AI-Driven PM Tooling

AI PM Assistant

Built and configured an AI-powered PM assistant that consolidates client communications and automates status reporting across an 80+ project portfolio — plus the governance process for how AI tools get used across the PMO.

Role
Head of PMO — designed, built, and governed the assistant
Timeline
2025 — Sep 2026
Company
CRMiUM
AI GovernanceWorkflow AutomationClient Reporting
01 — Context

Manual reporting was eating PM time

As Head of PMO at CRMiUM, built and configured an AI-powered PM assistant to consolidate client communications and automate status reporting across the portfolio, alongside a governance process for how AI tools get used across the PMO.

02 — My Role

Built and governed the tool end to end.

Tool design

Built and configured the AI PM assistant that consolidates client communications and automates status reporting.

AI governance

Established the governance process for how AI tools get used across the PMO — guardrails for client-facing and internal work.

03 — Challenge
01

PMs spent significant time on manual status reporting and consolidating client communications scattered across channels.

02

No standardized process or governance for how AI tools should be used in client-facing and internal PM work.

04 — Solution

AI Governance Framework

Established a governance process for AI tool usage across the PMO — guardrails for how PMs use AI assistants in client-facing and internal work.

  • Mandatory human review before any AI-assisted output reaches a client
  • An approved/forbidden list of AI tools for PM-facing work
  • Clear rules for how client data can and can't be used
  • Defined boundaries on what AI is allowed to do in client-facing work

Reports for Clients

Before: PMs manually exported timesheets and status data for every client report — slow, and prone to manual error. After: the AI assistant powers live dashboards clients can check anytime, removing the manual export step and the mistakes that came with it.

05 — Results
-0% reduction in PMs' routine admin workload
06 — Skills
AI GovernanceWorkflow AutomationClient Reporting