AI @ Work

How might we turn scattered AI hacks into focused internal tools?
Team

5 members

Role

UX Researcher

Strategist

Skills

Mixed-Methods Research

Workflow Mapping

Use Case Prioritisation

Duration

6 months

TLDR;

Challenge

Teams across a creative agency were using AI tools across the company, but there was no structure, no model, and no visibility.

Insight

What teams needed wasn’t access to more AI tools, but clearer direction on where AI made sense for their role.

Solution

I led cross-team research to map real AI usage and surface repeatable needs. This informed two internal tools now in testing: a general-purpose assistant and a role-specific agents.

Note: For confidentiality reasons, many details have been blurred or summarised at a high level.

CONTEXT

Teams were using AI, but no one was learning from each other

In late 2024, I joined a cross-functional group at a creative agency exploring how AI could support internal workflows and new service offerings.

I led research to understand how people were actually using AI day-to-day — and where it made the most sense to support them.

THE CHALLENGE

Everyone was trying something, but in isolation

Strategy teams used ChatGPT to rewrite slides or speed up research. Creatives tested GenAI tools like Midjourney. Account teams used AI for notes or formatting. Others weren’t using anything at all. No one had a shared method, model, or reason. Prompts weren’t widely shared. Workarounds stayed private.

RESEARCH APPROACH

I mapped daily AI use across Strategy, Creative, and Accounts

Our focus was three departments with very different needs:

Strategy: insight gathering and planning
Creative: concepting and production
Account Management: client communication and coordination

Across 3 months, I ran 12 cross-department interviews, shadowed workflows, and documented key moments of friction. The goal wasn’t to evaluate tools, but to understand how people were working, where help was wanted, and what kind of support would feel natural.

FINDINGS BLURRED FOR CONFIDENTIALITY PURPOSES

PATTERN RECOGNITION

Across teams, the same small pain points kept stacking up

Strategy teams struggled with conducting and synthesising large volumes of research. Creatives dabbled with GenAI tools but lacked guardrails. Account teams leaned on AI for surface tasks like emails or formatting, but not deep work.

Despite different workflows, the patterns were clear: people were stuck doing repetitive, high-volume tasks — often manually. Tools helped, but wins weren’t shared, and pain points persisted.

FINDINGS BLURRED FOR CONFIDENTIALITY PURPOSES

DEFINING OPPORTUNITIES

We narrowed down to what was frequent, painful, and easy to solve

Rather than tackle every friction point, I filtered use cases through three simple criteria:

Is the task common?
Is it painful or tedious?
Can AI help without changing behaviour too much?

I used this lens to identify the most valuable use cases to hand off to the Development team.

THE SOLUTION

Insights informed two immediate AI tools now in testing

The research led to two focused development tracks:

A general-purpose assistant, designed to support all teams with universal needs like summarising, rewording, and internal lookups.
Role-specific agents, built for team-level use cases.

For the Strategy agents, I collaborated with the Development team as an internal tester: providing feedback, identifying edge cases, and refining features through ongoing iterations.

Creative agents are being developed in parallel, informed in part by early research insights I shared to guide their direction.

A SHIFT FROM ACCESS TO INTENTION

From "can we use AI?" to "where does AI actually help?"

AI was already in people’s hands. But it wasn’t always useful or usable. This project helped the company shift focus from tool access to tool relevance.

By surfacing existing behaviour and unmet needs, we gave the company a way to focus its AI development with purpose and a shared model for future experimentation.

SCREENSHOT OF THE GENERAL ASSISTANT'S INPUT FIELD :)

AI @ Work

How might we turn scattered AI hacks into focused internal tools?
Team

5 members

Role

UX Researcher

Strategist

Skills

Mixed-Methods Research

Workflow Mapping

Use Case Prioritisation

Duration

6 months

TLDR;

Challenge

Teams across a creative agency were using AI tools across the company, but there was no structure, no model, and no visibility.

Insight

What teams needed wasn’t access to more AI tools, but clearer direction on where AI made sense for their role.

Solution

I led cross-team research to map real AI usage and surface repeatable needs. This informed two internal tools now in testing: a general-purpose assistant and a role-specific agents.

Note: For confidentiality reasons, many details have been blurred or summarised at a high level.

CONTEXT

Teams were using AI, but no one was learning from each other

In late 2024, I joined a cross-functional group at a creative agency exploring how AI could support internal workflows and new service offerings.

I led research to understand how people were actually using AI day-to-day — and where it made the most sense to support them.

THE CHALLENGE

Everyone was trying something, but in isolation

Strategy teams used ChatGPT to rewrite slides or speed up research. Creatives tested GenAI tools like Midjourney. Account teams used AI for notes or formatting. Others weren’t using anything at all. No one had a shared method, model, or reason. Prompts weren’t widely shared. Workarounds stayed private.

RESEARCH APPROACH

I mapped daily AI use across Strategy, Creative, and Accounts

Our focus was three departments with very different needs:

Strategy: insight gathering and planning
Creative: concepting and production
Account Management: client communication and coordination

Across 3 months, I ran 12 cross-department interviews, shadowed workflows, and documented key moments of friction. The goal wasn’t to evaluate tools, but to understand how people were working, where help was wanted, and what kind of support would feel natural.

