Knownwell AI
OVERVIEW
I designed an AI-SaaS application for Knownwell AI, a startup providing unbiased insights into client portfolios and business health. As the sole UX/UI designer, I developed a clickable prototype and high-fidelity screens to ensure a seamless user experience for the launch.
TYPE
Contract
WHAT
AI-SaaS
DURATION
4 Weeks
TOOLS
Figma, FigJam
ROLE
Lead Product Designer
TEAM
CEO, CMO, CTO, Product Manager
PROBLEM
Client relationship updates led to unreliable data, causing a lack of confidence and inefficient meetings focused on data clarification instead of strategic decision-making.
RESEARCH
I synthesized existing research conducted by the Knownwell team and identified six core pain points that became the foundation for every design decision I made throughout the project.
USER PERSONA
To ground every design decision in a real human need, I defined the primary user: a sales manager responsible for a large client portfolio, preparing for weekly status meetings with incomplete and unreliable data. Their core need was simple: walk into every meeting knowing exactly which clients need attention and why, without spending hours manually gathering that information.
IDEATION
My client and I discussed the specific features they wanted in the product. Here’s a list of some of them I had wrote down during the meeting. This helped me start sketching out some ideas. ( Organizational view is not the priority but was discussed).
I decided to create a user journey flow of how the user would be navigating through this product.
Portfolio View Screen: Scott( User) can hover over the yellow ( Needs attention) data point to check what’s going on. On hover a card shows the score and what’s changing it, you can explore more to add it your meeting agenda.
Client Screen: User can see specific client info with detail view of what needs attention.
I made a clickable prototype to show the client and discuss any changes before moving into the final designs.
INITIAL WIREFRAMES
These were the initial wireframes that I had brainstormed to get an idea of the direction I was heading in.
Screens below show: Portfolio View, Client Detail, and Organizational View.
Portfolio View Screen: Scott( User) see a list of all clients and how they are performing through visual color scheme of (R, Y, G). He can use the timeline to check how clients were doing from last 6 months.
Portfolio View Screen: Scott( User) see a list of all clients and how they are performing/any score changes over time.
MID- FIDELITY CLICKABLE PROTOTYPE
The business goal is to leverage AI to enhance data accuracy and streamline meetings, there by improving strategic decision-making and overall efficiency.
A product that puts the right information in front of the right person at the right moment, so no client slips through the cracks and no meeting is wasted on data clarification again
BUSINESS GOAL
OUTCOME
FEEDBACK
This was the client feedback I had gotten and they also wanted me to change up the design system/UI branding to be, “Vibe: Modern, Wow, AI feeling”
FINAL DESIGNS
I implemented client feedback into the final designs. Here are before and after screens demonstrating all the changes and new UI/Branding.
BEFORE
Portfolio View Screen
Final Portfolio View Screen
Portfolio View Screen- When user hover over data point
Client Detail View Screen
Final Client Detail View Screen
Additional views for detail screen: Card/List View
AFTER
Final Portfolio View Screen- When user hover over data point
MAIN CHANGES THAT WERE IMPLEMENTED/ DESIGN SYSTEM
My client wanted a new UI/Branding that signified a more modern, sleek, AI feel to the product. So, I decided to go with a blue tone color scheme to the UI to give that modern aesthetic. The red, yellow, green color indicators were outdated and overall, didn’t match Knownwell’s branding.
If you’re interested in seeing the full design system work I did- You can check out the Figma file here
FINAL PROTOTYPE
This is the final design/prototype that I handed to the client. This shows the Portfolio View, All Clients Screen, Client Detail Screen, & Search Options.
USER TESTING FEEDBACK
My client presented the prototype for the launch and conducted user testing with 50 participants who provided feedback on it. Overall, the feedback was positive and participants thought the interface was user friendly and intuitive.
REFLECTION/ CHALLENGES