How medical non-profit Inteleos accelerates its mission with Perplexity Enterprise Pro
How medical non-profit Inteleos accelerates its mission with Perplexity Enterprise Pro
115+ members
115+ members
team members using Perplexity Enterprise Pro
team members using Perplexity Enterprise Pro
95% faster
rationale development
for quiz items
rationale development
for quiz items
Improved
research and
information recall
research and
information recall
How medical non-profit Inteleos accelerates its mission with Perplexity Enterprise Pro
115+ members
team members using Perplexity Enterprise Pro
95% faster
rationale development
for quiz items
Improved
research and
information recall
CUSTOMER TESTIMONIAL
“With Perplexity Enterprise Pro, shifting prompts between LLMs is like having a personal panel of AI models to do the research you need. The verified citations provided in the answers reinforces our principle of validating your research. What differentiates Perplexity Enterprise Pro from traditional search is the balance between recall and precision of information. It hits the bullseye on both variables. And that is something that traditional search has failed to do as well.”
“With Perplexity Enterprise Pro, shifting prompts between LLMs is like having a personal panel of AI models to do the research you need. The verified citations provided in the answers reinforces our principle of validating your research. What differentiates Perplexity Enterprise Pro from traditional search is the balance between recall and precision of information. It hits the bullseye on both variables. And that is something that traditional search has failed to do as well.”
“With Perplexity Enterprise Pro, shifting prompts between LLMs is like having a personal panel of AI models to do the research you need. The verified citations provided in the answers reinforces our principle of validating your research. What differentiates Perplexity Enterprise Pro from traditional search is the balance between recall and precision of information. It hits the bullseye on both variables. And that is something that traditional search has failed to do as well.”
Juan Sanchez, Chief Information Officer at Inteleos
Juan Sanchez, Chief Information Officer at Inteleos
Juan Sanchez, Chief Information Officer at Inteleos
The Problem
The Problem
Enhancing workflows with AI while ensuring complete patient privacy and test security
Enhancing workflows with AI while ensuring complete patient privacy and test security
Inteleos develops both high-stakes exams and low-stakes quizzes for medical professionals, in either case, the process requires meticulous manual review by subject matter experts. Each question assesses professional knowledge and skill; like how to use sonography equipment to capture clear images of organs. In addition, every multiple-choice option must be carefully worded to eliminate confusion for test-takers.
While these exams and quizzes leverage the skills and knowledge that these experts use every day, Inteleos’ Learning and Development Operations Program Manager Paul Johnson explains that technical writing isn’t necessarily in their wheelhouse. However, to promote learning, every multiple-choice question on these quizzes includes an explanatory paragraph – and just one question can often take 20 minutes (or more) to research and write from end-to-end. Perplexity Enterprise Pro is exactly the type of tool that can contribute to major workflow efficiencies while maintaining quality with human review.
Inteleos explored a wide variety of AI solutions before landing on Perplexity Enterprise Pro. “We knew absorbing AI tools would be a major part of our strategy in 2024,” explains Juan Sanchez, Chief Information Officer at Inteleos. As a first step, Inteleos is using Perplexity Enterprise Pro to assist the development of low-stakes quiz questions. The goal is to understand how the approach reduces question writing time while maintaining question quality.
If it proves out, Inteleos could extend the approach to high-stakes questions in the future. In addition to accelerating the knowledge work required to write the exams, he needed to find a solution that prioritized:
Security: As a medical-focused certification nonprofit, intellectual property privacy is a top priority for Inteleos.
Affordability: Enterprise-level AI accounts offer adequate security measures but tend to come with a significantly higher price tag, in turn straining already slim budgets.
Accuracy: With a steady stream of new research and methods in the medical field, Inteleos needed AI-assisted tooling that provided up-to-date references with citations.
Despite having difficulty finding a platform that could meet all these criteria, Juan never gave up his search for an AI platform that could radically transform Inteleos’ processes. So, when he heard people in his field talking about Perplexity Enterprise Pro — with its heightened security and data privacy features — he knew it was the solution for Inteleos. He was also excited by the prospect of onboarding 115+ Inteleos team members while doing so completely in-budget.
The Cleveland Cavaliers were ready to use AI to bring the future of work to their organization, allowing Team Members to take the initiative to find answers to critical questions faster.
“We knew automation wouldn’t solve every use case,” says Ben Levicki, the Cavaliers’ AI Solutions Architect, “But we also knew that AI could increase efficiency and productivity, boost skill enhancement with instant insights and empower employee growth.”
