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intermediate Phase 18 · Production Capstone and Interview Prep

Portfolio Case Studies

Write case studies with metrics, trade-offs, and lessons from shipped AI projects.

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Metrics That Prove Impact

"Built a RAG system" proves nothing. A reader — hiring manager, interviewer, customer — cannot evaluate a claim they cannot measure, so every claim in a case study needs a before-and-after number.

Weak Strong
"Improved answer quality" "Faithfulness rose from 0.71 to 0.89 on a 200-question golden set"
"Faster responses" "p95 latency fell from 3.2s to 1.1s after adding a reranker and cache"
"Saved money" "Monthly spend dropped 40% after routing easy queries to a smaller model"
"Users liked it" "Resolution rate rose from 54% to 71%; support tickets fell 22%"

The strong column shares three properties: a baseline, a number, and an outcome a reader can check. "Improved answer quality" fails all three — no baseline, no number, no verifiable outcome. When you do not have a metric, instrument before you build, not after: the cheapest eval is the one you can rerun. For metric design, see Online Metrics for AI Features and Building Eval Datasets.

A note on honesty: a metric you cannot measure yet is a reason to instrument, not a reason to skip the case study. "We did not baseline resolution rate, so the 71% is unverifiable" is a postmortem line that costs you credibility. The fix is cheap — two weeks of logging before you ship — and the discipline of measuring before building is itself a story worth telling.

The Case Study Structure

A case study is not a project description — it is an argument that you made good decisions under constraints. Four sections carry that argument.

Situation. What problem existed, what constraints bounded it, and why it mattered. "Support answered 40% of tickets with a knowledge base of 800 articles" is a situation; "we built a chatbot" is not.

Approach. What you built, with a diagram of the pipeline. This is the only section where architecture matters, and it matters because the reader needs to see the shape of the system before they can judge the decisions.

Outcome. The metrics from the previous chapter, tied to the situation. Resolution rate 54% → 71% closes the loop the situation opened.

Postmortem. What went wrong during the build and what you would change. This is the section candidates skip and readers trust most — a case study with no postmortem reads as marketing, not engineering. For the interview version of this structure, see AI System Design Interviews.

The diagram does more work than any paragraph of architecture prose. A reader who can see the pipeline's shape — where documents enter, where the model is called, where a human sits in the loop — can judge your decisions in seconds. Keep it to one level of abstraction: boxes for stages, arrows for data, and nothing that requires a legend to decode.

Trade-offs You Rejected

Describing only the option you chose hides the judgment that made it a good choice. A rejected alternative, with the reason it lost, proves you evaluated the space.

Running example: the case study's vector store. Chose pgvector because the team already ran Postgres and the dataset was under 1M chunks — one less operational system. Rejected Pinecone because at a projected 10M chunks the managed pricing was 4x the Postgres cost, and the team had no managed-service budget. Rejected a hosted reranker service because the latency budget was tight; a local cross-encoder on the top 50 candidates fit the budget and was good enough on the eval set.

Each rejection names a constraint — cost, latency, operations — and a number. "We considered X but it was slower" is a preference; "X added 180ms against a 500ms budget" is engineering. For the full comparison, see Choosing a Vector Store and Reranking with Cross-Encoders.

How to present the rejections: one sentence per alternative, in the form "we considered X, it lost on Y." The constraint is always a number or a hard fact — a budget, a latency ceiling, a headcount. If you cannot name the constraint that killed an option, you did not reject it, you merely did not choose it, and the reader can tell the difference.

Reproducible Evals and Diagrams

A claim a reader cannot verify is a claim they will discount. Publishing the eval set — or a representative sample — and the scoring script turns your case study from a story into a result.

The minimum viable publication: the golden questions (or 20 of them), the scoring script, and the scores your system achieved. A reader can then rerun the scoring and confirm your faithfulness number is real. Pair it with the pipeline diagram from the approach section, and the case study becomes an artifact others can learn from and build on — which is the actual goal. The postmortem closes the loop: what broke during the build, what you would do differently, and what you would never skip again. For eval design, see LLM-as-Judge Techniques; for what happens when evals are skipped, see Production Incident Drills.

The postmortem is also where you convert the build into reusable knowledge. "Our first chunking split tables in half and retrieval recall dropped 18 points; we fixed it with structural chunking and added a regression test" teaches the reader something they can apply to their own system. A case study that only reports outcomes is a press release; one that reports failures and fixes is engineering literature.

Quiz

1. Why pair every claim in a case study with a before-and-after metric?

Question 1 options

2. What does including rejected trade-offs demonstrate?

Question 2 options

3. What belongs in the postmortem section?

Question 3 options

4. Why publish the eval script alongside the results?

Question 4 options

Flashcards

Question

What makes a case study metric strong?

Answer

A before-and-after number tied to a user or business outcome — e.g., resolution rate rose from 54% to 71%.

Question

What four sections structure a case study?

Answer

Situation, approach, outcome, postmortem.

Question

Why describe trade-offs you rejected?

Answer

It demonstrates engineering judgment — you evaluated alternatives against real constraints rather than picking the obvious option.

Question

What does publishing the eval script enable?

Answer

Readers can rerun the scoring and verify your claims independently.

Question

What belongs in the postmortem?

Answer

What went wrong during the build and what you would change — operational honesty that builds credibility.

Revision Notes

Key Takeaways

  • 1. Every claim needs a baseline, a number, and a verifiable outcome
  • 2. The four sections — situation, approach, outcome, postmortem — form an argument, not a description
  • 3. Rejected trade-offs with constraints and numbers demonstrate engineering judgment
  • 4. Publishing the eval script turns a story into a verifiable result

Interview Tips

  • • Lead with the outcome metric, then explain the system — respect the reader's time
  • • Prepare one rejected trade-off per major decision, with the constraint and number
  • • Practice the postmortem out loud; it is the section that builds the most trust
  • • Bring the eval script or a sample of the dataset to the interview as evidence

Cheat Sheet

Portfolio Case Studies — Cheat Sheet

Metrics: baseline + number + verifiable outcome

  • weak: "improved quality" → strong: "faithfulness 0.71 → 0.89 on 200 questions"
  • weak: "faster" → strong: "p95 3.2s → 1.1s after reranker + cache"
  • weak: "saved money" → strong: "spend -40% after model-tier routing"

Structure:

  1. Situation — problem, constraints, why it mattered
  2. Approach — what you built, with pipeline diagram
  3. Outcome — metrics tied to the situation
  4. Postmortem — what went wrong, what you would change

Trade-offs: name each rejected alternative + the constraint + the number that killed it

Reproducibility: publish golden questions (or a sample), scoring script, and scores

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Before You Start

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