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AI Use Case Inventory

Every AI Use Case at Pega, in One Place

A single structured view of what AI work exists, where it lives, how mature it is, and whether it's working — across every department.

Use cases
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Current
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In development / Pilot
Future
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Idea / Discovery / Feasibility / Planned
Live in production
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Archived {{ lastArchived.name }} — out of the inventory but recoverable. Restore
Searching…
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Group
Show Columns
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No use cases match these filters. Clear filters
Focus Area
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·
This use case isn't available yet
It may still be syncing with Pega just after being created, or it may have been archived or removed. Nothing has been lost — go back to the catalog and open it again in a moment.
This use case is archived — hidden from the inventory and reports, but its history is kept.
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Maximum of 3 tags per use case — remove one before adding another.
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Unavailable
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Description

Description *

What the use case does, the problem it solves, and the expected outcome. Required. Maximum 1001 characters.

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Success Criteria

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Success Criteria *

How will you know this use case is working? Required. Maximum 1001 characters.
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Details

The primary AI tool this use case runs on. Leave as "No Tool" if none applies.
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Activities & Time Savings

Break the use case into the concrete activities it touches, and capture the minutes each takes before and after AI. We roll it up into hours saved per year.

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Frequency
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Volume
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AI Role
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AI Tools
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Complexity
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Before {{ a.before }}m
After {{ a.after }}m
Hrs/yr {{ a.hrsYr }}
Reduction{{ a.red }}%
No activities captured yet. Add the tasks this use case covers below — for each one, how long it takes today versus with AI — and we'll estimate the time it saves.
Add an activity

Similar Use Cases

Ranked by relevance — matched on AI capability, department, tools and meaning. A starting point for reuse.

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Similar Use Cases

Ranked by relevance — matched on AI capability, department, tools and meaning.

No similar use cases yet. Nothing else in the catalog shares this use case's AI capability, department, tools, or subject matter — so it looks like a genuinely new initiative. As more use cases are added, related ones will appear here automatically.

Priority

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Business Priority
Set by Department
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Organization Priority
Set by Executive Leader

Where it lives

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Business Owner · {{ sel.owner }}

History

Priority and status changes — who did what, and when.

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No history yet. Priority and status changes will be logged here as this use case evolves.
Reporting

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No use cases mapped yet

A use case is one concrete task a team does that AI could help with — captured with its problem, owner, and status. Status runs Idea → Discovery → Feasibility → Planned → In development → Pilot → Live. {{ lensName }} hasn't mapped any yet.

Use cases
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{{ lensCurrent }} current · {{ lensFuture }} future
Status mix
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AI classification mix
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All use cases
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Top priorities

This team's top 5 by Business priority — the signal leaders see.

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Reporting

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Departments set their own Business priority on their top use cases. Executives layer an organizational priority on top. Where the two diverge is where the conversation is.

Business priority set
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Top org priority (High)
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Awaiting exec rating
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Drift
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Business priority by department

Each row is a department, ordered by Business priority #1 (left) to #5 (right). Use the dropdown in any slot to change a use case's Business priority.

Department
Business Priority {{ rh }}
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None
Organizational priority by department

Each department's ranked use cases — set the executive organizational priority in any slot.

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Business Priority
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Org Priority
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Alignment: Business priority vs org priority

Rows = department Business priority · columns = executive Org priority, banded the same way. The diagonal = agreement; top-right & bottom-left = divergence worth a look.

Business ↓ / Org →
Org Priority 1
Org Priority 2–3
Org Priority 4–5 / Unrated
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Drift — needs attention
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Stuck >30 days in a stage, or a high-priority use case with no recent update.

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Reporting

The State of AI at Pega

Counts and distribution across the portfolio. Click any bar to open the matching use cases in the inventory.

