Intelligent Document Review Service
A smart document review service to analyze key documents across multiple industries.
Client
ITA (ita-x.com)
Timeline
2 Weeks
Project Scope
UX/UI designer, Graphic designer, Project manager, Product manager, Business analyst, AI researcher and developer
Tools
Figma, Camtasia, pen + paper
Effortless Document Review through AI Innovation
In today's fast-paced business world, manually reviewing important documents can be slow, labor-intensive, and prone to mistakes. As a UX designer, I created a simple and smooth interface for an intelligent document review system that uses AI and Natural Language Processing to automatically analyze and extract key insights from documents like IT policies, security reports, and business continuity plans. This service helps companies quickly assess the quality of their critical documents, identify gaps, and align with industry standards, making the review process faster and more reliable.
Problem
How can companies quickly and accurately review large volumes of critical documents without spending excessive time and resources?
Objectives
Automate the Document Review Process: Replace manual document reviews with an AI-driven system to save time and minimize human error.
Extract Key Insights: Automatically identify and highlight critical sections of documents, ensuring that essential content is easily located and analyzed.
Improve Compliance and Accuracy: Help businesses ensure their documents (e.g., policies, plans, and reports) meet industry standards and are accurate, clear, and aligned with organizational goals.
Simplify User Experience: Provide a user-friendly interface that allows users to upload, analyze, and review documents with minimal effort.
Enhance Decision-Making: Equip businesses with actionable insights from their documents, allowing for informed decisions and strategic planning.
Goal
What if there was a way to automate the review of your critical documents, ensuring accuracy, compliance, and clarity, while freeing up your time for more strategic tasks?
Outcome
We created a streamlined, AI-driven solution that automates document review, making it faster, reducing errors, and improving decision-making across various business areas.
During the early stages of the project, we used a collaborative brainstorming board to explore and refine ideas. This board helped us map out the user journey, identify key features, and align the design approach with the project objectives. It was essential in ensuring that every team member's input was considered, resulting in a well-rounded, user-focused solution.
Designing a User-Friendly Document Creation Interface for SMEs
Subject Matter Experts (SMEs) on ITA’s platform are professionals with specialized knowledge who help create important documents for various industries. To become an SME, they register on ITA’s website and submit their information and CV. ITA’s team then reviews and verifies their credentials. Once approved, SMEs receive login details, allowing them to access the platform and start creating documents within their expertise.
Demo Video
After a brainstorming meeting about the demo video, we finalized the content and structure we wanted to display. Then I used Camtasia to create the video, which demonstrates the core features and functionality of the Intelligent Document Review process. This video was shown during demo meetings to give stakeholders a clear understanding of how the system works in real-time.
Domain Leaders
Domain leaders are key internal stakeholders responsible for reviewing and assessing the documents created by SMEs. Their role involves evaluating the submitted documents, leaving feedback, and either accepting or rejecting them based on set criteria. They have access to all comments, files, and revisions provided by the SMEs, allowing them to make informed decisions. Domain leaders can also add their own comments or replies to ensure collaboration and quality throughout the document's lifecycle.
Clients
Clients are businesses or individuals who need their documents reviewed to ensure they meet specific industry standards and regulations. They can easily select the document they’ve purchased and upload their file for review. The system simplifies the process, allowing clients to quickly submit their files for in-depth analysis. Once uploaded, the document is processed, and key insights are generated.
Report Generation
After the document is reviewed, clients receive a comprehensive report that addresses inconsistencies, potential improvements, and compliance with industry standards. This report provides actionable feedback, enabling clients to enhance the quality and accuracy of their documents
