Role-Based Programme
RB0195

Perplexity for Operations

Practical AI for Operational Research, Process Intelligence & Decision Support

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity for practical Operations research and information-analysis activities.
  • Apply structured querying techniques for process research, operational benchmarking, vendor intelligence, issue investigation, and improvement planning.
  • Use Perplexity to combine current external information with approved operational documents and files.
  • Evaluate source credibility, recency, evidence quality, and conflicting information before applying findings to operational decisions.
  • Build reusable AI-assisted Operations research workflows using Projects while maintaining confidentiality, accuracy, traceability, and human operational judgement.

Tools covered

Perplexity SearchPro SearchResearchSource CitationsFile AnalysisProjectsInternal Knowledge Search

Who should attend

  • Operations Executives
  • Operations Managers
  • Business Operations Professionals
  • Operations Analysts
  • Process Excellence Professionals
  • Continuous Improvement Professionals
  • Service Operations Professionals
  • Production Operations Professionals
  • Supply Chain Operations Professionals
  • Quality & Process Professionals
  • Service Delivery Professionals
  • Shared Services Professionals
  • Operations Team Leaders
  • Functional Managers Responsible for Operational Delivery

Prerequisites & Participant Readiness

  • Basic understanding of operational processes and day-to-day business activities
  • Familiarity with SOPs, trackers, reports, vendors, performance measures, or operational issues
  • Basic document and spreadsheet-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Perplexity experience required
  • Participants should use anonymised or organisation-approved operational information during practical exercises
  • Safety-critical, regulatory, production-impacting, or commercial decisions must remain subject to authorised human review

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform
  • Understanding the role of source-backed intelligence in operational decision support
  • Identifying applications across process research, vendor evaluation, benchmarking, problem investigation, and improvement
  • Understanding citations, source credibility, recency, confidentiality, and verification requirements
Practical activities
  • Exploring Perplexity through common operational questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing sources supporting a sample operational answer
  • Identifying Operations activities where current external research adds value

Scenarios

Operational Process to Improvement Opportunity

Existing Process → Internal File Analysis → Perplexity Research → Industry Practices & Benchmarks → Gap Identification → Improvement Questions → Operations Review

Participants combine approved internal process information with current external evidence to identify potential improvement areas without treating external benchmarks as automatic internal targets.

Operational Issue to Evidence-Based Action

Operational Issue → Internal Evidence → Perplexity Search / Research → Possible Causes → Source Comparison → Investigation Questions → Improvement Options → Management Brief

Participants investigate a recurring operational issue using internal evidence and source-backed external research and convert validated findings into structured questions and practical improvement options for management review.

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