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Watson
    The IBM Jeopardy! Challenge
                    Jim De Piante, PMP
                    Executive Project Manager
                       IBM Research
© 2011 IBM
Video clip 1
Jim De Piante, PMP
             Executive Project Manager
                IBM Research

                                         Watson
               The IBM Jeopardy! Challenge
© 2011 IBM
Watson wins




              February 16, 2011

                                  © 2011 IBM   4
At a restaurant in upstate New York




      Charles Lickel


                        Ken Jennings


                                       © 2011 IBM   5
Deep Blue




            May 11, 1997

                           © 2011 IBM   6
The next Grand Challenge
                  • Difficult problem
                  • Broader audience
                  • Scientific community
                  • Relevant to clients




                                      © 2011 IBM   7
IBM Research pursues the idea




                      Dave Ferrucci


    Paul Horn

                                      © 2011 IBM   8
What they were in for

 2 hours    3 seconds



           Wrong 66%    Right 90%



                Simple questions    Quirky clues


                                       © 2011 IBM   9
Dave Ferrucci meets Harry Friedman




Harry Friedman




                               © 2011 IBM   10
Early sparring match




                       © 2011 IBM   11
Sparring matches with champions




                 Former Jeopardy! champions


    Todd Crain

                                   © 2011 IBM   12
© 2011 IBM   ‹#›
Watson’s record




       Ken Jennings   Brad Rutter
                                    © 2011 IBM   14
Watson was a contender




    Press conference after the practice match


                                            © 2011 IBM   15
Show time




            © 2011 IBM   16
All there to witness…




                        © 2011 IBM   17
End of round 1




                 © 2011 IBM   18
The result




             © 2011 IBM   19
Watson




         © 2011 IBM   20
Watson
    The role ofProject
© 2011 IBM
             Management
• Scope
      • Schedule
      • Budget
      • Risk
      • Stakeholders
      • Communications
      • Change
      • Procurement
      • Integration

© 2011 IBM
Scope
© 2011 IBM
Scope
   Win on Jeopardy!
    • Against the best of the best
    • In early 2011
   Radically new technology
    • Architecture
    • Software
   HW configuration
   Marketing / Communications
   Scientific research
    • 55 sparring matches
    • Research papers
   Asset to commercialize

                                     © 2011 IBM   24
Unlike any other project
 One of a kind
  • Unprecedented
  • No “methodology”
  • SW development, but not
 Division of responsibilities
  • Principal Investigator
  • Project Managers
 IBM infrastructure not suited
 Creative use of PM techniques
  • Flexibility
  • Non-rigorous

                                  © 2011 IBM   25
Principal Investigator
   Deep QA software
    • Architecture
    • Algorithms
    • Development
    • Integration
   Watson hardware
    • Configuration
    • Scale-out
    • Optimization
   Front end
    • Game strategy
    • Betting          David Ferrucci, PhD
    • Watson’s voice
    • Game state


                                         © 2011 IBM   26
Project Managers
1.    Project communications
2.    Procurement
3.    Stakeholder management
4.    Elements of the budget
5.    Milestone management
6.    Dependencies                    David Shepler, PMP
7.    Risk management
8.    Sparring matches
9.    Contestant management
10.   Negotiations
11.   Change management
12.   Hardware build-out
13.   Move to Hollywood
14.   The set at IBM Research
15.   Integration of all elements   Jim De Piante, PMP

                                                  © 2011 IBM   27
Schedule
© 2011 IBM
One unyielding deadline
   Early 2011
   Public commitment
   IBM Research: Grand Challenge
   Hollywood: Ratings


Jeopardy! Challenge …..……|………………………|……..




                                    © 2011 IBM   29
Shelf life of clues




                      © 2011 IBM   30
Budget
© 2011 IBM
Budget
 Severely constrained
  • Immutable deadline
  • Fixed scope
  • Financial pressures
 Managed at several levels
 Principal Investigator
  • Development resources
  • Department travel
 Project Managers
  • Hardware
  • Other travel
  • Procurement

                              © 2011 IBM   32
Risk
© 2011 IBM
Key risks
 Technology
 Reputation (brand)
 Schedule
 Perceptions
  • Might seem too easy
  • If Watson wins
  • If Watson loses
  • HAL-like associations
 Failure                  Rep. Holt beats Watson?
  • Show might not air
  • Watson could lose
 Move Watson to Hollywood          Not!

