LLM Configuration Complexity Reduction
Lead the design operations initiative and defined a long term experience vision for the flagship product.
Client
Behavox is an AI-driven platform for regulatory compliance that helps uncover financial regulatory misconduct by analyzing corporate communications data to identifying compliance risks.
Project Challenge
Define a long-term vision to help users find actionable insights. Focus on improving the configuration workflow to enable users to aggregate, analyze, and act to prevent regulatory breaches.
Context
The platform’s testing tool enables compliance officers to analyze internal communications. A considerable amount of configuration is required to adjust the tool to the user’s particular organizational needs. Regular touchpoints with subject matter experts informed my process and helped to ensure that my designs covered a wide range of edge cases.
What does a compliance officer do?
A compliance officer’s job is to ensure the firm is in compliance with regulatory and legal requirements as well as internal policies and bylaws. Part of this role includes conducting internal audits and reviewing business operations and communications, like emails.
My Contributions
UX/UI Design, UX Strategy, Design Operations, Journey Mapping
UX Research
Establishing a Baseline
This project began with a round of usability testing to identify the pain points users were facing in the platform. They were tasked with testing and analyzing configurations in the platform.
Define User Personas
Following our usability testing and many discussions with subject matter experts, the UX team created a series of user personas to use as we continued to iterate on the product design. For the comparison tool, we focused on the primary client persona that would use the tool regularly, in addition to the sales representative persona who needed to be able to demo the tool effectively to prospective clients.
Insights Uncovered
Users struggled with understanding the technical configurations
Participants were unsure how to compare the results of two test results
Product Strategy
We had a small team that was assigned to several products which limited our development capacity. I worked closely with a Product Manager and tech lead to define short and long-term milestones for the product.
Instead of an overnight overhaul, we opted for a staggered feature release schedule. Our long-term plan was to employ gradual iteration to improve each step of the user’s journey from setup to activation.
Continuous Iteration
As we developed solutions to the pain points identified, we validated each design iteration with subject matter experts and end users. This allowed us to continuously improve interactions based on user feedback while preventing engineers from developing new features before they were ready to launch.
Design System Maintenance
Our design team was limited when I joined the company. Rather than attempting a massive overhaul of the existing components, I chose to collaborate with the development team to understand the existing patterns already in use.
Small Changes, Big Impact
New features were designed using as many existing components as possible. Following existing design patterns allowed developers to quickly implement new features without disruption to the workflows that our users were already accustomed to.
Movin’ right along
As company priorities evolved, a budget reallocation reduced emphasis on the initiatives I was leading and my role no longer aligned with the direction of the organization which led to a mutual decision to part ways.