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Develop an AI-Driven Organizational Equity Analysis Platform
  1. case
  2. Develop an AI-Driven Organizational Equity Analysis Platform

Develop an AI-Driven Organizational Equity Analysis Platform

perpetualny.com
Business services
Non-profit
Education

Challenges in Conducting Comprehensive Workplace Equity Assessments

Organizations face significant challenges in efficiently analyzing internal policies, demographic data, and employee feedback to identify gaps in workplace equity. Manual reviews are time-consuming and prone to inconsistencies, limiting the ability to deliver timely and insightful recommendations for fostering inclusive workplaces.

About the Client

A mid-to-large sized consulting firm specializing in organizational development and workplace inclusion, seeking a scalable SaaS solution to automate and enhance workplace equity assessments.

Goals for Developing an Automated Workplace Equity Analytics System

  • Reduce analysis time for organizational equity audits from several months to a few weeks.
  • Automate the review of internal policies and internal data to identify risk areas and compliance issues.
  • Provide detailed, interactive reports integrating multiple data sources such as employee surveys, demographic data, and internal reports.
  • Enable consultants and executives to explore, cross-reference, and validate organizational data efficiently.
  • Scale the platform to serve multiple organizations simultaneously, maintaining high accuracy and usability.

Core Functional Specifications for the Equity Analysis Platform

  • Multi-user registration and role management for consultants and clients.
  • Document review module to automate analysis of organizational policies with risk flagging, severity assessment, grouping of repeated risks, and AI-suggested mitigation strategies.
  • Report analysis system to extract, structure, and correlate internal data sources such as salary, demographic, and complaint data, with manual review capabilities.
  • Survey integration to collect employee feedback on policies and workplace experiences, supporting granular demographic categorization.
  • Interactive report generation, combining visual insights with cross-referenced data analysis, supporting detailed exploration of workforce trends.
  • Real-time progress tracking within document reviews, including risk status and comments, with editable fields and user prompts.

Preferred Technologies and Architectures for the Saas Platform

React for dynamic, responsive frontend interfaces
Python backend for scalable data processing and AI integration
APIs with advanced AI models (e.g., similar to OpenAI) for risk assessment and data extraction
Cloud deployment (e.g., on AWS) for scalability and security
Secure authentication and role-based access controls

External System Integrations for Data and Feedback Collection

  • Survey tools (e.g., SurveyMonkey or equivalent) for employee feedback collection
  • Internal HR and data management systems for extracting employee data and reports
  • Document management systems for uploading and reviewing organizational policies

Key Non-Functional System Requirements

  • Scalability to support multiple clients with concurrent analysis workloads
  • Performance capable of processing and generating reports within 24 hours of data submission
  • Data security and compliance with privacy standards (e.g., GDPR)
  • User-friendly interface with iterative feedback and editing capabilities
  • Audit trail and version control for policy reviews and report generation

Anticipated Business Outcomes of the Equity Analysis Platform

This platform is expected to significantly accelerate organizational equity assessments, reducing analysis time from months to weeks while increasing depth and clarity of insights. It empowers consultants to deliver more strategic, data-driven recommendations, enhances organizational ability to identify and address workplace fairness gaps, and supports scaled client engagement, creating a competitive advantage in organizational development consulting.

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