                                           © 2011 IBM   34
Perceptions
 Negative perceptions
  • Jeopardy! (Sony)
  • IBM
 Risk analysis
  • Probability: high
  • Effect: high
  • Position: avoid
 Actions
  • Avatar
  • Voice
  • Publicity

                         © 2011 IBM   35
Move to Hollywood
 Watson damaged in transit
  • Probability: low
  • Effect: devastating
  • Position: mitigate
 Risk analysis
  • Likelihood of accident
  • Likelihood of damage
 Actions considered
  • Second system
  • Fly/drive
  • Choice of supplier
 Action: change approach


                              © 2011 IBM   36
Stakeholders
© 2011 IBM
Stakeholder groups
   IBM Research
   Sony Pictures
   Ogilvy
   Talent
   IBM internal
    • Marketing
    • Legal
    • Procurement
    • Industrial Design
    • Systems Technology Group


                                 © 2011 IBM   38
Yorktown
             Heights


Hollywood




            © 2011 IBM   39
IBM Research
   Creative culture
   Desire for flexibility
   Not used to PM approach
   Worried about perceptions
   Protective of brand
   Communication style
   Contracts
   Science
   IBM




                                © 2011 IBM   40
Sony Pictures
   Creative culture
   Desire for flexibility
   Not used to PM approach
   Worried about perceptions
   Protective of brand
   Communication style
   Contracts
   Entertainment
   Hollywood




                                © 2011 IBM   41
What they had in common
   Creative culture
   Desire for flexibility
   Not used to PM approach
   Worried about perceptions
   Protective of brand




                                © 2011 IBM   42
Where they were different
 Motives for the project
  • Science and product revenue
  • Entertainment and ad revenue
 Contracts
 Culture
 Communications
  • Internally
  • Externally




                                   © 2011 IBM   43
Communications
© 2011 IBM
Communications approach
 Speak several languages
  • IBM
  • IBM Research
  • Hollywood
  • Legal
  • Procurement
  • Marketing
  • IP Law
 Use various means
 Update frequently



                            © 2011 IBM   45
Change
© 2011 IBM
Approach to change
 Facilitate change
  • Know alternatives
  • Know costs
 Isolate change
  • System: PI
  • Everything else: PMs
 Two examples
  • Watson’s hand
  • Match venue



                           © 2011 IBM   47
The hand of Watson
 Plan
  • Watson receives clue
  • Watson buzzes electronically
 Rationale for change
  • Avoid perception problems
  • Level playing field
 Create mechanical hand
  • IBM Research facilities
  • Working prototype in 3 weeks
 New risk
  • Introduced slight delay
  • Possibly lose the buzz

                                   © 2011 IBM   48
Change of venue
   Plan
    • Watson goes to Hollywood
    • Wheel-of-Fortune set
   Rationale for change
    • Avoid perception problems
    • On IBM Research turf
   Create full Jeopardy! set
    • Huge undertaking
    • Watson stays in Yorktown Heights
    • Jeopardy! comes to IBM Research
   Opportunities seized
    • Reduced risk of the move
    • Showcase IBM Research facility

                                         © 2011 IBM   49
Procurement
© 2011 IBM
Procurement
 Key PM focus
 Highly specialized needs
 Sole source
 Key areas
  • Talent
  • Compliance
  • Contestants
 Outside the IBM norm
  • Processes
  • Skills


                             © 2011 IBM   51
Talent
 Challenge
  • Role of Alex Trebek
  • Short lead time
 New world for IBM
  • Specification
  • Actor’s guild
 Solution
  • Sole source
  • Known quantity

                          Todd Allen Crain

                                        © 2011 IBM   52
Compliance and integrity
 Challenge
  • Game-show compliance
  • Challenge integrity
 New world for IBM
                           Alex Hendrie
  • Specification
  • Making payments
 Solution
  • Sole source
  • Jeopardy’s supplier



                                      © 2011 IBM   53
Sparring contestants
 Challenge
  • Former Jeopardy! contestants
  • Manage the logistics
  • Tight scheduling
 Solution
  • Considered “cattle call”
  • Solicit through Jeopardy!
  • Hire as consultants




                                   © 2011 IBM   54
Contestant management
   Challenge
    • Find the right skills
    • Outsource completely
   Solution
    • Sole source
    • Existing approach           Josiane Emorine and Alex Trebek
    • Existing supplier
    • Explicit specification
    • Detailed process definition
    • Supplier web site
    • Supplier travel agency
    • Supplier disbursement
    • Extreme empowerment

                                                     © 2011 IBM   55
Integration
© 2011 IBM
Integration
 Crisp boundaries
 Communication
 Blended approach
  • Co-location
  • Virtual
 Tight linkages
  • Researchers
  • Sony Pictures
 Milestone driven
  • Clear goals
  • Clear deadlines

                      © 2011 IBM   57
What next for
       Watson
© 2011 IBM
                   ?
Does Watson think?




         “Does a submarine swim?”

                                    © 2011 IBM   59
What does Watson do?

