interviewee: Well it's definitely one of the elements on which the whole IBM offer is based.

IBM is characterized by being a company founded on two main principles of information

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technology, one is the principle of the cloud and the other is the principle of artificial

intelligence. So they are basically two core businesses of IBM.

Interviewer: Using Artificial Intelligence with IBM Watson is, therefore, a great business

opportunity. How is IBM organized to respond to different market needs and what is the role

of IBM Research centers and IBM Competence Information Centers in the world?

Interviewee: So, we basically have the research centers that are located around the world that

specialize in creating new functionalities and new technologies through artificial intelligence,

so all new algorithms and modes of interaction, of application of artificial intelligence, that

basically arise in IBM research laboratories. The competence centers are those centers that are

used to bring this innovation into the products and solutions that are offered and sold to

customers. So, they are more, let's say that point of connection between what is researched,

tested and created in the research laboratories and what is applied in the implementation phase

of the actual solutions.

Interviewer: What are the principal investments by IBM, and what are the future scenarios?

Interviewee: Well certainly artificial intelligence is an element on which IBM has invested for

several years now and will continue to invest. Alongside these there will also be issues such

as cloud computing, issues related to Blockchain, and these are then linked in the emergence,

so to speak, to the concept of digitalization of the enterprise of companies.

Interviewer: Let us dive a little deeper into the components that characterize IBM Watson.

What are the particular elements of different solutions such as IBM Watson Discovery, IBM

Watson Knowledge Catalog, IBM Watson Machine Learning? Which tools fall within the

scope of the cognitive approach, analytics, and data mining?

Interviewee: So, first of all we have to say that we have an offer of artificial intelligence at

360 degrees. What does that mean? It means that we can range from what is defined as a fully

customizable artificial intelligence, therefore created through an appropriate implementation

typical of a data scientist. So, a set of tools that allow you to create your own deep learning

networks, in a totally custom or free mode, or maybe using open source frameworks, the most

famous are Tensorflow, or Caffe, or Keras, and so on. And all this is implemented in the

Watson platform through the tools that as you mentioned which are the Knowledge Catalog,

in order to manage the set of data sources in a coordinated, aggregated way, being able to also

go to implement the concepts of accessibility to various sources, and so on. There is the tool

of Watson Studio that allows us instead to go to implement, to build, our artificial intelligence

algorithm that is the typical tool of the data scientist. The machine learning, which is instead

the run time, which allows us to run in the form of API what was built by the data scientist,

therefore the algorithm created by our data scientist. But on top of this there is a whole series

of offers and services, you mentioned one, Watson Discovery, which are basically part of what

is called pre-built artificial intelligence, pre-built, pre-packaged, that is built in a laboratory

but then specialized on customer data, which are basically a set of services that allows us to

make a quick startup of our solution. There is no need to invent the wheel to be able to

implement an artificial intelligence algorithm related to a specific technological

implementation. They are known algorithms, they are now consolidated, and through IBM

Watson, Watson Assistant or Discovery or Natural Language Understanding, they allow us to

easily and immediately, through artificial intelligence, to integrate it into our complete

business solution. So, we have basically all the possibility, the flexibility of being able to build

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either from scratch or taking advantage of what has already been done with our artificial

intelligence platform.

Interviewer: Now let us explore the relationship between Artificial Intelligence and

Knowledge Management. Since we have to manage large amounts of data, Big Data, how can

IBM Watson be used? What are the main benefits that a company can derive from it?

Interviewee: So, we have two levels of understanding and use of artificial intelligence. On the

one hand we have to understand what the real contents are, the hidden ones, we were talking

about unstructured data, therefore the whole set of hidden contents that are the proprietary of

our company, that must be interpreted according to a specific language, technical for the

company, and that therefore must be interpreted correctly. From this point of view, we are

talking about document analysis, therefore an understanding of the documental language that

allows us to take out all the data and then be able to search for them effectively. On the other

hand, there is the concept of 'accessibility to the data, that is, to allow anyone to easily access,

speaking in natural language, the data we analyzed in the previous phase, and then use a

mechanism in which the system can interact directly and understand correctly what the user

is saying to then be able to perform the various operations of post processing, data retrieval,

execution of a series of algorithms that can be somehow useful to those who must then produce

business information.

Interviewer: At IBM, the knowledge, experience, documentation, processes, skills gained by

each person can become a valuable corporate asset. How can the use of Watson facilitate the

sharing and use of relevant information for a company's strategy?

Interviewee: Well, I'm going back to what I was saying before, that is the ability to give access

to anyone, in a unified and completely natural way, a series of information that can also be

very technical and even very sectoral, in everyday life, allows you to easily spread knowledge

at all levels of our company. So being able to provide access with the same tool both the Top

Line Manager and also the operational on shift that obviously goes to access the various

portions of data can use the language that is best suited to their role and their knowledge,

precisely because we can make sure that the system knows how to interpret the question and

knows how to respond accordingly.

Interviewer: With increasingly distributed computer systems, how do IBM Cloud and

Multicloud service strategies develop with the management and sharing of knowledge and the

use of Artificial Intelligence?

Interviewee: Surely the Cloud platform allows us to go and manage information exactly where

we are, without having to worry about the correct computerization of the information. This is

because it allows us to access anywhere information that may be located in a certain

geographical area of the business. Obviously then we have a whole series of constraints to

which we must respect, for example the question of the GDPR, which basically says that the

information that arises, the management of personal information of particular importance,

must remain and be managed in Europe. Well, a cloud platform like the one by IBM allows

us to be able to both meet this prerequisite, but then also make the information accessible

throughout the world, where we need information.

Interviewer: Many companies use their corporate intranet for many activities like research,

presentations, complex problem solutions, and decision support. How is it possible that IBM

Watson can be used to optimize and make these processes more effective?

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Interviewee: Surely both from the use of facilitated access points, many companies use them,

IBM itself is using the so-called chatbots or virtual assistants that allow us to easily get

additional information in 24-hours mode, so at any time of day and night, wherever we are,

now I was waiting for important calls that then maybe are not properly handled. This is the

simplest way but also other ways are the concepts of process optimization, where through

optimization algorithms that exploit the platform as I said before, for example, typical of data

scientists, can find those innovations and those steps that allow us to make certain business

processes more effective and more efficient, from an analysis, for example, of the behavior of

various users, and so an analysis of the historical level of what you do and then understand

how to improve and predict further action.

Interviewer: IBM's international dimension may be a burden from the point of view of the

flexibility of marketing actions and the rigidity of bureaucratic processes. At the same time, it

could also be an advantage in terms of knowledge of the different markets in the world, the

specific needs of customers in particular geographical areas and business opportunities that

can hardly be seized. How does Artificial Intelligence help the organization and sharing of

this information?

Interviewee: Surely it goes back a bit to what we said before, the possibility of being able to

access large data information, analyzed, understood and sectorized, for example, for the

business market, allows us to certainly facilitate this type of activity. I will give a quick

example, for me personally, 2 years ago I was hired on a knowledge management activity at

a company, and I used for the occasion all the know-how developed by our Australian

colleagues at a similar Australian company that a few months earlier, a year earlier, had made

a type of, let's say, very similar requests and solutions. So, having been able to take advantage

of their knowledge building, let's say, their expertise in this type of solution has benefited us

in being able to propose something more innovative and efficient in our case. So, this talk of

knowledge sharing, of node sharing, which is hanging on the whole area of the worldwide,

put together becomes a point of advantage and also differentiates our type of offer.

Interviewer: Could you tell me about a real, concrete project of IBM Watson, using artificial

Intelligence applied to knowledge management, in which IBM has applied its acquired "best

practices" and developed a state-of-the-art solution?

Interviewee: Yes, then one of the most recent, in which I worked personally, is a solution

developed by ‘Sole 24 Ore’ in which a virtual assistant is basically developed. This virtual

assistant is able to interact with tax experts and has become a support tool in the field of

taxation, think about 600,000 documents relating to all Italian tax legislation which is

obviously immense and varied. It has become an expert that is able to respond appropriately

to questions from tax experts relating to the percentage of VAT applied to a certain asset or a

certain share or activity, in a very accurate and precise manner. All this with the ability to

interact in natural language and have, substantially, digested, understood and analyzed

precisely this documentation of about 600,000 documents, all related to Italian tax regulations.

Interviewer: On the subject of Artificial Intelligence and its application in the field of

Knowledge Management, who are IBM's main competitors? What are their solutions? Which

other famous multinationals have similar experiences to those of IBM?

Interviewee: Well certainly at the level of artificial intelligence our classic competitors are,

but you can also cite them, Apple more than anything else is our partner, surely Microsoft,

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Amazon and Google are our first competitors with whom we compare day by day. In reality

then in the field of Knowledge Management we have a further competitor that maybe applies

more traditional technologies but that in the end do basically the same things, that is called

Expert System, and then it gets more and more popular from this point of view. These are the

strongest main players from a corporate point of view. And then we have a whole series of

niche players, so to speak, that try in one way or another to address the same issue always

with the concept that artificial intelligence should be developed in a way perhaps less of an

enterprise type and more of a quick-and-dirty type, so to speak. So, they are true startups

trying to cover very marginal and niche situations.

Interviewer: In conclusion, are there any other topics, areas, or information you consider

relevant to the research that was not considered in this interview?

Interviewee: Well, then surely an aspect that could be detected, could also be that relating to

the degree of maturity a platform of artificial intelligence brings with respect to the use that a

business user must make of it. Here we also enter a bit in how the platform Watson has

distinguished itself over time from the platforms of our competitors, right? Where typically in

our competitors what is required is a specific knowledge of the tools and a specific knowledge

of IT and often also requires us to build the algorithms for the analysis of artificial intelligence.

We often limit ourselves to simply creating a support to be able to develop a lot of business.

In IBM with the Watson platform we tried instead to go a little further and provide tools, so

to speak, of refining and traction of artificial intelligence that are used by real business users,

to be able to go substantially to apply artificial intelligence directly in the various business

processes, without having to require a specific development of an algorithm by a data scientist,

so we also say concepts of accessibility could be a concept that could be interesting in this

type of research.

3. Emanuela Picardi: IBM AI Cognitive Delivery Manager

Interviewer: What is your role inside IBM?

Interviewee: I am Cognitive Analytics Manager at IBM, I deal with the delivery of cognitive

projects, mainly based on Watson technology.

Interviewer: Using Artificial Intelligence with IBM Watson is a great business opportunity.

How is IBM organized to respond to different market needs? What are the roles of IBM

Research Centers and IBM Competence Information Centers in the world?

Interviewee: Okay so, IBM, in order to respond to different market needs actually takes

advantage of the fact that it can realize any type of data at 360 degrees, not only focusing on

structured data, but also analyzing non structured data, both with machine learning techniques

and so to go and search text insights but also those that deal with tone, the sentiment, and then

thanks to this whole series of information you can extract the concept at 360 degrees. And

how it is organized, in reality and, fundamentally is based on, a whole series of, there’s from

small to large businesses so it doesn’t just operate on the national level but most importantly

on the international level and then on the basis of the demand it tries to adapt and also

understand what is the most appropriate Watson technology to the current needs for both

society and the market. Mainly the software is developed by the research centers, so all the

machine learning engines that we see is delegated to IBM Research, while all developments,

so what is instead the side of the, let's say consulting that deal with employees, IBM

employees, is related instead to the adaptation of this machine learning, so Watson products,

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to what is then the individual customer. So, it is seen a bit as, consultant side as a black box,

the side instead of what is the work behind is delegated to the research side.

Interviewer: And what are the principal investments by IBM, and what are the future

scenarios?

Interviewee: So, the investments by IBM, as all the multinational companies that deal with

the artificial intelligence of data, so trying to have a large amount of data to refine the machine

learning models behind, both related to structured and not structured data, so textual but also

those of visual recognition. And future scenarios, now a lot of reference is made to Watson

Healthcare, therefore an aspect that will be in the health sector.

Interviewer: Let us dive a little deeper into the components that characterize IBM Watson.

What are the particular elements of different solutions such as IBM Watson Discovery, IBM

Watson Knowledge Catalog, IBM Watson Machine Learning? Which tools fall within the

scope of the cognitive approach, analytics, and data mining?

Interviewee: Essentially, Watson's services are divided into various categories. It starts from

sentiment recognition, so there are services such as tone analyzer, natural language

understanding that allow you to extract between texts the information related to the sentiment

and related to the tone, so if a given text or post is written in an ironic way, written in a bad

way.

Interviewer: So emotions…

Interviewee: Yes. The actual tone. Then we have a whole section dedicated instead to

discovery, then, language and allows through machine learning engines, but also rule based,

to go and find all that information in the texts, and, in this case, an important thing of

Discovery, Watson Discovery, is that it can be setup with these custom models, so both

machine learning and rule based, which are developed with the Watson Knowledge Studio

and, and allows you to extract all the enrichments and therefore is a kind of database, and...

obviously is cognitive intelligent. And then there is all the visual part, of the visual

recognition, which allows instead, machine learning related to the images, therefore the

analysis of the images, so to be able to classify images. And then there is the part of

classification, natural language classifier, for example, which allows instead to go to classify

documents, so, to know what they are, what kind of documents they are and what they tell

about and then give a classification, a classification of the documents. And then there is the

whole part related to the vocal, text-to-speech, speech-to-text, always related to Watson

services that allows instead to analyze the audio and then to transcribe it, or vice versa the

written part to make it into audio.

Interviewer: Now let us explore the relationship between Artificial Intelligence and

Knowledge Management. Since we have to manage large amounts of data, Big Data, how can

IBM Watson be used and what are the main benefits that a company can derive from it?

Interviewee: So, the benefits so, how it is structured, in reality is very tied, initially to any kind

of project of structured data, so trying anyway to have a source, even more than one, and go

gradually to have a process of analysis of these documents depending of course on what is the

final result, and depending on the insights that you want to extract. So maybe this source is

structured, unstructured, whatever it is, because it passes through the various Watson

channels, so perhaps it passes through the section of the Natural Language Classifier to be

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able to classify a document, then it must be analyzed with a custom machine learning model

in order to go and analyze those specific insights related to the customer, then it can pass

through the part of the tone analyzer to go and define the tone and so on, and then all this

process makes the data structured. The advantage for the customer is basically related to being

able to analyze any type of data and have it immediately available, because where there is an

unstructured data the difficult thing is to have to read everything and then go to filter for what

are the main information. One thing that happens especially in the public sector, in ministries,

is that most of the data is mainly still paper, so the digitized part is not there, so the work

becomes double, because you have to go and read any type of document and we don't talk

about a hundred documents but we talk about thousands of millions of documents, so the thing

that, let's say the added value comes from the digitalization of this data and structuring of this

data, so that as if you were analyzing any DB, any structured data, I can take directly the

information I need.

Interviewer: At IBM, the knowledge, experience, documentation, processes, skills gained by

each person can become a valuable corporate asset. How can the use of Watson facilitate the

sharing and use of relevant information for the company's business?

Interviewee: So an example, I don't know if it's appropriate, but then maybe I'll do another

one, an important thing that I forgot to mention before, among the various Watson services is

that there is the part of the language instead, so Watson's ability to recognize and be able to

respond in natural language as well.

Interviewer: In natural language...

Interviewee: Yes, and also Watson Assistant, and these are the two systems that make it

possible to recognize the user's intention and thus succeed in giving an in-line answer. And

what does that allow? Even at the company level, all processes, for example HR processes,

are all linked to the cognitive part, whatever it is, the performance of a person with the analysis

of all, maybe the feedback he or she received, the whole part of the knowledge that has

acquired and a whole process that basically are perhaps certifications, data, even unstructured

data, feedback data, are analyzed and when they give the alert to managers to say look, for a

pay raise or for additional information, so this also helps a lot and speeds up the HR system.

Interviewer: Compensation and benefits...

Interviewee: Yes.

Interviewer: With computer systems increasingly distributed, how do IBM Cloud and

Multicloud service strategies develop with the management and sharing of knowledge and the

use of Artificial Intelligence?

Interviewee: Watson is Cloud, so it's just IBM Cloud. So, there are basically all Watson's

cloud services, all those I've mentioned and in addition there are also services that are on-

premises. And obviously those that are currently exploited to this day are those in the cloud,

and for those in multicloud, all Watson services even in an environment that is not mainly

IBM Cloud but also just Amazon's Cloud for example, you can go and integrate the Watson

systems.

Interviewer: I have seen on the IBM Watson website that there were several stories about IBM

Watson applied to other companies such as Amazon, KPMG...

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Interviewee: Yes.

Interviewer: Now let's move on to the international dimension because, as I said before, this

dissertation is focused on the field of international business. IBM's international dimension

may be a burden from the point of view of the flexibility of marketing actions and the rigidity

of bureaucratic processes. At the same time, it could also be an advantage in terms of

knowledge of the different markets in the world, the specific needs of customers in particular

geographical areas and business opportunities that can hardly be seized. How does Artificial

Intelligence help the organization and sharing of this information?

Interviewee: If this could be the example, I'll tell you already that Watson for many services

supports ten, fifteen languages so...

Interviewer: Italian as well?

Interviewee: Italian as well, so Italian, English, French, Spanish, Portuguese, Russian,

Japanese, Chinese. Of course, there is a road map, so, for some services, English of course, is

above all and also has a very high level. For some services, such as text-to-speech, speech-to-

text, there is perhaps a level of Italian that is at a certain point in the road map, so maybe it is

basic, but gradually there is a whole road map drawn over the years to have then when it is

that is supported one hundred percent, but most of Watson's services already support most

languages one hundred percent so…

Interviewer: Could you tell me about a real, concrete project of IBM Watson, using Artificial

Intelligence applied to knowledge management, in which IBM has applied its acquired "best

practices" and developed a state-of-the-art solution?

Interviewee: So, I can give you an example of two customers, who are also let's say public,

and, two references, we have one that is one of our customers, Enel, for the procurement part

of Enel, so it is a kind of cognitive dashboard that allows you to analyze the reputational part,

the documentary part of its suppliers, so when Enel needs to know if a supplier is in line with

what are its internal standards, uses this dashboard. To do this technically and so cognitive

side, what was used? For the reputation part of the suppliers, so to see if he committed crimes,

was used a machine learning model trained on news, and therefore every day a whole series

of newspapers are analyzed in such a way as to give reality to an information if a stakeholder,

or the company itself, the supplier itself, is at the center of some scandal. On the documentary

side on the other hand, all the legal documents of the suppliers were analyzed, so when the

supplier comes to tender from, for example, the document of fiscal regularity, and also here,

according to Enel's internal standards, in this case, perhaps had a limit on what were the

pending charges, defined whether that supplier was in-line or not. And these legal documents

have a validity of six months, a year and therefore even when it was due they were requested

automatically by the system, and whenever an alert was presented both for the documental

part and for the reputational part, the representatives were obviously warned and therefore it

was a real time system, so at any time even if it is not before, if a scandal had happened, two

minutes after, Enel succeeded, it was aware of it. And, another, and this is a project that is

already going on for two years, while a new project is, also here very interesting is Wind,

where they were, in this case a vocal assistant was used, and this unlike Enel, which is internal,

it is used to the public. So when people need to have clarifications from Wind call the call

center, Watson answers the call with two engines, the first is the predictive, so when the user

calls depending on, all the information that Wind has at the customer's disposal and potential

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problems, maybe they have seen a higher bill, it can already predict the reason for the call,

and then this is the first engine. The second instead is that of natural language understanding,

so if the reason for the call is among those that are the information of interest of the, let's say

to Watson's knowledge, it will be Watson directly to answer, otherwise Watson turns the

questions to the team of competence, and then the team of competence will then answer the

call instead, and this is a project that let's say started a year ago and continues with its

developments.

Interviewer: An ambitious project…

Interviewee: Yeah.

Interviewer: On the subject of Artificial Intelligence and its application in the field of

Knowledge Management, who are IBM's main competitors, what are their solutions and which

other famous multinationals have similar experiences to those of IBM

Interviewee: Uhm well mainly Amazon, Microsoft and Google because it has the power of

data so...

Interviewer: Google Analytics...

Interviewee: Yes.

Interviewer: Are there any other topics, areas, or information you consider relevant to the

research that was not considered in this interview?

Interviewee: Well, I think we've more or less touched all the points.

Second-level interviews

1. Giovanni Triunfo – IBM Project Manager Application Automation

Interviewer: What is your role inside IBM?

Interviewee: The Blue Pages internal network definition of my role is Project Manager

Application Automation, but basically, I am Test Manager for System Integration projects,

but I am also a certified Scrum Master for Agile Projects.

Interviewer: The use of IBM Watson applied to Knowledge Management allows users to

analyze large amounts of structured and unstructured data and easily reach the information

they need. Could you tell me about your experience at IBM?

Interviewee: I don't have a technical background to fully use all the tools Watson provides,

but I have used the IGNITE Cognitive Test Quality Platform.

Interviewer: IBM uses Watson’s cloud system to easily and immediately reach large

populations of employees and customers all over the world, therefore spreading large amounts

of information. Can you tell me what the main advantages of this strategy are?

Interviewee: From production to call centers, Watson, and therefore the AI, is applicable to

all industrial sectors up to call centers, HD, offers data protection, a very important issue, and

can interface with tools already in use. Watson's IBM Cloud Strategy is powered by the latest

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innovations in natural language processing, visual recognition, and automatic learning, and it

is thanks to its recommendations, intuitions, and insights that Watson can predict and model

business forecasts for companies, so that it can improve critical decisions by reasoning in real

time with its integrated Machine Learning processes. Business workflows become smarter

because Watson integrates into workflows to add AI where it is needed.

Interviewer: Corporate communication is increasingly interactive and unstructured: it uses

chat, images, audio and video. How does IBM Watson allow users to generate new levels of

knowledge and share information easily and effectively?

Interviewee: Watson on IBM Cloud allows access to unstructured data, and can learn from

small data sets, that is the quality of the data that makes the difference, not the quantity, and

helps to increase its value by analyzing it more deeply, the Deep Learning mechanism.

Fundamental models and reports are processed and produced through images, emails, social

media and much more, and Insights are shared on the Cloud. Data Science and Artificial

Intelligence have evolved to the point that organizations of all sizes are actively experiencing

the inclusion of predictive insights. IBM Watson Machine Learning helps data scientists and

developers collaborate to accelerate the process of moving to distribution and sharing and

integrate AI into their applications. By simplifying, accelerating and regulating deployments,

AI enables organizations to produce business value.

Interviewer: IBM Watson uses processes that simulate the human mind through neuronal

networks. So, it uses a learning system, the so-called machine learning. Isn't there a risk that

in the teaching phase, even in an unconscious way, incorrect or obsolete instructions are

inserted? What could be the negative effects?

Interviewee: In fact, the AI is based on the acquisition and storage of data from different

industries, so the more Watson ingests quality data, the more accurate the forecasts and

insights can be. Obviously, the dirty data is also taken into account, but a minimum

percentage, even if loaded continuously, does not affect the forecasts or the percentages of

effective applicability for which you identify the suggestions.

Interviewer: What are the implications of personal data protection in the use of Watson and

what are the possible impacts in knowledge management?

Interviewee: The information is absolutely protected, and a correct diffusion and diffusion of

the data cannot prescind from accurate policies of security. IBM is committed to providing

customers and partners with innovative solutions for privacy, security and data governance.

IBM is also aware of the crucial importance of data protection for a business, not only for

business data, but also for personal information. If the privacy of your company's data is

compromised, it can cause irreparable damage to the company's reputation and loss of

competitive advantage.

Interviewer: Is the use of IBM Watson by employees or customers complex or easy to use?

Does it require special technological skills?

Interviewee: Absolutely not, just basic IT application knowledge is required; Watson Machine

Learning is an integrable solution and allows an inter-functional team to deploy, monitor and

optimize models quickly and easily. APIs are automatically generated to help developers

incorporate AI into their applications, in a few minutes. Watson Machine Learning's intuitive

dashboards make it simple for teams to manage models in production, and its uninterrupted

workflows enable new, ongoing training to maintain and improve model accuracy.

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Interviewer: IBM Watson has transformed the way we manage the knowledge of employees

and managers. How was knowledge management handled in IBM before Watson was used?

Interviewee: Essentially through communities and posts within them, and topics were

searchable by keyword in a search box within the corporate network through a search engine;

obviously search results were generic and by keyword.

Interviewer: Are there any other topics, areas, or information you consider relevant to the

research that was not considered in this interview?

Interviewee: IBM Research has been exploring artificial intelligence and machine learning

technologies and techniques for decades. Artificial intelligence will transform the world in

dramatic ways in the coming years, and IBM is advancing in the field through its portfolio of

research focused on three areas, advancement of AI, rescaling AI, and confidence in AI. IBM

is also working to accelerate artificial intelligence research through collaboration with

institutions and related individuals to push the boundaries of AI faster, for the benefit of

industry and society.

