Project ideas
A project can represent any strategic AI goal in your organization. Here are some examples to get you thinking:Claude rollout: Finance
Roll out Claude to your finance team. Track training, build custom skills for reporting and analysis, measure adoption.
Sales enablement with AI
Train your sales team on Claude for deal inspection, proposal writing, and pipeline analysis. Build custom skills for your sales process.
Customer service automation
Build AI-powered response tools, knowledge bases, and ticket classifiers for your support team.
AI governance programme
Establish your AI acceptable use policy, security framework, and compliance processes across the organization.
HR & recruitment AI
Build Claude skills for candidate screening, onboarding plans, and policy drafting. Track adoption across the people team.
Operations efficiency
Automate reporting, meeting summaries, and process documentation. Track time saved and processes improved.
What a project contains
A project brings together everything related to a strategic AI goal:| Feature | Purpose |
|---|---|
| Initiatives | Individual AI use cases tracked through stages (idea → deployed) |
| Milestones | Key dates and deliverables for the project |
| Tasks | Actionable items assigned to team members |
| Risks | Tracked risks that could affect project success |
| Decisions | Recorded decisions and their rationale |
| Discussions | Threaded conversations about the project |
| Stakeholders | People involved and their roles |
| Resources | Links to Expert Requests, Accelerators, documents, and other initiatives |
What makes a great project
Characteristics of effective projects
Characteristics of effective projects
Clear scope — A great project has a defined boundary. “Roll out Claude to the finance team” is better than “Use AI across the business.” You can always create more projects as your program grows.Measurable goals — Define what success looks like upfront. This could be adoption metrics (“80% of the team using Claude weekly”), efficiency gains (“reduce monthly reporting time by 50%”), or capability milestones (“10 custom Claude skills deployed”).An accountable owner — Every project needs someone who drives it forward. This is usually a department lead or project sponsor who can make decisions and unblock issues.Active initiatives — Projects come alive when they contain specific initiatives (individual AI use cases) that move through stages. A project with 5-10 initiatives in various stages shows a healthy, active AI program.Regular updates — Use milestones to track key dates, and health status to signal how things are going. This keeps stakeholders informed without separate status meetings.
Ownership and collaboration
Projects you create are private to you and your organization by default. You have full control over your projects without any requirement to involve Kowalah. When you want to bring the Kowalah team in, use the Collaborate option in the project sidebar. This adds a Kowalah owner alongside your customer owner, giving both sides visibility into progress, discussions, and milestones.- Customer owner — someone from your organization who is accountable for the project
- Kowalah owner (optional) — a member of the Kowalah team who partners with you on delivery
Project status
Projects move through these statuses:| Status | Meaning |
|---|---|
| Planning | Project is being scoped and set up |
| Active | Work is underway |
| On hold | Temporarily paused |
| Completed | Project goals have been met |
| Archived | Project is no longer active and is stored for reference |
Progress tracker
Every active project has a progress tracker in the right sidebar. This is your at-a-glance health check for the project.The progress tracker shows four things: how far along the work is, how healthy the project is, who needs to act next, and when it’s expected to complete.
| Field | What it shows |
|---|---|
| Progress percentage | A visual gauge showing completion (0-100%) |
| Health status | On track, some risk, or concerned |
| Status owner | Who needs to act next (see below) |
| Estimated completion | When the project is expected to finish |
Health status
| Health | Meaning |
|---|---|
| On track | Progressing as expected |
| Some risk | May miss targets without intervention |
| Concerned | Significant issues that need attention |
Status owner
The status owner tells you whose turn it is to act. This removes ambiguity about who’s holding the ball:| Status | What it means |
|---|---|
| Kowalah working | The Kowalah team is actively working on this |
| Waiting for your input | Kowalah needs a decision or information from you |
| Customer action needed | Something for your team to do |
| Blocked externally | Waiting on a third party |
| Under review | Being evaluated or reviewed |
Priority levels
Projects can be assigned a priority to help you focus on what matters most:- High — Needs immediate attention
- Medium — Important but not urgent
- Low — Track but not time-sensitive
- No priority — Not yet categorized
Creating a project
To create a project:Working within a project
Once inside a project, use the tabs to navigate between its components:- Overview — Project description, rich content, and discussions
- Initiatives — AI use cases and their progress through stages
- Milestones — Key dates and deliverables
- Tasks — Actionable items for you and your team
- Risks — Issues that could affect project success
- Decisions — Recorded decisions with context and rationale
Archiving
Archive completed projects to keep your project list focused on active work. Archived projects are still accessible but hidden from the default view.What’s next
Initiatives
Track AI use cases from idea to deployment
Milestones
Set and track key project dates
Tasks
Manage actionable items across projects
Expert Requests
Submit requests for expert work