Peter Plan (AI)

With a footprint in 80+ countries, Peterson is a global leader in certifications, laboratory services, pest control, and risk management. But scale comes with complexity. Workforce planning isn’t just about filling shifts—it’s a high-stakes balancing act. Planners must juggle customer needs, staff expertise, travel time, availability, and personal preferences, all while keeping operations seamless. 

‍

So when Peterson challenged us to build an AI-driven assistant, the goal wasn’t to replace planners—it was to be their ultimate co-pilot. A tool to cut through the chaos, work smarter, and make scheduling smoother. And let’s be honest: turning bold ideas into reality is what we do best.

‍

We kicked things off with creative brainstorming sessions alongside Peterson, exploring a range of AI-driven possibilities. Mixing innovation with technical expertise and a sharp strategic approach, we shaped these concepts into four distinct AI agents—each with its own role and personality.

‍

Our solution aims for the perfect balance between feasibility, business value, and visibility while providing a strong foundation for future AI integrations. Unlike hidden AI models working in the background, this assistant steps into the spotlight with an intuitive chat interface, seamlessly running alongside tools like Excel or Google Sheets.

Its superpowers? Understanding schedules and incoming updates, responding to planner input, proactively adapting to changes, and even suggesting optimized adjustments—with approval, of course. And the best part? It keeps learning, asking the right questions, and improving over time.

As technological development progresses, we are carefully balancing trade-offs—delivering immediate value today while setting the stage for an even smarter future.