Case Studies

What we were asked to do, what we did, and what the evidence shows. Where an engagement produced training or research rather than measured business results, we say so.

Engagements across both practices. Cases 01 to 03 are AI adoption work, delivered mostly as applied training and workflow design. Cases 04 and 05 are AI-enabled product research: the user research behind products built with AI and behavioral models. Each case ends with the evidence behind it, and we separate what was delivered from what was measured.

Research-backed practice

In Pennsylvania's yearlong enterprise AI pilot (175 employees across 14 state agencies), where Terence Milstead, Founder and Principal of Second Mind, led the user experience research team at CODE PA, participants estimated saving an average of 95 minutes per day. That figure is self-reported, as described in the Commonwealth's published report; it is not a measured productivity result.

Read the published report →

Shared capability · Build & Implementation

Clients in either practice can now carry the work through to engineered systems (integrations, automations, and custom AI tools) with Second Mind directing a vetted engineering partner from spec to handoff.

See how Build & Implementation works →

For organizations using AI: understanding how the work actually runs and redesigning it around AI.

01
Workflow Integration

MTP, Inc.

Los Angeles, CA

  • Industry Creative Services
  • Format Monthly Lunch & Learn Series
  • Scale Agency-Wide
  • Method Curated topic roadmap + scenario-based workshops

Integrating AI Into the Production Workflow of a Creative Services Agency

MTP, Inc. is a Los Angeles-based creative services firm whose teams operate under constant pressure to deliver high-quality work at speed. Leadership recognized that AI could meaningfully accelerate their production workflows. But the challenge wasn't access to tools. It was integrating AI into an already high-velocity workflow without introducing inconsistency or putting client-facing quality at risk.

4 applied AI sessions delivered
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The Problem

Creative and communications professionals are often skeptical of AI, and for good reason. Generic AI outputs can undermine brand voice, introduce inaccuracies, and produce work that feels hollow. MTP needed AI embedded into their actual production process: from crisis response to strategic planning to high-volume content creation. The goal was repeatable, workflow-level integration, not one-off experimentation.

Our Role

Designer and facilitator of the series. Topics were chosen each month together with MTP's CEO.

What We Did

Second Mind Solutions gave MTP leadership a menu of AI topics mapped to the agency's core production functions, from crisis response to strategic planning to high-volume content. Each month, Second Mind and MTP's CEO selected the next topic together, prioritizing the functions with the most immediate relevance. Each session was then built around realistic scenarios from that function, with live demonstrations and hands-on application, so the team could see how AI applied to the kinds of tasks they handle every day.

What Was Delivered

  • Session 1: Crisis communications workflow, rapid response using AI prompt chaining and persona layering
  • Session 2: Strategic planning workflow, using Gemini for scenario planning, message testing, and competitive analysis
  • Session 3: Visual content production workflow: image generation, mockups, and short-form video
  • Session 4: High-volume creative production, integrated workflows across the full Google Workspace AI ecosystem
  • A proposal for a custom AI Studio Day to convert learned patterns into permanent, MTP-specific production workflows

What Changed or Was Learned

Across the series, MTP's team worked through applied AI patterns spanning crisis communications, strategic planning, visual production, and high-volume creative output, with prompt frameworks and techniques they could carry into their own work. The series gave leadership a clearer view of where AI fit across the agency's production functions, and led to a proposal (a custom AI Studio Day) for turning these patterns into permanent, MTP-specific workflows.

Evidence

Four sessions delivered, plus a written follow-on proposal. This engagement was training and workflow design; this case does not report measured changes in output, quality, or turnaround.

02
Adoption Acceleration

BNET

Bahrain

  • Industry Telecommunications
  • Format Virtual Training + Follow-Up Support
  • Method Role-based workflow mapping + adoption design

Connecting Enterprise AI Licenses to Specific Jobs at a National Telecom

When BNET, Bahrain's national fiber network operator, deployed enterprise AI licenses across the organization, the tools were in place. The operational ROI wasn't. Adoption was uneven, usage was inconsistent, and there was no structured framework connecting AI capability to the specific functions employees were responsible for.

