CaseIntermediateResponsible AI & Advanced Practice / Building an AI PM portfolio / #13
Describe how to present a failed project in a portfolio.
TRACE the portfolio piece is Clearlease, an AI tool that pulls key terms out of commercial lease documents
Thornfield Realty Partners is a fictional commercial real estate firm. Mireille Kanu built Clearlease there as her portfolio project: it reads scanned lease PDFs and pulls out ten key fields, rent terms, renewal dates, termination clauses, for a firm's analysts. The pilot, five analysts, four weeks, ended quietly. Walt Bregman, a hiring manager, is the first person she's shown the real write-up to.
The direct answer
Don't write "the pilot didn't get traction." Show the actual diagnosis: when the real breakdown started, which single part was failing under a healthy-looking average, what you ruled out before blaming the analysts, and the one check that proved the real cause. Clearlease ran at 94% accuracy overall. The one field analysts actually needed, renewal date, ran at 71%, and it sat buried at the bottom of a ten-field list with no flag on it at all.
Do this, in order
State exactly when the real breakdown started, separate from when the metric visibly cratered.Why: those two dates are almost never the same, and the gap between them is the whole story.
Cut the one healthy-looking number by segment before trusting it.Why: a 94% average can be hiding one field running at 71%.
Rule out a measurement or logging problem before blaming the people using it.Why: a tracking glitch looks exactly like a real drop in usage on a dashboard.
Name two or three real cause candidates, not a vague list of everything that could be wrong.Why: a named hypothesis is something a reader can test. A shrug is not.
State the one check that actually separated your top two candidates.Why: this is the single strongest move in the whole write-up, and the part most failed-project pages skip entirely.
Say what you'd build differently now, in one concrete sentence, not a vague promise to "iterate."Why: a diagnosis with no fix attached is just a complaint with extra steps.
How to answer this, stage by stage
Nobody is grading whether your project worked. They're grading whether you can say, precisely, why it didn't.
Stage 1
Scope it to one real failed project
Say it like this
"I'll walk through Clearlease, a lease-abstraction tool I piloted with five analysts at a real estate firm. It didn't survive the pilot, and I know exactly why."
Why this works
Says up front that this is a failure, with confidence, instead of burying it.
Stage 2
Say your structure out loud
Say it like this
"I'll use TRACE. Timeline, when it broke. Recut, by what segment. Assume nothing, rule out measurement first. Cause candidates, the real suspects. Evidence test, the one check that proved it."
Why this works
Signals an actual investigation, not an apology dressed up as a story.
Stage 3
Build the real timeline
Say it like this
"Usage looked fine week one. It actually broke in week two, the same week I shipped a UI cleanup that looked like an improvement. Nobody noticed the drop until week four."
Why this works
Shows the break happened weeks before the metric visibly moved, which is almost always true.
Stage 4
Recut the healthy number
Say it like this
"Overall extraction accuracy was 94%. Broken out by field, renewal date alone was 71%, and it was the one field every analyst actually opened the tool to check."
Why this works
A single average can hide one segment doing all the damage.
Stage 5
Rule out measurement first
Say it like this
"Before I blamed the analysts, I checked the usage logs themselves for a tracking bug. They were fine. The drop was real."
Why this works
A tracking glitch looks exactly like a real drop, and ruling it out first protects the rest of the diagnosis.
Stage 6
Name real cause candidates
Say it like this
"Three real suspects: analysts just don't trust AI-drafted lease terms, the scanned PDFs were too messy for the model, or the one field that mattered was buried where nobody could find it."
Why this works
Three named, testable hypotheses beat a vague shrug about "adoption."
Stage 7
Run the evidence test
Say it like this
"I pulled click logs to see which field analysts checked first. Every single one manually re-typed the renewal date, every time, and trusted every other field without a second look."
Why this works
This one check separates "people don't trust AI" from "one specific field failed them," and only one of those is true here.
Stage 8
Say what changes now, and close
Say it like this
"If I rebuilt Clearlease today, renewal date would sit first in the output, flagged whenever its own confidence drops below the field's real accuracy. That's the whole fix."
Why this works
Ends on a concrete design decision, not a promise to try harder next time.
