AVG: Internal Data Projects Planning

Introduction

This document collects some of the proposals for AVG's internal data projects.

Ekin Initial Suggestions (2023-08-02)

Main Points

ROIC

• ROIC already has a sufficiently automated workflow for acquiring data.
  • ME Does this however benefit from storing the data ourselves in databases?
• Part of the ROIC workflow that takes time is target company research & peer research.
  • ME It's possible we could use LLMs deployed locally to perform this stuff.
  • ME It's possible we could use something like LLaMa2 to
    • format search requests
    • parse results
    • evaluate search results
    • filter results
    • store relevant results for current and archival use
    • compile necessary links and footnotes for the report
• The investment side is less excel savvy so a web interface option could be useful.
  • Would draw from CapitalIQ's API
    • Would also require negotiating with CapitalIQ to expose the endpoint

Knowledge Management

• Debugger already working on something like this? (Confirm)
  • Relational Database to store completed AV cases and query for future reference.
    • Me What is the object store (Microsoft Office Cloud?)
    • Me What kind of queries are we talking about?
• Some additional use-cases came to mind:
  • Content Suggestions: Recommendation system to suggest relevant cases.
    • Me Naive Bayes Classifier on case text seems low hanging fruit?
• Content tagging
  • Potentially could use NLP or other algorithms to tag content
  • Should be able to do this as documents are uploaded
• Content creation
  • could generate content to automatically create summaries, abstracts or init drafts of documents based on specific keywords, services or cases provided by AV consultants using the AV cases database

I think the knowledge management piece is really crucial. At least for me, whenever I am about to start a new case, I tend to go and check previous cases on similar topics or clients to get an idea of what to expect and deliver. Or I check previous cases whenever I am preparing a proposal to see what AV had already done with similar clients/topics. Navigating the Box to find such cases is extremely time-consuming and sometimes impossible since a junior person might not know which cases/clients to check out. So, for example, when Max tells me to check out X and Y cases for inspiration, they actually really help a lot.

-- Ekin Gultekin on Knowledge Management Importance (2023-08-02)

Notes on Ekin's Experiences

• React
• Next.js
• Node.js through Express
• Django
• SQL
• MongoDB
• Low-Code implementations

Kickoff Meeting (2023-08-18)

Kickoff Meeting Notes

• I need to get on-boarded on Box API
• We need to consider management of roles based authentication across Box, Teams and Azure
• IaM is a big part of this project and needs to be considered when choosing databases and designing roles-based authorization
• We need to find the best database to deploy, probably an Azure managed SQL service

Kickoff Meeting Call to Action

• Come up with GANTT chart and planned process for the whole thing
• Come up with plan for weekly/daily expectations of devs
• Come up with plan to collaborate with Gobi through debugger
• Have Matti get you onboarded on Box API
• Setup up offsite meeting