~150 employees in the live session
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The Problem

BNET had deployed enterprise AI licenses to approximately 150 staff across customer service, operations, marketing, and HR, but leadership could not see what it was producing. Some employees experimented on their own; most didn't know where to start. Without a structured framework connecting AI capability to actual job functions, the tools sat underused.

Our Role

Designer and facilitator of the training program, including the frameworks, the live session, and follow-up support.

What We Did

Second Mind Solutions mapped AI capability to role-specific workflows across three high-value operational functions (task automation, strategic decision-making, and quality assurance) and built structured, job-relevant frameworks employees could apply immediately. A live session delivered across time zones used interactive polling and role-based demonstrations to make the frameworks concrete and actionable. A post-session innovation challenge and optional office hours gave staff a way to keep applying the frameworks after the session.

What Was Delivered

  • Role-specific AI workflow frameworks across customer service, operations, and communications functions
  • A practical AI toolkit organized around BNET's three core operational use cases
  • A live implementation session for ~150 employees delivered across time zones
  • A post-engagement innovation challenge to keep staff applying the frameworks
  • Group office hours to address team-specific workflow questions
  • A roadmap of advanced follow-on engagements for continued operational integration

What Changed or Was Learned

Staff received role-specific workflow tools and a framework for applying AI to their actual job functions, not abstract AI concepts. Leadership received a structured roadmap for deepening adoption and for measuring progress across the organization.

Evidence

Approximately 150 employees took part in the live session, followed by an innovation challenge and office hours. These are participation figures. This case does not report measured changes in AI usage or operational performance.

03
Function-Specific Deployment

Urban League Initiative

United States

  • Audience Black Female Solopreneurs
  • Format Multi-Track Training Series
  • Method Function-specific deployment + brand voice guardrails

Deploying AI Across Core Business Functions for Independent Operators

Through a partnership with a National Urban League initiative, Second Mind Solutions designed and delivered three function-specific AI workflow frameworks for Black female solopreneurs, business owners who carry the full operational load of a company without the staff, resources, or infrastructure that larger organizations rely on. The approach was to design AI into specific, high-stakes business functions rather than cover it broadly.

3 function-specific tracks
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The Problem

Solopreneurs running every function of their business face a distinct operational problem: they can't afford to work inefficiently, but they also can't afford to adopt tools that don't deliver immediate, reliable value. Generic AI programs rarely address the specific decisions and workflows this group navigates daily, and they often risk homogenizing the voice and identity that makes their businesses distinctive. The program needed to be function-specific, immediately applicable, and protective of each owner's authentic brand.

Our Role

Designer and trainer for all three tracks, delivered through a partnership with a National Urban League initiative.

What We Did

Second Mind Solutions built three workflow-specific AI deployment frameworks, each targeting one of the highest-friction operational areas for independent business owners: financial operations and contract analysis, content production, and project and client management. Rather than covering AI broadly, each track was built around the actual decisions and constraints these entrepreneurs face, with AI deployed as a precision tool for specific, high-stakes functions.

What Was Delivered

  • Track 1. Financial & Strategic Operations: AI workflows for contract analysis, financial scenario modeling, complex document summarization, and building custom AI assistants tailored to each business
  • Track 2. Content & Communications: A structured production workflow for multi-channel content with built-in brand voice guardrails, designed to keep output on-brand with less manual rewriting
  • Track 3. Project & Client Management: An AI-powered project management framework for scoping work, mapping stakeholders, identifying risks, and building repeatable delivery systems

What Changed or Was Learned

Participants left with AI workflows mapped to three high-friction areas of running a business solo, designed to reduce manual work without requiring technical expertise or outside support.

Evidence

Three function-specific tracks designed and delivered. This was a training program; this case does not report measured changes in participants' workload or business results.

For teams building AI: the research behind products built with AI and behavioral models. Client names are withheld under confidentiality.

