AI Contract Processing

Company: Apttus • Project Length: 3 months • Role: Lead UX Designer

As a Product Designer at Apttus, I was tasked with designing a new product called "Intelligent Data Export" for our Contract Life Cycle Management (CLM) System. The goal of the project was to support two main user scenarios: 1. Import a signed third-party contract, extract information from it automatically and store in the Apttus system as an executed document. 2. Import a not-yet-signed third-party contract, extract information from it automatically so that the receiver side of the company's Legal team could start negotiating and redlining from it. This project consisted of two parts: the admin side of the product and the end-user side of the product. I created a user flow diagram to understand how the front-end/ back-end pieces can work flawlessly while making sure that there was as little friction as possible for my users. It also helped uncover less obvious questions and helped facilitate communications with the product and development teams. I worked very closely with my front-end and back-end development teams and a Product Manager during the agile development cycle.  

PROJECT OUTCOME

Although I had to design under a tight deadline, maintaining a good communication cadence with my development and product team and staying on top of the details helped me deliver the design in a timely manner. Due to this product’s innovative nature, we were able to acquire customers even before building the product.  The product is currently being developed for an upcoming release. Furthermore, once the product is out, our team is planning contextual inquiry and user observation sessions to further iterate on it.

Whiteboarding Sessions 

Before diving into a solution, I used a whiteboard to understand use cases, user contexts, and business requirements from the Product Manager. Also whiteboarding was handy for sketching out ideas and getting feedback from the Product Manager and other designers quickly. 

User Flow Diagram

Before diving into wireframes, I created a user flow diagram and filled in details with help from my Product Manager. It helped us debate about how we could provide an optimized user flow to help our users accomplish tasks with the least amount of friction. It served as a guiding beacon for us as this project required thorough thinking from user and development perspectives.  

High-Fidelity Wireframes

Thanks to the extensive whiteboarding sessions and the detailed user flow which I created earlier in this project, I was able to jump right into creating high-fidelity wireframes. I then designed the screens needed to help our users accomplish the tasks intuitively.