AWS Machine Learning Blog 09月04日
Proofpoint 引入 Amazon Q Business 提升专业服务效率
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Proofpoint 成功将 Amazon Q Business 集成到其专业服务中,显著提升了运营效率和客户价值。通过部署 Amazon Q Apps,Proofpoint 的顾问在行政任务上实现了 40% 的生产力提升,每年节省超过 18,300 小时。这些时间节省主要体现在客户数据分析、报告生成、会议总结和续约论证等方面。此次整合不仅优化了服务交付流程,还通过增强知识获取和客户理解,为客户带来了更高价值。Proofpoint 强调了数据策略、高质量文档以及持续的定制化和管理是实现 Amazon Q Business 最佳效益的关键,并计划未来扩展更多数据源和自动化工作流,以进一步重塑网络安全服务。

🚀 **显著提升生产力与效率**:Proofpoint 将 Amazon Q Business 集成到其专业服务团队中,实现了 40% 的生产力提升,每年节省超过 18,300 小时。这主要得益于 Amazon Q Apps 在支持客户数据分析、生成行政报告、总结会议内容以及准备续约论证等方面的自动化和优化,使顾问能将更多精力投入到战略性工作和客户互动中。

💡 **驱动更深层次的客户洞察**:通过利用 Amazon Q Business 的 AI 能力,Proofpoint 能够进行更深入的客户环境分析,提供细粒度的见解。例如,Amazon Q Apps 可以比较客户健康检查报告,识别关键变化并生成摘要,从而改进沟通,提升客户满意度,并为客户提供更具针对性的价值主张。

🛠️ **定制化应用与数据策略是成功的关键**:Proofpoint 开发了超过 30 个定制化的 Amazon Q Apps 来解决具体的服务挑战,如自动化跟进邮件、健康检查分析、续约理由撰写和定制化回复。其成功的关键在于扎实的数据策略,包括高质量的文档管理、知识捕获以及对 Amazon Q Business 的持续测试和优化,确保 AI 助手始终提供准确、最新的信息。

🌐 **面向未来的扩展与智能化**:Proofpoint 计划进一步扩展 Amazon Q Business 的应用范围,纳入更多数据源(如 Salesforce、Confluence 等)并利用 Amazon Q Business Actions 实现更广泛的工具集成和自动化工作流。通过实验agentic功能,Proofpoint 旨在实现更智能的查询路由和跨应用交互,以持续优化服务交付,提供更个性化的客户体验。

This post was written with Stephen Coverdale and Alessandra Filice of Proofpoint.

At the forefront of cybersecurity innovation, Proofpoint has redefined its professional services by integrating Amazon Q Business, a fully managed, generative AI powered assistant that you can configure to answer questions, provide summaries, generate content, and complete tasks based on your enterprise data. This synergy has transformed how Proofpoint delivers value to its customers, optimizing service efficiency and driving useful insights. In this post, we explore how Amazon Q Business transformed Proofpoint’s professional services, detailing its deployment, functionality, and future roadmap.

We started this journey in January 2024 and launched production use within the services team in October 2024. Since that time, the active users have achieved a 40% productivity increase in administrative tasks, with Amazon Q Apps now saving us over 18,300 hours annually. The impact has been significant given that consultants typically spend about 12 hours per week on non-call administrative tasks.

The time savings are evident in several key areas:

Beyond these time savings, we’ve seen benefits in upskilling our teams with better access to knowledge, delivering additional value to clients, improving our renewal processes, and gaining deeper customer understanding through Amazon Q Business. This productivity increase means our consultants can focus more time on strategic initiatives and direct customer engagement, ultimately delivering higher value to our customers.

A paradigm shift in cybersecurity service delivery

Proofpoint’s commitment to evolving our customer interactions into delightful experiences led us to adopt Amazon Q Business across our services and consulting teams. This integration has enabled:

Transformative use cases through Amazon Q Apps

Amazon Q Business has been instrumental in our deployment, and we’ve developed over 30 custom Amazon Q Apps, each addressing specific challenges within our service portfolio.