Let's learn
A lease-abstraction tool is a product that reads a scanned contract and pulls out the handful of facts someone would otherwise hunt for by eye: rent, dates, exit terms.
Clearlease launched to five analysts at Thornfield Realty Partners. In week one, all five opened it every day. Extraction accuracy across all ten fields it pulled sat at a strong 94%.
Knowledge spark: what's a confidence score?
The model's own guess at how sure it is about one specific answer. Clearlease computed one for every field it pulled. Nobody ever showed it to the analysts using the tool.
By week four, one analyst out of five was still opening it. The dashboard showed a clean 94% the whole time, unchanged, sitting right next to a usage number that had quietly fallen off a cliff.
Weekly active analysts, four-week pilot
The real drop started between week one and week two. Nobody looked closely until the number was already down to one.
Here's the turn: the extra mistakes hidden inside that 94% were never the real problem. Analysts didn't quietly distrust the whole tool. They trusted nine of its ten fields completely, and manually redid the tenth, every single time, without ever saying a word about it.
The average was healthy. The one field analysts actually needed wasn't, and nobody had ever cut the number open to check.
At its worst: Mireille nearly left Clearlease off her portfolio entirely, since "the pilot failed" felt like the whole story, and she assumed a failed pilot had nothing worth showing.
The decision I would take back
Early on, Mireille sorted the ten extracted fields alphabetically in the output, for simplicity. That was a fine call when the tool only pulled three fields. It stopped being fine once it pulled ten, and the one analysts actually needed landed near the bottom with no flag distinguishing it from the other nine.
What I would leave alone: the underlying extraction model and its OCR pipeline were genuinely fine and didn't need retraining. The fix was entirely about surfacing a confidence number the model already had, not making the model smarter.
The lesson: a failed project isn't a project with nothing to show. It's a project where the real cause is still sitting there, uncut, waiting for someone to actually look.
Now here is the same thing as a story
The short version above is what you'd say walking a hiring manager through this project cold. Read this one for how Mireille actually found the real cause.
Mireille Kanu spent three years as a commercial leasing analyst before she ever wrote a line of code, and she could spot a bad renewal clause on a scanned lease faster than most of her old team could open the file.
Clearlease's first week went well. Analysts opened it every morning, pulled ten fields per lease in seconds instead of the twenty minutes it used to take by hand, and told her it felt like magic.
The UI cleanup in week two looked like an improvement on paper. It's also exactly when the real trust broke, two weeks before anyone noticed the usage number moving.
Then the drop-off began, in three quiet beats. Week two, one analyst stopped opening it daily and went back to checking leases by hand "just for this batch." Week three, two more followed, each with their own private reason that sounded reasonable on its own. Week four, only one analyst was still opening it at all.
The trigger wasn't a single bad output or an angry email. It built up slowly enough that Mireille almost missed it, the way these things usually do.
Both numbers were true at the same time. Only one of them was the one that mattered to the people using the tool.
Before she blamed anyone, Mireille checked whether the usage logs themselves were even trustworthy. They were. The drop-off was real, not a tracking artifact.
Three real suspects, and only one of them survived a real check.
She pulled the click logs next, expecting to find analysts double-checking every field out of general suspicion. Instead, she found something narrower: every analyst, every time, manually retyped the renewal date and left every other field untouched.
Renewal date sat at position nine of ten, sorted alphabetically, with no confidence flag telling anyone it was the weakest field in the list.
The old design asked every field to compete equally for an analyst's trust, sorted by nothing more meaningful than the alphabet. The new one, which she sketched but never got to ship before the pilot ended, put renewal date first and flagged it whenever its own confidence dropped below its known accuracy.
Renewal date sat in the one dangerous corner: low accuracy, and nothing on screen telling anyone not to just assume it.
Sorting the fields alphabetically had felt like a harmless, even tidy choice back when there were only three fields to show. It stopped being harmless the day the list grew to ten and the one field analysts actually leaned on landed near the bottom, indistinguishable from nine fields they could trust completely.
I sorted those ten fields alphabetically because it was simple and I never revisited it once the list grew. It took watching four out of five analysts quietly stop opening the tool to see that "simple" and "safe" had stopped being the same decision.