2. Amit Puri: IBM Europe Automation Practice & Delivery Leader – AI SME

Interviewer: What is your role inside IBM?

Interviewee: Automation Practice and Delivery Leader for Europe.

Interviewer: The use of IBM Watson applied to Knowledge Management allows users to

analyze large amounts of structured and unstructured data and easily reach the information

they need. Could you tell me about your experience at IBM?

Interviewee: Watson is not one thing, right? There’s no such thing called Watson per se.

Watson is a set of products and capabilities that IBM has developed. Each unit uses these

products and capabilities to create new products or software. We use it for automation, we use

it for analyzing weather data, so it has multiple uses, using the same set of algorithms. For

example, multiple language processing, artificial intelligence and so on. When it comes to

automation and knowledge management, forget automation for a minute. When we say

automation, we capitalize automation in a broad sense. We call anything that will help

represent a repetition of work for a human, we will capitalize that as automation, okay? So,

anything that represents a repetition of work. What kind of work are we talking about? Let’s

say you are a master’s student, right? So you often get some Bachelor’ students coming to you

and asking you some questions, right? The set of students is changing but the question remains

the same. If the same set of question that one Bachelor student will come ask you, and maybe

next year and a year after that another set of students come and ask you, and so on and so

forth, right? In this sense, while the student is changing, the human explains the same answer

again and again, okay? What you can do now is to teach this answer to Watson, okay? And

then, Watson teaches that to other students. You curate the answer and once the curation has

happened then Watson gives the answers out to those students. It is so simple. This is layer

one. Now let us go to layer two. Layer two would be that the answer that you give comes from

many sources, right? It would be a combination of something that is written in a paper, so you

would ask that student to read a particular paper or a text from a particular doc, something

like that. It could be a picture, seeing videos, so there are multiple type of content that you

will have. So now Watson has a way for you to curate all this content. You can take the answer

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directly from the content. If you give Watson a PDF, for example, or a textbook, it will read

automatically through that entire book, and create an answer out of it, okay? And then

someone like you, a knowledge expert, will look at the answer that has been created and you

can rectify it, you can change it, you can modify it so that it makes complete sense. This is

layer two. Now let’s talk about layer three. Once you have curated the content, when the

learner looks at the content, he can define the content useful or define the content not useful.

Like on Facebook, if the feedback is positive, you will give a thumbs up, if the feedback is

not positive you will give a thumbs down. Every time you do that, Watson learns. If you give

thumbs down, Watson will roll the curated content back to the Knowledge Manager, like you,

saying this is not correct anymore. And then you will have a chance to correct the content. If

there are multiple answers for the same question, what Watson will do is when you ask the

question, how do I go to Point A, right? And then Watson will give multiple answers, you can

go to Point A by car, by train, by bus, right? But based from the feedback from previous users,

the highest probability of answer being right is going by bus, so it will give a probability score

of the answer, and every time a user gives a feedback, the probability scores will change, so

Watson continues to learn.

Interviewer: IBM uses Watson’s cloud system to easily and immediately reach large

populations of employees and customers all over the world, therefore spreading large amounts

of information. Can you tell me what the main advantages of this strategy are?

Interviewee: The main advantage of information dissemination is that I can reach to large sets

of people the information, as soon as I see this information, it is available to all those users,

right? I can segregate the users and I can look at the amount of information that should be

available to a particular user, and I can make sure only the relevant user gets that relevant

information, so I can control GDPR, any kind of government regulations that apply, particular

users aim to get particular information, and I can do it in a cost-effective manner.

Interviewer: Corporate communication is increasingly interactive and unstructured: it uses

chat, images, audio and video. How does IBM Watson allow users to generate new levels of

knowledge and share information easily and effectively?

Interviewee: In terms of use of information, when Watson is set with a lot of these large

datasets of information, you can also now perform analytics on these large datasets, to

understand which dataset is corresponding to another, adding more insights coming out of it,

giving more insights coming out of it, who are the most frequent users of the data, what is the

way in which they are using the data, all of those things can be monitored.

Interviewer: IBM Watson uses processing processes that simulate the human mind through

neuronal networks. So, it uses a learning system, the so-called machine learning. Isn't there a

risk that in the teaching phase, even in an unconscious way, incorrect or obsolete instructions

are inserted? What could be the negative effects?

Interviewee: Not really, because as I said, Watson is constantly learning. So even if the

information is incorrectly input and coded into Watson, it will be quickly rejected by the user

without using it. As soon as they find that that information is not relevant or it is not making

sense, we are going to get that feedback that they are not happy with that information, and so

it gets rejected in the system.

Interviewer: What are the implications of personal data protection in the use of Watson and

what are the possible impacts in knowledge management?

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Interviewee: As I said before, personal data can be controlled completely. Watson looks at

who needs information, then if the person has it in excess then what is the level of content that

the person has, and what is the time frame for which that information needs to be provided.

So, all of those things can be deployed to effectively make sure of compliance to all regulatory

bodies. And unlike a human, Watson will not make a mistake, and the compliance is one

hundred percent.

Interviewer: Is the use of IBM Watson by employees or customers complex or easy to use?

Does it require special technological skills?

Interviewee: Well, it takes about five minutes to learn, so it is not complex at all.

Interviewer: Now let’s dig into the history of how IBM managed Knowledge Management

before Watson, so how was the corporate intranet used and how did the way to reach and share

information change after the introduction of IBM Watson?

Interviewee: Internally, we used to save a lot of information through wikis. We had a lot of

internal wikis and an IBM connection tool. These used to be the most common tools for storing

the knowledge. But other than that, we would also use a lot of commercial tools, that could be

SharePoint, it was also dependent on what the client required us to use.

Interviewer: Did the use of IBM Watson optimize the use of human resources and has it led

to "cost savings" on IBM’s part and has it been quantified?

Interviewee: Yes, it has been optimized, definitely optimized, but optimized in the sense that

the Knowledge Management was never a rule per se, every one of us, as part of our jobs, we

would make use of Knowledge Management tools and also sharing that knowledge with other

IBMers. And that would take some amount of time, let’s say I was spending one hour per

week on Knowledge Management, someone else might spend ten minutes on Knowledge

Management, someone else might be spending four hours on Knowledge Management, so

now that has been reduced. So, it was a replicative task that was being done and that is no

longer the case now. In terms of savings, we don’t have any definite quantification but we

definitely between thousands of minutes have been saved.

Interviewer: IBM Watson is a system that helps organize large amounts of data and find

complex answers. How is this system used to help employees and managers make more

informed decisions?

Interviewee: Absolutely, so we use these systems to make more time decisions on our work

on a daily basis.

Interviewer: How can people apply IBM Watson’s experience gained in some countries to

other geographical areas?

Interviewee: So, Watson does not have the physical boundaries, once you apply Watson it can

be used by anyone, that person might for instance be based in India, Japan or America. So, it

does not matter at all from a Watson perspective. What matters is the language in which the

content has to be curated, right? So, Watson, I think the last time I saw it supported 8

languages, I have to check how many languages it is supporting now. But it really depends on

the curation of the content, so if my colleague cannot understand English, they will need to

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use Watson, they will need to curate content on their own. But from an excess point of view,

they will have access to the English content, and then we also have some Watson resources

that help translate the content as well, so if it has content in English, Watson will translate into

another language if required. But also that translation will be somewhat limited depending on

how complex the content is. So, sometimes the Google Translate will be effective, sometimes

it will not be effective.

Interviewer: Are there any other topics, areas, or information you consider relevant to the

research that was not considered in this interview?

Interviewee: No, I think we covered most of it. If there is one of the key things I think that I

might want to add is that the use of Watson, is that IBM is moving towards open cloud and

making sure that these technologies are available to the general public as well, so they can

come up with their own usage of these Watson technologies, sharing our knowledge so that,

you know, the manager can make more use of this knowledge and create more content.

3. Marco Monti: IBM Senior Managing Consultant & Research Scientist IBM Watson

AI & Advanced Analytics

Interviewer: The use of IBM Watson applied to Knowledge Management allows users to

analyze large amounts of structured and unstructured data and easily reach the information

they need. Could you tell me about your experience at IBM?

Interviewee: Watson is a set of technologies ranging from content analytics, standard, to

knowledge representation, with knowledge graphs, with semantic technologies and with the

opportunity to represent concepts in an abstract way at different levels depending on the

granularity of knowledge that is intended to be formalized. The experience I have had has

been in the healthcare sector, but also in the insurance sector, and now the understanding of

new domains of knowledge is always important, let's think of the insurance companies that

have to build new financial and insurance products on areas that were not in their previous

experience and therefore have to move in an exploratory way and to do so they have to take

advantage of many documents that are often with unstructured data content, such as texts and

so on, and therefore to represent these concepts, first identify them and then represent them.

It is very important so that then they can develop hypotheses of scenarios or business or also

hypotheses of causal link, correlation, with cause, between different elements that must be

dealt with. In this sense, IBM helps companies to process this unstructured information, to

extract concepts and conceptual entities so that they can then be formalized and support

conscious decision-making powers that reverberate the authentic empirical evidence, not only

on memories but also on unstructured data that until recently was a difficult process. Because

without the possibility of extracting knowledge from unstructured data it is difficult to produce

statistical or even logical inferences.

Interviewer: IBM uses Watson’s cloud system to easily and immediately reach large

populations of employees and customers all over the world, therefore spreading large amounts

of information. Can you tell me what the main advantages of this strategy are?

Interviewee: It's not necessarily true that the cloud shares information. The cloud is used to

amplify and distribute worldwide computational resources that are used to implement AI, but

it does not necessarily convey information, indeed it is just the opposite. Think of an insurance

company that wants to do an analysis of its data and elaborate a representative statistical model

and it is not that IBM then produces this model for an XY insurance and then shares it in the

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cloud for everyone else otherwise it would violate the privacy of this company and spread a

knowledge that is intrinsic of that company to others. This part may need to be reworked as a

question. I understand the meaning a little bit. And the meaning is that, to develop

technologies on a global scale, so-called upscale, very expensive computing resources are

used, which were once the mainframes monitored within customers, now they are the cloud

that can be both public, private and hybrid. So, they are solutions with very intense and very

extensive computational force that are then made smart through statistical models developed

by leading research groups around the world. Thus, both the computing capabilities of the

hardware on the one hand, and the possibility of sharing them on the network through the

Internet and then the cloud itself, and also the richness of statistical models and artificial

intelligence that IBM develops for each individual case of application, are combined.

Interviewer: Corporate communication is increasingly interactive and unstructured: it uses

chat, images, audio and video. How does IBM Watson allow users to generate new levels of

knowledge and share information easily and effectively?

Interviewee: The cloud technology that we have in IBM Watson, in this case are multiple

technologies, allow you to process multiple types of data, those structured, present in

databases, with clear classification, and those unstructured that can be text, audio and video.

So, it goes to process and cover a great heterogeneity of data. This allows therefore to valorize

a lot the informative asset of the companies, even the most silent one, that is the asset that

until a few years ago could not be handled with IT tools. The availability of these tools, we

think, I do not know, of a hospital that can relate the information it has on the success of some

treatments benefiting from both written text reports and images, let's say, under the

microscope of some histological examinations or whatever, really can then enrich this chain

of documentation that is produced in the decision, but also in understanding, in the complexity

that there is both in the business but also in other contexts and therefore can allow to valorize

all the insight or all the knowledge that is available in each type of data putting then all together

in a harmonic chain, I can also find new information that arise from correlations that until

recently could not be observed. This is a holistic approach to knowledge, the fact that with

these new technologies you can attach more layers of phenomenal reality and therefore more

evidence, more types of data, put them together, process them each with those specific

algorithms because for the part of audio you use some algorithms, for the part of video others,

for the conceptualization part I would use the knowledge graph, and we go to simulate what

is not so much the neural network that is what you said that is in the brain, but instead we go

to recognize some insights that the same human being accomplishes but that then struggles to

put together in correlation between thousands and thousands of entities and thousands and

thousands of records of data, because our mind is limited, it is called bounded rationality,

while the mind of machines can theoretically become super-rationality, that is a rationality

that really allows to collect infinite amounts of data, to process statistics in a correct and

undistorted way, to then represent all this complexity in a neutral way, these three dimensions

characterize the knowledge that can be obtained from machines as, say, stronger than what

can be collected by a human computation.

Interviewer: IBM Watson uses processes that simulate the human mind through neuronal

networks. So, it uses a learning system, the so-called machine learning. Isn't there a risk that

in the teaching phase, even in an unconscious way, incorrect or obsolete instructions are

inserted? What could be the negative effects?

It's not clear what you mean in the end. Yes, I think so, this is important because it concerns

the relationship between the construction and a model of reality and the data used to build it,

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this is also the part that descriptive statistics teach us, that is, the data you use must be

representative of the phenomenon that you want to describe and represent. Otherwise, if the

data are not representative, there is a risk of building a poor and unrealistic statistical model.

In the same way the artificial intelligence feeds on data, therefore the artificial intelligence is

a series of algorithms that are born on various statistics, therefore that elaborate statistically

the data, and that develop on data whose quality must be also weighted, as for the statistic but

also for a human learning, if you provide an information, a set of data that is not representative,

also the model will not be so. This is a risk that statisticians and those who do machine learning

should consider, but there are further risks that go beyond the unrepresentativeness or bias of

the machine learning model, there is the fact that some algorithms of machine learning allow

to make many of those different conjectures and elaborations that can lead to the discovery of

new information that before were not compared with one another and then there may also be

a risk in the use of this knowledge, and then what kind of effects it may have on society as

you indicated in the introduction of your thesis. But it is no longer simply connected to the

technical and statistical theme itself, of how representative is the set of data with respect to

the quality of the model to be elaborated but there are also implications of an ethical nature.

Interviewer: What are the implications of personal data protection in the use of Watson and

what are the possible impacts in knowledge management?

Interviewee: Personal data, in the context of Watson and IBM Cloud, belongs exclusively to

the customer who makes it available for his statistical models and artificial intelligence. IBM

does not benefit in any way, does not appropriate in any way the content of customer data and

does not even generalize them for later use. This is very important. So data protection is full,

unlike other players or vendors on the market, which instead create opportunities to collect

new data even without customer knowledge. Let's also think of Facebook, some apps that are

created to collect new and even sensitive data and develop patterns, perhaps behavioral, of

consumption, urban journeys and so on. IBM does not behave like that, on the contrary, in its

collaboration environment with international, universities, scientific entities, with which to

define the ethical values on which to move and evolve AI, there is privacy in the strict sense.

There is also the ability to explain how data is used and also to learn or try to imagine the

implications of some algorithms compared to others. In this sense, your question gets across.

IBM proposes itself as a fiduciary of our customers and as an absolute respectable entity

towards them.

Interviewer: Is the use of IBM Watson by employees or customers complex or easy to use?

Does it require special technological skills?

Interviewee: There are several modules that make up Watson technology as you have already

had the opportunity to explore. Depending on the type of instrument we have a different

approach in terms of ease and also immediacy. Surely, IBM takes great care of user

friendliness, that is the ease of the interface and also of the approach to data. It's still true that

we deal with complexity and some complexity still remains in the hands of the human being

who is then called to be an effective actor in the construction of the attitude of that technology

and how to finalize it to a cognitive purpose, because there is no IBM Watson for everyone.

There are many modules, which have capabilities a bit like in the human brain that specializes

in some areas, and each area offers an application and even computational contribution to that

specific cognitive goal. So, in the same way, IBM Watson's cognitive services also have

different goals, different maturity, and different attitudes. There are some, as you said, that do

not require any programming skills. On the contrary, they are very user friendly and that with

a simple WYSIWYG training of a few minutes the person can be already operational, such

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as, for example, the one concerning knowledge management and content analytics, or Watson

Knowledge Studio, which allows to extract knowledge from texts and where the subject

manages to qualify which conceptual category some texts belong to and therefore the

labelling, or tagging of those documents is done with great ease and then the machine

automatically manages to generalize what the human being has done and tries to continue this

categorization of the text and then asks the human being to validate it to learn if it did well or

did poorly.

Interviewer: That’s definitely a strength of IBM Watson. Let's talk about knowledge

management in IBM before Watson. IBM Watson has transformed the way of managing the

knowledge of their employees and managers. How was knowledge management handled in

IBM before Watson was used?

Interviewee: As all technologies, they have their own progression, both of development in

laboratories and then of applications in real contexts. If we want to focus on the area of content

analytics and knowledge management, the technology that also animates our intranet in IBM

started from a research for initial keywords on all the documentation that IBM offered to our

employees to then arrive now at a semantic search based on concepts, not only on keywords,

which has further facilitated the exploration of the great knowledge available in IBM, so,

therefore, a person who perhaps at the beginning was looking for a topic can, thanks to this

technology, get to other nuances on the subject thanks to the fact that cognitive technology

allows to navigate not only in documents but also through concepts and thus aggregate and

make more and more fine-grained the research so that the employee can really reach the value

in that particular type of information.

Interviewer: Did the use of IBM Watson optimize the use of human resources? And has it led

to "cost savings" on IBM’s part and has it been quantified?

Interviewee: Internally I am not aware of how efficiency is measured in our company but I

can tell you how our customers measure it, and as a consultant when we offer cognitive and

advanced technology to our customers and partners we certainly propose a review for the use

of human resources, not with a view to reduction, therefore layoffs, but with a view to

retraining on other levels. As if to say that what the Watson system will do in the future will

free up resources that will in turn be able to grow in education and information, and develop

themselves as people, further services and additional added value for the company. I think it

is measured in this sense, in a perspective of changeover, of positions that are remodeled as

professions and as roles in a company after the inclusion of an artificial intelligence system

that also evolves over time as human skills evolve. These are measures that quantify, therefore,

not only the percentage of full time equivalent or FTE, that is, professional figures that are

moved to other dimensions thus freeing up resources for that type of task, but new capabilities

that Watson's cognitive systems offer are also proposed because of the intrinsic capabilities

that they can express, correlation analysis between multiple sources of data, which were not

previously seen, or even their conceptualization, it is possible that a company discovers,

thanks to those cognitive technologies, to have so much wealth in the data to be able to almost

open new forms of business or launch new start-ups internally. And this is also happening a

lot in the financial and banking sector, where banks discover that they are almost capable of

generating new business thanks to the amount of information that informs about the behavior

of individual customers.

Interviewer: IBM Watson is a system that helps organize large amounts of data and find

complex answers. How is this system used to help employees and managers make more

informed decisions?

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Interviewee: As we said before, in collecting a greater extension of data, in encoding its

relevance to the specific decision-making domain and in allowing also a human

understanding, therefore a summarization, a more transparent visualization of data to the

human user, an empowerment is made, that is an enhancement of the capacities of the

interlocutor or decision-maker, and therefore, a greater decision-making capacity is allowed

because it is based on data that really people have at hand, because they have processed them

according to classifications that are then screened by the experience of managers and subject

matter experts, and that therefore this technology allows to be much closer to the empirical

evidence of the business.

Interviewer: Also the fact that being less time consuming, for example, a doctor who has to

make a decision about a patient through IBM Watson that provides him with the data he needs

instantly, he or she can make better decisions because he has less time to spend to reach this

information.

Interviewee: Surely summarization in the field of content analytics is very important, but in

this case it can also be very important for the physician, given its functionality, to understand

how this summary of information happens, and once the technology is considered reliable and

there is trust in the solution, then yes the physician can quickly take advantage and process

the information and indeed, also find diagnostic hypotheses that can then be refuted or

validated and together with the patient proceed to a further collection of evidence and maybe

even a better dialogue and better involvement of the patient. This observation is very important

because if we think about the patient medical relationship, it certainly frees up new resources,

increases awareness and also allows for a better relationship. We must say, however, that this

has, say, a push that could be excessive when, for example, by virtue of these technologies we

ask the doctor to examine ten patients per hour against maybe four that should be considered

at most as fair to meet, there are therefore deformations, as say, the technology can help, can

make an empowerment, the important thing is that you do not go too far because then you

would then go to lose in effectiveness, in grip, without paying attention to other dynamics.

"Est modus in rebus", as the Latins used to say, that is, there is a way in things, so it is the

push towards the automation of certain processes, but also the attention that at least some

levels of quality must also be offered among human beings because the dynamics of

interaction, in this case patient-doctor, also requires processing times that are the result of

human capabilities, not Watson's automatic ones.

Interviewer: How can people apply IBM Watson’s experience gained in some countries to

other geographical areas? I think of a project in North America using Watson, applied in Japan

or in Italy...

Interviewee: This question is very interesting and also enhances the international and

multicultural nature of IBM, as you say in your thesis in a very interesting way. Surely

humanity is crossed by common needs. In the Maslow scale you have a first representation

from the simplest to the most evolved needs. But even science has questions that unite all

humanity, for example, recently the media exposure is about how we are managing our planet,

if we are already really at the end of it and therefore to our extinction or we are still in time to

do something. So the ability to recognize that some questions are common to all humanity

both on a scientific level but also on a business level because all companies that want to do

business want to make money and get resources from the supply chain of products and services

and want to do so in a respectful and hopefully sustainable way. So, in the face of common

questions, cognitive technologies are proposed as tools to reach these common answers to

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humanity that populates all different geographies and latitudes, and then Watson technologies

present themselves as a point of unification and intelligence with respect to questions that are

common to the whole world. A subtle aspect is that if we all use the same way of processing

information and responding, there is a risk that if an approach is erroneous, it will have global,

international repercussions on a global scale. So even in this sense, the cloud must be seen as

an element of enhancement of the available computing resources and also of statistical models,

but also always in the ethical aspect, to make humanity robust with respect to any model

errors, we must also try to cultivate a heterogeneity of interpretation so that there can also be

a variety of understanding of complexity, not only understand what is right or wrong in time,

but it is also right to cultivate different ideas. But the important thing is to make human

intelligence evolved too, that is, not only to destine our future to artificial intelligence but also

to be able to outline our future and not only to believe that AI, like other technologies, can

solve problems that instead require a polyvalent effort.

Interviewer: Are there any other topics, areas, or information you consider relevant to the

research that was not considered in this interview?

Interviewee: In my opinion a very important element are the ethical aspects that you raised at

some point in your proposal and that find in IBM a very strong answer ranging from data

privacy to the construction of models as realistic as possible and whose purpose is in favor of

human and not against human, a bit like the Asimov principle of robotics, but also an increase

in the sensitivity of what it means to allocate much of our decision-making capacity to

algorithms. Think even only of speculative bubbles on the stock exchange, many of these

speculative bubbles are generated by algorithms, basically, whose parametric functioning has

not been designed for some contexts, and when different contexts arise, the scenarios of these

algorithms have not worked anymore, that is, the decisions taken by these algorithms were no

longer consistent with the main objectives. So I think that one element of your thesis could

be to cultivate a strong sensitivity to these issues, have a greater culture and technical

knowledge not only of marketing, what AI means, what implications it has and in what

context, and also to enhance the cultural and multicultural element and therefore how now

globalization is pushing not only in the use of common currency and currencies that

financially bring countries closer, but is also moving to representational levels, or rather the

knowledge that these technologies are also sharing in a somewhat hyper-dynamic way with

respect to our human capabilities, is also a bit levelling or reducing the distances between

countries, and this can be an advantage on some dimensions but not on others, because if all

of us become very equal in the way of thinking and in the way of acting, the possibility that

an element that affects our behavior as a person can then spread to all others because we are

all equal, while it is important to have differences.

4. IBM AI IBM Watson Explorer Architect - IBM Analytics Europe

Interviewer: What is your role inside IBM?

Interviewee: I am what is known as a Technical Seller, that means I instruct clients on how to

use our software, most effectively, so in most cases what happens is a salesperson, they find

an opportunity for sales, of our software and I then help support our sales team by explaining

to the customer what our software does, how to use them and how can be used for them to

generate business value.

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Interviewer: The use of IBM Watson applied to Knowledge Management allows users to

analyze large amounts of structured and unstructured data and easily reach the information

they need. Could you tell me about your experience at IBM?

Interviewee: So, I have worked with Watson solutions since Watson became aggrouped within

IBM, that’s 7 years ago. My work with Watson solutions actually pre-dates the formation of

Watson or creation of Watson, these technologies have been around longer, some of them,

and I have been working with those for about 10 years and I have not been using these for

IBM, just to be clear, I have only used them for our customers. I don’t know to what extent

IBM uses these tools.

Interviewer: IBM uses Watson’s cloud system to easily and immediately reach large

populations of employees and customers all over the world, therefore spreading large amounts

of information. Can you tell me what the main advantages of this strategy are?

