Projects

Patty for Uber Intranet is an end-to-end AI-powered contract document recognizing and processing app. The Dev team brings AI power to everyday work and automates mundane and repetitive tasks. Our team build AI-powered contract reviewing and processing tool and fine-toned the core for Google Financial's process outsourcing team.

Project Type

Mentor project, AI-powered intranet platform, UX research report

Team

Yitong Du, Starkey Shi, Eva Wang, Jinhan Wu

My Role

Project manager, UX research, UX design, Prototyping, Usability testing, Design System

Duration

Mar 2023 - Aug 2023

OVERVIEW

About Patty for Uber

The design process is not linear

As impact investing and climate change were unfamiliar and complex areas for our design team, we devoted considerable time to researching, outlining, and redefining our objectives. We consistently scrutinized and updated our knowledge throughout the design journey. I discovered that alternating between the discovery and design phases was advantageous, as it allowed us to gain fresh perspectives and modify our design approach over time.

OVERVIEW

My Contributions

Conducted usability testing sessions with the education and engineering teams to gather feedback and iterate on the design.

  • Created high-fidelity prototypes and handed them off to the engineering team.

  • Built and maintained a design system to unify the user experience across mobile and web platforms.

REFLECTION

Takeaways

The design process is not linear

Conducted usability testing sessions with the education and engineering teams to gather feedback and iterate on the design.

  • Created high-fidelity prototypes and handed them off to the engineering team.

  • Built and maintained a design system to unify the user experience across mobile and web platforms.

REFLECTION

Next Steps

Conduct two rounds of iterations with pro reviews and usability testing results.

Due to the project schedule, the design team only ran one usability testing session. It helps to frame the high level user flows and key screen layout. We are looking for having more usability tests to get feedback and input on:

  • Cr.

  • Built and mai.

Align the measurable success metrics with stakeholders and track the data.

I appreciate the significance of evaluating the impacts of design solutions to confirm the hypotheses and guide ongoing refinement.

Given the opportunity, I'd work diligently to define quantifiable indicators for the design results and monitor their influence to grasp their efficacy thoroughly.

OVERVIEW

Project Brief

Google financial specialists spend much time reviewing contracts and extracting data manually. It prevent them from doing more strategic work.

Hardly few solutions currently exist in the market to make the document process easier. Automation tools available would not save their time and effort.

OPPORTUNITY

Design Opportunity

The product team proposed a AI-powered document processing and managing platform for users, where they can streamline the document review process, reducing the time spent on manual tasks and enhancing the accuracy of entity extraction.

STRATEGY

Design Process

We aligned the client team to follow an iterative design process in which designers focus on the users and their needs in each phase. Our design teams involved the stakeholders throughout the process via a variety of research and design techniques to create highly usable products for the target users.

USER RESEARCH

Competitive Analysis

Based on the design scope from the client, our team conducted a competitive analysis and a couple of stakeholder interviews to learn about initial insights:

USER RESEARCH

Persona

USER RESEARCH

User Journey Map

USER RESEARCH

Insights from Research

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

User Flow

DESIGN

User Flow Findings

Training workflow Iteration summary:

We provide two training path - Original Traing Workflow V.S. Orby Training Editor. Training in orby allows users to become familiar with the system earlier and helps to pass time-consuming training steps. It also allows users to select the initial training workflow if desired.

DESIGN

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 aim 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.

How might we help users find undetected entitles?

How might we help users review different types of entitles?

Additional Contents Not in Doc - Corner Case 01

"The review every month will be too much for me. I don't think I will do it every month." - Participant 1
"Filling such a long review sheet is time-consuming."  - Participant 2

Final Round

Long Piece Contents - Corner Case 02

"The review every month will be too much for me. I don't think I will do it every month." - Participant 1
"Filling such a long review sheet is time-consuming."  - Participant 2

1st Iteration

Final Round

Discrete Contents - Corner Case 03

"The review every month will be too much for me. I don't think I will do it every month." - Participant 1
"Filling such a long review sheet is time-consuming."  - Participant 2

1st Iteration

Final Round

Identifying Table Contents - Corner Case 04

"The review every month will be too much for me. I don't think I will do it every month." - Participant 1
"Filling such a long review sheet is time-consuming."  - Participant 2

1st Iteration

Final Round

DESIGN

Hi-Fi Prototype

01 Tutorial for first time users

Minimize effort to learn how to use the product by providing quick and easy tips on key concepts and features of Orby AI.

02 Get started and check work orders

Orby will notify user when there are new tasks, users can open it by clicking the icon. Suggestion panel will help user prioritize their tasks productively.

03 Add new tasks

Orby can auto-sync files and allows users can add a new task manually if Orby has not detected certain refreshed tasks.

04 Increase the success rate

Streamlined classifications into All, Low confidence, and Not in doc minimize unnecessary data and error frequency—tabbed filtering supports users in precisely verifying terms.

05 Optimize streamline the process

The Orby score increases as the user corrects the terms that establish confidence between users and the Orby. After all terms being reviewed and confirmed, Orby’s confidence score goes to 100 with firework animation.  And Orby will help user export the data to desired platform.

REFLECTION

Takeaways

The design process is not linear

As impact investing and climate change were unfamiliar and complex areas for our design team, we devoted considerable time to researching, outlining, and redefining our objectives. We consistently scrutinized and updated our knowledge throughout the design journey. I discovered that alternating between the discovery and design phases was advantageous, as it allowed us to gain fresh perspectives and modify our design approach over time.

Work with stakeholders

We developed this product for a professional client, the Google Financial team. Collaborating intimately with our client, we held numerous interviews and discussions. We offered a complete hand-off package and a well-communicated cooperation experience upon delivering our product.

REFLECTION

Impact

The project resulted in an 80% increase in reviewing efficiency, decreasing processing time from 60 min to 5 min per task.

Google confirmed the cooperation for the following AI-assisted invoice processing and data comparison phases.