TRACE, the real diagnosisNot a eulogy for a failed pilot. TRACE is what turns "it didn't land" into a cause someone can actually check.
T
Timeline. When it actually broke.
Week two, the same week a UI cleanup shipped that looked like a plain improvement.
The break came two weeks before the usage number visibly moved.
R
Recut. By field, not the whole tool.
Overall accuracy 94%. Renewal date alone, 71%.
A healthy average was hiding one badly failing segment.
A
Assume nothing. Rule out measurement first.
Checked the usage logs for a tracking bug before blaming the analysts. They were clean.
A tracking glitch looks exactly like a real drop, and this one wasn't a glitch.
C
Cause candidates. Three real suspects.
General AI distrust, messy scans, or one buried field. Named, not guessed at vaguely.
A testable hypothesis, not a shrug about "adoption."
E
Evidence test. The one check that separated them.
Click logs showed analysts trusted nine fields completely and retyped only the renewal date, every time.
The strongest move in the whole write-up, and the one most candidates skip.
The click-log check is the step that actually separated a vague story from a real cause.
Extraction accuracy by field
Every other field cleared 93%. Renewal date, the one every analyst actually needed, sat 22 points below the rest.
The recap, one line per letter: timeline is the break landing two weeks before the number moved, recut is the 94-versus-71 split, assume nothing is ruling out a logging bug first, cause candidates is the three named suspects, and evidence test is the click logs that convicted one of them.
And if you want to be sure it really works, try it somewhere elseSame five letters, a school district's attendance tool instead of a lease. A different building, and this time the real cause is a calendar, not a field.
Windmere Veterinary Group is a fictional veterinary chain. Emory Castellanos built an AI dictation assistant there, one that turns a vet's spoken exam notes into a structured chart entry. Priya Osgood reviews his write-up of the tool's rocky pilot.
Mapped onto TRACE: the timeline shows usage held steady for three weeks, then broke sharply in the fourth, right when the clinic's slow season ended and appointment volume doubled. The recut splits accuracy by appointment type instead of by field: routine checkups transcribed at 96%, while urgent same-day visits, spoken faster and with more interruptions, transcribed at 68%. Assume nothing rules out a software update as the cause, since the dictation model itself never changed that month. The cause candidates are three: vets rushing their speech under higher volume, more background noise in a busier clinic, or the model genuinely struggling with urgent-visit vocabulary specifically. The evidence test compares transcription accuracy against appointment length rather than volume, and finds accuracy tracks tightly with how many words per minute a vet spoke, not with how many patients were in the waiting room.
Swap the trigger and it still runs.
Speed: an interviewer caps you at sixty seconds. Say "94% overall, 71% on the one field that mattered, and click logs proved that's exactly the field people stopped trusting," and stop.
Cost: there's no budget to rebuild the field ordering before the next pilot. Say so honestly, and start with just adding the confidence flag to the existing layout, since even that alone would have caught the problem.
The model gets better, for real: if Clearlease's renewal-date accuracy improves to 90% next quarter, that's still worth mentioning, since it proves the diagnosis was right and the fix actually worked.
Where people run it wrong.
They summarize a failure as "it didn't get traction," which tells a reader nothing they could check.
They blame the users first, before ever ruling out a measurement or logging problem.
They name one plausible cause and stop, instead of naming several and running the one test that actually separates them.
How to use it live. When someone asks you to present a failed project, ask yourself one question first: what's the one check that proved your real cause, and not just your best guess. Lead with that check, not with an apology.
Flashcards (tap any card to flip it)
1 · THE FRAMEWORK
What framework fits "how do you present a failed project"?
Tap to flip
ANSWER
TRACE: timeline, recut, assume nothing, cause candidates, evidence test. The evidence test is what separates a real diagnosis from a guess.
2 · THE PERSON
Who is this answer about?
Tap to flip
ANSWER
Mireille Kanu, a former commercial leasing analyst who built Clearlease and piloted it with five analysts.
3 · THE PATTERN
What did the analysts quietly stop doing, one by one?
Tap to flip
ANSWER
Opening Clearlease daily. By week four, only one of five analysts still used it, each with a private, reasonable-sounding excuse.