Interviewee: Right, so once again I am going to tell you what the advantages of this strategy

are for the client, for the customers I work with. Not for IBM, because I am not part of the

decision-making in IBM, so I can’t really think of some application, I have not really been

involved with applying these tools within IBM, but I have been using them for the customers,

okay? So just to be clear about it. Okay, so the area as I work with is unstructured data, or

textual data, or what we call content and the main part of the content that work with this textual

nature so think about documents, think about word documents, PDFs, e-mails or tweets,

SMSs, anything where there’s written text, or human beings, has to read the text and decide

for the course of action or getting some information from that text, I work with tools that help

those organizations extract meaning from that text and therefore not just one meaning from

just one document, e-mail or whatever but from thousands, tens of thousands, up to tens of

millions of documents, okay? So the mere sign that we can reach documents, that volume, and

interpret them and understand them in a way that a business person would interpret and

understand them, means that we can understand and analyze orders of magnitude, more data,

unstructured data, that any human being could, and we can do more accurately and

consistently. Human beings are actually quite poor at understanding and interpreting textual

data, so a system like Watson can do it more consistently and more accurately and to way

more, you know, at a much higher volume, speed, that a human being could. So this can have

profound value across an organization, any process where a human being is relied upon to

reach something, and understand what it means to then take the next step or to start a new

process or to initiate any kind of action can now be, textually be, semi or fully-automated,

with a Watson solution.

Interviewer: Corporate communication is increasingly interactive and unstructured: it uses

chat, images, audio and video. How does IBM Watson allow users to generate new levels of

knowledge and share information easily and effectively?

Interviewee: Right, so again I’m focusing on textual benefits at the area that you live in, well

the answer that I gave applies to this as well, the volume of information shared with the

employees and gained from employees is far too vast for any one person or group of people

to effectively analyze, interpret and use in any way and Watson allows us to do this very very

quickly and also more actively and reliably than a human being could. So, with relations we

have with employees we can understand them at a macro level instead of just at an individual

employee level, which is what happens in most organizations.

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Interviewer: IBM Watson uses processes that simulate the human mind through neuronal

networks. So, it uses a learning system, the so-called machine learning. Isn't there a risk that

in the teaching phase, even in an unconscious way, incorrect or obsolete instructions are

inserted? What could be the negative effects?

Interviewee: Yes, that’s certainly a risk, but that’s not the only way that we teach Watson or

Watson solutions have to understand textual data. Machine learning is one approach, there are

other approaches we use as well, with equal effectiveness just depending on the situation we

use one approach or the other. An example is using linguistic rules, which are much more

determinate and in some cases much more effective, in other cases machine learning is more

effective, so if you’re just going to rely on machine learning without any kind of governance

around, who does the machine learning? Who gathers the training data? And how the training

data is used? And that is a real danger, in fact that will absolutely happen. But in the techniques

we use, first of all, we provide also the tooling for governance, and for data quality analysis,

and then, as I said, we don’t just use machine learning methods, that’s just one of the

techniques. Another major technique we use, linguistic rules, helps to mitigate that risk.

Interviewer: What are the implications of personal data protection in the use of Watson and

what are the possible impacts in knowledge management?

Interviewee: That’s a rather broad question, I am not familiar with all of the personal data

protection, legislation in Europe to give you a comprehensive answer. Certainly, the principle

that personal data belongs to the person and not to the organization that speaks to leverage it

has a profound effect on anything not just unstructured data but also structured data, any data

we have from, any organization has from customers. So requires an extra level of vigilance,

and care in dealing with the data so, for example, a chat session with an employee or a

customer is just as sensitive as that person’s birth date and address and needs to be handled

that way. So the repercussions or the effects are quite substantial insofar that we must take

care to understand that this data does not belong to, our customers must take care, that

understand that the data does not belong to them it belongs to the individual person. But, you

know, that’s for any bit of data so that answer applies to any data we collect about the customer

involved. I will say one thing. I can say about the policy and that is any customer that uses

IBM services, cloud services, can usually opt out to of having IBM do anything with the data

they work with. So, what I mean by that is, when you use a Watson service, you are sending

data or using your own data to train the service. Unlike our competitors, IBM will not, if you

do not wish, IBM will not learn from that data, but if you do that in Google Cloud or Microsoft

Azure, they will learn from your data, and incorporate that into their algorithms.

Interviewer: Is the use of IBM Watson by employees or customers complex or easy to use?

Does it require special technological skills?

Interviewee: Ok, so there are two different groups, end-users, which is complex or easy as

you make the solution, Watson solutions are just a way of building an application for an end-

user, to do something. The tools themselves to configuring use are generally very straight

forward, and easy to use. It’s a question of getting comfortable with them and the greater

challenge is giving accurate and effective data with which to train them.

Interviewer: IBM Watson has transformed the way we manage the knowledge of employees

and managers. How was knowledge management handled in IBM before Watson was used?

So how was the corporate intranet used and how did the way to reach and share information

change after the introduction of IBM Watson?

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Interviewee: I can’t really answer that question effectively for you, sorry, I don’t have insight

on how this was done before and after.

Interviewer: Did the use of IBM Watson optimize the use of human resources? And has it led

to "cost savings" on IBM’s part and has it been quantified?

Interviewee: Once again, if we’re talking about IBM as the user of Watson, I have no insight

about any cost savings we or we have not realized using Watson solutions.

Interviewer: IBM Watson is a system that helps organize large amounts of data and find

complex answers. How is this system used to help employees and managers make more

informed decisions?

Interviewee: Well, once again I am not speaking for IBM, I am speaking for the customers I

work with, okay? Just to be clear. Well, the main problem with trying to use these services

that are based on a certain level of unstructured data is if human beings are just very poor at

understanding of processing any data, any amount of data really, so the first thing Watson

does by simulating how we interpret and understand textual data, Watson allows us to get to

a much larger amount and process more consistently and reliably, so that cuts across almost

any interaction between managers and employees you think of, in an organization where

textual data is being used, it’s more accurate, it’s more reliable and consistent. So that can be

any process, that can be HRM process, we’re trying to figure out who’s performing best based

on reports of their work, that’s based on, that could be employees’ surveys, trying to figure

what employees think of their organization, customers surveys, anywhere where textual data

is at the heart of the process, Watson provides a way of analyzing that much more effectively.

Interviewer: How can people apply IBM Watson’s experience gained in some countries to

other geographical areas?

Interviewee: Well, Watson solutions are available in two general flavors. The IBM Cloud

solutions are online and accessible to anyone who has internet access, so anyone can get it

online, go to IBM Cloud and start, and provision a service, and use it. You can also buy a

license for some forms, almost all of them now IBM, download it and run on a private cloud

behind your firewall. Watson solutions in general support 11 languages and can score up to

20 languages depending on what you’re trying to do. So we also have a comprehensive list of

language support so if you’re working in German or French, it can translate the data, so it is

actually quite easy from anyone outside the United States, in the Netherlands, in Western

Europe or Asia anywhere really as long as you have internet access you can use Watson.

Interviewer: Are there any other topics, areas, or information you consider relevant to the

research that was not considered in this interview?

Interviewee: No, not really. I hope some of the information I offered was useful.

5. Stefano Maffezzoli Felis: IBM AI Cognitive & Analytics Consultant

Interviewer: What is your role inside IBM?

Interviewee: I'm an IT consultant, let's say, broad-spectrum, but specifically in the last period

I've mainly dealt with configuring chatbots with Watson Assistant which is one of the services

that IBM has at its disposal related to IBM Watson, then let's say about the Assistant is the

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one on which I'm most focused, the others, I know some others in a tangential way, I saw

them, I did a little bit with them, but about the Assistant is the one on which I'm most focused.

Interviewer: The use of IBM Watson applied to Knowledge Management allows users to

analyze large amounts of structured and unstructured data and easily reach the information

they need. Could you tell me about your experience at IBM?

Interviewee: I had direct experience with this aspect, for a project in which they were

essentially fed to a Watson service that in this case was Discovery, the documents that were

passed were essentially supply contracts that the customer had with its suppliers. So within a

data structure, let's say more or less predefined, because in the end the structure of the contract

was more or less always the same, what varied was the content, then the services provided

varied, the supplies involved etcetera, because Watson was able to find this information in a

document of 20, 30 pages, in this way it was easy for the end user, in this specific case through

a dashboard, so that not having to read all the documents to understand which was the

document that interested in the specific, what were the supplies of a particular document, this

is one of the strongest aspects in general, is often used. Another example quite similar, this

instead went on a wider document spectrum, in this case what I just told you were well-defined

documents. This other case here instead is the customer who needed to understand, let's put it

in a more trivial way, whether or not to trust their suppliers, so if there were managers who

had a pending suit or if companies had been involved in trials, if they had passed them off as

guilty or as innocent, so understand if the supplier with whom he or she was interested in

making a particular agreement was trusted, and even here Watson did a whole first part of

information retrieval through sites, newspaper articles, specialized articles, specialized sites

that collect precisely this information. So the first part of the documentation was collected and

this was done in a non-cognitive way, the cognitive part was then to process a series of

information collected in these documents depending on a model and then to present to the user

who wanted to know about a particular provider if it was a supplier to trust or not, also there

through a dashboard, so one just needed to find out that instead of having to be on the Internet

or through various sites an internal documentation, so that was the interesting data of that

provider in a platform the Watson model automatically tells you good, bad or intermediate in

short. I don't want to make it simple, but this is the concept, that is, it is able to find the

information already and process it in order to give you a first evaluation.

Interviewer: IBM uses Watson’s cloud system to easily and immediately reach large

populations of employees and customers all over the world, therefore spreading large amounts

of information. Can you tell me what the main advantages of this strategy are?

Interviewee: First of all, it's not necessary to have to create something that runs on the

customer's hardware systems, so there's no need to use their systems but the fact that it's cloud

can then be reached by, that is, it's developed directly in the cloud so it can be reached from

anywhere in the world you want, let me say it in a really bad way. Mainly this is the advantage.

Moreover, living all Watson services, living in the same cloud environment, they are also

easily integrated with each other because many times more services are used, for example

what I told you before, which analyzes the documents, takes out the insight is used very often

along with the one to do the chatbots, so then the insights are returned in the form of chat. In

this sense, it is also quite easy to integrate them.

Interviewer: Corporate communication is increasingly interactive and unstructured: it uses

chat, images, audio and video. How does IBM Watson allow users to generate new levels of

knowledge and share information easily and effectively?

Interviewee: In practice, putting together what I have said so far, in the sense that new levels

of information can be found by analyzing large data, the large amount of data does not allow

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an analysis made by a single person, so it is easy there to take the information for her

knowledge, and this is what I told you before the documental part or otherwise information of

the large data. Through the chatbot, to interact with the user is used a graphical interface, that

is programmed in a standard way, without anything cognitive, but thanks to that and also the

information that the chatbot retrieves, everything that the cognitive system retrieves, you can

provide the user with a view of the information varied, therefore in the form of chat, in the

form of video, in the form of images. Other ways at the moment do not come to my mind, I

would say that Watson Assistant, so the chatbot side, is what I think is the most innovative

way and that allows more variety in sharing information and knowledge.

Interviewer: IBM Watson uses processes that simulate the human mind through neuronal

networks. So, it uses a learning system, the so-called machine learning. Isn't there a risk that

in the teaching phase, even in an unconscious way, incorrect or obsolete instructions are

inserted? What could be the negative effects?

Interviewee: Yes, the risk obviously exists, and that is why it is a very delicate phase of a

cognitive project, the training phase. First, let's say that a perimeter of knowledge is created

within which Watson will be trained, and this already allows, let me say, to limit possible

external influences. Secondly a job is done with those who are experts in the field to identify

how to create these cognitive models, of course a mistake is always possible and that is why

I said that is a complicated phrase, is one of the longest phases and where more attention is

taken in the period of creation of a cognitive system, just for what you said. It is quite mitigated

by the skills and experience of our consultants, I'll put it this way. However, I don't know if

you were there, it happened some time ago, that Google had made available an artificial

intelligence that self-learned and that after a while had to close for the disastrous. It was

something that came out some time ago, because they used an automatic learning process,

while what we do is all supervised learning, mainly, precisely to avoid these errors and

falsifications.

Interviewer: What are the implications of personal data protection in the use of Watson and

what are the possible impacts in knowledge management?

Interviewee: The management of personal data is a fairly delicate issue, in fact it is usually

integrated with, from personal experience, whenever it was necessary to use personal

information of users, to make you understand I make an example, when it came to dealing

with banking users, so it was necessary to identify the user who was asking about his cards

information, let me give this example, of course it was necessary to go to retrieve personal

and also sensitive data, and this has always been done an integration with the internal services

of the customer and anyway the security aspect of the cloud in the case of IBM is something

that is constantly monitored, is one of the most important aspects of course. What impact can

this have on the spread of knowledge well of course always to give you the example of credit

cards, you can retrieve interesting information for a user who interacts with Watson without

having to necessarily having it give it to you, for example I log in to the chatbot and

automatically retrieves a whole series of related information. The chatbot intended to answer

questions about a bank account, I log in and as a human operator on the phone can enter and

tell you the information, even the chatbots, even Watson in general is able to retrieve it and

give you precise answers indicating your data without you necessarily have to first give

specific information, simply knowing who you are, Watson is able to know what are your

cards and so on, information of this type. So, it's a much more human interaction, as if you

were talking, interacting with a person.

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Interviewer: Is the use of IBM Watson by employees or customers complex or easy to use?

Does it require special technological skills?

Interviewee: No, it depends, but on the part of the end user of a Watson service it does not

require any competence, because in the end as I told you, if it is a chatbot, it is like interacting

with a person, if a service is not a chatbot anyway the user just does a search, and then all the

cognitive aspect takes place in a hidden level from the user so he does not need to enter directly

into the cognitive sphere. As for the employees of a customer who wanted to interact there

too, we say there are different aspects depending on whether they are the holders of knowledge

then they want to be the first person to feed the cognitive knowledge of the Watson system

that was implemented then there is a minimum of complications in addition but it is still a

matter of using services that have already been developed and then the configuration is quite

simple, there is no need for great skills even from the point of view of configuration because

usually we as IBM provide customers who want to have this autonomy in knowledge

management a minimum of training, but technical skills no, just minimum knowledge of how

to use a computer and little else.

Interviewer: IBM Watson has transformed the way we manage the knowledge of employees

and managers. How was knowledge management handled in IBM before Watson was used?

So how was the corporate intranet used and how did the way to reach and share information

change after the introduction of IBM Watson.

Interviewee: Here, too, I give an example from my own experience, and as I told you I mainly

did chatbots. I did a project for a client who wanted to minimize the interaction between their

employees with the internal help desk and so what happened, that users call the help desk

saying to connect from the remote to their computer solves the problem, so there was this

direct interaction to solve the problem. With our chatbot we made it so that a whole series of

problems, let me say, the obviously most common ones, the difficult ones actually need to

have the intervention of a technician, but all those that were easily solved by the help desk by

connecting have moved, have moved the solution from the user who at this point asks how it

is done, the chatbot is able to give him a simple guide, and the user is able to solve it by

herself. So, let's say the change was in this step, so now the help desk only receives those

requests for help that are really difficult to resolve on their own. So, there has been a bit of a

transfer of knowledge and resolution from the help desk to the end user, the end user is now

able, thanks to the chatbots, to solve certain problems on their own that before did not even

consider the possibility of doing.

Interviewer: Did the use of IBM Watson optimize the use of human resources? And has it led

to "cost savings" on IBM’s part and has it been quantified?

Interviewee: From IBM I can't tell you for sure from the customer who implemented the

system because obviously every call to the help desk in this case or every call to the various

services of the desk has a cost and even simply a cost of an hour, of time used by the desk

operator who is now able to focus only on those more serious issues and therefore also provide

a better service, more punctual to that user who really needs it. So, saving time for those that

are minor issues in favor of major issues. So let's say there is a broad spectrum gain.

Interviewer: IBM Watson is a system that helps organize large amounts of data and find

complex answers. How is this system used to help employees and managers make more

informed decisions?

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Interviewee: Generally speaking, the simple fact that you don't have to read several documents

by yourself means that, in the meantime, it is time saving. I have to read 10 documents to find

insights, obviously it takes a while. In this way, however, the fact that the documents have

been pre-processed by Watson allows the user to focus only on what is important data, or

rather to have more important data. Let me give you an example for what medical research

could be, which is based from the point of view of the end user, so let's say the doctor, on

reading academic articles, which in addition to being complex are also many and varied, so

staying up to date on what are the news and improvements is obviously a considerable waste

of time. In this way, thanks to the use of IBM Watson it is possible for a doctor to feed, so to

speak, the system a whole series of documents and get that information. So to be able to have

a first processing and then of course you have to look at the human component to go and

analyze in detail but, let's say, there is a component of considerable time gain.

Interviewer: How can people apply IBM Watson’s experience gained in some countries to

other geographical areas?

Interviewee: The models behind it, although similar, obviously vary depending on the

situation, let’s say, both the climate and that from state to state. But having matured, having

developed a certain project in an area of the world allows us to have a background, a starting

point, that is, not to create something new from nothing. It allows from the point of view of

the system of course but also from the point of view of the ability and knowledge that have

been used to create a particular project. A project, however similar, brings with it variations

from what is the information that is being used. So, for example, a project in North America

that takes into account the climate and the political structure of North America brings with it

a whole series of knowledge that, however, must be revised taking into account the situation,

for example, in Italy. However, it is essentially in the internal knowledge, so they have

developed the knowledge on a project that is then proposed on another project with the

appropriate updates.

Interviewer: Are there any other topics, areas, or information you consider relevant to the

research that was not considered in this interview?

Interviewee: Actually, no, it seems to me that the spectrum has been quite adequate.

6. IBM Senior Watson AI Consultant

Interviewer: What is your role inside IBM?

Interviewee: I am in the Watson AI area, so the team of consultants dedicated to Artificial

Intelligence projects. It's a cross-industry team, so we're not specialized by industry, but we're

our own Artificial Intelligence product specialists, so we focus on the methodology of

applying these projects regardless of the field.

Interviewer: The use of IBM Watson applied to Knowledge Management allows users to

analyze large amounts of structured and unstructured data and easily reach the information

they need. Could you tell me about your experience at IBM?

Interviewee: I can tell you a lot of things, in particular, unstructured data research is a

revolution. There is no longer a limit to the sources, new problems have arisen, problems

concerning which information is relevant, which are true, which are the most correct. I speak

especially with regard to companies, the figure, which does not have to be necessarily the last,

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that is the most correct. For example, if I search the Internet for a trivial Google search, which

is news, I look at what was last published and generally I consider it correct. This is not valid

in large companies where knowledge on the various portals has different certification times.

Let me give you an example a little more in detail, when a law changes the first knowledge

base that is impacted will be a single credit text for banks so all those that are the rules that

then regulate the processes, procedures, so it takes for example 2 months to update this

legislation and in the meantime the underlying changes, procedures, and processes remain

misaligned or have already recognized them.

Interviewer: What are the implications of personal data protection in the use of Watson and

what are the possible impacts in knowledge management?

Interviewee: The protection of personal data varies from project to project, it is not so much

Watson but the type of project you are dealing with.

Interviewer: Is the use of IBM Watson by employees or customers complex or easy to use?

Does it require special technological skills?

Interviewee: It depends on the type of application, some can be used even if you do not have

specific knowledge and then it is enough, others instead require the technical knowledge of

experts.

Interviewer: IBM Watson has transformed the way we manage the knowledge of employees

and managers. How was knowledge management handled in IBM before Watson was used?

Interviewee: Before IBM Watson, knowledge was managed through repositories of

information and it could happen that the information entered and shared could be contradictory

to each other. IBM Watson has transformed the way information is managed, making this

process more transparent and effective.

Interviewer: Did the use of IBM Watson optimize the use of human resources? And has it led

to "cost savings" on IBM’s part and has it been quantified?

Interviewee: I don't know about IBM data because I work with external customers.

Interviewer: IBM Watson is a system that helps organize large amounts of data and find

complex answers. How is this system used to help employees and managers make more

informed decisions?

Interviewee: A single knowledge management on the one hand, then in some contexts such as

research, the ability to process a quantity of information that has no precedent, can only be

able to read so much information and propose it to a specialized professional already a sort of

summary on papers that would have taken at least months to search for, certainly provides

much more information than before, makes the decisions of the professional also more

facilitated by more information, then the decisions can be made by the professional, but

enabled by more information.

Interviewer: How can people apply IBM Watson’s experience gained in some countries to

other geographical areas?

Interviewee: Internally we have, precisely because it is such a cutting-edge area, every single

experience in the world is important, because it is a competitive advantage, every experience

brings a lesson and must be shared within us. Often, however, these experiences are linked to

the language, because these tools are often linked to the language. So we try to make the most

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of the experiences of others, some things can be deepened more easily, others less, however,

as a methodology, as project structuring this facilitates a lot, therefore in the management

timescales, in the most effective ways of managing this data, because it was one of the major

challenges, and in the management after the project, so the tools, monitoring, security

considerations and so on.

Interviewer: Are there any other topics, areas, or information you consider relevant to the

research that was not considered in this interview?

Interviewee: Truth management has been one of the main topics of discussion for a long time,

it is one of the dilemmas because the training part is one of the most difficult of these systems

and there is the shortcut of self-learning. In some cases it works well, in other cases it does

not work so well. Famous are the cases of a bot on Twitter who had been self-trained, so he

continued to take as examples other situations on Twitter and became sexist, racist in a short

time, and so they had to close it. Another case was that of Instagram that used hashtags to do

self-learning and that as well had become racist tagging people of color as gorillas, so there

are a number of situations when these systems are not controlled in which what is generated

is not exactly what was desired, that is why we go to check the training base that we provide.

We avoid giving, at least in situations, it is a design choice so then based on the situations you

can choose to continue to give examples to the machine in an unsupervised way but in general

you try to give, especially to private bodies, the ability to control what are then the examples

and associations on which the machine then relies to behave.

7. IBM Information Technology Architect – AI IBM Watson Development Squad Team

Interviewer: What is your role inside IBM?

Interviewee: I work in a team named Watson's Code, and my job is mainly to meet customers

and develop propositions for customers of mainly, but not necessarily, cloud-based solutions

that use artificial intelligence for all those scenarios where artificial intelligence can help or

improve the effectiveness of certain processes.

Interviewer: The use of IBM Watson applied to Knowledge Management allows users to

analyze large amounts of structured and unstructured data and easily reach the information

they need. Could you tell me about your experience at IBM?

Interviewee: IBM has been working on artificial intelligence for many years. The problem

with artificial intelligence is that in order to have systems that can be applied in a commercial

environment a large computing capacity is needed, precisely because artificial intelligence

uses unconventional algorithms based on technologies that have been well known for years

but that require considerable computational power, we are talking about technologies such as

neural networks, machine learning and so on. The advent of the cloud, which is precisely the

ability to delegate the computation of processes not to the laptop in front of you on your desk

but to much more complex systems that are geographically distributed and optimized for

performance, has allowed IBM, as clearly to other actors on the scene, to release solutions for

artificial intelligence that are no longer simply confined to research laboratories but also

within the reach of anyone, we can say, because then today even the individual citizen,

registering on the IBM cloud, can develop their own artificial intelligence solution, simple, as

you like, but fully functional, at no cost, because many of Watson's artificial intelligence

services are free for a limited use. So what happened is that starting from the solutions that

have been developed in the medical field that were in part the first developments of artificial

intelligence applied to current business areas, so systems to help doctors to make diagnoses,

to find evidence and to cross-reference patients' data, we then moved on to solutions in the

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financial and banking areas, and then solutions for call centers, for telephone companies, up

to now where it can be said that almost all areas of business can take advantage of the

usefulness of artificial intelligence precisely because compared to the past it is much easier to

build solutions.

Interviewer: IBM uses Watson’s cloud system to easily and immediately reach large

populations of employees and customers all over the world, therefore spreading large amounts

of information. Can you tell me what the main advantages of this strategy are?

Interviewee: The advantage is certainly to be able to include in the technologies used but

especially in the business processes used, a whole series of data that were previously present

but could not be used, think for example of all the unstructured data such as texts. A telephone

company has hundreds and hundreds of thousands of complaints sent by e-mail, recordings

made by the call center about complaints or requests, it also has all the opinions that are poured

every day on social channels and so on. In the same way, perhaps the bank has all the

transcripts of the bank operations, all the requests that are made, so also the insurance and so

on. Therefore, there is a whole amount of input that companies receive and that cannot be

dealt with traditional technologies. Traditional technologies grind numbers, do the processing

on structured data, so obviously if I give them the text of a customer complaint they don't do

much. Let's say on the other side, there is all the knowledge in terms of internal knowledge of

each company, so all the experience, for example the experience of a repair technician, on

what are then the options or best practices to implement to repair a certain problem, to redress

a certain situation, all the knowledge of those who, for example, knows the insurance policies

of a company and then is able to answer even strange questions, whether they are the duration

of a contract or the cost. I give you a very simple example, if I phone an insurance company,

animal policies, and ask "I have a pit bull dog, can I insure it?", It is not a simple question

because you need to know all aspects of the policy because the pit bull could be a breed

considered dangerous and therefore perhaps is not covered by all types of policies and so on.