FINDINGS BLURRED FOR CONFIDENTIALITY PURPOSES

PATTERN RECOGNITION

Across teams, the same small pain points kept stacking up

Strategy teams struggled with conducting and synthesising large volumes of research. Creatives dabbled with GenAI tools but lacked guardrails. Account teams leaned on AI for surface tasks like emails or formatting, but not deep work.

Despite different workflows, the patterns were clear: people were stuck doing repetitive, high-volume tasks — often manually. Tools helped, but wins weren’t shared, and pain points persisted.

FINDINGS BLURRED FOR CONFIDENTIALITY PURPOSES

DEFINING OPPORTUNITIES

We narrowed down to what was frequent, painful, and easy to solve

Rather than tackle every friction point, I filtered use cases through three simple criteria:

Is the task common?
Is it painful or tedious?
Can AI help without changing behaviour too much?

I used this lens to identify the most valuable use cases to hand off to the Development team.

THE SOLUTION

Insights informed two immediate AI tools now in testing

The research led to two focused development tracks:

A general-purpose assistant, designed to support all teams with universal needs like summarising, rewording, and internal lookups.
Role-specific agents, built for team-level use cases.

For the Strategy agents, I collaborated with the Development team as an internal tester: providing feedback, identifying edge cases, and refining features through ongoing iterations.

Creative agents are being developed in parallel, informed in part by early research insights I shared to guide their direction.

A SHIFT FROM ACCESS TO INTENTION

From "can we use AI?" to "where does AI actually help?"

AI was already in people’s hands. But it wasn’t always useful or usable. This project helped the company shift focus from tool access to tool relevance.

By surfacing existing behaviour and unmet needs, we gave the company a way to focus its AI development with purpose and a shared model for future experimentation.

SCREENSHOT OF THE GENERAL ASSISTANT'S INPUT FIELD :)

AI @ Work

How might we turn scattered AI hacks into focused internal tools?
Team

5 members

Role

UX Researcher

Strategist

Skills

Mixed-Methods Research

Workflow Mapping

Use Case Prioritisation

Duration

6 months

TLDR;

Challenge

Teams across a creative agency were using AI tools across the company, but there was no structure, no model, and no visibility.

Insight

What teams needed wasn’t access to more AI tools, but clearer direction on where AI made sense for their role.

Solution

I led cross-team research to map real AI usage and surface repeatable needs. This informed two internal tools now in testing: a general-purpose assistant and a role-specific agents.

Note: For confidentiality reasons, many details have been blurred or summarised at a high level.

CONTEXT

Teams were using AI, but no one was learning from each other

In late 2024, I joined a cross-functional group at a creative agency exploring how AI could support internal workflows and new service offerings.

I led research to understand how people were actually using AI day-to-day — and where it made the most sense to support them.

THE CHALLENGE

Everyone was trying something, but in isolation

Strategy teams used ChatGPT to rewrite slides or speed up research. Creatives tested GenAI tools like Midjourney. Account teams used AI for notes or formatting. Others weren’t using anything at all. No one had a shared method, model, or reason. Prompts weren’t widely shared. Workarounds stayed private.

RESEARCH APPROACH

I mapped daily AI use across Strategy, Creative, and Accounts

Our focus was three departments with very different needs:

Strategy: insight gathering and planning
Creative: concepting and production
Account Management: client communication and coordination

Across 3 months, I ran 12 cross-department interviews, shadowed workflows, and documented key moments of friction. The goal wasn’t to evaluate tools, but to understand how people were working, where help was wanted, and what kind of support would feel natural.

FINDINGS BLURRED FOR CONFIDENTIALITY PURPOSES

PATTERN RECOGNITION

Across teams, the same small pain points kept stacking up

Strategy teams struggled with conducting and synthesising large volumes of research. Creatives dabbled with GenAI tools but lacked guardrails. Account teams leaned on AI for surface tasks like emails or formatting, but not deep work.

Despite different workflows, the patterns were clear: people were stuck doing repetitive, high-volume tasks — often manually. Tools helped, but wins weren’t shared, and pain points persisted.

FINDINGS BLURRED FOR CONFIDENTIALITY PURPOSES

DEFINING OPPORTUNITIES

We narrowed down to what was frequent, painful, and easy to solve

Rather than tackle every friction point, I filtered use cases through three simple criteria:

Is the task common?
Is it painful or tedious?
Can AI help without changing behaviour too much?

I used this lens to identify the most valuable use cases to hand off to the Development team.

THE SOLUTION

Insights informed two immediate AI tools now in testing

The research led to two focused development tracks:

A general-purpose assistant, designed to support all teams with universal needs like summarising, rewording, and internal lookups.
Role-specific agents, built for team-level use cases.

For the Strategy agents, I collaborated with the Development team as an internal tester: providing feedback, identifying edge cases, and refining features through ongoing iterations.

Creative agents are being developed in parallel, informed in part by early research insights I shared to guide their direction.

A SHIFT FROM ACCESS TO INTENTION

From "can we use AI?" to "where does AI actually help?"

AI was already in people’s hands. But it wasn’t always useful or usable. This project helped the company shift focus from tool access to tool relevance.

By surfacing existing behaviour and unmet needs, we gave the company a way to focus its AI development with purpose and a shared model for future experimentation.

SCREENSHOT OF THE GENERAL ASSISTANT'S INPUT FIELD :)

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