B2B, SAAS PLATFORM, Machine LEarning/AI

Accelerating document processing for 10x faster insights extraction

Accelerating document processing for 10x faster insights extraction

From bottleneck to breakthrough: How I redesigned the ML/AI document processing platform to enable true team collaboration and 10x faster decision-making

From bottleneck to breakthrough: How I redesigned the ML/AI document processing platform to enable true team collaboration and 10x faster decision-making

0 ➔ 1 feature

0 ➔ 1 feature

Design System/UI

Design System/UI

Design System/UI

MY ROLE

Senior Product Designer

Senior Product Designer

Industry

Machine Learning/AI powered document data extraction platform

Machine Learning/AI powered document data extraction platform

TEAM & MAIN STAKEHOLDERS

Product Managers, Sales Team, Customer Success Managers, Engineers

Product Managers, Sales Team, Customer Success Managers, Engineers

TL;DR

TL;DR

Enterprise clients were paralysed by single-user document review workflows. I transformed this critical bottleneck into a powerful collaborative system that slashed processing time by 87% and accelerated decision-making making it 10x more efficient.

Enterprise clients were paralysed by single-user document review workflows. I transformed this critical bottleneck into a powerful collaborative system that slashed processing time by 87% and accelerated decision-making making it 10x more efficient.

Processing Efficiency

Processing Efficiency

87% reduction in document processing time

10x faster team-based document review capability

66% increase in document processing throughput

Team Performance

Team Performance

75% decrease in manual review errors

93% improvement in user satisfaction scores

3.2x boost in active platform engagement

Impacts to Customers

Impacts to Customers

78% more documents processed per month

94% reduction in processing backlogs

83% faster decision-making cycle

My mission was clear:

Demolish the bottleneck without sacrificing precision.

My mission was clear:

Demolish the bottleneck without sacrificing precision.

My mission was clear:

Demolish the bottleneck without sacrificing precision.

What was the problem?

Critical business decisions delayed by sequential single-user workflows

Critical business decisions delayed by sequential single-user workflows

What previously took our team a full week now happens in less than a day. This has fundamentally changed how we approach document processing.
What previously took our team a full week now happens in less than a day. This has fundamentally changed how we approach document processing.
Cameron Reid
Cameron Reid
Cameron Reid

Operations Director

Performance Efficiency

87%

reduction in document processing time

Performance Efficiency

87%

reduction in document processing time

Performance Efficiency

87%

reduction in document processing time

Business Impact

83%

faster decision-making cycle

Business Impact

83%

faster decision-making cycle

Business Impact

83%

faster decision-making cycle

Team Performance

3.2x

boost in active platform engagement

Team Performance

3.2x

boost in active platform engagement

Team Performance

3.2x

boost in active platform engagement

*All stats are averages. Data collected internally, before and after.

*All stats are averages. Data collected internally, before and after.

My process

My process

My process

I transformed the ML/AI document processing platform from a single-user bottleneck into a powerful collaborative system that fundamentally changed how enterprises extract intelligence from critical documents.


I owned the end-to-end design process:

  1. Led research and discovery with users across financial services, legal, and operations teams to uncover critical workflow pain points

  2. Facilitated cross-functional workshops with PMs and engineers that transformed complex requirements into executable concepts

  3. Created and validated progressive prototypes with stakeholders and users, iterating based on direct feedback

  4. Built key components for the Design System that standardised our collaboration patterns

Business opportunities

Business opportunities

Opportunities

  • Enable 10x faster document processing through parallel workflows

  • Accelerate critical business decisions that relied on document data

  • Create a significant competitive advantage in the B2B market

  • Empower non-technical users to leverage AI collaboratively

Challenges & constraints

Challenges & constraints

Challenges & constraints

  • Limited analytics capabilities due to restricted access to client data, requiring manual tracking of feature usage and success rates

  • Need to balance client-specific customisation needs with maintaining core platform integrity and functionality

  • Continuous innovation pressure to stay competitive in rapidly evolving AI document processing market

  • Compliance requirements for diverse international regulations across global enterprise clients

The design solution

The design solution

The design solution

  • Team-Based Document Pools: Smart allocation of documents based on complexity and team expertise

  • Parallel Review Workflows: Multiple users simultaneously reviewing different documents with real-time status updates

  • Conflict Resolution System: Elegant handling of overlapping edits and reviewer disagreements

  • Progress Dashboard: Central visibility into overall workflow completion and bottlenecks

  • Permission Structure: Granular controls for document access and editing rights

We didn't just meet targets—
we shattered them.

The goal was 50% faster processing. We delivered 87%.

The aim was 3x throughput.

We achieved 10x.

We didn't just meet targets—
we shattered them.

The goal was 50% faster processing. We delivered 87%.

The aim was 3x throughput.

We achieved 10x.

We didn't just meet targets— we shattered them.

The goal was 50% faster processing. We delivered 87%.

The aim was 3x throughput.

We achieved 10x.

Business impact

Business impact

Business impact

Processing Efficiency

  • 87% reduction in document processing time

  • 10x faster team-based document review capability

  • 66% increase in document processing throughput


Team Performance

  • 75% decrease in manual review errors

  • 93% improvement in user satisfaction scores

  • 3.2x boost in active platform engagement


Impacts to Customers

  • 78% more documents processed per month

  • 94% reduction in processing backlogs

83% faster decision-making cycle

Key learnings

Key learnings

Key learnings

Collaboration is organisational, not technical

Collaboration is organisational, not technical

The greatest challenges weren't enabling simultaneous processing but creating clear ownership and communication patterns. Technical solutions must support organisational needs, not force new behaviours.

Progressive disclosure unlocks complex systems

Progressive disclosure unlocks complex systems

Early prototypes overwhelmed users. By revealing functionality based on context and role, the final design achieved both power and simplicity.

Visualisation drives optimisation

Visualisation drives optimisation

The addition of workflow status visualisation profoundly changed team behaviour, enabling self-organisation and reducing management overhead.

Should we just… connect?

eumaynara@gmail.com

© 2025. Crafted with love by May.

Should we just… connect?

eumaynara@gmail.com

© 2025. Crafted with love by May.

Should we just… connect?

eumaynara@gmail.com

© 2025 Crafted with love by May