So, what does artificial intelligence allow us to do? On the one hand it allows us to decipher

all the non-traditional inputs that arrive, on the other hand, it allows us to schematize, classify

and make accessible, even from the automatic flows, all the information that is typically

managed by people. From what I have said one could imagine that the human being is

completely excluded. Obviously, this is not the case, because these systems are not, let's say,

an alternative to human intelligence, but simply serve to help people, hence humans, human

operators, to do their work more effectively. In the previous case, if I ask the question to an

operator about the insurance policy, while in the past the operator had to go and get the

contract, read it, interpret what was written, now he can turn my question immediately to an

automatic system which, if it does not already give her the answer nice and ready, it highlights

all those parts of the documentation where there are the answers, and this saves a lot of time

because perhaps there could be a general clause on the policy, but maybe there could be a

database of real cases in which perhaps an insurer wrote "We had to do a review to a certain

contract because there was this situation with a particular breed dog" and so on. So I have the

opportunity to access various databases with various points of view and artificial intelligence

allows me to have an eye on all this information and then to make the best decision in a faster

time, because then in the end the decision is always made by a human, you will not have, at

least for the next few years, an artificial intelligence system that makes decisions, especially

in areas such as medicine or finance, that is, the final decisions are definitely up to the person.

The artificial intelligence system unlocks a whole series of potentialities that were not

accessible in the past.

Interviewer: Corporate communication is increasingly interactive and unstructured: it uses

chat, images, audio and video. How does IBM Watson allow users to generate new levels of

knowledge and share information easily and effectively?

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Interviewee: I have already answered this question in part with the previous answer. I will add

a few comments. Having the possibility now to manage unstructured data and process them,

what is important is to create a sort of simplification even for those who then have to

implement these solutions, and therefore IBM, on its Watson platform that we can imagine as

a fairly centralized platform with precise strategies implemented centrally, has implemented

a whole series of services that are divided by capabilities, that is by focused capabilities, and

that can then be put together to build solutions that expose precisely intelligent capabilities.

For example, we have a service called Watson Assistant that specializes in interacting with

human sources, and therefore is able to sustain a chat conversation, so it can handle things

like understanding the purpose for which someone is writing something to you, or managing

the recognition of concepts and entities within user sentences, and can also manage the levels

of dialogue, if my interaction is not a yes-no question but is based on a dialogue, the Assistant

system is able to retrieve pieces of information maybe that had been said 3 or 4 interactions

ago, and combine them in a consistent context, for example to help, I don’t know, a person

who can no longer enter a site, to understand what may be the causes. So understanding where

the person is calling from, what kind of user he has, what technological tool he is trying to

access, to give the most useful answer, then to put it in communication with someone who can

help her, simply if it is possible to point out to her to be able to remedy herself. For example,

we have the system of speech-to-text and text-to-speech, which is then able to interpret the

natural language and transform it into digital text. You can already understand that by putting

these two pieces together I can build a virtual assistant that is able to talk to people, and listen

to what people say, because if the person speaks into a microphone, as I am doing, the speech-

to-text intercepts the voice, turns it into text, and sends the text to Assistant who processes the

answer or the next question, returns it to the text-to-speech service that in turn responds

vocally to the operator so in the end you have combined two elementary services and built a

wider capability than it was the previous capability. If you then add, for example, a service

that makes the analysis of the text in terms of finding concepts, relationships, entities within

the speech, for example, you have added a further piece. If you add a piece that manages for

example the management of internal knowledge, and therefore is able to associate to a certain

question that has been asked, the answers that come from what is my wealth of knowledge,

mine as a company, you added yet another capability, which is to give sensible answers to

questions. In this way, by assembling together cognitive services with clearly also traditional

services, I can build complex applications and solutions as you like, that expose even more

human capabilities at the service of people. We have not talked for example about Visual

Recognition, I can also put in all this the service of visual recognition that for example can

recognize in an image that I show, particular situations. I’ll give you a practical example.

Suppose I have a problem that I can't connect my router to the internet and then I call the

assistance of my phone company. If I have an artificial intelligence solution, the solution could

say "take a picture of the router", and I take a picture of the router, the system examines the

photo and from the pattern of red, orange and green lights that are lit, immediately reconstructs

what the problem is, while instead it would have been more complicated to say it by voice.

Interviewer: IBM Watson uses processes that simulate the human mind through neuronal

networks. So, it uses a learning system, the so-called machine learning. Isn't there a risk that

in the teaching phase, even in an unconscious way, incorrect or obsolete instructions are

inserted? What could be the negative effects?

Interviewee: The risk is there, and it is a very real risk. If you want, in the second phase of the

adoption of artificial intelligence this awareness has just taken over. The first phase was the

pioneering one of the great enthusiasm, everyone launched themselves a bit, at discovering

these things also because precisely the objective of being able to make people' work efficient

and to be able to delegate to the machines more repetitive, longer tasks, is obviously

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interesting for everyone, for all the companies. At a later stage, doubts began to arise. Can we

trust an automatic system? Can we be sure that it does not make mistakes? How do I get the

thermometer that what you are saying is correct? And it has been highlighted the problem that

technically is called the problem of bias, or prejudice, because these systems must be trained

and the training is done by human beings so if I take a person who maybe does a training just

like you said, or based on old notions or even based on incorrect notions, or spoiled by

prejudices, it is clear that the automatic system will learn the old story or otherwise spoiled by

prejudices. In this regard I quote the case of a company of our competitor who did an

experiment, left a chatbot open to all suggestions from users, a few years ago, practically in

24 hours the chatbot began to praise Nazism, just to say, because it is clear, maybe there is

someone who had a little fun with it and then has...

Interviewer: I had heard a similar thing with a chatbot story, but it was linked to racism.

Interviewee: It is not very easy, even beyond these extreme examples, for example, consider

the case of a system trained to recognize perhaps the person from the face to be able to

determine for example the age or sex, which is something that could be convenient in

surveillance systems that, without invading the privacy, clearly give a picture of how many

people there are inside a room, a shop and so on. Now what happens, that if, as it happened,

this training is done for example only and mainly with white people, the system when it sees

a person who is not white, but is, perhaps, of darker skin, does not recognize her, and this was

because, precisely because there was a bias, so an excessive polarization in the training.

Another example, if we consider an automatic system that for example must help not the

insurance in this case but the bank to understand if there is sufficient reliability to be able to

grant a mortgage or a loan, if those who do the training perhaps use, so to speak, data that are

mainly perhaps of young people, the system could consider as unsuitable, perhaps, the job

application of a person of a certain age, for the simple fact that it does not have sufficient data,

but that in fact it is something that goes to violate a very specific rule, namely that you should

not set limits related to age, sex, or geographical origin, but only objective limits related to

solvency. To avoid these situations IBM was, I think, one of the first companies to equip itself

with a layer that goes, let's say, to add itself to what is the operational chain of artificial

intelligence, and that is basically summarized in our solution called IBM OpenScale, which

has precisely the task of supervising the machine learning models, although the model seems

to us a black box in the sense that we do not understand how it works, OpenScale is able to

go and see the model while working and to pull out the criteria for which the model has taken

a certain precision rather than another. So for example in the previous case, if the machine

learning model says this person does not have the ideal characteristics to be able to receive a

loan, OpenScale can extract the key criteria for which those decisions were made, and then

the instant it tells you "the key criterion is age", I can realize that there has been a polarization

and then I can remedy. In the same way this thing is done on models for example of visual

recognition so it is a system that, let's say, is a 'guardian of artificial intelligence' and warns

me when there is something wrong, when there are areas in which decisions are made taking

into account certain variables and not others.

Interviewer: What are the implications of personal data protection in the use of Watson and

what are the possible impacts in knowledge management?

Interviewee: Impacts on personal data are clearly important. Artificial intelligence by itself

does not complicate and does not simplify the aspect of data protection because in fact the

presence of my personal data inside a server and the use that can be made of that data does

not depend on whether this use is made by a cognitive system or not. Even my phone number,

if it is used, if I have provided it to, for example, have a health care service, and it is used to

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make commercial offers, it is a use that violates the GDPR, regardless of whether it is an

artificial intelligence system or not to use it. From this point of view, however, IBM has a

very clear policy of use. First of all, the data of customers or users are never extrapolated from

what is the context of the solution, so, to give an example, if I do a training of a system for a

certain service and I go to a certain company, IBM ensures that both the training data and the

data that are then managed by the solution will never be used for different purposes, so that

training will not be used to build another similar solution, maybe for a competing company,

nor the data that this system then grinds will be used maybe to produce databases that can be

of help in other situations. So our cloud and in general our artificial intelligence solutions have

a very strict aspect of control over them, in our service level agreement it is clearly stated that

personal data belongs to customers, so to speak, to users, and are used simply for the purposes

that are declared to be used. However, it is obvious that this is an area in which we must be

very careful.

Interviewer: Is the use of IBM Watson by employees or customers complex or easy to use?

Does it require special technological skills?

Interviewee: The adoption of machine learning systems, contrary to what happened with

traditional information technology, has made solutions and especially the construction of

solutions much more accessible. Today we can say that services such as the Assistant or the

Discovery or the Natural Language Understanding, can be used immediately by anyone who

is able to work with the basic functions of a computer, in their general, universal version, but

also specialize one of these services on a domain knowledge, so for example on a specific call

center or specific insurance domain, is easily accessible to business users, that is, people who

do not have programming skills, but who are able, for example, to highlight what are the key

concepts to be extracted from a document, what are the typical questions that an artificial

intelligence system can receive, what are the answers to be given and so on. IBM Watson

systems are supplied with tools that are then user interfaces that greatly simplify the training

phase so that, almost without the need for any guidance from technical staff, even a business

user such as an insurance agent, the owner of a store or chain of stores and so on, is able to

build a working artificial intelligence solution. Obviously when it is then required the

intervention of a figure such as a data scientist or a programmer, when for example I have to

make integrations between these solutions or for example my databases. So if I have my data

on a certain system and I want the artificial intelligence system to use that information it is

clear that I will have to do a minimum of integration and typically this is a job that is done by

IT specialists or system engineers and so on, it will take an architect who designs a minimum

of solutions but like all other IT systems. The data scientist, that is, the expert of the

management of data processing, may be required when the complexity of the model is such

as to require a very high degree of customization. If, for example, I want to do something, I

don't know about a very articulated predictive model that takes into account many factors to

build medium-term forecasts, I don't know about certain market trends to understand which is

the product and so on, maybe a data scientist can help me and can use, together with the

business user, Watson solutions to build these very particular models that can then be inserted

into the solutions and then realize the functionality that is needed.

Interviewer: IBM Watson has transformed the way we manage the knowledge of employees

and managers. How was knowledge management handled in IBM before Watson was used?

So how was the corporate intranet used and how did the way to reach and share information

change after the introduction of IBM Watson?

Interviewee: Watson is currently used within IBM and is used in a variety of business

functions especially in personnel management, because artificial intelligence helps to find the

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right match between people's skills and the job. So, while before, for example, the selection

of the most recommended figures for a certain job was done manually by people, now there

are systems that allow you to better match candidates with jobs. And this is important not only

within the company but also, for example, for those who enter the world of work, therefore

graduates, of people who apply with their resume. IBM, but also other companies, now have

systems that by analyzing the curriculum, are already able, for example, to classify the skills

of people and direct them more wisely to a certain type of job than another. This is important

in my opinion because it allows you to overcome what was originally a more simplified

classification of the work roles that existed in the past, that is, in the past, I don't know, there

was the programmer, which was a very broad notion but we know that there are many

programmers depending on the knowledge, language, ability to deal with general algorithms,

maybe to deal with more specific skills that could be intended for very different and more or

less complex jobs. In an IBM division, until recently, there was a group of programmers highly

specialized in certain tasks and therefore had skills that if they were not then valued, there was

the risk they would remain a bit neglected. As a real example, I can do that of skill

management, that is I find myself today automatically all my skills added to the internal

system of human resources that traces my professional evolution, the system suggests to me

what are the most appropriate things that I have to put in my curriculum and does so in a very

careful way, that is, it does so on the basis of what is then the real evidence, that is, on the fact

that I may have intervened in a forum talking about certain topics, that I don't know, perhaps

released solutions for certain things, artificial intelligence processes these data and builds in a

congruous and concrete paths to help you then to develop your curriculum and your skills in

a more organic way. As well as the help in research, the fact of having Watson behind the

research helps you to find more relevant resources in terms of documents, people, than before.

So even in this sense, artificial intelligence has greatly changed the way of being in the

company.

Interviewer: Did the use of IBM Watson optimize the use of human resources? And has it led

to "cost savings" on IBM’s part and has it been quantified?

Interviewee: This kind of questions definitely needs to be asked to a person from human

resources. I guess so, but I obviously don't have the data, I don't have visibility for this, but I

guess so.

Interviewer: How can people apply IBM Watson’s experience gained in some countries to

other geographical areas?

Interviewee: Compared to traditional projects, in artificial intelligence projects and in any case

in cognitive applications, you must still take greater account of the human factor, in the sense

that being systems that basically manage unstructured information that comes mainly from

people, cannot be carried by weight, perhaps from one part of the world to the other and

adapted without a minimum of adaptation precisely. For various reasons, obviously the

language is one of these reasons, that is, a conversational system trained on English to be

brought to Italy must clearly be localized and the localization does not mean translating point

by point the various things, but then bring that same system into the Italian reality. In Italy,

for example, we have the phenomenon of dialects, so if I use a system of English speech-to-

text I'm quite relaxed that it works anywhere for phone calls anywhere in America, maybe

with some small tuning. If I take it to Italy and give it in the hands of a large audience, I can

be sure that I will have to do a lot of work for retraining because in Veneto they speak in one

way, in Campania in another and in Liguria in another. In the same way, maybe in some parts

of the world there is obviously less or more attention to give than certain aspects, what for an

Italian is a simple joke for an American can be a very serious outrage in terms of harassment

116

or bullying and so on and vice versa. So even in this case it is necessary to work a lot on the

tone, on the analysis of the tone, on the fact that maybe certain images or certain phrases can

be considered inappropriate. So, this is certainly an aspect to keep in mind.

Interviewer: Are there any other topics, areas, or information you consider relevant to the

research that was not considered in this interview?

Interviewee: We have mainly talked about applications in business fields, I personally care

about the application of artificial intelligence for humanitarian solutions, and then go and lend

a hand in all those realities where basically, beyond business, profit, there is instead an ethical

issue at stake. Medicine is certainly one of these, that is, if an artificial intelligence system can

help me make diagnoses or at least guide the process of anamnesis and analysis in order to be

able, let's say, to arrive more quickly at conclusions and help doctors make diagnoses in time

to save lives, this is certainly something on which I think we must give great strength and

great emphasis. IBM is very committed in the medical field. Another field on which, in my

opinion, artificial intelligence can help a lot is, for example, all the management of collateral

situations where there are issues of crisis linked to wars or health emergencies or situations of

natural disasters and so on. Artificial intelligence solutions that can help medical staff or

humanitarian associations to better understand the needs of people who may be refugees or

people in need of help, perhaps in different parts of the world, this is also the subject of the

previous question, and therefore can speed up the help that one can give, I do not know, for

example, understand where it is better to distribute food, or where maybe food is useless

because I bring things to eat and people do not eat them because maybe they do not like that

type of food, maybe allow to unify families that have been dispersed through maybe the

analysis of what may also be, I do not know, the physical aspects or otherwise the stories of

people and so on, that is, all situations in which so far clearly we could not do much, but that

with the advent of artificial intelligence we could have, so to speak, a support. I personally as

an employee of a company that is IBM, but also IBM as a whole, I see that we believe in this

thing enough and in fact IBM sponsors several events involving also internal people. This

year I participated in one of these events, called Call for Code, in which we are called to make

proposals and also to try to make prototypes that can then be used to create solutions to help

in contexts of humanitarian aid or medical aid of people in need, this I think is one of the best

things we can do.

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Appendix C: Data Supporting Interpretations of IBM Watson for

Knowledge Management

STRATEGIES

Artificial Intelligence is the main

strategy of big companies that

invest a lot of money in R&D

"About AI and IBM Watson "Well certainly artificial

intelligence is an element on which IBM has invested for

several years now and will continue to invest." (interview

with IBM Technical Solution Architect Cloud & AI

Cognitive)

"The MIT IBM lab is a new initiative just started last year

IBM has committed 240 million dollars to joint research

and we think of it as the leading academic and industry

alliance in advanced AI research" (Public Interview with

IBM Strategy and Operations Lead, IBM-MIT Watson AI-

Lab Mark Weber).

“The fact of having believed in advance in the

transformation that was able to bring cognitive artificial

intelligence to the time of machine learning, gave us a

very good advantage in competitive terms.” (Interview

with IBM Client Executive AI SME)

"We actually had to do a lot of work around the IBM

cloud private which is what Watson runs on […] Red Hat

is coming up and so this allows it to move anywhere out

there. This is a big piece […] of hybrid cloud which

you've heard me say we think that's a trillion-dollar market

and we'll be number one in it so that gives you a good

feeling" (Public Interview with IBM Chairman, President

and Chief Executive Officer Ginni Rometty)

"I work in a team within IBM that oversees from a

commercial point of view all the offers that IBM has,

among which there is certainly also the cognitive (IBM

Watson) that is one of the offers of IBM on which IBM is

supporting so much" (Interview with IBM Client

Executive AI SME)

Some companies use cloud

computing as their main strategy

"The two offers on which IBM is supporting are definitely

the Cloud as an infrastructure" (Interview with IBM Client

Executive AI SME)

"IBM is characterized by being a company founded on

two main principles of information technology, one is the

principle of the cloud and the other is the principle of

artificial intelligence" (Interview with IBM Client

Executive AI SME)

"When we mean Cloud we mean a platform that is both

distributed to our customers and to our centers, then our

idea is that if someone has the peculiarities even of those

of our competitors, we think that they should be used to

create the best possible service for our customers"

(Interview with IBM Client Executive AI SME)

"To create a platform that is accessible to everyone that is

IBM Cloud, within this platform one has at their disposal

all the tools with which to do artificial intelligence"

(Interview with IBM Client Executive AI SME)

118

"Our strategy in this field is that of the hybrid Cloud, we

think that it is the best way to make this transition to this

digital world that obviously embraces cognitive"

(Interview with IBM Client Executive AI SME)

FEATURES – COMPANY PERSPECTIVES

Artificial Intelligence can be a

centralized platform of integrated

services to manage all business

processes

"Living all Watson services, living in the same cloud

environment, they are also easily integrated with each

other because many times more services are used, for

example what I told you before, which analyzes the

documents, takes out the insight is used very often along

with the one to do the chatbots, so then the insights are

returned in the form of chat. In this sense, it is also quite

easy to integrate them." (Interview with IBM AI Cognitive & Analytics Consultant)

“So, the integration platform that you just mentioned that's

being announced is to allow you to manage data and

services and apps moving between these places and

communicating between them.” (Public Interview with

IBM Chairman, President, and Chief Executive Officer

Ginni Rometty)

"With an integrated platform, organizations can reduce the

cost of analytical toolsets, administration overhead, and

external consulting. Organizations can replace some

existing analytics tools and integrate data and modeling

tools in one platform, creating a “one stop shop” for data

analysis." (IBM documentation: Forrester (2019))

"IBM, on its Watson platform that we can imagine as a

fairly centralized platform with precise strategies

implemented centrally, has implemented a whole series of

services that are divided by capabilities, that is by focused

capabilities, and that can then be put together to build

solutions that expose precisely intelligent capabilities"

(Interview with IBM Information Technology Architect –

AI IBM Watson Dev Squad Team)

Artificial Intelligence can move

companies to digitalization

About AI and IBM Watson "Well certainly artificial

intelligence is an element on which IBM has invested for

several years now and will continue to invest. Alongside

these there will also be issues such as cloud computing,

issues related to Blockchain, and these are then linked in

the emergence, so to speak, in the concept of digitalization

of the enterprise of companies." (Interview with IBM

Technical Solution Architect Cloud & AI Cognitive)

"The business workflows become smarter because Watson

integrates into workflows to add AI where it is needed"

(Interview with IBM Project Manager Application

Automation)

AI and IBM Watson "“Enabling the company to make a

transformation to the digital world” (Interview with IBM

Client Executive AI SME)

Artificial Intelligence can be an

opportunity for business

innovation and foster the progress

of humanity

"The competence centers are those centers that are used to

bring this innovation [new AI technologies] into the

products and solutions that are offered and sold to

customers. So, they are more, let's say that point of

connection between what is researched, tested and created

119

in the research laboratories" (Interview with IBM

Technical Solution Architect Cloud & AI Cognitive)

"Concepts of process optimization, where through

optimization algorithms that exploit the platform as I said

before, for example, typical of data scientists, can find

those innovations and those steps that allow us to make

certain business processes more effective and more

efficient, from an analysis, for example, of the behavior of

various users, and so an analysis of the historical level of

what you do and then understand how to improve and

predict further action." (Interview with IBM Technical

Solution Architect Cloud & AI Cognitive)

"Improving productivity across AI teams creates

substantial business value: By increasing access to data,

improving collaboration between roles, and increasing the

speed at which data scientists can build models, data

scientists can spend more time generating and delivering

valuable insights." (IBM Documentation: Forrester

(2019))

"Firms are embracing more data sources on the cloud,

combining it with existing data on premises, and applying

analytics and AI on cloud to drive new insights” (IBM

Documentation: IBM Corporation (2019))

FEATURES – PEOPLE PERSPECTIVES

Artificial Intelligence helps the

human make better decisions

"Our strategy is always to be able to support the human

being in his decisions" (Interview with IBM Client

Executive AI SME)

"Doctors can’t possibly keep up with all of the data and

new studies being created every day, but Watson can scan

through millions of records for new data and treatment

suggestions. By showing where the information and

recommendations are coming from, Watson expands what

human doctors can do and provides them with resources to

make the best decisions for their patients." (IBM

Documentation (Morgan, 2017))

IBM Watson "provides much more information than

before, makes, even the decisions of the professional more

facilitated by more information, then the decisions can be

made by the professional, but enabled by more

information" (Interview with IBM Senior Watson AI Consultant).

"In collecting a greater extension of data, in encoding its

relevance to the specific decision-making domain and in

allowing also a human understanding, therefore a

summarization, a more transparent visualization of data to

the human user, an empowerment is made, that is an

enhancement of the capacities of the interlocutor or

decision-maker and therefore a greater decision-making

capacity is allowed because it is based on data that really

people have at hand" (Interview with IBM Senior

Managing Consultant & Research Scientist IBM Watson

AI & Advanced Analytics)

"The client who needed to understand [...] whether or not

to trust their suppliers, so if there were managers who had

120

a pending suit or if companies had been involved in trials

[...], so understand if the supplier with whom he or she

was interested in making a particular agreement was

trusted, and even here Watson did a whole first part of

information retrieval through sites, newspaper articles,

specialized articles, specialized sites that collect precisely

this information." (Interview with IBM AI Cognitive &

Analytics Consultant)

With IBM Watson "I have the opportunity to access

various databases with various points of view and artificial

intelligence allows me to have an eye on all this

information and then to make the best decision in a faster

time" (Interview with IBM Information Technology

Architect AI IBM Watson – AI IBM Watson Dev Squad

Team)

"So, we use [IBM Watson] systems to make more time

decisions on our work on a daily basis" (Interview with

IBM Europe Automation Practice & Delivery Leader – AI

SME)

IBM Watson "provides much more information than

before, makes, even the decisions of the professional more

facilitated by more information, then the decisions can be

made by the professional, but enabled by more

information" (Interview with IBM Information

Technology Architect – AI IBM Watson Dev Squad

Team)

Artificial Intelligence helps the

human solve complex problems

"And we think that the adoption of artificial intelligence is

the tool with which this world can try to address its main

problems such as, in medicine"… "Because when I do a

project I make it available to IBM for information

purposes, so let's say, and all the others do the same thing,

so when you have requests, we have cognitive engines in

which we formulate requests to have, say, a support of

information, experience, project, business driver, of

customer problems" (Interview with IBM Client Executive

AI SME)

"We can assist Wind customers through Watson in their

dialogue, in receiving automatic services on some of their

requests, we are in production and we receive thousands

of calls. I think it is perhaps the first call center in the

world that uses Watson, artificial intelligence, to help its

customers, not in chat, the constituents speak, they speak

normally and receive their answer." (Interview with IBM

Client Executive AI SME)

"When people need to have clarifications from Wind call

the call center, Watson answers the call with two engines,

the first is the predictive, so when the user calls depending

on, all the information that Wind has at the customer's

disposal and potential problems, maybe he has seen a

higher bill, it can already predict the reason for the call,

and then this is the first engine. The second instead is that

of natural language understanding" (Interview with IBM

AI Cognitive Delivery Manager)

IBM Watson manages "all the knowledge in terms of

internal knowledge of each company, so all the

experience, for example the experience of a repair

121

technician, on what are then the options or best practices

to implement to repair a certain problem, to redress a

certain situation" (Interview with IBM Information

Technology Architect – AI Dev Squad Team)

Artificial Intelligence can find

valuable insights from texts and

extract valuable concepts

"Both with machine learning techniques and so to go and

search text insights but also those that deal with tone, the

sentiment, and then thanks to this whole series of

information you can extract the concept at 360 degrees"

(Interview with IBM AI Cognitive Delivery Manager)

"But instead we go to recognize some insights that the

same human being accomplishes but that then struggles to

put together in correlation between thousands and

thousands of entities and thousands and thousands of

records of data" (Interview with IBM Senior Managing

Consultant & Research Scientist IBM Watson AI &

Advanced Analytics)

"But on the other hand no one goes to put their hands

directly into the neural network, there is an interface of

level understandable to the human being of business that

knows the dynamics of behavior of the customer and

easily instructs, but above all does the training because

you do some testing and within a few weeks you are able

to reproduce within a platform of artificial intelligence the

behavior and expectations that your customer has, because

you are able to build easily the model of interaction with

your customer" (Interview with IBM Client Executive AI

SME)

"To solve pressing business challenges AI enables HR

organizations to deliver new insights and services at scale

without ballooning headcount or cost. Persistent

challenges, like having the people resources to deliver on

the business strategy and allocating financial resources

accordingly, can be addressed through the thoughtful

application of AI solutions." (IBM Documentation:

Guenole and Feinzig (2018))

"One of the most significant benefits for interviewed and

surveyed customers (using IBM Watson) is the ability to

efficiently generate and communicate important insights

to business decision makers." (IBM Documentation:

Forrester, (2019))

Artificial Intelligence is easy to

use and to learn.

