AI-Contract Analysis
AI-Contract Analysis
AI-Contract Analysis
Overview
In this case study, I will be sharing the end-to-end process in designing AI-led contract analysis in April 2024.
My contribution
Brought in user research & testings
Translate complex concepts into simple processes
Set clear iteration plans to ensure improvements
The team
1 × product designer
1 × FE
1 x BE
Year
2024
Overview
In this case study, I will be sharing the end-to-end process in designing AI-led contract analysis in April 2024.
My contribution
Brought in user research & testings
Translate complex concepts into simple processes
Set clear iteration plans to ensure improvements
The team
1 × product designer
1 × FE
1 x BE
Year
2024
Overview
In this case study, I will be sharing the end-to-end process in designing AI-led contract analysis in April 2024.
My contribution
Brought in user research & testings
Translate complex concepts into simple processes
Set clear iteration plans to ensure improvements
The team
1 × product designer
1 × FE
1 x BE
Year
2024
Process
The company, established in 2020, adopts a hand-holding approach to customer service. The Customer Success Team (CX Team) directly addresses user issues, often performing tasks on behalf of the customers, and pledges to respond within 5 minutes. This approach has created a scenario where, whenever users encounter problems with the product, the CX team immediately steps in to solve them by guiding users through the process. This, to a certain degree, slows down the urgency to improve UX.
In response to users' wishes, the team planned to integrate AI into contract analysis in April 2024. As a design evangelist, my goal is to ensure the AI brings genuine ease and intuitiveness, thereby reducing the burden on the CX team.
Currently, users can view the data value in the Contract list view and Contract detail view.
The data visualization in the contract list view, developed with AG Grid, still requires customization. In the first version, I adapted to the existing interface in both views and outlined the progression of the design and iterations in the contract detail view.
Process
The company, established in 2020, adopts a hand-holding approach to customer service. The Customer Success Team (CX Team) directly addresses user issues, often performing tasks on behalf of the customers, and pledges to respond within 5 minutes. This approach has created a scenario where, whenever users encounter problems with the product, the CX team immediately steps in to solve them by guiding users through the process. This, to a certain degree, slows down the urgency to improve UX.
In response to users' wishes, the team planned to integrate AI into contract analysis in April 2024. As a design evangelist, my goal is to ensure the AI brings genuine ease and intuitiveness, thereby reducing the burden on the CX team.
Currently, users can view the data value in the Contract list view and Contract detail view.
The data visualization in the contract list view, developed with AG Grid, still requires customization. In the first version, I adapted to the existing interface in both views and outlined the progression of the design and iterations in the contract detail view.
Process
The company, established in 2020, adopts a hand-holding approach to customer service. The Customer Success Team (CX Team) directly addresses user issues, often performing tasks on behalf of the customers, and pledges to respond within 5 minutes. This approach has created a scenario where, whenever users encounter problems with the product, the CX team immediately steps in to solve them by guiding users through the process. This, to a certain degree, slows down the urgency to improve UX.
In response to users' wishes, the team planned to integrate AI into contract analysis in April 2024. As a design evangelist, my goal is to ensure the AI brings genuine ease and intuitiveness, thereby reducing the burden on the CX team.
Currently, users can view the data value in the Contract list view and Contract detail view.
The data visualization in the contract list view, developed with AG Grid, still requires customization. In the first version, I adapted to the existing interface in both views and outlined the progression of the design and iterations in the contract detail view.
Outcome
AI contract analysis is a feature our customers have been eagerly anticipating. Now, AI will perform the analysis, significantly reducing the time spent on manual data entry.
Outcome
AI contract analysis is a feature our customers have been eagerly anticipating. Now, AI will perform the analysis, significantly reducing the time spent on manual data entry.
Outcome
AI contract analysis is a feature our customers have been eagerly anticipating. Now, AI will perform the analysis, significantly reducing the time spent on manual data entry.