{"id":6952,"date":"2025-01-03T04:54:40","date_gmt":"2025-01-03T04:54:40","guid":{"rendered":"https:\/\/noelbeane.com\/staging\/5285\/?p=6952"},"modified":"2025-01-12T01:04:33","modified_gmt":"2025-01-12T01:04:33","slug":"case-gen-ai","status":"publish","type":"post","link":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/","title":{"rendered":"Case – Generative AI"},"content":{"rendered":"
\n
\n
\n
\n\n
<\/div><\/div><\/div>
\n <\/svg>
NB Case Study Journey Map<\/div>
\"\"<\/div><\/div><\/div><\/div><\/div><\/div><\/div> <\/div>\n\n <\/div>\n <\/div>\n <\/div>\n <\/div><\/ss3-loader><\/div><\/div>
<\/div><\/div><\/ss3-force-full-width><\/div>\n\n\n
\n

Case Study: Case IQ Copilot<\/p>\n<\/div><\/div>\n\n\n\n

\n
\n
\n
\n
\"\"<\/figure>\n<\/div>\n\n\n\n

Case IQ<\/p>\n\n\n\n

Role: UX Design Consultant<\/p>\n\n\n\n

2024<\/p>\n\n\n

CX Strategy<\/a>, <\/span>Human-Centered Design<\/a>, <\/span>Qualitative Coding<\/a>, <\/span>System Thinking<\/a>, <\/span>User Research<\/a><\/div><\/div>\n\n\n\n
\n

Generative AI: Designing Intelligent Prompts<\/p>\n\n\n\n

Summary<\/p>\n\n\n\n

The Case IQ platform is a versatile investigation management service tailored for industries such as compliance, human resources, corporate security, insurance, government, and public services.<\/p>\n\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n\n

Opportunity<\/p>\n\n\n\n

With the integration of Case IQ Copilot, powered by generative AI, the platform enhances the efficiency of documenting and archiving investigation summaries. By offering customizable configuration controls for content inclusion, layout design, and conditional logic to adapt to business needs, generative AI streamlines the summarization process. This ensures organizations can create precise, shareable summaries effortlessly, showcasing the transformative potential of generative AI in simplifying complex workflows.<\/p>\n\n\n\n

Challenges<\/p>\n\n\n\n

Designing prompts for generative AI to align with customer business goals presents unique challenges. Our team utilized qualitative analysis of customer feedback from diverse sources, including Salesforce, Gong, and direct interactions, to deeply understand user needs. This approach allowed us to refine prompt engineering strategies, ensuring the AI-generated outputs effectively addressed customer workflows and expectations.<\/p>\n\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n\n

Outcome<\/p>\n\n\n\n

The Case IQ Copilot project showcases our team’s innovative approach to harnessing generative AI to streamline complex workflows. By designing a robust task chain that integrates multiple personas\u2014Administrators, the Investigation Team, Team Leaders, and a Large Language Model (LLM)\u2014we successfully delivered an AI-driven solution that balances automation with human oversight. Each persona plays a critical role in the process, from configuration and input to summarization, review, attestation, and final AI generation. This structured collaboration ensures both efficiency and governance, with customizable controls and safeguards embedded at every step.<\/p>\n\n\n\n

Our approach was guided by careful prompt design, which identified key categories such as flow, roles, mission, policies, examples, and output parameters to fine-tune the AI’s performance. This allowed us to create a system that is not only effective but also adaptable to varying organizational needs. By reducing input length through summarization and enabling user-driven review and attestation, we ensured the generated outputs met high standards of accuracy and accountability.<\/p>\n\n\n\n

This project reflects our pride in mastering new technologies like generative AI while fostering a seamless integration of human expertise and machine intelligence. The Case IQ Copilot is a testament to our team’s dedication to innovation, precision, and collaboration in delivering cutting-edge solutions.<\/p>\n\n\n\n

\n

Key Take Aways<\/p>\n\n\n\n

Engineering prompts is an inherently human task and requires deep understanding of the user. You must do the research, such as qualitative coding, and feedback analysis to understand their attitudes and behaviors in order to incorporate that empathic viewpoint when designing the final output.<\/p>\n<\/div>\n\n\n\n