"It takes about five minutes to learn [how to use IBM

Watson], so it is not complex at all" (Interview with IBM

Europe Automation Practice & Delivery Leader – AI SME)

IBM Watson's simplicity of use "depends on the type of

application, some can be used even if you do not have

specific knowledge and then it is enough, others instead

require the technical knowledge" (Interview with IBM

Senior Watson AI Consultant)

The tools themselves to configuring use are generally very

straight forward, and easy to use. It’s a question of getting

comfortable with them and the greater challenge is giving

accurate and effective data with which to train them"

(Interview with IBM AI IBM Watson Explorer Architect -

IBM Analytics Europe)

122

"IBM Watson is very easy to use and it is easy to learn it"

(Interview with IBM Project Manager Application

Automation)

Artificial Intelligence is a real aid

to the human and improves her

quality of life

"The skills of the computer that could say, assist, help

people to improve their lifestyles" (Interview with IBM

Client Executive AI SME)

"Artificial intelligence solutions […] can help medical staff

or humanitarian associations to better understand the needs

of people who may be refugees or people in need of help,

perhaps in different parts of the world" (Interview with IBM

Information Technology Architect – AI IBM Watson Dev

Squad Team)

"All the things we have done in the medical field, is the idea

that it is a tool that helps people, that is, our idea that can, in

some way, help to improve the world" (Interview with IBM

Client Executive AI SME)

OUTCOMES – BUSINESS PERSPECTIVES

Artificial Intelligence on the

Cloud adds new business

opportunities

"Both the computing capabilities of the hardware on the one

hand, and the possibility of sharing them on the network

through the Internet and then the cloud itself, and also the

richness of statistical models and artificial intelligence that

IBM develops for each individual case of application, are

combined" (Interview with IBM Senior Managing

Consultant & Research Scientist IBM Watson AI &

Advanced Analytics)

"IBM is moving towards open cloud and making sure that

these technologies are available to the general public as

well, so they can come up with their own usage of these

Watson technologies, sharing our knowledge so that, you

know, the manager can make more use of this knowledge

and create more content" (Interview with IBM Europe

Automation Practice & Delivery Leader – AI SME)

Artificial Intelligence facilitates

the generation of new ideas

"A government agency, you can start imagining but

particularly where the kind of recent stuff that we have been

through here also how they could start using technologies

like this so very promising areas where I see a massive shift

and a mass movement towards adoption of a new

technology (AI and IBM Watson) that will change the way

we think, act, and learn from." (Public interview with Former General Manager, IBM Watson Solutions, Manoj Saxena)

"Our platform has all this payment policy basically, all

those who want to try to use the tools have the possibility to

use them for free up to a certain level of use, but they can

test exactly if their idea put into a startup in the case of a

company that wants to innovate, can count on value"

(Interview with IBM Client Executive AI SME)

Artificial Intelligence systems can

increase revenues and save costs

"Major data science projects are more effective, generating

$2.5 million in incremental revenue or cost savings per

project. With improved access to data and modeling tools,

data scientists can drive more value on major projects. With

an average operating margin of 10%, this equates to an

incremental $750,000 in operating margin per project."

(IBM Documentation: Forrester, (2019))

123

"Woodside are realizing 10 million AUD savings in

employee costs because of faster access to and more

intuitive analysis of engineering records. The geoscience

team is realizing a 75% reduction in time spent by the team

reading and searching through data sources" (Banerjee,

(2019))

"To use HR budgets as efficiently as possible AI can enable

HR to become more efficient with its funding. HR spend

can shift to higher value and more complex problem

solving, without reducing levels of service for workers who

have more routine HR queries. HR savings made in this

way can be reinvested in further AI deployment, increasing

HR’s ability to solve business challenges, continuously

develop strategic skills, create positive work experiences,

and provide outstanding decision support for employee"

(IBM Documentation: Guenole and Feinzig (2018))

Artificial Intelligence can

improve HR processes for

information analysis, helping and

speeding up personnel

management systems.

"Even at the company level all processes, for example HR

processes, are all linked to the cognitive part, whatever it is,

the performance of a person with the analysis of all, maybe

the feedback he or she received, the whole part of the

knowledge that has acquired and a whole process that

basically are perhaps certifications, data, even unstructured

data, feedback data, are analyzed and when they give the

alert to managers to say look, for a pay raise or for

additional information, so this also helps a lot and speeds up

the HR system" (Interview with IBM AI Cognitive Delivery

Manager)

"Transformation with cognitive comes with obviously a

transformation of functions, individual functions, but then

also of the overall enterprise and that touches everything

from the complete employee and engagement lifecycle from

hiring, selecting, using this technology and then ultimately

then repurposing it for training as well. So, it really means

looking at your enterprise holistically, looking at

transformative power, not just as a speeds and feeds, but

also as a business process and business model, sometimes"

(Public interview with Former Global Leader - Cognitive

Visioning and Strategy - IBM Watson, Bjorn Austraat)

"These are measures that quantify, therefore, not only the

percentage of full time equivalent or FTE, that is,

professional figures that are moved to other dimensions thus freeing up resources for that type of task, but also new

capabilities that Watson's cognitive systems offer are

proposed" (Interview with IBM Senior Managing

Consultant & Research Scientist IBM Watson AI &

Advanced Analytics)

"So that can be any process, that can be HRM process, we’re

trying to figure out who’s performing best based on reports

of their work, that’s based on, that could be employees’

surveys, trying to figure what employees think of their

organization, customers surveys, anywhere where textual

data is at the heart of the process, Watson provides a way of

analyzing that much more effectively" (Interview with IBM

AI IBM Watson Explorer Architect - IBM Analytics Europe)

124

OUTCOMES – KNOWLEDGE PERSPECTIVES

Artificial Intelligence available

on cloud provides information

and knowledge dissemination

"The main advantage [in the use of Watson's cloud system]

of information dissemination is that I can reach to large sets

of people the information, as soon as I see this information,

it is available to all those users" (Interview with IBM

Europe Automation Practice & Delivery Leader – AI SME)

"With technologies like Watson humanity now, if you look

out 50 years 100 years, I believe is going to be a defending

of the knowledge for humanity because now you're not just

capturing the information about people capturing the

knowledge about those people that experiences world

people" ... "We are capturing his knowledge and putting this into a machine so generations from now on can benefit

from his knowledge and insight" (Public interview with

Former General Manager, IBM Watson Solutions, Manoj

Saxena)

"To then arrive now at a semantic search based on concepts,

not only on keywords, which has further facilitated the

exploration of the great knowledge available in IBM, so

therefore a person who perhaps at the beginning was

looking for a topic can, thanks to this technology, get to

other nuances on the subject thanks to the fact that

cognitive technology allows to navigate not only in

documents but also through concepts and thus aggregate

and make more and more fine-grained the research so that

the employee can really reach the value in that particular

type of information" (Interview with IBM Senior Managing

Consultant & Research Scientist IBM Watson AI &

Advanced Analytics)

Artificial Intelligence can

improve knowledge

management processes, better

document organization and

deep analysis

"And all this is implemented in the Watson platform

through the tools that as you mentioned are the Knowledge

Catalog, in order to manage the set of data sources in a

coordinated, aggregated way, being able to also go to

implement the concepts of accessibility to various sources,

and so on" (Interview with IBM Technical Solution

Architect Cloud & AI Cognitive)

IBM Watson allows to reach "new levels of information

[…] by analyzing large data, the large amount of data does

not allow an analysis made by a single person, so it is easy

there to take the information for her knowledge" (Interview

with IBM AI Cognitive & Analytics Consultant)

“IBM Watson allows us to decipher all the non-traditional

inputs that arrive, on the other hand, it allows us to

schematize, classify and make accessible, even from the

automatic flows, all the information that is typically

managed by people" (Interview with IBM Information

Technology Architect – AI IBM Watson Dev Squad Team)

"The management of internal knowledge (Watson) is able

to associate to a certain question that has been asked, the

answers that come from what is my wealth of knowledge,

mine as a company, you added yet another capability,

which is to give sensible answers to questions" (Interview

with IBM Information Technology Architect – AI IBM

Watson Dev Squad Team)

125

Layer two [of IBM Watson] would be that the answer that

you give comes from many sources, right? It would be a

combination of something that is written in a paper, so you

would ask that student to read a particular paper or a text

from a particular doc, something like that. It could be a

picture, seeing videos, so that are multiple type of content

that you will have. (Interview with IBM Europe

Automation Practice & Delivery Leader – AI SME)

Artificial Intelligence can allow

organizations to find

information by analyzing large

amounts of data and select

those related to useful

knowledge

"You have to instruct the computer so that it understands

how to use a, let's say, it seems that they had taken it from

Wikipedia, a Wikipedia to find within such an endless data

base of information the correct answer in a very short time"

(Interview with IBM Client Executive AI)

"And this platform that I use regularly, through a cognitive

engine pulls me out around the world all the experiences

similar to mine or all that I need to build my experience so I

have a worldwide knowledge but I do not have to go look

through all the documents, I am exposed in a kind of

cognitive search engine to only that which is relevant,

extremely relevant, for those that are my needs" (Interview

with IBM Client Executive AI)

"Personal data, in the context of Watson and IBM Cloud,

belongs exclusively to the customer who makes it available

for his statistical models and artificial intelligence. IBM

does not benefit in any way, does not appropriate in any

way the content of customer data and does not even

generalize for later use. This is very important. So data

protection is full" (Interview with IBM Senior Managing

Consultant & Research Scientist IBM Watson AI &

Advanced Analytics)

Artificial intelligence ensures

effective personal data

protection

"IBM does not behave like that, on the contrary, in its

collaboration environment with international, university,

scientific entities, with which to define the ethical values on

which to move and evolve AI, there is privacy in the strict

sense" (Interview with IBM Senior Managing Consultant &

Research Scientist IBM Watson AI & Advanced Analytics)

"Personal data can be controlled completely. Watson looks

at who needs information, then if the person has it in excess

then what is the level of content that the person has, and

what is the time frame for which that information needs to

be provided. So, all of those things can be deployed to

effectively make sure of compliance to all regulatory

bodies." (Interview with IBM Europe Automation Practice

& Delivery Leader – AI SME)

"The protection of personal data varies from project to

project, it is not so much Watson but the type of project you

are dealing with" (Interview with IBM Senior Watson AI

Consultant)

"IBM has a very clear policy of use. The data of customers

or users are never extrapolated from what is the context of

the solution [...] IBM ensures that both the training data and

the data that are then managed by the solution will never be

used for different purposes" (Interview with IBM

Information Technology Architect – AI IBM Watson Dev

Squad Team)

126

APPENDIX D: Coding of Personal Interviews

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Client Executive AI SME

"I work in a team within IBM that oversees from a commercial point of view all the offers that IBM has, among which there is certainly also the cognitive (IBM Watson) that is one of the offers of IBM on which IBM is supporting so much"

AI is a main offer for some companies

Main Strategy: Cognitive/AI AI strategy

IBM Client Executive AI SME

"The two offers on which IBM is supporting are definitely the Cloud as an infrastructure"

Some companies think the future is cloud computing Main Strategy: Cloud Cloud strategy

IBM Client Executive AI SME

"Enabling the company to make a transformation to the digital world"

AI helps companies make the transition to digitalization

AI innovation for digitalization AI advantages

IBM Client Executive AI SME

"The cognitive, as you know we started well in advance of all the others including Google, Microsoft which are now a bit our competitors"

AI initiatives ahead of its competitors

Initiators on the AI market AI strategy

IBM Client Executive AI SME

"On the contrary, we verified over the years that eventually everyone had to follow, and at this time many areas are lagging behind us, because we are I think a couple of years ahead of the others"

Big company is 2 years ahead on cognitive and AI over its competitors

Innovators on the AI market AI strategy

IBM Client Executive AI SME

"The skills of the computer that could say, assist, help people to improve their lifestyles"

AI helps the human to improve of the quality of life

AI improve quality of life AI advantages

IBM Client Executive AI SME

"You have to instruct the computer so that it understands how to use a, let's say, it seems that they had taken it from Wikipedia, a Wikipedia to find within such an endless data base of information the correct answer in a very short time"

AI can be used with individual respect and secure their personal data

AI effectively manages information AI advantages

IBM Client Executive AI SME

"Our strategy is always to be able to support the human being in his decisions"

AI helps the humans to make better decisions

AI improves human decisions AI advantages

IBM Client Executive AI SME

"All the things we have done in the medical field, is the idea that it is a tool that helps people, that is, our idea that can, in some way, help to improve the world"

AI helps humans to improve quality of life

AI helps to improve the world AI advantages

IBM Client Executive AI SME

"And we think that the adoption of artificial intelligence is the tool with which this world can try to address its main problems such as, in medicine"

AI helps the human to solve problems

AI for problem solving AI advantages

IBM Client Executive AI SME

"Our idea is basically to help doctors to have the best possible information available to make a diagnosis"

AI allows to have the best information available

AI manages information effectively AI advantages

IBM Client Executive AI SME

"To create a platform that is accessible to everyone that is IBM Cloud, within this platform one has at their disposal all the tools with which to do artificial intelligence"

Some companies think the future is cloud computing Main Strategy: Cloud Cloud strategy

IBM Client Executive AI SME

"A platform that is accessible to everyone that is IBM Cloud, within this platform one has at their disposal all the tools with which to do artificial intelligence"

Big companies invest a lot of money in AI as main strategy AI as main strategy AI strategy

IBM Client Executive AI SME

"Our platform has all this payment policy basically, all those who want to try to use the tools have the possibility to use them for free up to a certain level of use, but they can test exactly if their idea put into a startup in the case of a company that wants to innovate, can count on value"

AI experimentation on Cloud available to its customers

AI experimentation on Cloud

AI - on Cloud advantage

IBM Client Executive AI SME

"The current one you can see, as I told you, in the Watson platform that is now available in the Cloud, of course what IBM is preparing for the next few years is right now in our laboratories that are around the world"

Strong investments in R&D in laboratories worldwide

AI investments on R&D AI strategy

IBM Client Executive AI SME

"The machine learning algorithms that are the basis of everything, are open source algorithms, that everyone has at their disposal"

AI algorithms are open source, easy and available to all

Open Source AI algorithms AI advantages

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Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Client Executive AI SME

"Then of course there is all the data and what you want to do with them, so what is it that differentiates IBM from another company, what it has built on these algorithms, right?"

AI algorithm turns companies into a business advantage

AI algorithms used to create value for companies AI advantages

IBM Client Executive AI SME

"So basically we are able on the one hand with our people to understand exactly how the customer behaves in the various stages of his customer journey and our platform that is based on neural networks but has built on it a whole model of use and simplification of the complexity of the network"

AI helps the human to solve problems

AI applied to problem solving AI advantages

IBM Client Executive AI SME

"But on the other hand no one goes to put their hands directly into the neural network, there is an interface of level understandable to the human being of business that knows the dynamics of behavior of the customer and easily instructs, but above all does the training because you do some testing and within a few weeks you are able to reproduce within a platform of artificial intelligence the behavior and expectations that your customer has, because you are able to build easily the model of interaction with your customer"

AI allows to find the insights of the texts and to extract the concept

AI applied to business AI advantages

IBM Client Executive AI SME

"Our way of sharing our experience of projects around the world is certainly one of the elements of differentiation of IBM"

Big company leverages on experience sharing around the world

Dissemination of knowledge throughout the world KM

IBM Client Executive AI SME

"Because when I do a project I make it available to IBM for information purposes, so let's say, and all the others do the same thing, so when you have requests, we have cognitive engines in which we formulate requests to have, say, a support of information, experience, project, business driver, of customer problems"

AI helps the human to solve problems

AI for problem solving AI advantages

IBM Client Executive AI SME

"And this platform that I use regularly, through a cognitive engine pulls me out around the world all the experiences similar to mine or all that I need to build my experience so I have a worldwide knowledge but I do not have to go look through all the documents, I am exposed in a kind of cognitive search engine to only that which is relevant, extremely relevant, for those that are my needs"

AI can allow to find information by analyzing large amounts of data and take those related to the knowledge

Use of AI cognitive engines for KM AI applied to KM

IBM Client Executive AI SME

"Our strategy in this field is that of the hybrid Cloud, we think that it is the best way to make this transition to this digital world that obviously embraces cognitive"

Big company's strategy for the future is Big company Cloud and Hybrid Cloud

Big company Strategy: Hybrid Cloud AI - on Cloud

IBM Client Executive AI SME

"The idea of IBM is to be as close as possible to its customers say in areas where there is definitely a relevance"

AI on cloud is designed to support the customers needs

Attention to the needs of customers in the Cloud and AI

AI - on Cloud advantage

IBM Client Executive AI SME

"To use its own cognitive search engine, so you have a sort of interface in which you have cognitive access to all the information that is on our intranet"

Big company uses a cognitive engine for its research on the corporate intranet

Corporate intranet uses AI AI applied to KM

IBM Client Executive AI SME

"So the complexity that you can imagine with IBM that has so much internal data is absolutely simplified because you have a single interface in front of you and then it is the cognitive engine that takes care of finding in the various positions of IBM the correct material of the intranet for you"

Big company uses a cognitive engine to find the correct information within its corporate network

Corporate intranet uses AI AI applied to KM

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Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Client Executive AI SME

"The second thing we have, that we use a lot, is the chat, because you have the possibility of, every time you access the intranet to use a chat that is composed of both recurring questions that are automatically resolved by a cognitive system that in our case is the Watson Assistant, which is one of the most important pieces of our platform, which is able to answer many questions"

Big company uses a chat (cognitive engine) to answer questions within its corporate network

Corporate intranet uses AI AI applied to KM

IBM Client Executive AI SME

"We can assist Wind customers through Watson in their dialogue, in receiving automatic services on some of their requests, we are in production and we receive thousands of calls. I think it is perhaps the first call center in the world that uses Watson, artificial intelligence, to help its customers, not in chat, the constituents speak, they speak normally and receive their answer."

AI helps the human to solve problems

AI for problem solving AI advantages

IBM Client Executive AI SME

"The ability of our people to know how to work with the customer, we believe that it is something that is very differentiating, that only IBM has"

Use of AI is related to the ability to understand customers and their needs

AI is more successful if it is focused on the customer and his needs AI advantages

IBM Client Executive AI SME

"There is a European directive on how artificial intelligence should be, and we say Europe, in my opinion that is always very attentive to the rights of the citizen, in the last GDPR, which is certainly something that helps the citizen because it protects their data and therefore if you want to build a service also based on artificial intelligence, you have to be respectful of people like we always do in our projects, but this, let's say, role that artificial intelligence has to play as an aid in the life of the citizen is the most important and relevant thing of all and it is the way in which IBM is presenting itself on the market"

AI can be used with individual respect and secure their personal data

Respect for ethical values: AI must ensure personal data protection AI ethics

IBM AI Cognitive Delivery Manager

"IBM, in order to respond to different market needs actually takes advantage of the fact that it can realize any type of data at 360 degrees, not only focusing on structured data, but also analyzing non structured data"

AI can allow the management of structured and unstructured data

Cognitive: Data management of all types IBM Cognitive

IBM AI Cognitive Delivery Manager

"Both with machine learning techniques and so to go and search text insights but also those that deal with tone, the sentiment, and then thanks to this whole series of information you can extract the concept at 360 degrees"

AI allows to find the insights of the texts and to extract the concept

Cognitive: Data processing with concept extraction IBM Cognitive

IBM AI Cognitive Delivery Manager

"And how it is organized, in reality and, fundamentally is based on, a whole series of, there’s from small to large businesses so it doesn’t just operate on the national level but most importantly on the international level and then on the basis of the demand tries to adapt and also understand what is the most appropriate Watson technology to the current needs for both society and the market"

Big company uses Watson to tailor it to specific customer needs

AI is more successful if it is focused on the customer and his needs AI advantages

IBM AI Cognitive Delivery Manager

"And then there is all the visual part, of the visual recognition, which allows instead, machine learning related to the images, therefore the analysis of the images, so to be able to classify images"

AI manages the analysis and classification of images

Big company Watson: Images management and classification AI advantages

IBM AI Cognitive Delivery Manager

"And then there is the part of classification, natural language classifier, for example, which allows instead to go to classify documents, so, to know what they are, what kind of documents they are and what they tell about and then give a classification, a classification of the documents"

Big company manages the analysis and classification of documents

Big company Watson: Document management and classification AI advantages

129

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM AI Cognitive Delivery Manager

"And then there is the whole part related to the vocal, text-to-speech, speech-to-text, always related to Watson services that allows instead to analyze the audio and then to transcribe it, or vice versa the written part to make it into audio"

AI manages the audio component and content analysis

Big company Watson and audio management AI advantages

IBM AI Cognitive Delivery Manager

"Yes, and also Watson Assistant, and these are the two systems that make it possible to recognize the user's intention and thus succeed in giving an in-line answer"

AI allows to recognize the tone of the conversation and then give correct answer

Big company Watson allows to give correct answers AI advantages

IBM AI Cognitive Delivery Manager

"Even at the company level all processes, for example HR processes, are all linked to the cognitive part, whatever it is, the performance of a person with the analysis of all, maybe the the feedback he or she received, the whole part of the knowledge that has acquired and a whole process that basically are perhaps certifications, data, even unstructured data, feedback data, are analyzed and when they give the alert to managers to say look, for a pay raise or for additional information, so this also helps a lot and speeds up the HR system"

AI improves HR processes for information analysis, helping and speeding up personnel management systems.

