Projects
AI-powered financial contract data processing platform
Bringing AI automation power to everyday work for advanced contract review and process productivity.
Project Type
B2B SaaS Platform,
ML & AI Integrated.
Business Goal
Deliver MVP to 1st users for a partnership contract with Google Drive.
My Contribution
Product Strategy,
Design Execution,
Implementation Support
Duration
Jan 2023 - Jul 2023
OVERVIEW
Project Brief
Google financial specialists spend much time reviewing contracts and extracting data manually.
Our client is working on a web-based AI-powered document automation product to improve document handling productivity for non-tech background enterprise users, Google Financial Outsourcing team.
USER RESEARCH
Financial Operation Specialist
"I support the finance team by performing clerical duties to review and file reports efficiently and accurately."
OPPORTUNITY
Design Scope
How might we build the users’ trust and reduce the friction in AI suggestion and validation user flows?
The more users are hindered by wrong results and frictional experiences at the earlier stage, the less trust they will show for AI tools. Ensuring a smooth experience is the highest priority:
Streamline the document review process
Reducing the time spent on manual tasks
Enhancing the accuracy of entity extraction
DESIGN APPROACH
Process
We aligned the client team to follow an iterative design process in which designers focus on the users' needs in each phase. The design teams met and aligned with the stakeholders throughout the design process.
DESIGN APPROACH
User Journey Map
Insight 01
Priority
Provide the users with more valid info and help them establish work priorities to increase efficiency.
Insight 02
Navigation
Need a clearer navigation pattern between a key term checklist, original document and extracted document
Insight 03
Trust-building
Prioritize building user trust to help the user gain usage of the Orby system.
DESIGN APPROACH
Ideation
How might we encourage users to finish the training process?
How might we help users build trust in the AI process?
Chatbot UI - AI Training Phase
A chatbot has been designed as an entry point for users to start interacting with Orby during the daily workflow.
How might we streamline the validation flows?
Page Layout - Validation Process
The two-column layout provides more space for contract display and follows the Z-readable pattern for easy entity review.
Navigation - Validation Process
Our goal is to direct the user toward examining the terms attentively using a tabbed filter, thereby enhancing precision.
How to assist users in identifying different tasks when there are lots of files with abundant information?
How can we display as much information as the users need within a regulated area?
How to add tasks that are not recognized by Orby AI?
Suggestion Panel Layout
A chatbot has been designed as an entry point for users to start interacting with Orby during the daily workflow.
DESIGN SOLUTION
Hi-Fi Prototype
01 Orby AI Onboarding
Orby Onboarding helps users minimize their effort of learning how to work with Orby by providing easy tips about key concepts and features.
02 Get started and check work orders
Orby notifies users when new tasks come. The AI suggestion panel helps users prioritize their tasks.
03 Add new tasks
Orby auto-syncs task files and allows users to add new tasks manually.
04 Result validation
Streamlined classifications into "All", "Low confidence", and "Not in doc" to minimize unnecessary data and error frequency. Tabbed filtering supports users precisely verifying terms.
05 Optimize and export tasks
The Orby score increases as the user corrects the terms that establish confidence between users and the Orby. Uses can export the results to other apps.
REFLECTION
Takeaways
Domain knowledge is essential to B2B projects
As a designer focusing on productivity, I learned about the financial / contract processing domain. It would make the design process more efficient if we brought this in earlier to align the user's mental model in the early stage.
Define success metrics on the business side
Orby AI is a 2B product serving professional teams. Thinking about the product on the business side would help define success metrics to evaluate design impacts in a more convincing way.
REFLECTION
Impacts
Our AI-integrated service led to an 80%+ reduction in the time per task for contract extraction and processing, resulting in a decrease from 60 min to <9 min per task.
Confirmed the partnership with Google Cloud on Doc AI products and enterprise data analytics automation.