Sarah Read
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Research Strategy · Workflow Automation · AI-Assisted Analysis · Decision-Support Design

From Employee Feedback to Strategic Intelligence

Redesigning research engagement and transforming complex workforce data into actionable insights.

Professional case studyProfessional case study · Research engagement & decision support
From fragmented information to connected insights
  1. 01
    Engage
  2. 02
    Analyze
  3. 03
    Explore
  4. 04
    Decide

01

The Challenge

An enterprise engineering transformation required a better understanding of employee readiness, operational barriers, and support needs. Traditional survey outreach produced limited participation. Spreadsheets and summary reports made it difficult to see relationships between employee perceptions, operational challenges, and available support.

  1. The opportunity

    Improve both how research was collected and how stakeholders explored the results.

02

My Role

I combined research strategy, workflow automation, qualitative analysis, experience design, and AI-assisted development. I designed the research engagement approach and translated complex findings into an accessible, interactive analytical experience.

03

The Approach

Two connected innovations: rethink research participation, then make the evidence easier to explore and use.

  1. 01 —Rethink how employees participate

    I designed a chatbot-style survey outreach workflow using Microsoft Power Automate to engage engineers more directly than traditional email distribution.

  2. 02 —Turn research into an interactive experience

    I used Claude as an AI development partner to build a custom HTML research exploration application, bringing analytical perspectives together rather than requiring stakeholders to interpret separate spreadsheets and reports.

  3. 03 —Look beyond surface-level metrics

    I designed ways to compare respondent groups, identify recurring themes, examine relationships between confidence and reported barriers, and explore qualitative feedback.

  4. 04 —Connect evidence with decisions

    I organized research observations, resource considerations, and potential interventions into a decision-support experience.

04

The Solution

A two-part research and analysis approach, connecting automated engagement with interactive research exploration.

  1. Automated engagement

    A Power Automate workflow supporting survey distribution.

  2. Interactive research exploration

    A custom HTML analytical and decision-support application—not a survey collection chatbot.

  • Cross-population visual comparisons
  • Thematic analysis of qualitative responses
  • Relationships between confidence and reported obstacles
  • Research methodology observations
  • Resource ecosystem analysis
  • Searchable, filterable qualitative-response explorer
  • Potential interventions and recommended next steps

05

Evidence and Value

The redesigned outreach process generated substantially more responses than an earlier approach. The research application made it easier to explore quantitative and qualitative evidence together, investigate patterns, identify evidence limitations, and consider targeted interventions.

  1. Evidence boundaries

    Numerical results, confidential findings, and employee quotations are not published. Potential interventions are recommendations, not claims of implementation.

06

What This Demonstrates

  • Research-informed organizational transformation
  • Low-code workflow automation
  • AI-assisted application development
  • Quantitative and qualitative research synthesis
  • Human-centered information design
  • Strategic performance consulting
  • Turning complex evidence into clearer decisions

Reflection

“The goal wasn't simply to collect more data. It was to make the data more useful for understanding problems and making decisions.”

Any interactive demonstration accompanying this case study is independently developed using fictional or publicly available information. It does not reproduce the original enterprise application or contain confidential company materials.

Independent demo · Coming soon

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