The Cavs’ previous internal solution, an AI chatbot, was secure and private but required ongoing development efforts that slowed implementation. As a one-person AI team, Ben hoped to eliminate this patched-together solution and advance to a comprehensive AI search engine witha “succinct UI that pulls in documents, images and video assets.” His list of must-haves included:
Flexibility: The Cavs needed a solution that aligned with its wide-ranging use cases — everything from researching partnerships to closing knowledge gaps for its data team.
Security: With zero-party data as one of their competitive advantages, the Cavs required a tool that didn’t train its AI models on their proprietary internal data sets.
Accuracy: Reliability was also a concern. Most tools are prone to hallucinations (i.e., incorrect or misleading results). To get buy-in from the entire team, Ben needed a model that was known for generating accurate and verified information sources.
In other words, Ben wanted a solution that could leverage AI’s full capabilities and boost the organization’s productivity.
The Solution
The Solution
Onboarding Perplexity Enterprise Pro to expedite knowledge work for 115+ employees
Onboarding Perplexity Enterprise Pro to expedite knowledge work for 115+ employees
Inteleos held AI coaching sessions to jumpstart the company’s use of Perplexity Enterprise Pro. Sarah Pelter, Director of Psychometric Services, says they went through how to use the AI to prepare a presentation, reformat communications, summarize documents, and improve procedures. As Inteleos employees began adopting Perplexity Enterprise Pro for their knowledge work, they quickly saw three core benefits:
Benefit #1: Improved knowledge work efficiency
Perplexity Enterprise Pro helps Inteleos develop more efficient workflows across teams and departments, including:
Analyzing data: Sarah categorizes datasets based on specific statistical criteria into categories like “good,” “needs work,” or “reject.” She also asks Perplexity to provide descriptive statistics and summarize findings.
Choosing SMEs for psychometric panels: Sarah needs panels of experts to conduct psychometric exams. Perplexity suggests possible panel members representing various professional and demographic angles based on the exam requirements.
Operational improvements: Sarah uses Perplexity Enterprise Pro to write OKRs, create outlines for training, and generate images for presentations. The Inteleos leadership team also used the AI to write the organization’s mission statement in record time – a massive testament to Perplexity’s ability to generate value in a short amount of time.
Pre-screening resources: Paul begins his research by searching in Perplexity Enterprise Pro to get a list of ten web sources ranked by relevance and depth.
Benefit #2: Accurate research and guided technical writing
Most importantly, Perplexity streamlined the development of quiz items for medical professionals. The experts input the test questions with the corresponding answers, and Perplexity returns the necessary cited research with a technical explanation of why each answer is wrong or right. Then, the expert reviews the AI’s work and makes edits as needed. If they want more information, they can ask Perplexity for further references. It becomes a cognitive partner in content creation.
Unlike other tools, Perplexity Enterprise Pro produces the most up-to-date, advanced results possible. Juan appreciates that “shifting prompts between LLMs is like having a personal panel of AI models to do the research you need.” He also enjoys the balance of recall and precision in providing an answer to the question. “It hits the bullseye on both variables.”
This results in great answers on Juan’s first try nearly every time. And if he’s not sure what question to ask, Perplexity’s Pro Search leads Juan to the answers he needs by formulating further prompts and suggesting follow-up questions. This improves his research and expedites written projects like researching customer identity management recommendations, refining product vision statements, or developing entire strategies for different products within Inteleos.
Inteleos is taking a pragmatic approach to Perplexity Enterprise Pro. Juan explains, “We know these tools aren’t perfect, but we also understand this is a long-term partnership with Perplexity. We expect accelerating benefits over the near term as the product and the models improve.”
Benefit #3: Predictable monthly costs with trusted security
Perplexity offers seat-based pricing without extra fees, giving Inteleos predictable monthly costs. This way, all 115+ Inteleos employees can use Perplexity at a reasonable rate.
Even better, Perplexity Enterprise Pro guarantees privacy and security because it doesn’t train its LLMs on enterprise customers’ data. It also uses state-of-the-art encryption and complies with strict industry data storage standards. Inteleos’ medical data is safe with Perplexity, and its value never depreciates — because the AI just keeps getting better.
In Juan’s view, this dedication to improvement makes Inteleos’ partnership with Perplexity extremely valuable. He appreciates that Perplexity is no-nonsense, adding “we know what they’ve proposed from the start, and they’re going to keep building on and improving the platform.”
Given the flexibility, security, and accuracy needs of the Cavs, Perplexity Enterprise Pro became the Cavs’ number-one pick. Once Ben started using Perplexity, he saw that onboarding fellow organizational teams would be technologically easy. The challenge in every organization with a new process is getting buy-in. To ensure Team Members understood the full benefits of Perplexity Enterprise Pro, Ben met with each team to explain how the tool could improve their daily performance and efficiency. One perfect example is that he showed the IT team how to simplify explanations of technical topics for non-technical stakeholders, saving time and increasing the ease of novice understanding using Perplexity.
