Visualizing Predictive AI

01

Problem & Solution

The Problem: A Fragmented Research Approach

The challenge was to conduct discovery interviews that focused on user problems and desired solutions, rather than getting distracted by premature feedback on a full interface. We needed a way to visually conceptualize a complex product’s capabilities without stifling conversation or receiving feedback on a low-fidelity prototype.


The Solution: A Modular Prototype for Discovery

I designed and created a modular, low-fidelity prototype to be presented in segments during discovery interviews. This strategy allowed us to:

Guide future development: The feedback and insights gathered from these interviews informed our project’s core requirements, serving as a blueprint for the technical team and validating our design vision.

Focus the conversation: By breaking the prototype into separate modules, we could guide the discussion to specific user problems and needs.

Validate core concepts: We confirmed our understanding of user pain points and their desired solutions without the distraction of premature design feedback.

02

Ideation

With the current capability of AI model in mind we developed potential processes to demo for our users, these ideation sketches allowed us to coordinate which model features to further improve visually.

02

Research

We conducted a comprehensive user research study to understand and validate key user needs. Our methodology was structured in two phases:

Contextual Inquiries: We began by observing users’ current workflows for uploading and exploring datasets. This helped us uncover foundational pain points and understand their existing challenges.

User Stories & Ideation: Based on the requirements of our project, we developed user flows to ideate on the delivery of our AI data models. This allowed us to collaborate with our engineering team early on to validate our approach and ensure the design was technically feasible

04

Delivery

Project Delivery: A Framework for Success

This project’s final output was a structured framework of six core requirements for an advanced data analytics platform. This framework served a crucial dual purpose:

  • Guiding User Validation: It provided a clear guide for conducting targeted user interviews, ensuring our concepts were validated by genuine user needs.
  • Driving Technical Implementation: It acted as a clear blueprint for the technical team, directly informing the implementation and integration of interactive user data models within the SaferData system.

This approach ensured a seamless transition from research to development, aligning our design vision with technical feasibility and user expectations.

This process included:

Semi-Structured Interviews: We presented users with scenarios for data enrichment, augmentation, and synthesis. This allowed us to gauge the business value and relevance of these advanced capabilities.

Low-Fidelity Prototype Testing: We introduced a prototype of a conversational interface, asking users to pose their own business questions and react to probabilistic answers. This helped us assess their comprehension, trust, and readiness for a novel method of data interaction.

Enrichment Module

The Problem: The Incomplete Dataset Users are often working with fragmented and incomplete datasets that have missing values. Manually or programmatically filling these gaps is time-consuming and requires external tools. Our goal was to demonstrate an integrated feature that could intelligently populate these missing fields, making datasets more complete and valuable for analysis.


Hypothesis & Validation

Our key objective was to validate the need for this feature and identify the most valuable data points to enrich. We sought to answer the following questions:

What external or internal data sources do they currently trust or use for this type of enrichment?

Which specific fields (e.g., credit scores, demographic data, industry codes) are most often missing from a user’s dataset?

What information would provide the highest business value if it could be “magically” filled in?

Exploration Module

The Problem: A Missing Link in the Workflow Users need a quick and intuitive way to find patterns and relationships within their data. The current workflow is disjointed, forcing them to export data to a separate, complex Business Intelligence (BI) tool for exploration. Our goal was to design a feature that would embed a simple visualization tool directly into their workflow, allowing for immediate exploration and insight discovery.


Hypothesis & Validation

The focus of this module was on understanding user habits to design a feature with immediate value. We sought to answer key questions about their current data exploration processes:

What are the limitations of their existing tools, and how can we address them with a better solution?

What are their current habits and go-to methods for exploring data to identify patterns?

What types of relationships or insights are they typically looking for?

The Problem: A Data-to-Action Disconnect Users are hindered by complex, technical data platforms that prevent them from asking direct, conversational questions of their data. This disconnect makes it difficult to turn insights into action and creates a significant blind spot when trying to identify and understand uncaptured spend.


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