Streamlining financial workflows with document AI solutions
SaaS · B2B · Document AI
Orby AI
Orby AI is a web-based AI-powered contract processing automation product targeting large to medium enterprise financial teams without coding background in enhancing document processing productivity.
Without clear metrics, financial teams lack confidence in Orby’s efficiency, so we built a workflow-integrated dashboard to improve transparency and troubleshooting.
Year
2023
Timeline
8 weeks
My Role
Desktop UX/UI Design · User Research · Stakeholder & domain expert interview · Information Architecture · Data Visualization · Wireframe & high fidelity prototype
Contributors
AI Engineers x2, Project Manager x1
Impact
What We Achieve in 8 Weeks
Before 1 hour, NOW 5 mins
Before 3 pages, NOW 1 page
MVP delivered in 8 weeks through agile collaboration
Overview
My Role
As designer, I dived into processing AI and financial team workflow domain knowledge, defining user interaction with dashboard and key metrics visualization.
We delivered a 0-1 dashboard product tailored for financial teams in 8 weeks. Along with 2 user interviews, 2 stakeholder presentations. This dashboard shipped in collaboration with 2 engineers and greatly boosted user confidence, contributing to the successful funding of $4.5 million in a seed round for the company.
Challenge
Problem Statement
Final Solutions
The final design was divided into 3 modules,
serving the data needs of 2 user types
01
Overview
02
Term
03
Team
User Flow
Final Solution: Financial Operation Analyst
1. Check Term Outliers
2. Check Term Accuracy Trend
3. Check Related Tasks
Final Solution: Platform Admin
1. Extract Summary Data
2.1 Detect Potential User Outlier
2.2 Check Related Tasks
Research
User Group
Stakeholder Interview
Clarify business scope & Sync client interview feedbacks
Goal 01 :
Learn Users' Needs
Goal 02 :
Understand the workflow
Goal 03 :
Define design scope
Key Findings
What Stakeholders told us and how it shaped the workflow:
User Goal & Key Metrics
We have identified a comprehensive list of metrics that cater to the user goals of two main types of users, allowing them to gain valuable insights into the performance of the Document AI system. These insights enable informed decision-making, workflow optimization, and ultimately lead to higher productivity and success in their daily work routines.
Domain Knowledge & Competitors
What I learn from other SaaS product in document AI & financial domain:
Key Insights
More efficient dashboard structure by 1 screen for 2 users
Based on user goals we group key metrics into Overview, Term, and Team for one-screen insights without switching screens.
Design Iteration
Iteration 01 : Simplify Key Metrics
I refined scattered metrics into a consistent format that reduced cognitive load, improved comparability, streamlined component development, and ultimately enabled faster MVP launch with clearer decision-making for users.
Iteration 02 : Term Accuracy
I refined scattered metrics into a consistent format that reduced cognitive load, improved comparability, streamlined component development, and ultimately enabled faster MVP launch with clearer decision-making for users.
Iteration 03 : Team performance
I refined scattered metrics into a consistent format that reduced cognitive load, improved comparability, streamlined component development, and ultimately enabled faster MVP launch with clearer decision-making for users.
