AI-Driven Text Coding …in the Real World www.digitaltaxonomy.co.uk 1 We make smarter software for MR • Automated coding of openended text answers • Unique “blended” model combines multiple AI techniques • Better productivity, speed and quality • ETL for mere mortals! • Automate repetitive data processing tasks with a simple drag and drop workflow • • Fully customisable and extensible Extensive data transformation tools 2 Wouldn’t it be great… “big screen amazing sound system” “Large screen and good sound systems” “Louder noise, bigger screen, more immersive” “The occasion, sound, and screen size” “The sound is much better and the wide screen is great” “Larger screen and atmosphere” Verbatim comments Insights 3 CodeIT allows flexibility across requirements and methods Project Cost Low High Consistent Low Requirements Code Frame Specificity High Directional Specific The Real-World Is Complicated Traditional Manual Coding Tracking Segmentation Profiles Repeatable NPS Csat Ad/Product Test Ad Hoc Attitudinal In-Survey Fast Text Analysis Process Time Slow AI Methods Manual Coding 4 The Codeit “Stand-Alone” Approach 5 • Fast Startup • Multi-User • Text Analysis & AI • Flexible Tasks • API Integration Databases Data Collection Reporting Vendors The Codeit “Blended AI” Approach 7 Using Historical Data Training Data “big screen amazing sound system” “Large screen and good sound systems” “Louder noise, bigger screen, more immersive” “The occasion, sound, and screen size” “The sound is much better and the wide screen is great” “Larger screen and atmosphere” Verbatim comments 1. 2. 3. 4. 5. Atmosphere Bigger screen Better Sound Immersive Night out 17% 100% 67% 17% 0% Coded output 8 Using Historical Data Training Data “big screen amazing sound system” “Large screen and good sound systems” “Louder noise, bigger screen, more immersive” “The occasion, sound, and screen size” “The sound is much better and the wide screen is great” “Larger screen and atmosphere” AI Autocoded Up to 60% AI Assisted Coding Up to 30% Uncoded Up to 40% Verbatim comments 9 sample studies drugstoretracker–4questions # of responses actual hours estimated manual hours improvement wave 1 11918 24 125 523% wave 2 11996 30 126 421% wave 3 12000 34 126 372% wave 4 12028 35 127 362% 47942 123 505 410% total/average financialtracker–1question # of responses actual hours estimated manual hours improvement wave 1 3108 24 52 216% wave 2 3543 19 59 311% 6651 43 111 258% total/average 10 operational efficiencies Human Coding Automate Coding Rate 50-75 responses/hour 40-80% Coding Speed 300% Improvement Timing 50-80% Reduction Costs 30-60% Reduction 11 What next for AI in the Survey World? • “Life begins at a billion examples” • Current training data and AI model is siloed • Quantity of data in each silo is relatively small 12 What next for AI in the Survey World? • Codeit architecture can “pool” data to enhance AI training • Pooling data within a company, across companies or sector-wide would turbocharge AI for Market Research 13 Conclusions • It is a mistake to look for a single “silver bullet” • The best results are achieved by blending techniques to suit the task at hand • It is a mistake to think of AI as simply replacing humans. For now, AI is optimized if it is used to assist humans rather than trying to do everything for them. • This “new wave” of AI is only 5 years old … Plenty of room for further innovation in models and techniques 14 Coding Methods • Sequential • Block • Guided AI/Machine Learning • Text/Sentiment Analysis Segments • Brand Coding Sequential Coding Block Coding Guided Sequential Coding – Automated AI Guided Block Coding – Automated AI Segment Coding – Text Analysis Code Frame Auto-Generate Segment Coding – Text Analysis Automated • Topics • Sentiment Brand Coding – Code Frame Auto-Generate • Secure In-Network • Manage Sample • Transform/Combine • Text Analysis • Complexity • Non Tech Users Request more information