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Total Use Cases
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Current
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Status = In Development / Pilot / Live
Future Backlog
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Status = Idea / Discovery / Feasibility / Planned
Live in Production
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Short on time? AI Assist can draft these fields from a quick description — it checks with you before changing anything you've already filled in.
AI Assist
Describe the use case (or just the parts you know). I'll fill the matching fields. If a field already has a value, I'll ask before changing it.
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Nothing changes until you review the suggestions.
Reading your description…
Here's What I Can Do
I'll fill these empty fields
These are blank right now, so I'll fill them in for you.
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These already have values — your call
·
I won't change these unless you pick the AI value.
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Keep yours{{ c.keepMark }}
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Use AI{{ c.aiMark }}
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This record is locked to {{ editLockOwner }} while you edit. The lock is released on save or cancel and expires after 60 minutes of inactivity.
Read by everyone scanning the inventory — make it recognizable at a glance. Maximum 101 characters.
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Read by leaders deciding whether to invest — what's painful today, and for whom. Maximum 1001 characters.
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The team or business area that owns this use case.
Person accountable for the outcome — who to ask.
How much of the work the AI carries.
Where it stands today.
Set by the department after the use case is created.
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Set by an executive leader after the use case is created.
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Changes to status are recorded in this use case's History — stamped with your name and the date — so the audit trail stays intact.
Select up to 3 predefined Focus Area strategic initiatives.
Maximum of 3 tags per use case — remove one before adding another.
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Select any Pega applications this use case is attached to. Choose as many as apply.
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Unavailable
The primary AI tool this use case runs on. Leave as "No Tool" if none applies. The list is managed in Admin → AI Tools.
How will you know this use case is working? Define measurable outcomes. Maximum 1001 characters.
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Activities & Time Savings
Optional {{ formActivityCount }} activities · {{ formActivityHoursYr }} est. hrs/yr saved

Break the use case into the tasks it touches. For each, capture how long it takes before and after AI — we estimate hours saved per year.

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Frequency
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Volume
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AI Role
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AI Tools
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Complexity
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Before {{ a.before }}m
After {{ a.after }}m
Hrs/yr {{ a.hrsYr }}
Reduction{{ a.red }}%
Archive this use case
Hidden from the inventory and reports, but its history is kept. It stays visible in the Archived tab and can be restored.
Upload a document — we'll read it for you

Drop in a PDF, Word, PowerPoint, Excel, Image, or Text file describing your AI ideas. We read it and draft use cases you can review before creating. Or upload a filled-in CSV template. We'll draft up to 200 use cases from a single file.

Reading {{ bulkFileName }} and drafting use cases…
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Loaded {{ bulkFileName }} {{ bulkValidCount }} ready{{ bulkAttentionText }}
Prefer a spreadsheet?

Download a CSV with the right columns and one example row, fill it in, and upload it above. Add one use case per row — up to 200 use cases per file. Name, Description/Problem, Department, AI Classification, Status and Success criteria are required; separate Tags and Applications with a semicolon. AI Tool is optional — leave it blank for No Tool. You can also re-upload a CSV you exported from the catalog — it round-trips exactly. Using your own spreadsheet with different columns? We'll read it with AI and map it onto these fields for you to review.

Fields we capture: {{ bulkColsText }}
Preview · {{ bulkRowCount }} rows
Row Use Case Status Result
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Description
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Department
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Focus Area
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Administration

Manage the inventory

Review the listings within your access rights and maintain records where permitted.

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Use Case
Department
Lifecycle
Record
Actions
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No listings match your search.
No records available
There are no AI use cases within your current access rights.
Users and role assignments
Each user holds exactly one role. Business function leaders are pinned to a single department.
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Department: {{ u.deptLabel }}
Add user profile
Limits which use cases' business priority this leader can set.
Executive leaders by department
These names appear beneath department headings in the catalog and department views. Add one or more executive leaders per department by email to control who can set that department's business priority — names can be duplicated, emails are unique.
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Applications
The list of Pega applications a use case can be attached to. Add, rename or remove entries — changes appear in the use case form, catalog column and reporting.
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{{ applicationCount }} application(s) defined.
AI Tools
The list of AI tools a use case can be built on. Add, rename or remove entries — changes appear in the use case form, catalog filter and reporting. A use case with no tool selected reads as "No Tool".
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{{ aiToolCount }} AI tool(s) defined.
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Add role
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Description

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The priority
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Business Priority
Set by {{ qv.deptName }} · 1 = highest
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Organizational Priority
Set by executive leaders
Where it lives
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Business Owner · {{ qv.ownerName }}
Details
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Export inventory data
Choose the fields and authorized records to include in the CSV.
Fields
Records{{ exportRecordCount }} available
No authorized records match the current catalog filters.
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History
Priority and status changes — who did what, and when.
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Archive this use case?

{{ confirmArchiveName }} will leave the inventory, reports, and prioritization. Its record and history are kept, and it can be restored anytime.

To permanently delete a duplicate or test entry, an admin can do that from the archive.

Archive {{ confirmBulkArchiveCount }} use cases?

The selected use cases will leave the inventory, reports, and prioritization. Their records and history are kept, and they can be restored anytime.

Possible duplicate use case

A use case titled {{ dupWarnName }} looks similar to one that already exists in the inventory:

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Creating a duplicate makes reporting, tracking, and governance harder. Review the existing use case first, or create this one anyway if it is genuinely different.