The Challenge
PM information overload.
Project Managers are often the unsung heroes of professional services. It’s a high-pressure, high-stakes role that requires making sense of massive amounts of data, navigating constant shifts in priorities, and determining what truly demands attention versus what can be delegated.
The Solution
obPM: The AI Agent who believes they’re a PM
In analyzing the project manager role, priority was given to data crunching—identifying what’s working, flagging potential risks, and surfacing predictive indicators of success. The obPM bot scans massive volumes of information and delivers outputs at any level of precision, from 10,000-foot executive summaries to detailed individual action plans. This frees project managers to spend more time with clients and teams, while addressing issues before they escalate into major problems.
The Agentic Architecture
AWS Lambda (Serverless Architecture)
Built on AWS Lambda, obJuan leverages a fully serverless design that automatically scales to handle workloads ranging from a handful of requests to thousands without the need for manual infrastructure management. This architecture reduces costs by charging only for compute time used, eliminating idle-server expenses common in traditional environments. Beyond cost-efficiency, Lambda ensures high availability and fault tolerance by distributing workloads across multiple availability zones, while also simplifying development and deployment so teams can roll out updates and iterations faster. AWS Lambda, when paired with API Gateway WebSockets, enables low-latency, event-driven communication that delivers the best performance for serverless applications.
AWS Bedrock + Claude Model + WebSockets
obJuan integrates with AWS Bedrock to access the Claude model, which provides advanced natural language understanding, contextual reasoning, and human-like conversational capabilities. To optimize performance and minimize hallucinations, queries are transmitted via WebSockets for real-time speed and efficiency, while responses are structured in JSON for Claude’s input. This approach leverages inherent data safeguards, ensuring outputs remain safe, ethical, and reliable.
AWS Redshift Integration
For analytics and secure data access, obJuan connects directly to AWS Redshift, a fully managed, high-performance data warehouse. Redshift’s columnar storage and massively parallel processing (MPP) allow obJuan to execute complex queries against large datasets quickly, enabling near real-time insights into users, projects, and budgets. Built-in encryption (at rest and in transit), role-based access control, and IAM integration safeguard sensitive information.
Deep Dive Functionality
Prompt Engineering Admin
To train and evolve obPM, a custom admin experience allows Subject Matter Experts to craft and refine prompts and responses in real time against live data, without requiring code changes.
Advanced Data Reasoning and Analysis
obJuan leverages project plan, tasking, and user allocation data to generate concise executive project summaries. These summaries allow stakeholders to quickly grasp project status without digging into raw data. obJuan also provides detailed budget tracking, monitoring expenditures against allocated funds, identifying overruns, and forecasting both resources and financial needs required for successful completion. Beyond financials, obJuan analyzes user-level performance metrics such as task completion rates and time efficiency, offering insights to optimize staffing and improve team productivity. In addition, obJuan is capable of answering complex project-related questions by drawing on data-driven insights to support smarter decision-making around resource allocation, timelines, and risk management.
Agentic Capabilities for Proactive Management
obPM incorporates agentic functionality to move from passive reporting into proactive management. It can review and schedule user PTO, ensuring time off aligns with project timelines and team availability. By analyzing both past and upcoming tasks, obJuan identifies patterns, predicts potential bottlenecks, and suggests workflow optimizations before issues arise. It also reviews files and tracks user-changed data activity, maintaining data integrity and providing audit trails for compliance and project documentation. Finally, obJuan’s predictability services forecast future project performance and even individual user contributions, leveraging historical trends and real-time data to improve planning accuracy.