Big company Watson applied to HR processes

AI in HR processes

IBM AI Cognitive Delivery Manager

"Watson is Cloud, so it's just IBM Cloud, so there are basically all Watson's Cloud"

AI is developed and available on the Cloud platform

Big company Strategy: AI on Cloud AI - on Cloud

IBM AI Cognitive Delivery Manager

"And obviously those that are currently exploited to this day are those in the cloud, and for those in multicloud, all Watson services even in an environment that is not mainly IBM Cloud but also just Amazon's Cloud for example, you can go and integrate the Watson systems"

AI is developed and available on the Cloud platform

Big company Strategy: AI on Cloud AI - on Cloud

IBM AI Cognitive Delivery Manager

"For the procurement part of Enel, so it is a kind of cognitive dashboard that allows you to analyze the reputational part, the documentary part of its suppliers, so when Enel needs to know if a supplier is in line with what are its internal standards uses this dashboard"

Use of AI for complex document management

AI applied to document management AI advantages

IBM AI Cognitive Delivery Manager

"So when people need to have clarifications from Wind call the call center, Watson answers the call with two engines, the first is the predictive, so when the user calls depending on, all the information that Wind has at the customer's disposal and potential problems, maybe he has seen a higher bill, it can already predict the reason for the call, and then this is the first engine. The second instead is that of natural language understanding, so if the reason for the call is among those that are the information of interest of the, let's say to Watson's knowledge, it will be Watson directly to answer, otherwise Watson turns the questions to the team of competence, and then the team of competence will then answer the call instead, and this is a project that let's say started a year ago and continues with its developments"

AI helps the human to solve problems

AI for problem solving AI advantages

IBM Technical Solution Architect Cloud & AI Cognitive

"Watson is a set of technologies ranging from content analytics, standard, to a part of knowledge representation, with knowledge graphs, with semantic technologies and with the opportunity to represent concepts in an abstract way at different levels depending on the granularity of knowledge that is intended to be formalized"

AI allows to represent concepts at different levels of granularity

Big company Watson applied to knowledge management AI and KM

130

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Technical Solution Architect Cloud & AI Cognitive

"The experience I have had has been in the healthcare sector, but also in the insurance sector, and now the understanding of new domains of knowledge is always important, let's think of the insurance companies that have to build new financial and insurance products on areas that were not in their previous experience and therefore have to move in an exploratory way and to do so they have to take advantage of many documents that are often with unstructured data content, such as texts and so on, and therefore to represent these concepts, first identify them and then represent them"

AI helps humans to make better decisions

AI improves human decisions AI advantages

IBM Technical Solution Architect Cloud & AI Cognitive

"Both the computing capabilities of the hardware on the one hand, and the possibility of sharing them on the network through the Internet and then the cloud itself, and also the richness of statistical models and artificial intelligence that IBM develops for each individual case of application, are combined"

Companies use the cloud computing to main strategy and drive the future vision in this direction

Main Strategy is Cloud Computing AI - on Cloud

IBM Technical Solution Architect Cloud & AI Cognitive

"The cloud technology that we have in IBM Watson, in this case are multiple technologies, allow you to process multiple types of data, those structured, present in databases, with clear classification, and those unstructured that can be text, audio and video. So it goes to process and cover a great heterogeneity of data. This allows therefore to valorize a lot the informative asset of the companies, even the most silent one, that is the asset that until a few years ago could not be handled with IT tools"

AI can process structured and unstructured data, making the most of the company's information assets

AI system acts on structured and unstructured data by broadening the information assets AI and KM

IBM Technical Solution Architect Cloud & AI Cognitive

"But instead we go to recognize some insights that the same human being accomplishes but that then struggles to put together in correlation between thousands and thousands of entities and thousands and thousands of records of data"

AI allows to find the insights of the texts and to extract the concept

Big company Watson finds non apparent information AI and KM

IBM Technical Solution Architect Cloud & AI Cognitive

"The data you use must be representative of the phenomenon that you want to describe and represent. Otherwise, if the data are not representative, there is a risk of building a poor and unrealistic statistical model. In the same way the artificial intelligence feeds on data, therefore the artificial intelligence is a series of algorithms that are born on various statistics, therefore that elaborate statistically the data, and that develop on data whose quality must be also weighted, as for the statistic but also for a human learning, if you provide an information, a set of data that is not representative, also the model will not be so. This is a risk that statisticians and those who do machine learning should consider"

Incorrect or unrepresentative data may result in unrealistic models

AI may process unrepresentative data but this is the risk of any statistical research AI risks

IBM Technical Solution Architect Cloud & AI Cognitive

"Personal data, in the context of Watson and IBM Cloud, belongs exclusively to the customer who makes it available for his statistical models and artificial intelligence. IBM does not benefit in any way, does not appropriate in any way the content of customer data and does not even generalize for later use. This is very important. So data protection is full"

AI can be used with individual respect and secure their personal data

Full data protection by AI system on the Cloud AI - on Cloud

131

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Technical Solution Architect Cloud & AI Cognitive

"IBM does not behave like that, on the contrary, in its collaboration environment with international, university, scientific entities, with which to define the ethical values on which to move and evolve AI, there is privacy in the strict sense"

AI can be used with individual respect and secure their personal data

Ethical aspects of the use of AI AI ethics

IBM Technical Solution Architect Cloud & AI Cognitive

"There are several modules that make up Watson technology as you have already had the opportunity to explore. Depending on the type of instrument we have a different approach in terms of ease and also immediacy. Surely IBM takes great care of the user friendliness, that is the ease of the interface and also of the approach to data" AI is easy to use AI is easy AI advantages

IBM Technical Solution Architect Cloud & AI Cognitive

"They are very user friendly and that with a simple WYSIWYG training of a few moments the person can be already operational, such as for example the one concerning knowledge management and content analytics, or Watson Knowledge Studio, which allows to extract knowledge from texts and where the subject manages to qualify which conceptual category some texts belong to and therefore the labelling, or tagging of those documents is done with great ease and then the machine automatically manages to generalize what the human being has done and tries to continue this categorization of the text and then asks the human being to validate it"

AI in KM helps the human being to organize texts in a simple way

Big company Watson makes knowledge organization (KM) easier AI and KM

IBM Technical Solution Architect Cloud & AI Cognitive

"If we want to focus on the area of content analytics and knowledge management, the technology that also animates our intranet in IBM started from a research for initial keywords on all the documentation that IBM offered to our employees"

In the past, Big company managed knowledge using keywords to find information

KM in the past, use of keywords KM in the Past

IBM Technical Solution Architect Cloud & AI Cognitive

"To then arrive now at a semantic search based on concepts, not only on keywords, which has further facilitated the exploration of the great knowledge available in IBM, so therefore a person who perhaps at the beginning was looking for a topic can, thanks to this technology, get to other nuances on the subject thanks to the fact that cognitive technology allows to navigate not only in documents but also through concepts and thus aggregate and make more and more fine-grained the research so that the employee can really reach the value in that particular type of information"

AI improves KM processes through better document organization and analysis

KM today use sematic research through cognitive technologies AI and KM

IBM Technical Solution Architect Cloud & AI Cognitive

"These are measures that quantify, therefore, not only the percentage of full time equivalent or FTE,

that is, professional figures that are moved to other dimensions thus freeing up resources for that type of task, but also new capabilities that Watson's cognitive systems offer are proposed"

AI improves HR processes

for information analysis, helping and speeding up personnel management systems.

Optimal use of knowledge and expertise of human resources AI and HR

IBM Technical Solution Architect Cloud & AI Cognitive

"Because of the intrinsic capabilities that they can express, correlation analysis between multiple sources of data, which were not previously seen, or even their conceptualization, it is possible that a company discovers thanks to those cognitive technologies to have so much wealth in the data to be able to almost open new forms of business or launch new start-ups internally"

AI can discover correlations and conceptualizations of data that allow to open up to new forms of business

Data management through AI system opens up business opportunities AI and KM

132

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Technical Solution Architect Cloud & AI Cognitive

"In collecting a greater extension of data, in encoding its relevance to the specific decision-making domain and in allowing also a human understanding, therefore a summarization, a more transparent visualization of data to the human user, an empowerment is made, that is an enhancement of the capacities of the interlocutor or decision-maker and therefore a greater decision-making capacity is allowed because it is based on data that really people have at hand"

AI helps humans to make better decisions

AI improves human decisions AI advantages

IBM Technical Solution Architect Cloud & AI Cognitive

"In the face of common questions, cognitive technologies are proposed as tools to reach these common answers to humanity that populates all different geographies and latitudes, and then Watson technologies present themselves as a point of unification and intelligence with respect to questions that are common to the whole world"

AI unifies common questions around the world and enables common answers to be reached

Big company Watson applied globally and internationally

AI and internationalization

IBM Technical Solution

Architect Cloud & AI Cognitive

"IBM is characterized by being a company founded on two main principles of information technology, one is

the principle of the cloud and the other is the principle of artificial intelligence"

AI and cloud are the

future of big company strategy

Big company

Strategy: AI and Cloud AI strategy

IBM Technical Solution Architect Cloud & AI Cognitive

"The competence centers are those centers that are used to bring this innovation [new AI technologies] into the products and solutions that are offered and sold to customers. So they are more, let's say that point of connection between what is researched, tested and created in the research laboratories"

AI as an opportunity to innovate and benefit humanity

Big company Watson allows to innovate

AI and innovation

IBM Technical Solution Architect Cloud & AI Cognitive

About AI and IBM Watson "Well certainly artificial intelligence is an element on which IBM has invested for several years now and will continue to invest. Alongside these there will also be issues such as cloud computing, issues related to Blockchain, and these are then linked in the emergence, so to speak, in the concept of digitalization of the enterprise of companies."

AI helps companies make the transition to digitalization

AI innovation for digitalization AI advantages

IBM Technical Solution Architect Cloud & AI Cognitive

In IBM "we have an offer of artificial intelligence at 360 degrees. What does that mean? It means that we can range from what is defined as a fully customizable artificial intelligence"

AI solutions are fully customizable

Big company Watson as fully customizable AI AI advantages

IBM Technical Solution Architect Cloud & AI Cognitive

"So [IBM Watson is] a set of tools that allow to create your own deep learning networks, in a totally custom or free mode, or maybe using open source frameworks

AI allows to create learning networks using free open source

Big company Watson helps to create learning networks AI advantages

IBM Technical Solution Architect Cloud & AI Cognitive

"And all this is implemented in the Watson platform through the tools that as you mentioned are the Knowledge Catalog, in order to manage the set of data sources in a coordinated, aggregated way, being able to also go to implement the concepts of accessibility to various sources, and so on"

AI improves KM processes through better document organization and analysis

Big company Watson Knowledge Catalog for optimal KM AI and KM

IBM Technical Solution Architect Cloud & AI Cognitive

"The machine learning which is instead the run time, which allows us to run in the form of an API what was built by the data scientist, therefore the algorithm created by our data scientist"

Automatic learning is made available in the form of programming interfaces as advanced AI algorithms

Big company Watson uses advanced AI algorithms for automatic learning AI advantages

IBM Technical Solution Architect Cloud & AI Cognitive

"There is a whole series of offers and services, you mentioned one, Watson Discovery, which are basically part of what is called pre-built artificial intelligence, pre-built, pre-packaged, that is built in a laboratory but then specialized on customer data, which are basically a set of services that allows us to make a quick startup of our solution"

Some AI products allow to customer to make better solution

Big company Watson Discovery offers pre-built forms of AI with rapid solution start-up AI advantages

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Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Technical Solution Architect Cloud & AI Cognitive

"Through IBM Watson, Watson Assistant rather or Discovery or Natural Language Understanding, they allow us to easily and immediately, through artificial intelligence, to integrate it into our complete business solution. So we have basically all the possibility, the flexibility of being able to build either from scratch or taking advantage of what has already been done with our artificial intelligence platform."

AI solutions allow to build a solution from scratch or leverage what it has already been done with AI platforms

Big company Watson solutions allow to build various forms of business solutions AI advantages

IBM AI Cognitive & Analytics Consultant

"Watson [is] able to find this information in a document of 20, 30 pages, in this way it was easy for the end user, in this specific case through a dashboard, so that not having to read all the documents to understand which was the document that interested in the specific, what were the supplies of a particular document"

AI facilitates the identification of information within complex documents

Big company Watson improves KM of complex documents AI and KM

IBM AI Cognitive & Analytics Consultant

"The client who needed to understand [...] whether or not to trust their suppliers, so if there were managers who had a pending suit or if companies had been involved in trials [...], so understand if the supplier with whom he or she was interested in making a particular agreement was trusted, and even here Watson did a whole first part of information retrieval through sites, newspaper articles, specialized articles, specialized sites that collect precisely this information."

AI helps humans to make better decisions

AI improves human decision AI advantages

IBM AI Cognitive & Analytics Consultant

To implement IBM Watson "It's not necessary to have to create something that runs on the customer's hardware systems, so there's no need to use their systems but the fact that it's cloud can then be reached by, that is, it's developed directly in the cloud so it can be reached from anywhere in the world you want"

AI solutions developed in the Cloud can be easily reached via Internet and do not have to adapt to the client's systems

Big company Watson solutions on cloud easily accessible AI - on Cloud

IBM AI Cognitive & Analytics Consultant

"Living all Watson services, living in the same cloud environment, they are also easily integrated with each other because many times more services are used, for example what I told you before, which analyzes the documents, takes out the insight is used very often along with the one to do the chatbots, so then the insights are returned in the form of chat. In this sense, it is also quite easy to integrate them."

AI as a centralized platform of integrated services to manage all business processes

Big company Watson services in cloud are easily integrated AI - on Cloud

IBM AI Cognitive & Analytics Consultant

IBM Watson allows to reach "new levels of information […] by analyzing large data, the large amount of data does not allow an analysis made by a single person, so it is easy there to take the information for her knowledge"

AI improves KM processes through better document organization and analysis

Big company Watson improves KM by analyzing large amounts of data AI and KM

IBM AI Cognitive & Analytics Consultant

"That is why it is a very delicate phase of a cognitive project, the training phase. First, let's say that a perimeter of knowledge is created within which Watson will be trained, and this already allows, let me say, to limit possible external influences. Secondly, a job is done with those who are experts in the field to identify how to create these cognitive models"

In the training phase AI limits external influences and uses experts to create cognitive models

Big company Watson makes the training process efficient AI advantages

IBM AI Cognitive & Analytics Consultant

"The security aspect of the cloud in the case of IBM is something that is constantly monitored, is one of the most important aspects of course"

AI can be used with individual respect and secure their personal data

AI in Cloud and personal data management AI - on Cloud

134

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM AI Cognitive & Analytics Consultant

"On the part of the end user of a Watson service it does not require any competence, because in the end as I told you, if it is a chatbot, it is like interacting with a person [...] there are different aspects depending on whether they are the holders of knowledge then they want to be the first person to feed the cognitive knowledge of the Watson system that was implemented then there is a minimum of complications in addition but it is still a matter of using services that have already been developed and then it is the configuration is quite simple, there is no need for great skills"

AI does not require specific skills for the end user and non-complex skills for those who "feed" the cognitive systems

Big company Watson use and implementation skills AI advantages

IBM AI Cognitive & Analytics Consultant

"With our chatbot we made it so that a whole series of problems, let me say, the obviously most common ones, the difficult ones actually need to have the intervention of a technician, but all those that were easily solved by the help desk by connecting have moved, have moved the solution from the user who at this point asks how it is done, the chatbot is able to give him a simple guide, and the user is able to solve it by herself" the desk operator who is now able to focus only on those more serious issues and therefore also provide a better service, more punctual to that user who really needs it"

AI chatbot answers queries and moves the most complex requests to the help desk

Big company Watson improves the help desk's work AI advantages

IBM AI Cognitive & Analytics Consultant

"The desk operator […] is now able to focus only on those more serious issues and therefore also provide a better service, more punctual to that user who really needs it"

AI chatbot improves the help desk's work and customer service

Big company Watson improves the help desk's work and customer service AI advantages

IBM AI Cognitive & Analytics Consultant

"The simple fact that you don't have to read several documents by yourself means that, in the meantime, it's time saving, I have to read 10 documents to find insights, obviously it takes a while. In this way, however, the fact that the documents have been pre-processed by Watson allows the user to focus only on what is important data, or rather to have more important data."

AI improves KM by enabling the user to focus on the most important information

Big company Watson improves KM of complex documents AI and KM

IBM AI Cognitive & Analytics Consultant

"Thanks to the use of IBM Watson it is possible [...] to feed, so to speak, the system a whole series of documents and get that information so be able to have a first processing and then of course you have to see the human component to go and analyze in detail but let's say there is a component of considerable time gain."

AI allows to manage information as first processing and does not eliminate the human component that must analyze it in detail.

Big company Watson allows time-saving in KM AI and KM

IBM AI Cognitive & Analytics Consultant

"Having developed a certain project [using IBM Watson] in an area of the world allows us to have a background, a starting point, that is, not to create something new from nothing"

Gaining experience in AI projects means creating a background to use anywhere in the world

Big company Watson applied globally and internationally

AI and internationalization

IBM AI Cognitive

& Analytics Consultant

"A[n] [IBM Watson] project, however similar [at the global level], brings with it variations from what is the information that is being used [...], a whole series of

knowledge that, however, must be revised taking into account the situation"

AI projects that have been developed worldwide

need to be contextualized at the local level

Big company Watson

applied globally and internationally

AI and

internationalization

IBM Information Technology Architect AI IBM Watson

"Artificial intelligence uses unconventional algorithms based on technologies that have been well known for years but that require considerable computational power, we are talking about technologies such as neural networks, machine learning and so on. The advent of the cloud, which is precisely the ability to delegate the computation of processes not to the laptop in front of you on your desk but to much more complex systems that are geographically distributed and optimized"

AI is available on cloud to optimize the availability, the diffusion and the speed

AI requires large processing capabilities and the cloud addresses this need AI and Cloud

135

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Information Technology Architect AI IBM Watson

"Today even the individual citizen, registering on the IBM cloud, can develop their own artificial intelligence solution, simple, as you like, but fully functional, at no cost"

AI on the Cloud allows individuals to develop simple AI solutions

AI on the Cloud also allows access to individuals AI - on Cloud

IBM Information Technology Architect AI IBM Watson

"Starting from the solutions that have been developed in the medical field that were in part the first developments of artificial intelligence applied to current business areas, so systems to help doctors to make diagnoses, to find evidence and to cross-reference patients' data, we then moved on to solutions in the financial and banking areas, and then solutions for call centers, for telephone companies, up to now where it can be said that almost all areas of business can take advantage of the usefulness of artificial intelligence precisely because compared to the past it is much easier to build solutions"

AI initially applied in the health sector and then in the financial sector, now it is open to almost all business areas

Big company Watson applicable to almost all business areas AI advantages

IBM Information Technology Architect AI IBM Watson

"The advantage [in the use of IBM Watson] is certainly to be able to include in the technologies used but especially in the business processes used, a whole series of data that were previously present but could not be used, think for example of all the unstructured data"

AI can extend KM to include all unstructured data that could not be used in the past

AI in KM handles structured and unstructured data AI and KM

IBM Information Technology Architect AI IBM Watson

IBM Watson manages "all the knowledge in terms of internal knowledge of each company, so all the experience, for example the experience of a repair technician, on what are then the options or best practices to implement to repair a certain problem, to redress a certain situation"

AI helps the human to solve problems

AI for problem solving AI advantages

IBM Information Technology Architect AI IBM Watson

"On the one hand, [IBM Watson] allows us to decipher all the non-traditional inputs that arrive, on the other hand, it allows us to schematize, classify and make accessible, even from the automatic flows, all the information that is typically managed by people"

AI improves KM processes through better document organization and analysis

Big company Watson handles information from different flows AI and KM

IBM Information Technology Architect AI IBM

Watson

"From what I have said one could imagine that the human being is completely excluded. Obviously, this is not the case, because these systems are not, let's say, an alternative to human intelligence, but simply serve to help people, hence humans, human operators, to

do their work more effectively"

AI in KM does not eliminate human intervention but helps the human being to work

more effectively

Big company Watson in KM helps to work

more effectively AI and KM

IBM Information Technology Architect AI IBM Watson

"If I ask the question to an operator about the insurance policy, while in the past the operator had to go and get the contract, read it, interpret what was written, now he can turn my question immediately to an automatic system [IBM Watson] which, if it does not already give her the answer nice and ready, it highlights all those parts of the documentation where there are the answers, and this saves a lot of time"

AI applied to daily practices does not replace the human being but helps her to get the answers she needs and save time

Big company Watson in KM provides the answers needed and saves time AI and KM

IBM Information Technology Architect AI IBM Watson

With IBM Watson "I have the opportunity to access various databases with various points of view and artificial intelligence allows me to have an eye on all this information and then to make the best decision in a faster time"

AI helps humans to make better decisions

AI improves human decisions AI advantages

IBM Information Technology Architect AI IBM Watson

"IBM, on its Watson platform that we can imagine as a fairly centralized platform with precise strategies

implemented centrally, has implemented a whole series of services that are divided by capabilities, that is by focused capabilities, and that can then be put together to build solutions that expose precisely intelligent capabilities"

AI as a centralized platform of integrated services to manage all business processes

Big company Watson as a set of integrated services AI advantages

136

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Information Technology Architect AI IBM Watson

IBM Watson allows to manage "the recognition of concepts and entities within user sentences, and can also manage the levels of dialogue, if my interaction is not a yes-no question but is based on a dialogue, the Assistant system is able to retrieve pieces of information maybe that had been said 3 or 4 interactions ago, and combine them in a cosistent context"

AI allows to manage complex forms of communications by retriving information from a small number of interactions

Big company Watson retrieves information from interactions AI and HR

IBM Information Technology Architect AI IBM Watson

IBM Watson provides "a service that makes the analysis of the text in terms of finding concepts, relationships, entities within the speech, for example, you have added a further piece. If you add a piece that manages for example the management of internal knowledge, and therefore is able to associate to a certain question that has been asked, the answers that come from what is my wealth of knowledge, mine as a company, you added yet another capability, which is to give sensible answers to questions"

AI improves KM processes through better document organization and analysis

Big company Watson manages the company's knowledge assets AI and KM

IBM Information Technology Architect AI IBM Watson

IBM Watson, "by assembling together cognitive services with clearly also traditional services, […] can build complex applications and solutions as you like, that expose even more human capabilities at the service of people

AI allows to assemble multiple cognitive services to develop complex solutions that involve multiple human capabilities at the service of people.

Big company Watson allows to assemble multiple integrated cognitive services to develop complex solutions AI advantages

IBM Information Technology Architect AI IBM Watson

"These [AI] systems must be trained and the training is done by humans so if I take a person who maybe does a training [...] based on old notions or even based on incorrect notions, or spoiled by prejudices, it is clear that the automatic system will learn the old story or otherwise spoiled by prejudices"

If the training is inadequately carried out, the result will be flawed.

AI can be flawed by inadequate training AI advantages

IBM Information Technology Architect AI IBM Watson

"To avoid these situations IBM was, I think, one of the first companies to equip itself with a layer that goes, let's say, to add itself to what is the operational chain of artificial intelligence, and that is basically summarized in our solution called IBM OpenScale, which has precisely the task of supervising the machine learning models, although the model seems to us a black box in the sense that we do not understand how it works, OpenScale is able to go and see the model while working and to pull out the criteria for which the model has taken a certain precision rather than another"

Big company, through OpenScale, has worked to keep the AI learning processes under control and thus improve the systems' accuracy

Big company OpenScale is a system to improve the learning system of the AI IBM OpenScale

IBM Information Technology Architect AI IBM Watson

"Artificial intelligence by itself does not complicate and does not simplify the aspect of data protection because in fact the presence of my personal data inside a server and the use that can be made of that data does not depend on whether this use is made by a cognitive system or not"

The use of personal data within systems or networks is independent of the use of AI

AI does not affect the use of personal data

AI and data privacy

IBM Information Technology Architect AI IBM Watson

"IBM has a very clear policy of use. First of all, the data of customers or users are never extrapolated from what is the context of the solution [...] IBM ensures that both the training data and the data that are then managed by the solution will never be used for different purposes"

AI can be used with individual respect and secure their personal data

Big company carefully manages the personal data of customers and users

IBM - Data Privacy

IBM Information Technology Architect AI IBM Watson

"Our cloud and, in general, our artificial intelligence solutions, have a very strict aspect of control over them, in our service level agreement it is clearly stated that personal data belongs to customers, so to speak, to users, and are used simply for the purposes that are declared to be used"

AI can be used with individual respect and secure their personal data

Big company applies strict controls on personal data management on Big company Cloud and AI system

AI - on Cloud / data privacy

137

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Information Technology Architect AI IBM Watson

Many IBM Watson solutions "can be used immediately by anyone who is able to the basic functions of a computer"

AI does not require a lot of computer skills for the use of many components

Big company Watson easy-to-use solutions AI advantages

IBM Information Technology Architect AI IBM Watson

"The data scientist, therefore the expert of the management of data processing, may be required when the complexity of the model is such as to require a very high degree of customization. If, for example, I want to do something [...] about certain market trends to understand which is the product and so on, maybe a data scientist can help me and can use, together with the business user, Watson solutions to build these very particular models that can then be inserted into the solutions and then realize the functionality that is needed"

AI may require the intervention of a data scientist for very complex processes.

