Case Study
Case Study
Case Study
Improving Data Driven Decision Making in Orthodontics
Generative AI Insights Chatbot for KLOwen Orthodontics
Background
Background
Background
AI-Powered Data Insights
AI-Powered Data Insights
KLOwen Orthodontics, a leading innovator in customized braces systems, recognized a recurring challenge: dentists and practice administrators struggled to quickly access actionable insights from scattered data sources such as LabOS databases, HubSpot CRM, spreadsheets, and ERP systems.
KLOwen Orthodontics, a leading innovator in customized braces systems, recognized a recurring challenge: dentists and practice administrators struggled to quickly access actionable insights from scattered data sources such as LabOS databases, HubSpot CRM, spreadsheets, and ERP systems.
Traditional dashboards and reporting tools often required manual queries, technical know-how, or long waits for analysts. This slowed decision-making, delayed patient care improvements, and limited operational efficiency.
Traditional dashboards and reporting tools often required manual queries, technical know-how, or long waits for analysts. This slowed decision-making, delayed patient care improvements, and limited operational efficiency.
To tackle these challenges, KLOwen set out to build a Generative AI Insights Chatbot enabling users to interact naturally with data using plain language.
To tackle these challenges, KLOwen set out to build a Generative AI Insights Chatbot enabling users to interact naturally with data using plain language.
Problem Statement
Problem Statement
Problem Statement
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Despite having robust data infrastructure, insights were locked behind technical barriers
Scattered Data Sources
Data scattered across multiple platforms (LabOS, HubSpot, ERP, spreadsheets).
Scattered Data Sources
Data scattered across multiple platforms (LabOS, HubSpot, ERP, spreadsheets).
Scattered Data Sources
Data scattered across multiple platforms (LabOS, HubSpot, ERP, spreadsheets).
Limited Data Access
Non technical staff (dentists, admin teams) couldn’t query data easily.
Limited Data Access
Non technical staff (dentists, admin teams) couldn’t query data easily.
Limited Data Access
Non technical staff (dentists, admin teams) couldn’t query data easily.
Manual Reporting Delays
Manual report generation slowed down clinical and business workflows.
Manual Reporting Delays
Manual report generation slowed down clinical and business workflows.
Manual Reporting Delays
Manual report generation slowed down clinical and business workflows.
Poor Data Visualization
Lack of visualization made trends hard to interpret at a glance.
Poor Data Visualization
Lack of visualization made trends hard to interpret at a glance.
Poor Data Visualization
Lack of visualization made trends hard to interpret at a glance.
Solution Approach
Solution Approach
Solution Approach
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The product team designed the Generative AI Insights Chatbot with 4 core pillars:
Effortlessly connect with your favorite tools. Whether it's your CRM, email marketing platform.
Natural Language Processing (NLP)
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Leveraged fine-tuned LLMs (e.g., GPT, Claude) to interpret domain specific queries.
Provided user friendly explanations of generated SQL queries.
Natural Language Processing (NLP)
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Leveraged fine-tuned LLMs (e.g., GPT, Claude) to interpret domain specific queries.
Provided user friendly explanations of generated SQL queries.
Natural Language Processing (NLP)
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Leveraged fine-tuned LLMs (e.g., GPT, Claude) to interpret domain specific queries.
Provided user friendly explanations of generated SQL queries.
Seamless Data Access
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Connected to multiple data sources (PostgreSQL, HubSpot, ERP, spreadsheets).
Performed Text to SQL transformation to fetch relevant data in real time.
Seamless Data Access
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Connected to multiple data sources (PostgreSQL, HubSpot, ERP, spreadsheets).
Performed Text to SQL transformation to fetch relevant data in real time.
Seamless Data Access
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Connected to multiple data sources (PostgreSQL, HubSpot, ERP, spreadsheets).
Performed Text to SQL transformation to fetch relevant data in real time.
Interactive Data Visualization
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Converted retrieved data into clear, customizable visualizations (bar, pie, scatter, line charts).
Used libraries like D3.js, Plotly, Matplotlib, Seaborn for rich, exportable visuals (CSV, PDF, images).
Interactive Data Visualization
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Converted retrieved data into clear, customizable visualizations (bar, pie, scatter, line charts).
Used libraries like D3.js, Plotly, Matplotlib, Seaborn for rich, exportable visuals (CSV, PDF, images).
Interactive Data Visualization
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Converted retrieved data into clear, customizable visualizations (bar, pie, scatter, line charts).
Used libraries like D3.js, Plotly, Matplotlib, Seaborn for rich, exportable visuals (CSV, PDF, images).
Automation & Workflow Integration
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Enabled voice driven case creation via Azure Speech to Text.
Auto-populated forms based on dentist patient conversations.
Automation & Workflow Integration
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Enabled voice driven case creation via Azure Speech to Text.
Auto-populated forms based on dentist patient conversations.
Automation & Workflow Integration
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Enabled voice driven case creation via Azure Speech to Text.
Auto-populated forms based on dentist patient conversations.
Security & Compliance
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Given the sensitivity of healthcare data, the solution emphasized secure design:
Data isolation
Patient data protected with row level security.
Encryption
End to end encryption for data in transit and at rest.
RBAC & OAuth2
Strict authentication and access control.
OWASP Top-10 LLM Safeguards
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Data isolation:
Patient data is protected through row-level security, ensuring that users can only access the specific data rows they are authorized to view. This strict separation helps prevent unauthorized access and data leakage between different users or tenants within system.
Security & Compliance
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Given the sensitivity of healthcare data, the solution emphasized secure design:
Data isolation
Patient data protected with row level security.
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Encryption
End to end encryption for data in transit and at rest.
RBAC & OAuth2
Strict authentication and access control.
OWASP Top-10 LLM Safeguards
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Security & Compliance
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Given the sensitivity of healthcare data, the solution emphasized secure design:
Data isolation
Patient data protected with row level security.
Master Task Management with SAP
Learn to efficiently organize and track tasks for streamlined workflows. Discover how SAP simplifies task management processes for enhanced productivity.
Encryption
End to end encryption for data in transit and at rest.
RBAC & OAuth2
Strict authentication and access control.
OWASP Top-10 LLM Safeguards
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Outcomes
Outcomes
Outcomes
Key Takeaways
Key Takeaways
Frictionless data access can transform decision making for clinical teams.
Frictionless data access can transform decision making for clinical teams.
Generative AI-driven NLP + Visualization bridges the gap between technical data and frontline users.
Generative AI-driven NLP + Visualization bridges the gap between technical data and frontline users.
Security and governance are as critical as usability when deploying AI in healthcare.
Security and governance are as critical as usability when deploying AI in healthcare.
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CTA
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Empower your business with cutting-edge AI technology that transforms raw data into actionable insights.
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Ready to Get Started?
Empower your business with cutting-edge AI technology that transforms raw data into actionable insights.
CTA
Ready to Get Started?
Empower your business with cutting-edge AI technology that transforms raw data into actionable insights.