                 Deep




                        © 2011 IBM   60
The future




             © 2011 IBM   61
Nuance
  ARMONK, NY and BURLINGTON, MA – 17 Feb 2011
 IBM and Nuance Communications today announced a
     research agreement to explore, develop and
commercialize the Watson computing system's advanced
    analytics capabilities in the healthcare industry.




                                             © 2011 IBM   62
WellPoint
   INDIANAPOLIS and ARMONK, NY – 12 Sep 2011
  WellPoint, Inc. (NYSE: WLP), and IBM (NYSE: IBM)
  announced an agreement today to create the first
commercial applications of the IBM Watson technology.




                                             © 2011 IBM   63
Watson
    The IBM Jeopardy! Challenge
                    Jim De Piante, PMP
                    Executive Project Manager
                       IBM Research
© 2011 IBM

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Jim depiante

  • 1. Watson The IBM Jeopardy! Challenge Jim De Piante, PMP Executive Project Manager IBM Research © 2011 IBM
  • 3. Jim De Piante, PMP Executive Project Manager IBM Research Watson The IBM Jeopardy! Challenge © 2011 IBM
  • 4. Watson wins February 16, 2011 © 2011 IBM 4
  • 5. At a restaurant in upstate New York Charles Lickel Ken Jennings © 2011 IBM 5
  • 6. Deep Blue May 11, 1997 © 2011 IBM 6
  • 7. The next Grand Challenge • Difficult problem • Broader audience • Scientific community • Relevant to clients © 2011 IBM 7
  • 8. IBM Research pursues the idea Dave Ferrucci Paul Horn © 2011 IBM 8
  • 9. What they were in for 2 hours 3 seconds Wrong 66% Right 90% Simple questions Quirky clues © 2011 IBM 9
  • 10. Dave Ferrucci meets Harry Friedman Harry Friedman © 2011 IBM 10
  • 11. Early sparring match © 2011 IBM 11
  • 12. Sparring matches with champions Former Jeopardy! champions Todd Crain © 2011 IBM 12
  • 13. © 2011 IBM ‹#›
  • 14. Watson’s record Ken Jennings Brad Rutter © 2011 IBM 14
  • 15. Watson was a contender Press conference after the practice match © 2011 IBM 15
  • 16. Show time © 2011 IBM 16
  • 17. All there to witness… © 2011 IBM 17
  • 18. End of round 1 © 2011 IBM 18
  • 19. The result © 2011 IBM 19
  • 20. Watson © 2011 IBM 20
  • 21. Watson The role ofProject © 2011 IBM Management
  • 22. • Scope • Schedule • Budget • Risk • Stakeholders • Communications • Change • Procurement • Integration © 2011 IBM
  • 24. Scope  Win on Jeopardy! • Against the best of the best • In early 2011  Radically new technology • Architecture • Software  HW configuration  Marketing / Communications  Scientific research • 55 sparring matches • Research papers  Asset to commercialize © 2011 IBM 24
  • 25. Unlike any other project  One of a kind • Unprecedented • No “methodology” • SW development, but not  Division of responsibilities • Principal Investigator • Project Managers  IBM infrastructure not suited  Creative use of PM techniques • Flexibility • Non-rigorous © 2011 IBM 25
  • 26. Principal Investigator  Deep QA software • Architecture • Algorithms • Development • Integration  Watson hardware • Configuration • Scale-out • Optimization  Front end • Game strategy • Betting David Ferrucci, PhD • Watson’s voice • Game state © 2011 IBM 26
  • 27. Project Managers 1. Project communications 2. Procurement 3. Stakeholder management 4. Elements of the budget 5. Milestone management 6. Dependencies David Shepler, PMP 7. Risk management 8. Sparring matches 9. Contestant management 10. Negotiations 11. Change management 12. Hardware build-out 13. Move to Hollywood 14. The set at IBM Research 15. Integration of all elements Jim De Piante, PMP © 2011 IBM 27
  • 29. One unyielding deadline  Early 2011  Public commitment  IBM Research: Grand Challenge  Hollywood: Ratings Jeopardy! Challenge …..……|………………………|…….. © 2011 IBM 29
  • 30. Shelf life of clues © 2011 IBM 30
  • 32. Budget  Severely constrained • Immutable deadline • Fixed scope • Financial pressures  Managed at several levels  Principal Investigator • Development resources • Department travel  Project Managers • Hardware • Other travel • Procurement © 2011 IBM 32
  • 34. Key risks  Technology  Reputation (brand)  Schedule  Perceptions • Might seem too easy • If Watson wins • If Watson loses • HAL-like associations  Failure Rep. Holt beats Watson? • Show might not air • Watson could lose  Move Watson to Hollywood Not! © 2011 IBM 34
  • 35. Perceptions  Negative perceptions • Jeopardy! (Sony) • IBM  Risk analysis • Probability: high • Effect: high • Position: avoid  Actions • Avatar • Voice • Publicity © 2011 IBM 35