4 · THE MECHANISM
What did the click logs actually reveal?
Tap to flip
ANSWER
Every analyst trusted nine of ten fields completely and manually retyped only the renewal date, every single time.
5 · THE OLD DECISION
What decision would you take back?
Tap to flip
ANSWER
Sorting the ten extracted fields alphabetically, a fine call when there were three fields, wrong once there were ten and the important one landed near the bottom.
6 · THE NUMBER
Fill in the blank: overall accuracy was 94%, but the renewal-date field alone ran at ___.
Tap to flip
ANSWER
71%. Twenty-two points below every other field in the tool, and the one field analysts actually relied on.
7 · THE FIX
If Mireille rebuilt Clearlease today, what's the one change she'd make?
Tap to flip
ANSWER
Put renewal date first in the output and flag it whenever its own confidence score drops below the field's known accuracy.
8 · CROSS PRODUCT TRANSFER
Section 4 answers this again for a different product. Which one, and what's the real cause there?
Tap to flip
ANSWER
Emory Castellanos's vet dictation tool. The real cause is speaking speed during urgent visits, not clinic noise or volume.
Check yourself Score: 0 / 0
Fill in the blank
1. Fill in the blank: renewal-date accuracy ran at ___ percent, while every other field cleared at least 93 percent.
Show hint
Look at the bar chart of accuracy by field.
Show answer
71 percent. Twenty-two points below the next lowest field, buried in an alphabetically sorted list with no flag on it.
Multiple choice
2. Why does this answer check the usage logs for a tracking bug before blaming the analysts?
A. Because analysts are never at fault in a pilot.
B. Because a measurement or logging problem can look exactly like a real drop in usage, and ruling it out first protects the rest of the diagnosis.
C. Because logging bugs are more common than real usage drops.
D. Because Thornfield required a logging audit before any pilot review.
Show hint
Look at the A step: assume nothing.
Show answer
B. Ruling out instrumentation first is what makes every cause candidate that follows actually trustworthy.
True or false
3. True or false: the model's underlying extraction accuracy needed to be retrained to fix Clearlease.
True
False
Show hint
Look at "what I would leave alone."
Show answer
False. The fix was surfacing a confidence number the model already computed, not making the model itself more accurate.
Short answer, where it wouldn't matter
4. Name a part of Clearlease's pipeline where this exact diagnosis changed nothing.
Show hint
Look at "what I would leave alone."
Show answer
Model answer: The OCR and extraction model itself. It stayed exactly as accurate as it always was; only the presentation of its output needed to change.
Short answer, apply it yourself
5. Think of a project of your own that didn't go the way you wanted. What's the one check you could run, or could have run, to actually separate your top two guesses about why?
Show hint
Think about a log, a click record, or a segment split you have access to, not just a feeling about what went wrong.
Show answer
Model answer: Most people, once pushed, can name a real log or record they never actually opened. That unopened log is usually where the real evidence test was waiting.
Short answer, the number question
6. If the renewal-date field had been running at 88 percent instead of 71 percent, would the same fix, reordering and flagging the field, still have been the right call? Why or why not?
Show hint
Think about whether the fix depends on the exact number, or on the gap between fields.
Show answer
Model answer: Probably still yes, since the real problem was never the absolute number, it was that the weakest field had no visible flag and sat buried where analysts wouldn't notice it.
Before you close the answer
Why this works
Tests whether you treat a failed project as evidence to investigate or as a story to apologize for, and whether you can run a real diagnosis instead of reaching for the first plausible explanation.
Follow-up traps
"Couldn't the analysts have just told you the renewal date was wrong?" Response: they could have, and didn't, since quietly working around a flaw costs less than filing a complaint, which is exactly why the click logs mattered more than any survey would have.
"Isn't 94% still a genuinely good number?" Response: as an average, yes. As the number a reader should trust before checking what it's made of, no, since it was hiding a 23-point gap on the one field that actually drove usage.
If pressed
Clearlease's renewal-date field failed mostly on leases with hand-annotated amendments stapled to the original document, a pattern the model's training data barely covered, which is exactly the kind of narrow, real-world gap an aggregate accuracy number is built to hide.
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