Automating compliance and operations using AI

Year: 2023

Role: Lead Product Designer

Services: Product Design

Category: Productivity Tools

The client

Narrative is an early-stage startup building the next AI-powered compliance tools to automate and improve operational workflows using AI.

The problem

Compliance can be a complicated and time-consuming process that takes a lot of research. The Narrative set out to make this easier by automating key tasks so compliance teams could focus on their main goal—the company. They needed help updating old compliance methods with modern tools to make processes smoother. One big challenge was training AI to read different documents from various sources and spot potential compliance issues. This also meant designing a user interface that made it simple for teams to review and apply the AI’s findings to their existing documents.

The process

I began by exploring the daily tasks and challenges faced by compliance teams, conducting interviews with the founders who had firsthand experience working in compliance. These conversations provided valuable insights into their workflows and how they typically reviewed compliance documents. This research guided me in defining the MVP features, which included project management tools, document review functionalities, automation of repetitive tasks, global search, and document importing capabilities. The final product provided compliance teams with a comprehensive set of tools to streamline and simplify their review process.
During my six months with the team, I contributed to designing several key features. Below are some of the screens I worked on during that time.

The impact

  • Streamlined Compliance Processes: Simplified complex, time-consuming compliance tasks through automation, allowing teams to focus on higher-level priorities.

  • Improved Efficiency: Reduced manual effort by automating repetitive tasks, leading to faster document reviews and increased productivity.

  • Enhanced AI Accuracy: Designed an interface that effectively leveraged AI to identify potential compliance issues across diverse documents, improving detection accuracy.

  • User-Centric Design: Created an intuitive user interface that made it easy for compliance teams to review, manage, and apply AI-generated insights to existing documents.

  • Optimized Workflows: Integrated project management tools, global search, and document import features, providing compliance teams with a centralized, efficient workflow.

  • Data-Driven MVP Development: Defined MVP features based on in-depth research and interviews with compliance experts, ensuring the product met real-world needs.

  • Faster Onboarding: Simplified complex compliance workflows, making it easier for new team members to get up to speed quickly.

  • Scalable Design System: Contributed to a scalable design framework that could evolve with future product updates and feature expansions.

Project overview

Project overview

Compliance checker widget for documents

Compliance checker widget for documents

Research assistant widget for docs

Importing and creation of compliance documents modal

Spaces contain all projects

Spaces contain all projects

AI assistant for documents

AI assistant for documents

AI response after asking a question on the highlighted text

AI response after asking a question on the highlighted text

Search and reference across all connected sources

Workflow builder elements

Global search widget

Global search widget

© Nicola Badenhorst 2024

© Nicola Badenhorst 2024

© Nicola Badenhorst 2024