  • 36. Move to Hollywood  Watson damaged in transit • Probability: low • Effect: devastating • Position: mitigate  Risk analysis • Likelihood of accident • Likelihood of damage  Actions considered • Second system • Fly/drive • Choice of supplier  Action: change approach © 2011 IBM 36
  • 38. Stakeholder groups  IBM Research  Sony Pictures  Ogilvy  Talent  IBM internal • Marketing • Legal • Procurement • Industrial Design • Systems Technology Group © 2011 IBM 38
  • 39. Yorktown Heights Hollywood © 2011 IBM 39
  • 40. IBM Research  Creative culture  Desire for flexibility  Not used to PM approach  Worried about perceptions  Protective of brand  Communication style  Contracts  Science  IBM © 2011 IBM 40
  • 41. Sony Pictures  Creative culture  Desire for flexibility  Not used to PM approach  Worried about perceptions  Protective of brand  Communication style  Contracts  Entertainment  Hollywood © 2011 IBM 41
  • 42. What they had in common  Creative culture  Desire for flexibility  Not used to PM approach  Worried about perceptions  Protective of brand © 2011 IBM 42
  • 43. Where they were different  Motives for the project • Science and product revenue • Entertainment and ad revenue  Contracts  Culture  Communications • Internally • Externally © 2011 IBM 43
  • 45. Communications approach  Speak several languages • IBM • IBM Research • Hollywood • Legal • Procurement • Marketing • IP Law  Use various means  Update frequently © 2011 IBM 45
  • 47. Approach to change  Facilitate change • Know alternatives • Know costs  Isolate change • System: PI • Everything else: PMs  Two examples • Watson’s hand • Match venue © 2011 IBM 47
  • 48. The hand of Watson  Plan • Watson receives clue • Watson buzzes electronically  Rationale for change • Avoid perception problems • Level playing field  Create mechanical hand • IBM Research facilities • Working prototype in 3 weeks  New risk • Introduced slight delay • Possibly lose the buzz © 2011 IBM 48
  • 49. Change of venue  Plan • Watson goes to Hollywood • Wheel-of-Fortune set  Rationale for change • Avoid perception problems • On IBM Research turf  Create full Jeopardy! set • Huge undertaking • Watson stays in Yorktown Heights • Jeopardy! comes to IBM Research  Opportunities seized • Reduced risk of the move • Showcase IBM Research facility © 2011 IBM 49
  • 51. Procurement  Key PM focus  Highly specialized needs  Sole source  Key areas • Talent • Compliance • Contestants  Outside the IBM norm • Processes • Skills © 2011 IBM 51
  • 52. Talent  Challenge • Role of Alex Trebek • Short lead time  New world for IBM • Specification • Actor’s guild  Solution • Sole source • Known quantity Todd Allen Crain © 2011 IBM 52
  • 53. Compliance and integrity  Challenge • Game-show compliance • Challenge integrity  New world for IBM Alex Hendrie • Specification • Making payments  Solution • Sole source • Jeopardy’s supplier © 2011 IBM 53
  • 54. Sparring contestants  Challenge • Former Jeopardy! contestants • Manage the logistics • Tight scheduling  Solution • Considered “cattle call” • Solicit through Jeopardy! • Hire as consultants © 2011 IBM 54
  • 55. Contestant management  Challenge • Find the right skills • Outsource completely  Solution • Sole source • Existing approach Josiane Emorine and Alex Trebek • Existing supplier • Explicit specification • Detailed process definition • Supplier web site • Supplier travel agency • Supplier disbursement • Extreme empowerment © 2011 IBM 55
  • 57. Integration  Crisp boundaries  Communication  Blended approach • Co-location • Virtual  Tight linkages • Researchers • Sony Pictures  Milestone driven • Clear goals • Clear deadlines © 2011 IBM 57
  • 58. What next for Watson © 2011 IBM ?
  • 59. Does Watson think? “Does a submarine swim?” © 2011 IBM 59
  • 60. What does Watson do? Deep © 2011 IBM 60
  • 61. The future © 2011 IBM 61
  • 62. Nuance ARMONK, NY and BURLINGTON, MA – 17 Feb 2011 IBM and Nuance Communications today announced a research agreement to explore, develop and commercialize the Watson computing system's advanced analytics capabilities in the healthcare industry. © 2011 IBM 62
  • 63. WellPoint INDIANAPOLIS and ARMONK, NY – 12 Sep 2011 WellPoint, Inc. (NYSE: WLP), and IBM (NYSE: IBM) announced an agreement today to create the first commercial applications of the IBM Watson technology. © 2011 IBM 63
  • 64. Watson The IBM Jeopardy! Challenge Jim De Piante, PMP Executive Project Manager IBM Research © 2011 IBM