Category:
AI-feature
Date:
April to May 2024
Duration:
4 weeks
In April 2024, we transformed contract management with AI-driven analysis; this case study delves into the design process behind this time-saving innovation for internal teams and customers alike.
(IMPACT)
(VISION & INNOVATION)
While AI will assist users in document analysis, my vision is to design innovative solutions that seamlessly integrate AI capabilities into the platform's core functionality, enhancing user experience and expanding the product's intelligent capabilities.
(CHALLENGES)
The primary challenge is to integrate AI workflows into the application to reduce manual processes without disrupting existing user interaction patterns and workflow continuity.
(PROBLEMS)
What were the problems before AI analysis?
(USER CENTRED DESIGN)
Apart from the above flows, the first and simplest flow is to add a dashboard shortcut to the filtered view.
Verification workflows
Addressing potential AI errors, we proposed a user verification step considering the nuance in contract management. While another perspectives worried that it would be another form of workload, collaborating with CX, design conducted targeted prototype interviews with the legal user group to validate the approach.
(SOLUTION SPACE)
Verification workflows (cont')
Currently, users can view the data value in the Contract list and Contract detail views.
AI can make mistakes. The design below aimed to solicit feedback on the verification process. However, the feedback loop was already negative due to cognitive overload from numerous verification checkboxes, making the interface overwhelming and complex.
(USER NEEDS)
To reconcile those tensions and preserve the integrity of contract management, I took the following into considerations:
Key Resolution Strategies
Minimized additional workload
Maintained AI-driven accuracy
Outcome: The optional verification process evolved from a perceived burden to a lightweight validation mechanism that enhances rather than impedes user workflow.
Strategic Integration for the contract list and detail views:
Verification Column: Introduce a dedicated 'Verify' column, enabling contract-level verification with a single action.
User Notification: Implement a dynamic banner informing users about the 'Verify All' functionality, emphasizing the flexibility to edit details at any time.
Filtered View: Create a specialized view that aggregates and displays all AI-analyzed contracts, facilitating streamlined review.
Interactive Insights: Leverage existing cell hover behaviour to dynamically reveal additional AI-generated insights.
