Project Brief

One of our large energy clients has been working to integrate AI into their company to improve processes and efficiency. They created their own AI chat bot that pulled content from their vast collection of data sources. The goal of the chat bot was to allow employees to rapidly gain answers to compliance, legal, and regulatory questions and to search through contracts.

Expert Review Yielded Actionable Direction

My company was contracted to help them improve the overall user experience of the bot. I started by conducting an Expert Review of the chat bot. An Expert Review is based off of the applied knowledge of the UX practitioner and is much more broad than a heuristic evaluation. For each issue I found, I explained the issue, why it is a problem, and show how it can be improved or fixed. Each issue is then assigned a severity rating. I delivered the Expert Review via a remote workshop and was able to provide the client with actionable steps that they immediately put into play.

Collaborative Client Workshops

In addition to the Expert Review, a series of client workshops in Miro were conducted with our tech lead and myself. We helped our client refine their product backlog, quickly ideated possible features, and provided overall guidance to the client team. Our suggestions were being implemented almost in realtime by the client’s dev team.

This project was done quickly and showed what can happen when you get everyone on the same page. I really enjoyed this engagement and loved how quickly the client was able to utilize our feedback to make the best possible chat bot for their employees.

Work done while employed at ChaiOne, 2023