<\/div>\n\n\n\n

Related Strategies<\/p>\n\n\n\n

\n
Qualitative Coding<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

Case Study: Case IQ Copilot Case IQ Role: UX Design Consultant 2024 Generative AI: Designing Intelligent Prompts Summary The Case IQ platform is a versatile investigation management service tailored for industries such as compliance, human resources, corporate security, insurance, government, and public services. Opportunity With the integration of Case IQ Copilot, powered by generative AI, […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"wp-custom-template-nb-home","format":"standard","meta":{"nf_dc_page":"","_uag_custom_page_level_css":"","_swt_meta_header_display":false,"_swt_meta_footer_display":false,"_swt_meta_site_title_display":false,"_swt_meta_sticky_header":false,"_swt_meta_transparent_header":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[22],"tags":[27,76,118,81,78],"class_list":["post-6952","post","type-post","status-publish","format-standard","hentry","category-casestudies","tag-cx-strategy","tag-human-centered-design","tag-qualitative-coding","tag-system-thinking","tag-user-research"],"yoast_head":"\nCase - Generative AI | Noel Beane<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case - Generative AI | Noel Beane\" \/>\n<meta property=\"og:description\" content=\"Case Study: Case IQ Copilot Case IQ Role: UX Design Consultant 2024 Generative AI: Designing Intelligent Prompts Summary The Case IQ platform is a versatile investigation management service tailored for industries such as compliance, human resources, corporate security, insurance, government, and public services. Opportunity With the integration of Case IQ Copilot, powered by generative AI, […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/\" \/>\n<meta property=\"og:site_name\" content=\"Noel Beane\" \/>\n<meta property=\"article:published_time\" content=\"2025-01-03T04:54:40+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-12T01:04:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2025\/01\/NB000_logos_400x300_CaseIQ.png\" \/>\n<meta name=\"author\" content=\"Noel Beane\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Noel Beane\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/\"},\"author\":{\"name\":\"Noel Beane\",\"@id\":\"http:\\\/\\\/vay.ibg.mybluehost.me\\\/#\\\/schema\\\/person\\\/70244dab945edaf825ef1e283ffbb76e\"},\"headline\":\"Case – Generative AI\",\"datePublished\":\"2025-01-03T04:54:40+00:00\",\"dateModified\":\"2025-01-12T01:04:33+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/\"},\"wordCount\":429,\"publisher\":{\"@id\":\"http:\\\/\\\/vay.ibg.mybluehost.me\\\/#\\\/schema\\\/person\\\/70244dab945edaf825ef1e283ffbb76e\"},\"image\":{\"@id\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/wp-content\\\/uploads\\\/2025\\\/01\\\/NB000_logos_400x300_CaseIQ.png\",\"keywords\":[\"CX Strategy\",\"Human-Centered Design\",\"Qualitative Coding\",\"System Thinking\",\"User Research\"],\"articleSection\":[\"Case Studies\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/\",\"url\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/\",\"name\":\"Case - Generative AI | Noel Beane\",\"isPartOf\":{\"@id\":\"http:\\\/\\\/vay.ibg.mybluehost.me\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/wp-content\\\/uploads\\\/2025\\\/01\\\/NB000_logos_400x300_CaseIQ.png\",\"datePublished\":\"2025-01-03T04:54:40+00:00\",\"dateModified\":\"2025-01-12T01:04:33+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/#primaryimage\",\"url\":\"https:\\\/\\\/i0.wp.com\\\/noelbeane.com\\\/staging\\\/5285\\\/wp-content\\\/uploads\\\/2025\\\/01\\\/NB000_logos_400x300_CaseIQ.png?fit=400%2C300&ssl=1\",\"contentUrl\":\"https:\\\/\\\/i0.wp.com\\\/noelbeane.com\\\/staging\\\/5285\\\/wp-content\\\/uploads\\\/2025\\\/01\\\/NB000_logos_400x300_CaseIQ.png?fit=400%2C300&ssl=1\",\"width\":400,\"height\":300},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/case-gen-ai\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Case – Generative AI\"}]},{\"@type\":\"WebSite\",\"@id\":\"http:\\\/\\\/vay.ibg.mybluehost.me\\\/#website\",\"url\":\"http:\\\/\\\/vay.ibg.mybluehost.me\\\/\",\"name\":\"Noel Beane\",\"description\":\"\",\"publisher\":{\"@id\":\"http:\\\/\\\/vay.ibg.mybluehost.me\\\/#\\\/schema\\\/person\\\/70244dab945edaf825ef1e283ffbb76e\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"http:\\\/\\\/vay.ibg.mybluehost.me\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":[\"Person\",\"Organization\"],\"@id\":\"http:\\\/\\\/vay.ibg.mybluehost.me\\\/#\\\/schema\\\/person\\\/70244dab945edaf825ef1e283ffbb76e\",\"name\":\"Noel Beane\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/i0.wp.com\\\/noelbeane.com\\\/staging\\\/5285\\\/wp-content\\\/uploads\\\/2024\\\/03\\\/NB000_WP_me_SMALL.png?fit=360%2C360&ssl=1\",\"url\":\"https:\\\/\\\/i0.wp.com\\\/noelbeane.com\\\/staging\\\/5285\\\/wp-content\\\/uploads\\\/2024\\\/03\\\/NB000_WP_me_SMALL.png?fit=360%2C360&ssl=1\",\"contentUrl\":\"https:\\\/\\\/i0.wp.com\\\/noelbeane.com\\\/staging\\\/5285\\\/wp-content\\\/uploads\\\/2024\\\/03\\\/NB000_WP_me_SMALL.png?fit=360%2C360&ssl=1\",\"width\":360,\"height\":360,\"caption\":\"Noel Beane\"},\"logo\":{\"@id\":\"https:\\\/\\\/i0.wp.com\\\/noelbeane.com\\\/staging\\\/5285\\\/wp-content\\\/uploads\\\/2024\\\/03\\\/NB000_WP_me_SMALL.png?fit=360%2C360&ssl=1\"},\"sameAs\":[\"http:\\\/\\\/noelbeane.com\"],\"url\":\"https:\\\/\\\/noelbeane.com\\\/staging\\\/5285\\\/author\\\/noelbeane\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Case - Generative AI | Noel Beane","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/","og_locale":"en_US","og_type":"article","og_title":"Case - Generative AI | Noel Beane","og_description":"Case Study: Case IQ Copilot Case IQ Role: UX Design Consultant 2024 Generative AI: Designing Intelligent Prompts Summary The Case IQ platform is a versatile investigation management service tailored for industries such as compliance, human resources, corporate security, insurance, government, and public services. Opportunity With the integration of Case IQ Copilot, powered by generative AI, […]","og_url":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/","og_site_name":"Noel Beane","article_published_time":"2025-01-03T04:54:40+00:00","article_modified_time":"2025-01-12T01:04:33+00:00","og_image":[{"url":"https:\/\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2025\/01\/NB000_logos_400x300_CaseIQ.png","type":"","width":"","height":""}],"author":"Noel Beane","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Noel Beane","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/#article","isPartOf":{"@id":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/"},"author":{"name":"Noel Beane","@id":"http:\/\/vay.ibg.mybluehost.me\/#\/schema\/person\/70244dab945edaf825ef1e283ffbb76e"},"headline":"Case – Generative AI","datePublished":"2025-01-03T04:54:40+00:00","dateModified":"2025-01-12T01:04:33+00:00","mainEntityOfPage":{"@id":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/"},"wordCount":429,"publisher":{"@id":"http:\/\/vay.ibg.mybluehost.me\/#\/schema\/person\/70244dab945edaf825ef1e283ffbb76e"},"image":{"@id":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/#primaryimage"},"thumbnailUrl":"https:\/\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2025\/01\/NB000_logos_400x300_CaseIQ.png","keywords":["CX Strategy","Human-Centered Design","Qualitative Coding","System Thinking","User Research"],"articleSection":["Case Studies"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/","url":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/","name":"Case - Generative AI | Noel