AI system needs a higher level of knowledge to process complex systems AI advantages

IBM Information Technology

Architect AI IBM Watson

"Watson is currently used within IBM and is used in a variety of business functions especially in personnel management, because artificial intelligence helps to

find the right match between people's skills and the job"

AI is used within the company for personnel management to find the right match between

people's skills and the work done

Big company Watson employed in HR AI and HR

IBM Information Technology Architect AI IBM Watson

"IBM, but also other companies, now have systems that by analyzing the curriculum, are already able, for example, to classify the skills of people and direct them more wisely to a certain type of job than another"

AI used in personnel selection to analyze skills and identify those needed for a given job

Big company Watson and personnel selection AI and HR

IBM Information Technology Architect AI IBM Watson

"I find myself today automatically all my skills added to the internal system of human resources that traces my professional evolution, the system [IBM Watson] suggests to me what are the most appropriate things that I have to put in my curriculum and does so in a very careful way, that is, it does so on the basis of what is then the real evidence"

AI applied to skill management highlights skills and professional development on the basis of real evidence

Big company Watson applied to skill management AI and HR

IBM Information Technology Architect AI IBM Watson

"As well as the help in research, the fact of having Watson behind the research helps you to find more relevant resources in terms of documents, people, than before. So even in this, artificial intelligence has greatly changed the way of being in the company"

Use of AI in the corporate intranet finds more relevant resources and changes the way of being in the company

Big company Watson improves corporate intranet searches AI and HR

IBM Information Technology Architect AI IBM Watson

"In cognitive applications, you must still take greater account of the human factor, in the sense that being systems that basically manage unstructured information that comes mainly from people, can not be carried by weight, perhaps from one part of the world to the other and adapted without a minimum of adaptation"

Cognitive applications of AI cannot be taken from one part of the world to another without a minimum of adaptation

Need for adaptation of AI systems when taken to different geographical areas

AI and internationalization

IBM Information Technology Architect AI IBM Watson

"Artificial intelligence solutions […] can help medical staff or humanitarian associations to better understand the needs of people who may be refugees or people in need of help, perhaps in different parts of the world"

AI helps the human to improve of the quality of life

AI improve quality of life AI advantages

IBM Europe Automation Practice & Delivery Leader

"Watson is a set of products and capabilities that IBM has developed [...] When it comes to automation and knowledge management [...] We call anything that will help represent a repetition of work for a human, we will capitalize that as automation"

AI allows to manage knowledge through an automation system that will help machines to represent the repetition of human work

Big company Watson in knowledge management uses automation to represent repetitive works

AI and automation

138

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Europe Automation Practice & Delivery Leader

Layer two [of IBM Watson] would be that the answer that you give comes from many sources, right? It would be a combination of something that is written in a paper, so you would ask that student to read a particular paper or a text from a particular doc, something like that. It could be a picture, seeing videos, so that are multiple type of content that you will have.

AI can allow to find information by analyzing large amounts of data and take those related to the knowledge

AI system and KM from different structured and unstructured sources AI and KM

IBM Europe Automation Practice & Delivery Leader

Like on Facebook, if the feedback is positive, you will give a thumbs up, if the feedback is not positive you will give a thumbs down. Every time you do that, Watson learns. If you give thumbs down, Watson will roll the curated content back to the Knowledge Manager, like you, saying this is not correct anymore. And then you will have a chance to correct the content.

AI adopts systems to improve information content through feedback

Big company Watson adopts information content improvement systems AI and KM

IBM Europe Automation Practice & Delivery Leader

"The main advantage [in the use of Watson's cloud system] of information dissemination is that I can reach to large sets of people the information, as soon as I see this information, it is available to all those users"

AI provides information and knowledge dissemination

Big company Cloud and information dissemination AI - on Cloud

IBM Europe Automation Practice & Delivery Leader

Using IBM Cloud for information dissemination "I can segregate the users and I can look at the amount of information that should be available to a particular user, and I can make sure only the relevant user gets that relevant information, so I can control GDPR, any kind of government regulations that apply, particular users aim to get particular information, and I can do it in a cost-effective manner"

AI on Cloud allows to manage large amounts of data and ensure compliance with data privacy

AI on Cloud and Data Privacy policy Data Privacy

IBM Europe Automation Practice & Delivery Leader

"In terms of use of information [in IBM Cloud], when Watson is set with a lot of these large datasets of information, you can also now perform analytics on these large datasets, to understand which dataset is corresponding to another, adding more insights coming out of it, giving more insights coming out of it, who are the most frequent users of the data, what is the way in which they are using the data, all of those things can be monitored"

AI system on Cloud processes large amounts of data, and performing complex analysis, identifies relationships, and analyzes access and use of information

AI system on Cloud works on large amounts of data by performing complex analyses AI - on Cloud

IBM Europe Automation Practice & Delivery Leader

"Watson is constantly learning. So even if the information is incorrectly input and coded into Watson, it will be quickly rejected by the user without using it. As soon as they find that that information is not relevant or it is not making sense, we are going to get that feedback that they are not happy with that information, and so it gets rejected in the system"

When you enter obsolete or incorrect data, AI system can correct data because the continuous learning process will receive negative feedback that will reject that information

AI system as a learning system that excludes obsolete or incorrect information AI advantages

IBM Europe Automation Practice & Delivery Leader

"Personal data can be controlled completely. Watson looks at who needs information, then if the person has it in excess then what is the level of content that the person has, and what is the time frame for which that information needs to be provided. So, all of those things can be deployed to effectively make sure of compliance to all regulatory bodies."

AI can be used with individual respect and secure their personal data

AI system respects data privacy

AI and data privacy

IBM Europe Automation Practice & Delivery Leader

"It takes about five minutes to learn [how to use IBM Watson], so it is not complex at all"

AI is easy to learn and to use

Big company Watson is not complex to learn AI advantages

IBM Europe Automation Practice & Delivery Leader

"We had a lot of internal wikis and an IBM connection tool. These used to be the most common tools for storing the knowledge. But other than that, we would also use a lot of commercial tools, that could be SharePoint"

AI provides information and knowledge dissemination

Big company used multiple knowledge sharing tools

IBM - KM in the Past

139

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Europe Automation Practice & Delivery Leader

KM through cognitive tools such as IBM Watson "has been optimized, definitely optimized, but optimized in the sense that the Knowledge Management was never a rule per se, every one of us, as part of our jobs, we would make use of Knowledge Management tools and also sharing that knowledge with other IBMers"

AI allows to optimize knowledge management and save time but this is not a fixed rule for every person

Big company Watson allows to optimize KM AI and KM

IBM Europe Automation Practice & Delivery Leader

"So we use [IBM Watson] systems to make more time decisions on our work on a daily basis"

AI helps humans to make better decisions

AI improves human decisions AI advantages

IBM Europe Automation Practice & Delivery Leader

"Watson does not have the physical boundaries, once you apply Watson it can be used by anyone, that person might for instance be based in India, Japan or America"

AI has no physical boundaries but can be used by anyone, anywhere in the world

Big company Watson applied globally and internationally

AI and internationalization

IBM Europe Automation Practice & Delivery Leader

"It really depends on the curation of the content, so if my colleague cannot understand English, they will need to use Watson, they will need to curate content on their own"

AI may have a limit in KM due to knowledge of the language in which the information is handled

Big company Watson, KM and language use AI and KM

IBM Europe Automation Practice & Delivery Leader

"IBM is moving towards open cloud and making sure that these technologies are available to the general public as well, so they can come up with their own usage of these Watson technologies, sharing our knowledge so that, you know, the manager can make more use of this knowledge and create more content"

AI on the Cloud adds new business opportunities

Big company Watson on Cloud creates more opportunities for knowledge sharing AI and KM

IBM AI IBM Watson Explorer Architect

"I work with is unstructured data, or textual data, or what we call content and the main part of the content that work with this textual nature so think about documents, think about word documents, PDFs, e-mails or tweets, SMSs, anything where there’s written text [...] I work with tools that help those organizations extract meaning from that text and therefore not just one meaning from just one document, e-mail or whatever but from thousands, tens of thousands, up to tens of millions of documents"

AI can allow to work on structured and unstructured data, managing large amounts of data

AI system and management of large amounts of data of different nature AI and KM

IBM AI IBM Watson Explorer Architect

"So the mere sign that [through IBM Watson] we can reach documents, that volume, and interpret them and understand them in a way that a business person would interpret and understand them, means that we

can understand and analyze orders of magnitude, more data, unstructured data, that any human being could, and we can do more accurately and consistently"

AI can allow to work on structured and

unstructured data, managing it as accurately and consistently as an industry expert would

AI system enables accurate and consistent data and KM AI and KM

IBM AI IBM Watson Explorer Architect

"Human beings are actually quite poor at understanding and interpreting textual data, so a system like Watson can do it more consistently and more accurately and to way more, you know, at a much higher volume, speed, that a human being could"

AI can allow to understand and interpret large amounts of data very quickly

AI system enables faster data and KM AI and KM

IBM AI IBM Watson Explorer Architect

"The volume of information shared with the employees and gained from employees is far too vast for any one person or group of people to effectively analyze, interpret and use in any way and Watson allows us to do this very very quickly and also more actively and reliably than human being could"

AI enables all employees to use the corporate intranet in a fast and reliable manner

Big company Watson used by all employees in a fast and reliable way AI, KM and HR

140

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM AI IBM Watson Explorer Architect

"If you’re just going to rely on machine learning without any kind of governance around, who does the machine learning? Who gathers the training data? And how the training data is used? And that is a real danger, in fact that will absolutely happen. But in the techniques we use, first of all, we provide also the tooling for governance, and for data quality analysis, and then, as I said, we don’t just use machine learning methods, that’s just one of the techniques. Another major technique we use, linguistic rules, helps to mitigate that risk".

To reduce the risk of errors in AI's learning process, alternative governance tools and qualitative data analysis, such as linguistic rules, must be used

With AI system alternative governance tools and qualitative analysis can be used to reduce learning errors AI and KM

IBM AI IBM Watson Explorer Architect

"The principle that personal data belongs to the person and not to the organization that speaks to leverage it has a profound effect on anything not just unstructured data but also structured data, any data we have from, any organization has from customers. So requires an extra level of vigilance, and care in dealing with the data [...] I can say about the policy and that is any customer that uses IBM services, cloud services, can usually opt out to of having IBM do anything with the data they work with. So, what I mean by that is, when you use a Watson service, you are sending data or using your own data to train the service. Unlike our competitors, IBM will not, if you do not wish, IBM will not learn from that data".

AI can be used with individual respect and secure their personal data

Big company protects personal data and applies control systems

AI and data privacy

IBM AI IBM Watson Explorer Architect

"There are two different groups, end-users, which is complex or easy as you make the solution, Watson solutions are just a way of building an application for an end-user, to do something. The tools themselves to configuring use are generally very straight forward, and easy to use. It’s a question of getting comfortable with them and the greater challenge is giving accurate and effective data with which to train them"

AI solutions are written applications for end users and can be used simply and intuitively

Big company Watson easy-to-use solutions AI advantages

IBM AI IBM Watson Explorer Architect

"The main problem with trying to use these services that are based on a certain level of unstructured data is if human beings are just very poor at understanding of processing any data, any amount of data really, so the first thing Watson does by simulating how we interpret and understand textual data, Watson allows us to get to a much larger amount and process more consistently and reliably"

AI can allow to collect, interpret and process large amounts of structured and unstructured data quickly, consistently and reliably

AI system enables large amounts of data to be processed quickly, consistently and reliably AI advantages

IBM AI IBM Watson Explorer Architect

"So that can be any process, that can be HRM process, we’re trying to figure out who’s performing best based on reports of their work, that’s based on, that could be employees’ surveys, trying to figure what employees think of their organization, customers surveys, anywhere where textual data is at the heart of the process, Watson provides a way of analyzing that much more effectively"

AI improves HR processes for information analysis, helping and speeding up personnel management systems.

In HR, Big company Watson provides the way to collect feedback and process data AI and HR

IBM AI IBM Watson Explorer Architect

"The IBM Cloud solutions are online and accessible to anyone who has internet access, so anyone can get it online, go to IBM Cloud and start, and provision a service, and use it. You can also buy a license for some forms, almost all of them now IBM, download it and run on a private cloud behind your firewall. Watson solutions in general support 11 languages and can score up to 20 languages depending on what you’re trying to do"

Multilingual support provides effective service to implement AI on Big company Cloud

Big company Watson on Big company Cloud with multilingual support AI - on Cloud

141

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Senior Watson AI Consultant

"There is no longer a limit to the sources, new problems have arisen, problems concerning which information is relevant, which are true, which are the most correct. I speak especially with regard to companies, the figure, which does not have to be necessarily the last, that is the most correct [...] "This is not valid in large companies where knowledge of the various portals has different certification times"

In data management, unstructured data in particular, there may be problems in certifying the validity of the information

Information validity (knowledge) must be certified KM

IBM Senior Watson AI Consultant

"The protection of personal data varies from project to project, it is not so much Watson but the type of project you are dealing with"

AI can be used with individual respect and secure their personal data

Data protection does not depend on the use of AI system

AI and data privacy

IBM Senior Watson AI Consultant

IBM Watson's simplicity of use "depends on the type of application, some can be used even if you do not have specific knowledge and then it is enough, others instead require the technical knowledge"

AI is easy to learn and to use

Some Big company Watson applications are very simple others are more complex AI advantages

IBM Senior Watson AI Consultant

"Before IBM Watson, knowledge was managed through repositories of information and it could happen that the information entered and shared could be contradictory to each other. IBM Watson has transformed the way information is managed, making this process more transparent and effective"

AI has transformed KM by making it more transparent and effective

Big company Watson and optimal KM AI and KM

IBM Senior Watson AI Consultant

IBM Watson's "the ability to process a quantity of information that has no precedent, can only be able to read so much information and propose it to a specialized professional already a sort of summary on papers that would have taken at least months to search for"

AI has transformed KM by making it faster and more accurate

Big company Watson and fast and accurate knowledge management AI and KM

IBM Senior Watson AI Consultant

IBM Watson "provides much more information than before, makes, even the decisions of the professional more facilitated by more information, then the decisions can be made by the professional, but enabled by more information"

AI helps humans to make better decisions

AI improves human decisions AI advantages

IBM Senior Watson AI Consultant

"Every single [Watson] experience in the world is important, because it is a competitive advantage, every experience brings a lesson and must be shared within us.

AI experiences become a shared asset of a company and used worldwide

Big company Watson used worldwide to gain competitive advantage

AI and internationalization

IBM Senior Watson AI Consultant

"Truth management has been one of the main topics of discussion for a long time, it is one of the dilemmas because the training part is one of the most difficult of these systems and there is the shortcut of self-learning, in some cases it works well, in other cases it does not work so well" [...] "when these systems are not controlled in which what is generated is not exactly what was desired, that is why we go to check the training base that we provide"

Optimal management of learning systems means that the training system is properly controlled to improve the quality of the data processed.

Monitor AI system's learning system to improve quality AI and KM

IBM Project Manager Application Automation "IBM Watson is very easy to use and easy to learn it"

AI is easy to learn and to use

Big company Watson is not complex to learn AI advantages

IBM Project Manager Application Automation

"Watson's IBM Cloud Strategy is powered by the latest innovations in natural language processing, visual recognition, and automatic learning, and thanks to its recommendations, intuitions, insights, Watson can predict and model business forecasts for companies, so that it can improve critical decisions by reasoning in real time with its integrated Machine Learning processes "

AI's Cloud Strategy is aligned with the latest innovations in the use of natural language, and helps improve critical business decisions

Big company Watson applied to decision-making AI advantages

142

Interviewee Representative Quotation Concept Concept aggregation Theme

IBM Project Manager Application Automation

"Business workflows become smarter because Watson integrates into workflows to add AI where it is needed"

AI and AI integrates with all major business workflows, improving processes

Big company Watson integrates into major business workflows AI advantages

IBM Project Manager Application Automation

"Watson on IBM Cloud allows access to unstructured data, and can learn from small data sets, that is the quality of the data that makes the difference, not the quantity, and helps to increase its value by analyzing it more deeply, the Deep Learning mechanism"

With small data sets, AI system identifies models and relationships by processing structured and unstructured data

AI system performs in-depth data analysis AI advantages

IBM Project Manager Application Automation

"By simplifying, accelerating and regulating deployments, AI enables organizations to produce business value"

AI simplifies and accelerates the distribution of information by creating business value for companies

Big company Watson allows you to simplify and accelerate the dissemination of information AI advantages

IBM Project

Manager Application Automation

In IBM Watson's learning processes "the dirty data is also taken into account, but a minimum percentage,

even if loaded continuously, does not affect the forecasts or the percentages of effective applicability for which you identify the suggestions"

AI system applies systems that take into account incorrect data and activate forms of correction that

do not affect the effectiveness of the analysis

AI system autocorrects incorrect data AI advantages

IBM Project Manager Application Automation

"The information is absolutely protected, and a correct diffusion and diffusion of the data cannot prescind from accurate policies of security. IBM is committed to providing customers and partners with innovative solutions for privacy, security and data governance"

Big company's strategies include a commitment to ensuring customer privacy and security in personal data management

Big company applies strict controls on personal data management on Big company Cloud and AI system AI - Data Privacy

IBM Project Manager Application Automation

To take advantage of many IBM Watson features "just basic IT application knowledge is required; Watson Machine Learning is an integrable solution and allows an inter-functional team to deploy, monitor and optimize models quickly and easily "

AI does not require a lot of computer skills for the use of many components

Big company Watson is not complex to learn AI advantages

IBM Project Manager Application Automation

"Watson Machine Learning's intuitive dashboards make it simple for teams to manage models in production, and its uninterrupted workflows enable new, ongoing training to maintain and improve model accuracy"

AI Machine Learning's dashboards enable continuous improvement of models' accuracy

Big company Watson improves work processes AI advantages

IBM Project Manager Application Automation

Before IBM Watson and AI were used, KM in IBM was handled "essentially through communities and posts within them, and topics were searchable by keyword in a search box within the corporate network through a search engine; obviously search results were generic and by keyword"

Old Knowledge Systems use keyword and limited possibilities

Old KM with limited possibilities

AI- KM in the Past

IBM Project Manager Application Automation

Artificial intelligence will transform the world in dramatic ways in the coming years, and IBM is advancing in the field through its portfolio of research focused on three areas, advancement of AI, rescaling AI, and confidence in AI.

Evolution of AI in Big company to extend it and support confidence in its use

AI evolution at Big company AI advantages

143

APPENDIX E: Coding of Public Domain Interviews and Speeches

Interviewee Representative Quotation Concept Concept aggregation Theme

SAXENA

"What Watson can do is read through in fact all of the Wikipedia all of most of the world's information we need to put into Watson now it can read a paragraph [...] and say you know based on my understanding of human semantics and syntactics and synonyms and similes and metaphors I can

deduce that Jack Welch and GE at this time right it's the beginning of computers that start and you know what you got as cognitive computing computers that understand not just calculate"

AI facilitates the identification of information within a large number of documents

AI facilitates information identification AI advantages

SAXENA

"If Watson learns like we learn as human beings Watson learns by reading stuff so Watson's learns over two million pages of cancer research and all of cancer data in the world is already unit so Watson learns by reading just like we do. Watson learns when people ask questions of it just like a parent and teachers ask question of us and say you know what do you think about it in the characters, we have oncologist we have call center people training and teaching Watson and correcting Watson and then Watson learns by doing just like we learn by doing this is a whole different paradigm of machines that are able to learn and interact there's not a whole lot of programming in modern Watson it's more reading and understanding and interacting and growing from it."

AI learns and activates systems to correct incorrect information

AI autocorrects incorrect data AI advantages

SAXENA

"With technologies like Watson, humanity now, if you look out 50 years. 100 years I believe is going to be a defending of the knowledge for humanity because now you're not just capturing the information about people capturing the knowledge about those people that experiences world people" ... "We are capturing his knowledge and putting this into a machine so generations from now on can benefit from his knowledge and insight"

AI provides information and knowledge dissemination

AI can manage the knowledge for humanity AI and KM

SAXENA

"Imagine a technology like Watson working as an assistant to the doctor right this is not making decisions on behalf of you, it is like a GPS system for doctors. That's taking all the knowledge that's known to mankind and it's like having the power of a thousand best oncologists behind every oncologist is out there in doing a diagnosis because the machine is able to understand and comprehend stuff that the human brain just cannot"

AI allows to manage information as first processing and does not eliminate the human component that must analyze it in detail.

AI in KM provides decision support

AI and decision-making

SAXENA

"A government agency, you can start imagining but particularly where the kind of recent stuff that we have been through here also how they could start using technologies like this so very promising areas

where I see a massive shift and a mass movement towards adoption of a new technology (AI and IBM Watson) that will change the way we think, act, and learn from."

AI and AI's new technology change the way of thinking, acting and learning of people

AI change the way of thinking, acting and learning AI advantages

144

Interviewee Representative Quotation Concept Concept aggregation Theme

WEBER

"The MIT IBM lab is a new initiative just started last year IBM has committed 240 million dollars to joint research and we think of it as the leading academic

and industry alliance in advanced AI research"

Big company high investiment in AI research

(with MIT) Strategy: AI AI strategy

WEBER

"So the advance that I'm most excited about right now is advances in deep learning for graph structure data. So deep learning to date has mostly been focused on Euclidean one-dimensional, two-dimensional three-dimensional data structures, Euclidean data structures, but non-Euclidean data structures like graph data or manifest data is much more difficult because you're not just accounting for the various observations, you're accounting for the relationships between observations and that causes the combinatorial complexity to explode." ... "Just earlier this summer two of my career my colleagues that at IBM Research Geo Chen, Teng Fame, and Danica Chow published a new giant leap forward in this effort called fast GCN and they were able to use important sampling and integral transformations that that improved speed on deep learning for graphs by orders of magnitude above previous benchmarks."

AI manages complex data elaboration and correlation

AI leads to more accurate data analysis AI advantages

WEBER

"If we can develop much better techniques for monitoring large graph data sets, like transaction data sense, and identifying patterns, identifying suspicious nodes then we can I think make the financial system a much safer place and that, in turn, I hope, can lead to more financial inclusion"

AI makes the financial system safer and data management improves AI is safer AI advantages

WEBER

"If you look at the results from the fast, you see on paper and you can blog it very easily, fast GCN IBM and you'll find they find the information, was the ability to improve speed, holding the computing power constant they're able to improve speed by orders of magnitude without sacrificing accuracy"

AI allows to be faster at managing data but with adequate levels of accuracy AI is fast AI advantages

WEBER

"And I believe strongly in a vertical integration of our values throughout every operational aspect of our business so I would be in research that means that when you're thinking of social good it's not just

like what special social good programs do we have but how do we conduct ourselves with every single person that we interact with, so that's office place ethics and how we respect one another that's how you relate to and respect clients and customers, that's how you relate to and respect even your competitors you know your suppliers" AI is used for social good. AI used for social good AI advantages

AUSTRAAT

"Watson […]it's a set of capabilities and our customers can compose them in a way that addresses their needs. So that could be anything from just using one capability […] or building out entirely transformative solutions between low yield and medium yield cognitive tasks"

AI as a centralized platform of integrated services to manage all business processes and build transformative solutions

AI allows to assemble multiple integrated cognitive services to develop complex solutions AI - Cognitive

AUSTRAAT

IBM Watson "is a system that knows how to understand, reason, learn, and give insight and it uses a number understanding of documents, to understand images, understanding audio and even doing things like machine translation"

AI facilitates the identification and enrichment of information from a large number of documents

AI facilitates information identification and enrichment AI advantages

145

Interviewee Representative Quotation Concept Concept aggregation Theme

AUSTRAAT

"With Watson we have very consciously tried to democratize machine learning and data science so if you look at for example what would it take to take your unique corpus of let's say millions of pages of operating procedures or any other large corpora that that you would like to annotate and enrich and make uniquely useful to you"

AI is easy to learn and to use AI easy-to-use solutions AI advantages

AUSTRAAT

"Watson Knowledge Studio […] is an online web-based tool that lets you with very little training actually create machine learning models by simply highlighting text and teaching Watson"

AI allows faster and easier access to data in processes from various sources AI is fast AI advantages

AUSTRAAT

"We have a customer in the insurance world and we hyper accelerated their ability to adjudicate claims. So, the claims adjustment process went from three hours to a few minutes"

AI allows faster and easier access to data in processes from various sources

AI and facilitated data access AI advantages

AUSTRAAT

"Transformation with cognitive comes with obviously a transformation of functions, individual functions, but then also of the overall enterprise and that touches everything from the complete employee and engagement lifecycle from hiring, selecting, using this technology and then ultimately then repurposing it for training as well. So it really means looking at your enterprise holistically, looking at transformative power, not just as a speeds and feeds, but also as a business process and business model, sometimes"

AI used in personnel management to analyze skills and identify those needed for a given job

AI and personnel management AI and HR

KENNY

"She has a very rare form of leukemia but because the system was built on a lot of prior data including every patient ever at Memorial Sloan-Kettering they found in ten minutes what they had not solved in six years and she's better and I just think the chance to actually extend life to bring computing power to these real everyday decisions matters"

AI allows to be faster at managing data but with adequate levels of accuracy, enhacing everyday decisions

AI enables more efficient data management and decision support

AI and decision-making

KENNY

"What we're automating is sort of the base level rote work, and that frees up time and capacity to solve bigger problems and to actually be more clear what's on solve so you can find in the patterns of leukemia what we don't know and that'll help researchers find solutions"

AI allows to save time and helps to find solutions to complex problems

AI saves time and helps solving complex problems AI advantages

KENNY

"The world still has a lot of unsolved problems so for me I think freeing human capacity to solve hard problems is what all this is going to do"

AI frees human capacity and helps to solve complex problems

AI helps solving complex problems AI advantages

KENNY

"30% of the Watson diagnoses had not been found by humans so it opened new doors and new answers for one thing I would say secondly we do find that the machines do, over time, come to better predictions"