The use case that most attracted teams to Perplexity was far simpler. They witnessed firsthand how Perplexity’s advanced web search empowers everyone in the Cavs organization to take research into their own hands. As Ben affirms, “Perplexity Out-Googles Google.”
Perplexity’s AI search engine sifts through clutter and closes knowledge gaps. “That’s where all of the magic begins,” Ben says. “Perplexity augments repetitive, mundane tasks, so team members can focus on human skills like critical thinking, problem-solving and empathy.” In other words, the team spends less time searching and more time on deep work. The advantages that Perplexity offers in search also include that it:
Enables Mixed-Media Searches: The ability to add documents and images to searches allows anyone in the organization to get results tailored to their needs. For example, the development team can drop a graph about ticket sales into Perplexity, and the AI summarizes the document’s emerging trends in one click — without sacrificing data privacy (unlike other AI tools, Perplexity never retains critical customer data).
Lowers the Learning Curve: Perplexity is LLM agnostic, so AI beginners and experienced users alike get immediate value from the tool — whether they need an in-depth detailed response or natural-sounding answers.
Saves Valuable Time: Rather than drafting separate knowledge-based documentation for each of the Cavaliers’ departments, Team Members can attach relevant documents to a Perplexity search. The tool then easily parses meaning from this context and provides quick answers. With this functionality, Perplexity streamlines prospecting for the partnerships team by writing bespoke outreach emails in a flash.
Consolidates In-Depth Learnings: Perplexity also makes it easy for the Cavs to analyze long, complex documents, saving months of research. For example, the sustainability team used Perplexity to analyze long environmental studies in the Cleveland area to reveal how climate change may impact their stadium operations. These findings enabled the organization to approach events with sustainability in mind.
With Perplexity, the organization conducts deep research and finds relevant information far faster than before – driving efficiency gains and saving valuable time across teams.
The Result
The Result
Accelerating rationale development for quiz items by 95% and saving hours across many other functions in the organization
Accelerating rationale development for quiz items by 95% and saving hours across many other functions in the organization
Accelerating rationale development for quiz items by 95% and saving hours across many other functions in the organization
As Juan hoped, AI has expedited workflows across many departments at Inteleos. Today, more than 88% of the Inteleos team uses Perplexity Enterprise Pro. Juan estimates it saves him at least two hours weekly with research tasks. That’s like getting a full day of work back each month.
For the leadership team, which includes board member doctors from major hospital systems, wordsmithing important statements used to take four to six hours of group work. But in 2023, they used Perplexity Enterprise Pro to re-write Inteleos’ mission statement in just one hour.
Most importantly, Perplexity shortens stages of the medical quiz item writing process by 95%. With an AI assist, writing each technical explanatory paragraph now takes less than a minute. Even the newest AI adopters are enhancing their manual writing and research with Perplexity Enterprise Pro. On a final note, Paul adds, “I use Perplexity instead of Google throughout my workday. If I have a question, I’m far more likely to turn to Perplexity than my default search engines of the past.”
Perplexity Enterprise Pro has been a huge time-saver for the entire Cavaliers organization. For the partnerships team, email outreach (spanning partner identification, strategy and drafting) used to take up to two hours. Now, this task takes only a few minutes from end-to-end. What’s more, Ben himself saves up to 20 hours per week using Perplexity. He says the tool handles all his repetitive tasks from end-to-end. For instance, when Ben needs information for a presentation, Perplexity swiftly summarizes documents on his behalf. “This makes gathering information nearly effortless,” he says. With these knowledge gaps closed, Ben has been hard at work ramping up the Cavaliers’ AI architecture. Ben calls Perplexity the “best, most secure tool of its kind. It’s proved that it can keep our information safe while augmenting and enriching roles across our organization.”
Best of all, the Cavaliers continue to find innovative use cases to boost efficiency and increase Team Member autonomy with Perplexity. Ben envisions adding the tool to new hire orientation next. This way, new Team Members can ramp up faster and provide value to the organization sooner.
Company name
Inteleos
About the company
Inteleos is a global non-profit community of more than 140,000 active medical professionals dedicated to providing the highest-quality patient care by addressing inequality and inequity within their areas of medical expertise. The organization is internationally recognized in medical certification across 18 disciplines, including diagnostic medical sonography, cardiovascular MRI, CT, and nuclear medicine.