Beane","isPartOf":{"@id":"http:\/\/vay.ibg.mybluehost.me\/#website"},"primaryImageOfPage":{"@id":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/#primaryimage"},"image":{"@id":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/#primaryimage"},"thumbnailUrl":"https:\/\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2025\/01\/NB000_logos_400x300_CaseIQ.png","datePublished":"2025-01-03T04:54:40+00:00","dateModified":"2025-01-12T01:04:33+00:00","breadcrumb":{"@id":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/#primaryimage","url":"https:\/\/i0.wp.com\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2025\/01\/NB000_logos_400x300_CaseIQ.png?fit=400%2C300&ssl=1","contentUrl":"https:\/\/i0.wp.com\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2025\/01\/NB000_logos_400x300_CaseIQ.png?fit=400%2C300&ssl=1","width":400,"height":300},{"@type":"BreadcrumbList","@id":"https:\/\/noelbeane.com\/staging\/5285\/case-gen-ai\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/noelbeane.com\/staging\/5285\/"},{"@type":"ListItem","position":2,"name":"Case – Generative AI"}]},{"@type":"WebSite","@id":"http:\/\/vay.ibg.mybluehost.me\/#website","url":"http:\/\/vay.ibg.mybluehost.me\/","name":"Noel Beane","description":"","publisher":{"@id":"http:\/\/vay.ibg.mybluehost.me\/#\/schema\/person\/70244dab945edaf825ef1e283ffbb76e"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"http:\/\/vay.ibg.mybluehost.me\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":["Person","Organization"],"@id":"http:\/\/vay.ibg.mybluehost.me\/#\/schema\/person\/70244dab945edaf825ef1e283ffbb76e","name":"Noel Beane","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/i0.wp.com\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2024\/03\/NB000_WP_me_SMALL.png?fit=360%2C360&ssl=1","url":"https:\/\/i0.wp.com\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2024\/03\/NB000_WP_me_SMALL.png?fit=360%2C360&ssl=1","contentUrl":"https:\/\/i0.wp.com\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2024\/03\/NB000_WP_me_SMALL.png?fit=360%2C360&ssl=1","width":360,"height":360,"caption":"Noel Beane"},"logo":{"@id":"https:\/\/i0.wp.com\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2024\/03\/NB000_WP_me_SMALL.png?fit=360%2C360&ssl=1"},"sameAs":["http:\/\/noelbeane.com"],"url":"https:\/\/noelbeane.com\/staging\/5285\/author\/noelbeane\/"}]}},"jetpack_featured_media_url":"","uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Noel Beane","author_link":"https:\/\/noelbeane.com\/staging\/5285\/author\/noelbeane\/"},"uagb_comment_info":0,"uagb_excerpt":"Case Study: Case IQ Copilot Case IQ Role: UX Design Consultant 2024 Generative AI: Designing Intelligent Prompts Summary The Case IQ platform is a versatile investigation management service tailored for industries such as compliance, human resources, corporate security, insurance, government, and public services. Opportunity With the integration of Case IQ Copilot, powered by generative AI,…","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/noelbeane.com\/staging\/5285\/wp-json\/wp\/v2\/posts\/6952","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/noelbeane.com\/staging\/5285\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/noelbeane.com\/staging\/5285\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/noelbeane.com\/staging\/5285\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/noelbeane.com\/staging\/5285\/wp-json\/wp\/v2\/comments?post=6952"}],"version-history":[{"count":25,"href":"https:\/\/noelbeane.com\/staging\/5285\/wp-json\/wp\/v2\/posts\/6952\/revisions"}],"predecessor-version":[{"id":7633,"href":"https:\/\/noelbeane.com\/staging\/5285\/wp-json\/wp\/v2\/posts\/6952\/revisions\/7633"}],"wp:attachment":[{"href":"https:\/\/noelbeane.com\/staging\/5285\/wp-json\/wp\/v2\/media?parent=6952"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/noelbeane.com\/staging\/5285\/wp-json\/wp\/v2\/categories?post=6952"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/noelbeane.com\/staging\/5285\/wp-json\/wp\/v2\/tags?post=6952"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}