Document Intelligence and Analysis Training Module

Designed a hands-on training module teaching a Fortune 500 company’s employees to use AI (using their company’s proprietary "Chat with Documents" workspace) for document analysis and comparison tasks.

The module builds two core skills before learners ever open the tool: evaluating document readiness (availability, quality, access, and risk/compliance considerations for sensitive or protected data) and structuring an effective prompt using a replicable framework.

Learners then apply both skills in a partner exercise, comparing two versions of a company HR policy to identify what changed and produce a structured change log. Their analysis is organized by the employee group impacted by the chances (all employees, people managers, and employees hired after a specific date) to mirror a real-world business analysis task.