Some of the use cases are:

1. Follow-up email automation

2. Health check analysis

3. Renewal justifications

4. Drafting custom responses

The following diagram shows the Proofpoint use cases for Amazon Q Business.

The following diagram shows the Proofpoint implementation. Proofpoint Chat UI is the front end that connects to Amazon Q Business, which connects to data sources in Amazon Simple Storage Service (Amazon S3), Amazon Redshift, Microsoft SharePoint, and Totango.

Data strategy: Laying the foundation to a successful deployment

Proofpoint’s successful integration of Amazon Q Business followed a comprehensive data strategy and a phased deployment approach. The journey involved crucial data preparation and documentation overhaul with key aspects noted below.

Quality documentation:

Knowledge capture:

We’ve primarily used Microsoft SharePoint document libraries to manage and support this process, and we’re now replicating this model as we onboard additional teams. Conducting sufficient testing that Amazon Q Business remains accurate is a key to maintaining the high efficacy we’ve seen from the results.

Going forward, we’re also expanding our data strategy to capture more information and insights into our customer journey. We want to make more data sources available to Amazon Q Business to expand this project scope so it covers more work tasks and more teams.

Journey of our successful Amazon Q Business rollout

Through our AWS Enterprise Support relationship, Proofpoint received full support on this project from the AWS account team, who helped us evaluate in detail the viability of the project and use expert technical resources. They engaged fully to help our teams with the use of service features and functionality and gain early usage of new feature previews. These helped us optimize and align our development timelines with the service roadmaps.

We established a rigorous vetting process for new documents to maintain data quality and developed strategies to document institutional knowledge. This made sure our AI assistant was trained in the most accurate and up-to-date information. This process enlightened us to the full benefits of Amazon Q Business.

The pilot and discovery phases were critical in shaping our AI strategy. We quickly identified the limitations of solely having the chat functionality and recognized the game-changing potential of Amazon Q Apps. To make sure we were addressing real needs, we conducted in-depth interviews with consultants to determine pain points so we could then invest in developing the Amazon Q Apps that would provide the most benefits and time savings. App development and refinement became a central focus of our efforts. We spent a significant amount of time prompt engineering our apps to provide consistent high-quality results that would provide practical value to our users and encourage them to adopt the apps as part of their processes. We also continued updating the weighting of our documents, using the metadata to enhance the output. This additional work upfront led to a successful deployment.

Lessons learned

Throughout our journey of integrating Amazon Q Business, we’ve gleaned valuable lessons that have shaped our approach to AI implementation within our services and consulting areas. One of the most compelling insights is the importance of a robust data strategy. We’ve learned that AI is only as smart as we make it, and the quality of data fed into the system directly impacts its performance. This realization led us to invest significant time in identifying avenues to make our AI smarter, with a focus on developing a clear data strategy across our services and consulting teams to make sure we realize the full benefits of AI. We also discovered that having AI thought leaders embedded within our services function is key to the success of AI implementation, to bring that necessary understanding of both the technology and our business processes.

Another lesson was that time investment is required to get the most out of Amazon Q Business. The customization and ongoing management are key to delivering optimal results. We found that creating custom apps is the most effective route to adoption. Amazon Q Business features no-code simplicity for creating the apps by business-oriented teams instead of programmers. The prompt engineering required to provide high-quality and consistent results is a time-intensive process. This underscores the need for dedicated resources with expertise in AI, our business, and our processes.

Experimentation on agentic features

Amazon Q Business has taken a significant leap forward in enhancing workplace productivity with the introduction of an intelligent orchestration feature for Amazon Q Business. This feature transforms how users interact with their enterprise data and applications by automatically directing queries to appropriate data sources and plugins. Instead of manually switching between different work applications, users now seamlessly interact with popular business tools such as Jira, Salesforce, ServiceNow, Smartsheet, and PagerDuty through a single conversational interface. The feature uses Retrieval Augmented Generation (RAG) data for enterprise-specific knowledge and works with both built-in and custom plugins, making it a powerful addition to the workplace technology landscape. We’re experimenting on agentic integration with Totango and a few other custom plugins with Orchestrator and are seeing good results.