04
AI-Enabled Product Research

Global Payments Group

AI Wallet Beta · US participants

  • IndustryFintech
  • FormatPrototype testing + survey integration
  • Timeline~4 weeks
  • MethodScenario-based IDIs, AI-assisted thematic coding, Kano prioritization

Deciding Whether, and What, to Build for an AI-Driven Banking App

A global payments group was developing an AI wallet: a simplified, voice and text driven mobile banking app to be licensed white-label to small and mid-sized banks. Before committing to a full build, the product team needed to know whether consumers actually wanted to talk to their bank, what they would trust an AI to do with their money, and what belonged in the MVP.

6 prototype scenarios tested with users
Client confidential
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The Problem

An earlier survey had surfaced friction in existing banking apps and heavy resistance to using voice for financial tasks, but it could not say why, or what to do about it. The team needed decision-grade evidence on usability, trust, and adoption to guide a go or no-go call, MVP scope, and go-to-market.

Our Role

Qualitative research lead: discussion guide, interviews, analysis, and the readout.

What We Did

Second Mind redesigned the discussion guide, then ran one-hour interviews in which participants worked through six voice-command prototype scenarios while live survey results informed the probing. Transcripts were coded with a custom-built qualitative analysis GPT, with manual spot-coding for quality control, and cross-referenced against the survey data throughout.

What Was Delivered

  • A findings deck mapping each insight to product, trust, monetization, and adoption decisions
  • A Kano-style feature framework separating must-haves, satisfiers, and delighters
  • A quantified view of adoption drivers and barriers, combining survey and interview evidence
  • Willingness-to-pay analysis and a recommended entry model
  • A live readout for the development, design, and leadership teams

What Was Learned

The research recommended reframing the product from "voice-first" to a multi-modal wallet with text and adaptive UI at the center and voice as an optional layer, so the build would not rest on its riskiest assumption. It recommended MVP priorities around reliability, confirmations, and user control, and a freemium entry model until trust is established.

Evidence

One-hour interviews in which participants worked through six prototype scenarios, cross-referenced with the client's survey data. These are research findings and recommendations; this case does not report post-launch adoption or revenue.

05
Behavioral Model Validation

Insurance Engagement Studio

For a global reinsurer · Australia

  • IndustryInsurance
  • FormatMixed-methods research
  • Scale20 in-depth interviews + quant validation design
  • MethodPersona self-identification, projective exercises, digital asset testing

Calibrating a Behavioral Propensity Model for a New Market

An insurance-focused digital engagement studio had built a gamified tool that profiles a customer's risk preferences through scenario choices, then recommends products. The scoring model came from research in Japan. Before taking it to Australia, the studio and its reinsurer client needed to know whether the model's assumptions about people held in a new market.

20 in-depth interviews with Australian consumers
Client confidential
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The Problem

Insurers traditionally target customers by demographics. The model bet instead that behavior and risk preference predict buying propensity better than personal details, which also reduces reliance on personal data. That bet had to be validated, calibrated for Australian consumers, and turned into something a sales and marketing team could use.

Our Role

Research lead for the qualitative phase and designer of the quantitative validation instrument.

What We Did

Participants self-identified against the model's risk personas, and their perceptions, opinions, behaviors, and attitudes were mapped against that choice. Projective exercises and testing of the tool's digital assets surfaced the behaviors behind each profile and the language that moved each one.

What Was Delivered

  • Risk personas recalibrated for the Australian market
  • A risk-profile quiz design framework built on observed behavioral anchors
  • A profile-to-product propensity mapping
  • A conversion and communications strategy for each profile
  • A quantitative survey instrument to validate the findings at scale

What Was Learned

In the interviews, risk preference was a stronger signal of insurance propensity than life stage, and some of the most prudent, research-driven prospects were younger than traditional targeting assumed. The studio came away with a recalibrated scoring framework and a treatment plan it could build into the product.

Evidence

Twenty in-depth interviews with Australian consumers. These are qualitative findings; the survey instrument we delivered was designed to test them at scale, and this case does not report the results of that test.

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