Automating compliance and operations using AI

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.

Year: 2023

Studio: Logic + Rhythm

Role: Lead Product Designer, 2 x Founder, 3 x Engineers

Services: Product Design, Design System, Illustration

Project overview

Business Goal

Launch a market-ready AI-powered compliance solution within 4 months to enhance efficiency, reduce manual workload, and position the company as an innovator in compliance automation.

Impact Goal

Empower compliance teams by automating tedious research tasks, enabling faster issue detection, and providing clear, actionable insights to streamline their workflow.

Process

01. Collaboration with Founders

Worked closely with the founders to map out key workflows, ensuring alignment on the overall vision and understanding of the product's goals.

02. Future-First Approach

Took a "future-first" approach, considering the full potential of AI to explore all possibilities before refining and narrowing the scope to focus on practical, incremental implementation.

03. Feature Planning

Defined and fleshed out the majority of features upfront, providing a clear roadmap for the product and allowing the engineering team to start with simple designs and build iteratively.

04. User Research:

Conducted desk research and user interviews with compliance teams to gain insights into their pain points and workflow challenges.

05. Design

Used the gathered insights to ensure the product was designed to streamline and improve compliance teams' workflows, focusing on their specific needs and challenges.

Results

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.