Case Study: Reducing AI Document Workflow Complexity
Stratsyn AI – NDA Compliant Overview
Actual UI and client data are under NDA. This case study shows my workflow logic, decision process, and estimated outcomes.
The Problem
I spent the last year designing AI document processing and financial workflows at Stratsyn AI — taking a 7-step approval flow down to 3 steps.
I work directly with founders and engineers. No handoff drama. I build design systems that cut rework by 2x.
Right now I'm looking for a B2B AI SaaS product design role. Let me fix your most broken workflow in 48 hours as a paid trial.
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My Approach
- Mapped the end‑to‑end user journey and identified 4 redundant decision points
- Consolidated steps: grouped manual data entry into one screen
- Removed an unnecessary approval gate (manager review was auto‑triggered)
- Added clear “next action” buttons so users always knew what to do
- Prototyped new 3‑step flow and validated with 5 users
Before
Upload
Check
Approve
Edit
Re‑check
Manager OK
Final
After
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Outcome
Estimated Results (live deployment, NDA‑protected)
• 40% fewer decision points
• Task completion rate improved by ~20%
• User feedback: “I knew exactly what to do next”
*Metrics are directional based on pre‑/post‑implementation analysis.
My Role & Responsibilities
- End‑to‑end product design (wireframes → UI)
- Workflow mapping and user journey simplification
- Design system component creation (button, form, table variants)
- Close collaboration with founder and one backend engineer
- Sprint planning and feature prioritisation
