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Finance Assistant: Evaluating AI-Powered Guidance at Scale

The business sought to evaluate the effectiveness of a generative AI-based Finance Assistant embedded within COSMIC workbenches. The goal: understand how agents use, perceive, and derive value from the tool—and where opportunities lie for improvement.

Research Goals

Methods, Approach & Key Findings

Strategic Impact

  • Informed product’s feature prioritization roadmap

  • Recommended workflow-aware enhancements to reduce drop-off

  • Influenced internal documentation strategy tied to AI assistant behavior

  • Highlighted a need for role-specific onboarding prompts

Reflection

"This project underscored the tension between AI output velocity and human trust. Even in a high-performance tool, perceived value hinges on how clearly the assistant integrates into a real-world task. I’d push for integrated measurement of user trust in future releases."

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"Working with Kimberley has been both professionally rewarding and personally inspiring. She is not only a strong and effective manager but also a mentor who supports growth in and beyond the workplace. Her presence makes a meaningful impact—she leads with empathy, listens deeply, and always makes time to offer thoughtful guidance.
 

As a UX researcher, her expertise is unmatched. She approaches complex problems with clarity, creativity, and precision, and consistently delivers insights that shape strategy and drive real change. Any organization would be fortunate to have her lead research efforts—her ability to connect research to outcomes is what sets her apart.


I’m grateful to have worked alongside someone so capable, grounded, and inspiring. She raises the bar, not just with her skills, but with the way she empowers those around her."

— Ken T., UX Researcher

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"Working with Kimberley as my researcher was truly one of the
highlights of my time at Microsoft as a designer. She brought not only
deep expertise in research, but also a contagious sense of curiosity,
collaboration, and humor that made every project more fun, engaging,
and effective.
What stood out most was her ability to make research approachable and
actionable. She took the time to walk me through her process, making
complex methods feel clear and accessible. She actively invited me to
ideate with her, ensuring that research and design were deeply
intertwined rather than siloed. That spirit of collaboration helped us
uncover meaningful insights and translate them into stronger, more
user-centered solutions.
She also has a remarkable ability to connect the dots. She would dig
into existing research, uncover new data, and synthesizing everything
in a way that elevated our work. Even while her manager was away for
nearly a year, she remained incredibly self-sufficient and
self-motivated. She continued to lead research efforts with clarity
and confidence, driving work forward and making meaningful impact
across the team. I always felt supported, challenged, and inspired
when working with her. Any team would be incredibly lucky to have her
leading their research efforts."

— Yonder N., UX Designer

Kimberley D. Harris Phillips

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