REAL RESULTS

Case Studies

Explore how we help organizations use AI more effectively through hands-on training, smarter workflows, and practical solutions built around the tools they already use.

Featured Case Studies

These case studies show how we turn AI into practical support for nonprofits, member organizations, and teams that need better systems, stronger adoption, and more efficient workflows.

Copilot Training for Case Note Documentation

Client: A local nonprofit serving Hispanic and Latinx communities through family support programs.

Painpoint: Staff were spending too much time on manual case notes and meeting documentation, with limited understanding of Microsoft 365 Copilot.

Solution: BotQueen delivered custom Copilot training, created case note and meeting summary workflows, and helped staff use Outlook, Word, Excel, and PowerPoint more efficiently.

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AI Productivity Training for Small Business Members

Client: A women’s membership organization focused on advocacy, gender equity, and racial equity.

Painpoint: Members had limited knowledge of AI, prompting, Gemini, and practical ways to use AI tools in their businesses.

Solution: BotQueen led a custom 2-hour training covering AI basics, ChatGPT, Custom GPTs, Gemini, Google Workspace, and NotebookLM, with take-home slides, prompts, and resources.

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HIPAA-Compliant Digital Case Note System

Client: Mental Health America of the Palm Beaches.

Painpoint: Case notes were managed through paper forms, emails, and spreadsheets, creating inconsistent documentation, limited visibility, and HIPAA risk.

Solution: BeeNex designed a secure digital case note platform with standardized forms, role-based access, centralized reporting, and tools that improved documentation across multiple programs.

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AI-Powered Grant Research Across Multiple Repositories

Client: Palm Health Foundation.

Painpoint: Historical grant data was scattered across Box, Google Drive, and SharePoint, making it difficult to analyze past funding information and identify patterns.

Solution: BeeNex built a private AI retrieval application that connected multiple repositories and allowed staff to ask natural-language questions about historical grant data in one place.

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