Bi-Weekly Manager Check-In

Major Outcomes

• OneView Project Data Accuracy done
• Sprint Planned - 84 Hrs
• AI Subcommittee - Demo with Maggie done - any feedback from the meeting
• New Enhancements on Right answer import and chat DB - working with Brain
• Documentation gaps identified (Chat Data, Server Uplift)
• PA Jobs work and monitoring
• UAT — ServiceNow Zurich successful and two Reporting new are identified to add in test case going forward
• Before the vacation transferred knowledge with Jen on BI automations
• Own ServiceNow MCP Created from my end 2nd May 2026 and knowledge transferred to Scott and explained - gathering APIs and Oath related
• Other Team MCP code accessed and compared as well as shown risk and what wrong and what's good.
• Knowledge Agent and other toolkit analysis done end to end code level
• Present work on PHEBE (Paychex Help Enablement Bot for Employees) Agent (knowledge, ServiceNow, Beyond trust)

Sprint Planned

MCP server Gathering in House: -

MCP Server Gathering Status :-

MCP Server comparison :-

Knowledge Agent: -

PD Toolkit :-

Present Progress

Present work on PHEBE Agent - Still improving - 15th is Deadline go live

Results:-

Impact

• Business: None this cycle
• Team: Chat Data integration issue resolved but they change Server; KRT team refresh Monday's
• Process Improvement: UAT approach improved and Automation on Chat Data

Completed

• Weekly Reports Automation First Success

  

• ServiceNow MCP

  • MCP setup - Done testing is pending
  • API integration - Got Green signal to work on

• Appreciation on Last week work :-

• Power BI Cloud Automation - Knowledge Transferred to Jen and Scott

• Hands on Experience on Research Agent

In Progress

• Chat Data BI Report - No TBA unfortunately but soon I will update

• Monthly Reports Documentation work

• Integration and reporting - Right Answer Server Uplift done from our end but there is ServiceNow we need to update

• IMR BI Dashboard

  • YoY, QoQ, MoM analysis, new dashboard development - Yet to work

• Blue Chip Automation

  • Automation pipeline build-out - ETA: TBD

Sessions

• Automation — Python / SQL — Planned
• BI Automation Scheduled — OneView — Completed (last week)
• GIT Hub Enterprise Deployment with Automation Team

Notes

• Documentation will be created in parallel (Plan B will be locked)
• Documentation for Monthly reports
• Conducting walkthrough sessions with the team on automation workflows
• Shared knowledge on BI automation in Cloud version and Email Automation

Current Focus

• Agentic AI — I am confrontable know However working on Advanced Concepts
• Deep Learning — Started
• Machine Learning / Neural Networks — Planned
• Git Hub - Training records - Planned

Next Focus

• PHEBE Agent go live on 15th May 2026
• Agentic AI deployment code for ServiceNow - company Env this done Testing is pending from my end
• Weekly Reports automation (work in progress)