AI learns and comes to better predictions over time AI constantly learns AI advantages

ROMETTY

"Watson can run on your premise, it can run in any cloud and it can connect between them, and so that's really what clients are asking for"

AI meets clients needs by running on premise, on cloud, and connecting between them AI meets clients needs AI - on Cloud

146

Interviewee Representative Quotation Concept Concept aggregation Theme

ROMETTY

"We actually we had to do a lot of work around the IBM cloud private which is what Watson runs on […] Red Hat is coming up and so this allows it to move anywhere out there. This is a big piece […] of hybrid cloud which you've heard me say we think that's a trillion-dollar market and we'll be number one in it so that gives you a good feeling"

Big company high investiment in cloud platforms AI and Cloud AI - on Cloud

ROMETTY

"The AI we are working on is to train with a lot less data, I mean the next state-of-the-art Rev on AI is less data, in fact one-shot learning it's called"

AI in the future will be trained with less data AI will learn with less data AI in the future

ROMETTY

"We're also announcing today the most secure public cloud you will see an announcement later today that it is the most secure public cloud something called hyper protect that's out there. So they would walk away and say if I've got to modernize my mission-critical apps IBM is the only partner to do that"

Big company applies very strict cloud and AI controls to ensure that personal data is used for purposes for which they were declared

Big company applies strict controls on personal data management on Cloud

AI - Cloud - Data Privacy

SUDARSAN

"Imagine you're offline you're in airplane mode you have no connectivity you have, you know, inconsistent connectivity, you can still run your machine learning models and you can actually point your camera to or take pictures with your iPhone or iPad and have them classified locally"

AI does not require internet connection for data classification AI and data classification AI advantages

SUDARSAN

"We also made available an SDK (software development kit) that allows you to very easily combine your offline visual recognition processing with the rest of the IBM Watson services on the cloud and so as a developer again you can very easily call, you know, for additional richer insights from data from services that are running on the cloud that has access to a lot more data"

AI allows to retrive more data from multiple services AI and optimal KM AI and KM

SUDARSAN

"So that's where now you're combining the speed, and the processing in an offline nature with the

richness of insights that you can actually get from the cloud"

AI on Cloud processes large amounts of data and

information quickly even when offline

AI on Cloud manages data

and information quickly and offline AI - on Cloud

SUDARSAN

"Being able to be productive and now use their camera instead of just pointing and using the light for that now they actually can start scanning and capturing information so it saves them valuable amount of time, in part identification, in issue detection, diagnosis, and then in some cases, you know, repair ideas as well, right? And that's kind of the whole way of looking at it"

AI can detect, diagnose, and even "repair" ideas, and saves significant amount of time

AI saves significant amount of time AI advantages

ROSSI

"For us it should be trust between the users of an AI system and the AI system itself so the system should be trustworthy in the sense that maybe is not biased, is fair, is explainable, and the way uses the data of the user is transparent"

AI must be trustworthy and transparent in data processing

AI must be trustworthy and transparent AI ethics

ROSSI

"Another dimension is trust among different stakeholders involved in in AI and among different communities, among different corporations producing AI, they should collaborate we are beyond the fact that they may compete on the marketplace"

AI must be trustworthy and foster collaboration between the different stakeholders

AI must be trustworhy and foster collaboration AI ethics

147

Interviewee Representative Quotation Concept Concept aggregation Theme

ROSSI

"Trust among different cultures that may have a different idea of how AI should be developed, deployed, and used"

AI must promote trust among different cultures

AI must promote global trust Ai ethics

ROSSI

"We think that if AI is not trustworthy then it will not be adopted as widely as it could be and these benefits would not be exploited by us and it's not good to under trust AI because if we don't trust AI enough then we will not be able to get all the benefits that it can give but also if we trust it too much also it's very bad because we are assuming that it has capabilities and maybe it doesn't have so that's not going to be good so we really want to build AI that we can understand what is the correct level of trust"

AI should allow users to understand its correct level of trust

AI must promote its correct level of trust AI ethics

ROSSI

"I would say two years or two years and a half there has been really a huge amount of initiative that have been started, research centers, units within corporations, or within universities, or within governments, declarations, strategies for AI in Europe, everywhere, China, Russia, U.S., wherever, and so around, you know, really trying to understand what it means to build AI that is beneficial for individuals for societies and in trustworthy, in a responsible way such that not only the AI can be trusted but also the corporation building AI can be trusted"

Individuals, corporations and institutions must strive to understand its correct use of AI that is beneficial, responsible and trustworthy that allow trust in AI and corporations

AI must promote its correct level of trust Ai ethics

ROSSI

"IBM [...] has inside a lot of initiatives both from the research point of view there are a lot of papers that are being published regularly around how to detect bias in data, how to mitigate and how to recognize bias even if you don't have access to training data, how to make AI systems more explainable and so from the research point of you, how make them value alignment to make sure that they fall of some optimization criteria and to reach some objective, but at the same time also they follow some ethical guidelines that may be relevant for the tasks that they are trying to address and so inside there is a lot of work in terms of research, but also work in terms of collaborating with the rest of the world in trying to understand what it means to build this responsible AI"

Big company strives to build responsible AI through publications on detecting bias and by following ethical guidelines

Big company strives to build responsible AI AI ethics

ROSSI

"IBM has published a data responsibility policy, IBM is a company where we don't want to we are not going to reuse the data our clients for other clients or other tasks and that of course is very, you know, very attractive for our clients but on the other hand put us in a kind of a more difficult position because of course if you have less data than, you know, your machine learning approaches, your data driven approaches, have less data they can work with, so we have to compensate with other things like symbolic AI, domain knowledge, reasoning and so on"

Big company applies very strict cloud and AI controls to ensure that personal data is used for purposes for which they were declared

Big company applies strict controls on personal data management on Cloud and AI

AI - Data Privacy

148

Interviewee Representative Quotation Concept Concept aggregation Theme

ROSSI

"For us AI should augment human intelligence and not replacing it so that means that we are focused on that kind of AI because we are working to help other companies to use AI in whatever they need to do so, want to build AI that helps professionals do their job as well as possible"

AI does not eliminate human intervention but helps the human being to work more effectively

AI allows to work more effectively AI advantages

ROSSI

"The partnership on AI was funded by six companies, among which IBM [..], we started this idea of a platform for discussion, multidisciplinary, a multi-stakeholder discussion on issues related to the pervasive deployment of AI in our society and the impact of AI we decided that this initiative was going to be open not just to companies but to many other stakeholders like NGOs, civil societies, universities, professional associations, so now we have 53 partners starting from six in beginning of 2017 [...] of which only I think about 30% are companies and everybody else is non-for profit

because we think that only this very multi-stakeholder approach can help really understand what the issues are, identify them define them and resolve them and possibly get to the best practices on how to deal with these issues"

AI must be trustworthy and foster collaboration between the different stakeholders

AI must be trustworhy and foster collaboration AI ethics

NOAH (AI robot)

"Robert, did you know that 80% of the world's data is unstructured and 80% of that has come about over the course of the last two years?" […] "And it is only going to grow if you think about all the videos and tweets that you are all sending now but also the research materials, logs, and personal sense or data that everyone makes every day. Until now we have not had the ability to look and analyze that data but with Watson we can"

AI allows to find more insights by managing large amounts of data of different nature

AI and management of large amounts of data of different nature AI and KM

NOAH (AI robot)

"Let's look at sense personality insights capability now. This helps companies understand the individual. Everyone likes to be interacted with differently. Personality insights is able to understand what each of us is looking to do, how we expect to be treated in the interaction, communication, and engagement that we prefer"

AI allows to understand personality insights and patterns of interaction, communication and engagement

AI helps to understand individual traits AI advantages

COLE

"The way in which we see what Watson can do is it's very much helping as we said to scale, enhance, and accelerate that human expertise and not replacing it"

AI does not eliminate human intervention but helps the human being to work more effectively

AI allows to work more effectively AI advantages

COLE

"Imagine being a doctor and having all the latest medical reports, trends, treatment insights and research material at your fingertips helping to make the best decisions possible for your patients"

AI allows faster and easier access to data from various sources

AI enables more efficient data management and decision support

AI and decision-making

COLE

Cognitive systems like IBM Watson "interact naturally with humans, using vision, language, and speech which means they're able to read and ingest data in ways that are human wouldn't be able to do in as much complexity as it can but then help us as humans to understand it"

AI allows to find more insights by managing large amounts of data of different nature and helping humans understand it

AI and management of large amounts of data of different nature AI advantages

149

Interviewee Representative Quotation Concept Concept aggregation Theme

COLE

Cognitive systems like IBM Watson use "machine learning and deep learning to be able to learn at scale and all the knowledge about a particular subject whether that be medical, whether that be oil and gas, whether that be retail, whatever the domain that it's actually learning in"

AI learns from multiple domains of knowledge

AI and KM from multiple sources AI and KM

COLE

Cognitive systems like IBM Watson take "all of that data and turn it into suggestions to help people have a higher confidence level when making decisions"

AI allows to have a higher confidence level on decisions based on suggestions

AI enables more effective decision support

AI and decision-making

COLE

"All of this means that unlike traditional systems where they essentially you put it into a data center and they lose value straight away, actually cognitive systems get smarter, and therefore more valuable, the more data you put into them the more you interact with them and the more they learn"

AI learns and comes to better predictions over time AI constantly learns AI Cognitive

COLE

"Cognitive technology and machine learning is nothing new from an IBM standpoint. We've been doing it for the last kind of 30 to 40 years what is new is the commercialization of that technology"

Big company used cognitive technology and machine learning in the past but did not commercialized it

Big company use of cognitive technology and machine learning in the past AI Cognitive

COLE

"From there as you would expect from IBM we worked with and continued to work with big financial organizations to understand and help them differentiate themselves using this cognitive technology and then the really interesting thing from my perspective was that we started to look outside of the normal IBM kind of walls and open up the technology to anybody in everybody that wanted to come and play and enhance odd or build solutions on top of the Watson capabilities"

AI applied to operations outside big company to make the difference using cognitive technology

AI applied outside big company AI advantages

COLE

"We're also helping organizations with the objectives of saving money on call centers, but most importantly allowing their customers to have the information that they require available straight away and by interacting with an app or a robot in the same way that we would a friend or a colleague"

AI applied to call centers provide cost savings, time savings, and customer interactions with AI system resemble a conversation with a human being

AI provide cost savings, time savings, and better customer interactions AI advantages

COLE

"Watson is working with [New York Genome Center] by ingesting cancer patients DNA information and searches the vast medical literature to identify the most likely DNA mutations or other issues driving the cancer. It pinpoints relevant drugs that can target those specific DNA issues and prevents the information to doctors with the supporting evidence in a matter of minutes, instead of in a matter of weeks or months"

AI allows to find information by analyzing large amounts of data and take those related to knowledge

AI effectively manages information AI advantages

150

Interviewee Representative Quotation Concept Concept aggregation Theme

COLE

"From an IBM standpoint I can't talk for all organizations but there are strict security processes that we have in place in order to prevent [improper use of AI] happening but as I was talking to some of your colleagues earlier, obviously, you know, with anything they fall into the wrong hands then bad things can happen"

Big company applies very strict security processes to prevent improper AI use

Big company applies strict security processes on AI Ai ethics

COLE

"One of the things that that that cognitive technologies give us is the elimination of [the emotional] bias so that we can make decisions based on facts and based on the data and the knowledge that we have as opposed to bringing in that kind of bias"

AI allows us to make decisions without the influence of emotional biases from cognitive systems

AI allows to make decisions without the influence of bias

AI and decision-making

COLE

"We kind of describe the whole reasoning aspects of it now we have different capabilities within Watson that allows it to do different things and the more capabilities you put together the better the answer is going to be, the more confident the answer is going to be in the more scope that it is given to look at different areas so if it doesn't think that it's got the right answer, it will go off and come back with a set of different answers and reasons why it's come up with those answers to give you the ability to then choose which you believe the right answer is"

AI allows to have a higher confidence level on decisions based on suggestions

AI enables more effective decision support

AI and decision-making

COLE

"If you look at [Watson] from a medical perspective, you know, I still want my doctor making that advice but I want it to be based around the best possible information that he or she can have now that might be in a different part of the globe where they don't currently have access to, Watson could give them that access"

AI does not eliminate human intervention but helps the human being to work more effectively

AI allows to work more effectively AI advantages

COLE

"What's really important and we haven't really mentioned it is the curation of that data behind it and the ability to understand exactly what questions are being asked of the technology, and making sure that you are serving, you know, the clients, the customers, the people, whoever asking, you know, those questions, and making sure that you have the relevant answers AI it is being pointed at the right data to look at those answers moving forward"

AI understands exactly the questions posed to the technology and examines the right data to provide a more accurate answer

AI manages information effectively AI advantages

KELLY III

“AI systems […] will require new innovations to tackle increasingly difficult real-world problems to improve our work and lives”

AI helps to solve complex real-world problems

AI helps solving complex problems AI advantages

151

APPENDIX F: Coding of IBM Documentation

Interviewee Representative Quotation Concept Concept aggregation Theme

FORRESTER

"Major data science projects are more effective, generating $2.5 million in incremental revenue or cost savings per project. With improved access to data and modeling tools, data scientists can drive more value on major projects. With an average operating margin of 10%, this equates to an incremental $750,000 in operating margin per project."

AI increase profits and revenues, and saves costs

Cognitive and AI improve business profits AI advantages

FORRESTER

"Watson Knowledge Catalog helps organizations improve data governance policies, reducing the risk of penalties and fines from noncompliance. On average, organizations avoid up to $270,000 in fines and penalties per year with improved rules and policies managed with Watson Knowledge Catalog."

The use of AI (Knowledge Catalog) helps organizations to better manage governance policies and reduce risks and penalties for non-compliance

AI reduces risks in the correct application of processes by reducing penalties for non-compliance AI advantages

FORRESTER

"Difficulties in accessing data, using data in modeling tools, and writing code in existing tools limited data-scientist productivity. Data scientists are a valuable and expensive resource for organizations. The more time a data scientist can spend building models, the more valuable insights an organization can receive to use in important business strategy decisions." ... "Data scientists can also use Watson Studio to generate dashboards to more effectively share insights with business decision makers."

AI helps humans to make better decisions

Cognitive support to strategic decisions AI - Cognitive

FORRESTER

"With an integrated platform, organizations can reduce the cost of analytical toolsets, administration overhead, and external consulting. Organizations can replace some existing analytics tools and integrate data and modeling tools in one platform, creating a “one stop shop” for data analysis."

AI as a centralized platform of integrated services to manage all business processes

Integration of cognitive systems leads to optimization of costs and capabilities AI - Cognitive

FORRESTER

"In a managed-cloud (with IBM Watson) environment, infrastructure and administration costs are significantly reduced, and data scientists can access new environments immediately. Open source tools can be used in a managed environment, reducing compatibility and version control issues."

AI increases profits and revenues and save costs

Cloud and Open Source reduce costs AI - on Cloud

FORRESTER

"The organization’s data is in one place with (IBM Watson) Knowledge Catalog, structured and unstructured data, and administrators, data stewards, and chief data officers can easily create rules and policies to remain in compliance with security regulations and restrict access to sensitive information."

AI effectively manages personal data protection

AI and personal data protection

AI and data privacy

152

Interviewee Representative Quotation Concept Concept aggregation Theme

FORRESTER

"Collaborative features (IBM Watson Platform) like access to a community of peers and shared resources increases skills development and speeds up model development. With time savings, data scientists can experiment more and build more models. With a click of a button, data scientists can deploy models into applications."

AI provides information and knowledge dissemination AI improves KM AI and KM

FORRESTER

"Improving productivity across AI teams creates substantial business value: By increasing access to data, improving collaboration between roles, and increasing the speed at which data scientists can build models, data scientists can spend more time generating and delivering valuable insights."

AI improves productivity and increases speed with which models are built

AI improves productivity AI advantages

FORRESTER

"One of the most significant benefits for interviewed and surveyed customers (using IBM Watson) is the ability to efficiently generate and communicate important insights to business decision makers."

AI allows to find the insights of the texts and then extract the concept

AI enables more efficient communication and decision support AI advantages

FORRESTER

"Watson Knowledge Catalog allows organizations to improve the speed and ease to data access. This allows data science teams to quickly acquire and prep useful data for their projects that was previously hidden in their various data sources."

AI allows faster and easier access to data in processes from various sources

AI allows faster and easier data access AI advantages

FORRESTER

"With Watson Knowledge Catalog, organizations can handle structured and unstructured data in one platform, and they can capture and share models, dashboards, and notebooks. Data scientists save a significant amount of time on finding and preparing data"

AI allows to collect, interpret and process large amounts of structured and unstructured data quickly, consistently and reliably

AI enables large amounts of data to be processed quickly, consistently and reliably AI and KM

FORRESTER

"Watson Knowledge Catalog helps organizations’ data stewards and chief data officers govern and anonymize data and control access and use. Organizations get more transparency into their data and how people use it. Its active policy engine applies layers of governance and control, and sensitive data can be automatically masked, ensuring that data is used correctly. With improved governance of data, organizations can avoid penalties and fines associated with fast changing regulations"

AI has transformed KM by making it more transparent and effective

AI respects data privacy

AI and data protection

153

Interviewee Representative Quotation Concept Concept aggregation Theme

FORRESTER

"Increasing the use of Watson Studio to generate more insights will provide additional productivity and business impact benefits"

AI allows to find more insights, boosting productivity and business benefits

AI improves work processes AI advantages

FORRESTER

"The more data that can be included in Watson Knowledge Catalog, the more value will be delivered through increased productivity, improved security and compliance, and increased access to data to generate insights"

AI allows to find more insights, boosting productivity, security, and business benefits

AI improves work processes and data protection

AI and data protection

MORGAN

"Doctors can’t possibly keep up with all of the data and new studies being created every day, but Watson can scan through millions of records for new data and treatment suggestions. By showing where the information and recommendations are coming from, Watson expands what human doctors can do and provides them with resources to make the best decisions for their patients."

AI allows to have the best information available

AI effectively manages information AI advantages

GUENOLE AND FEINZIG

"HR departments were once primarily administrative functions." ... "Until recently, the primary benefit of technology has been to provide efficiency gains; it allowed us to do the same things we always did, but faster and more cost effectively. For example, previously technology allowed us to recruit people faster over the internet, but now AI lets us recruit the right people faster by assessing skill match for roles, predicting the likelihood of future success, and estimating the expected time to fill any given role."

AI improves HR processes for information analysis, helping and speeding up personnel management systems.

AI promotes efficiency in personnel selection AI advantages

GUENOLE AND FEINZIG

"To solve pressing business challenges AI enables HR organizations to deliver new insights and services at scale without ballooning headcount or cost. Persistent challenges, like having the people resources to deliver on the business strategy and allocating financial resources accordingly, can be addressed through the thoughtful application of AI solutions."

AI allows to find the insights of the texts and then extract the concept

Business strategies: AI applied to HR AI and HR

GUENOLE AND FEINZIG

"To attract and develop new skills. The business world is constantly being disrupted. In order to cope with this disruption, businesses need to respond faster to opportunities, and to work in an agile way to stay ahead of competitors. This means finding an effective way to compete for the skills required to innovate in this new operating environment. AI applications enable HR departments to acquire and develop employee skills in lockstep with shifting market demand."

AI improves HR processes for information analysis, helping and speeding up personnel management systems. AI applied to HR AI and HR

154

Interviewee Representative Quotation Concept Concept aggregation Theme

GUENOLE AND FEINZIG

"To improve the employee experience. People have started to expect something different when they come to work; they want a personalized experience, not a standard one. They want things to be tailored and offered to them in a way that works for them from the start to the end of a process."

AI helps people to improve the way of work

AI improves work processes AI and HR

GUENOLE AND FEINZIG

"To provide strong decision support. The speed of change and rate at which information is being generated means that business decisions today are best made analytically. Because the amount of information that needs to be considered is vast, AI can be used to make sense of it and deliver recommendations. As a result, the information managers and employees require is there just when they need it. AI also provides the opportunity for employee voices to be heard and acted upon in real time"

AI helps humans to make better decisions AI decision support AI advantages

GUENOLE AND FEINZIG

"To use HR budgets as efficiently as possible AI can enable HR to become more efficient with its funding. HR spend can shift to higher value and more complex problem solving, without reducing levels of service for workers who have more routine HR queries. HR savings made in this way can be reinvested in further AI deployment, increasing HR’s ability to solve business challenges, continuously develop strategic skills, create positive work experiences, and provide outstanding decision support for employee"

AI increases profits and revenues, and saves costs

AI applied to HR with better use of human resources AI and HR

HIGH

"IBM Watson is a deep NLP (natural language processing) system. It achieves accuracy by attempting to assess as much context as possible. It gets that context both within the passage of the question and from the knowledge base (called a corpus) that is available to it for finding responses"

AI allows to find the insights of the texts accurately and then extract the concept by assessing the context from the question and the knowledge base AI and accurate KM AI and KM

HIGH

IBM Watson "can tease apart the human language to identify inferences between text passages with human-like accuracy, and at speeds and scale that are far faster and far bigger than any person can do on their own. It can manage a high level of accuracy when it comes to understanding the correct answer to a question"

AI allows to be faster at managing data but with adequate levels of accuracy, enhacing everyday decisions

AI enables more efficient data management AI and KM

HIGH

"Of paramount importance to the operation of Watson is a knowledge corpus. This corpus consists of all kinds of unstructured knowledge, such as text books, guidelines, how-to manuals, FAQs, benefit plans, and news. Watson ingests the corpus, going through the entire body of content to get it into a form that is easier to work with. The ingestion process also curates the content. That is, it focuses on whether the corpus contains appropriate content, sifting out the articles or pages that are out of date, that are irrelevant, or that come from potentially unreliable sources"

AI allows to find information by analyzing large amounts of data and take those related to knowledge and discarding unreliable data

AI effectively manages information, excluding obsolete or incorrect data AI and KM

155

Interviewee Representative Quotation Concept Concept aggregation Theme

HIGH

"When Watson responds to your questions, even answering you correctly, you might realize that you need to ask other, better, and more important questions to help consider your business problem in a whole new way. You start to think in ways that help you to understand the competitive threats and opportunities in your marketplace that never occurred to you before"

AI allows to find more insights, boosting productivity and business benefits

AI used worldwide to gain competitive advantage AI advantages

HIGH

"Recent breakthroughs in inference chaining (determining that this infers that, which infers something else, and so on) are creating deeper insight" […] These types of multilevel inferences can be captured as an inference graph from which we can observe a broad spectrum of downstream considerations. More importantly, convergence in the graph is a powerful way of deriving more significant inferences, such as answers that can reveal deeper insights and hidden consequences"

AI allows to derive more significant inferences (more insightful answers) through an inference engine

AI effectively manages information AI and KM

BANERJEE

"Woodside are harnessing the power of IBM Watson technology and cognitive computing to extract meaningful insights from 30 years of complex engineering data to enable fact-driven decision making on complex projects"

AI allows to collect, interpret and process large amounts of structured and unstructured data quickly, consistently and reliably

AI effectively manages information AI and KM

BANERJEE

"Woodside are realising 10 million AUD savings in employee costs because of faster access to and more intuitive analysis of engineering records. The geoscience team is realising a 75% reduction in time spent by the team reading and searching through data sources"

AI enables large cost savings through faster and easier access to data in processes from various sources

AI leads to cost savings through faster and easier data access AI and HR

BANERJEE

"Working with Watson, Woodside Energy built a customized tool that allowed its employees to find detailed answers to highly specific questions, even on remote oil and gas facilities. Watson ingested the equivalent of 38,000 Woodside documents, this would take a human over five years to read"

AI allows to find information by analyzing large amounts of data and take those related to knowledge

AI effectively manages information AI and KM

IBM Corporation (2019)

"Firms are embracing more data sources on the cloud, combining it with existing data on premises, and applying analytics and AI on the Cloud to drive new insights"

AI on the Cloud generate new insights

AI and new insights generation AI - on Cloud

IBM Corporation (2012)

"IBM’s vision is to define, create and lead markets for this new class of cognitive system by: 1. Addressing meaningful industry and societal challenges, where conventional approaches don’t work. 2. Developing a cognitive class of solutions built on a secure, scalable modular framework. 3. Delivering demonstrable, quantifiable value as defined by the client."

AI as a centralized platform of integrated services to manage all business processes

AI improves work processes AI- Cognitive

IBM Corporation (2012)

“Watson solutions are best suited to data-intensive industries and issues that: • Require the analysis of a high volumes of both structured and unstructured data • Benefit from the speed and accuracy of a response to a question or input provided • Desire to systematically learn with every outcome or action taken, getting smarter with interaction and new evidence • Have critical questions that require confidence weighted recommendations and supporting evidence”

AI as a centralized platform of integrated services to manage all business processes

AI improves work processes AI- Cognitive