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Pioneering AI-Powered Research Operations

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The Challenge

Context

As a UX Researcher at UnitedHealth Group, I identified a critical opportunity to enhance our research team's efficiency and output quality. Our team of 4 researchers was handling an increasing volume of user interviews, data synthesis, and stakeholder reporting – often spending 60% of our time on manual documentation and synthesis tasks rather than strategic research activities.

Key Pain Points

Time-intensive synthesis: Researchers spent 15-20 hours weekly on interview transcription and initial analysis
Inconsistent documentation: Varying approaches to research documentation across team members
Delayed insights delivery: Average 5-7 days from data collection to actionable insights
Scalability challenges: Growing research demands without proportional team expansion

Opportunity

Microsoft Copilot's integration across our enterprise Microsoft 365 suite presented an untapped opportunity to revolutionize our research operations through AI-powered assistance.

Result

Efficiency Gains

40% reduction in research documentation time
60% faster insight delivery (from 5-7 days to 2-3 days)
3x increase in research output volume
25 hours/week saved across team (6+ hours per researcher)

Team Empowerment

Researchers shifted focus from documentation to strategic analysis
Increased confidence in handling larger research projects
Enhanced collaboration through standardized processes

My Approach

1. Strategic Assessment & Planning

Stakeholder Alignment

Presented business case to leadership, demonstrating potential ROI
Secured buy-in from IT security for Copilot usage with research data
Established success metrics aligned with department OKRs

Tool Evaluation

Conducted a comprehensive audit of Copilot capabilities across Word, Excel, PowerPoint, and Teams
Mapped Copilot features to specific research workflow pain points
Developed a use case matrix for different research methodologies

3. Training Program Design & Delivery

Created comprehensive training materials including:

Interactive workshop presentations
Hands-on exercise workbooks
Quick reference guides
Video tutorials for asynchronous learning

2. Framework Development

The Perfect Prompt Formula

I created a structured framework for consistent, high-quality AI outputs:

G.O.A.L Framework:

Goal: Define the specific research objective
Output: Specify desired format and structure
Audience: Identify stakeholder needs and context
Length: Set appropriate scope parameters

Research-Specific Prompt Library

Developed 25+ tested prompts covering:

User interview analysis, Persona development, Data synthesis reports, Stakeholder presentations, Survey analysis

Ongoing Support Structure

Established weekly "Copilot Office Hours" for troubleshooting
Created a Teams channel for prompt sharing and peer learning
Developed a feedback loop for continuous improvement

Workshop Facilitation

Led three 90-minute training sessions:

Session 1: Copilot fundamentals and prompt engineering
Session 2: Research-specific applications and best practices
Session 3: Advanced techniques and workflow integration

View Presentation Materials

Download Original Training Presentation
Access Prompt Library
Watch Training Videos

Pioneering AI-Powered Research Operations

The Challenge

Context

Key Pain Points

Opportunity

Result

Efficiency Gains

Team Empowerment

My Approach

1. Strategic Assessment & Planning

Stakeholder Alignment

Tool Evaluation

3. Training Program Design & Delivery

Created comprehensive training materials including:

2. Framework Development

The Perfect Prompt Formula

Research-Specific Prompt Library

Ongoing Support Structure

Workshop Facilitation

View Presentation Materials

Camilla Startev

camilla.startev@gmail.com