Looking ahead

Looking ahead, Proofpoint has outlined an ambitious roadmap for expanding our Amazon Q Business deployment across our customer-facing teams. The key priorities of this roadmap include:

    Expansion of data sources – Proofpoint will be working to incorporate more data sources, helping to unify our information across our teams and allowing for a more comprehensive view of our customers. This will include using the many Amazon Q Business data source connectors, such as Salesforce, Confluence, Amazon S3, and Smartsheet, and will expand the impact of our Amazon Q Apps. Using Amazon Q Business actions – Building on our successful Amazon Q deployment, Proofpoint is set to enhance its tool integration strategy to further streamline operations and reduce administrative burden. We plan to take advantage of Amazon Q Business actions using the plugin capabilities so we can post data into our different customer success tools. With this integration approach, we can take note of more detailed customer insights. For example, we can capture project progress from a meeting transcript and store it in our customer success tool to identify sentiment concerns. We’ll be able to gather richer data about our customer engagements, which translates to providing even greater and more personalized service to our customers. Automated workflows – Future enhancements will include expanded automation and integrations to further streamline our service delivery. By combining our enhanced data sources with automated actions, we can make sure our teams receive the right information and insights at the right time while reducing manual intervention. Data strategy enhancement – We’ll continue to refine our data strategy across Proofpoint Premium Services, establishing best practices for documentation and implementing systems to record undocumented knowledge. This will include developing better ways to understand and document our customer journey through the integration of various tools and data sources.

Security and compliance

As a cybersecurity leader, Proofpoint makes sure that AI processes comply with strict security and privacy standards:

Conclusion: Redefining cybersecurity services

Amazon Q Business exemplifies Proofpoint’s innovative approach to cybersecurity. With Amazon Q Business AI capabilities, we’re elevating our customer experience and scaling our service delivery.

As we refine and expand this program, our focus remains unwavering: delivering unmatched value and protection to our clients. Through Amazon Q Business, Proofpoint continues to set the benchmark in cybersecurity services, making sure organizations can navigate an increasingly complex threat landscape with confidence.

Learn more


About the Authors

Stephen Coverdale is a Senior Manager, Professional Services at Proofpoint. In addition to managing a Professional Services team, he leads an AI integration team developing and driving a strategy to leverage the transformative capabilities of AI within Proofpoint’s services teams to enhance Proofpoint’s client engagements.

Alessandra Filice is a Senior AI Integration Specialist at Proofpoint, where she plays a lead role in implementing AI solutions across Proofpoint’s services teams. In this role, she specializes in developing and deploying AI capabilities to enhance service delivery and operational efficiency. Working closely with stakeholders across Proofpoint, she identifies opportunities for AI implementation, designs innovative solutions, and facilitates successful integration of AI technologies.

Ram Krishnan is a Senior Technical Account Manager at AWS. He serves as a key technical resource for independent software vendor (ISV) customers, providing help and guidance across their AWS needs including AI/ML focus — from adoption and migration to design, deployment, and optimizations across AWS services.

Abhishek Maligehalli Shivalingaiah is a Senior Generative AI Solutions Architect at AWS, specializing in Amazon Q Business. With a deep passion for using agentic AI frameworks to solve complex business challenges, he brings nearly a decade of expertise in developing data and AI solutions that deliver tangible value for enterprises. Beyond his professional endeavors, Abhishek is an artist who finds joy in creating portraits of family and friends, expressing his creativity through various artistic mediums.

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Proofpoint Amazon Q Business 网络安全 AI in Services 生产力提升 客户体验 Proofpoint Amazon Q Business Cybersecurity AI in Services Productivity Boost Customer Experience
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