Reimagining Kapture AI based document extraction software
B2B | Enterprise | SAAS
Keito.Works
keito.works
Team: Product Manager, Head of Engineering, QA Tester
My Role: Lead Product Designer
Platform: WebApp, B2B, Enterprises
Duration: 1.5 years
Problem
Employees spend excessive time manually processing and extracting data from diverse document formats, which leads to inefficiency and errors.
Challenge
How might we transform and automate this manual processing effort?
High-level strategy
Implement an intuitive, user-friendly interface and provide step-by-step guided workflows
Offer customizable dashboards for different user roles
Goal
Create an intuitive and efficient user interface that empowers employees to seamlessly automate data extraction from diverse document formats and minimize errors.
How do I come up with the solution?
I managed the end-to-end product design process, starting by gathering requirements and understanding how the technology works. Initially, I collaborated with the CEO to grasp the software's vision, which allowed me to develop the first proof of concept (POC) as a high-level minimum viable product (MVP). I tested this MVP with users by deploying it at the BPO office (SumaSoft). This step was crucial in identifying pain points and shortcomings in our initial POC.
After many iterations, I developed Version 1 of the software. Throughout the iteration process, we conducted design sprints and worked closely with front-end engineers, machine learning engineers, and QA testers. I also facilitated monthly design workshops to consolidate our thought processes. Additionally, I conducted several rounds of user interviews, performed affinity mapping, and mapped out the user journey. An observational study was carried out onsite at the BPO, and I conducted a series of interviews with various personas.
We progressed to Version 2 of the software, which was deployed in the offices of Thomas Cook, US Government Mortgage Services, and Wells Fargo. The launch of this second version was a significant success, reaching 25,000 active users and being deployed across six enterprise businesses.
Solution
Business Impact
Reflections & Key Learning
• Working with Large Datasets
Gained experience in handling and analyzing extensive data
• Empathizing with Enterprise Users
Learned to design solutions that address specific pain points in corporate environments
• Enhanced Research Skills for Digital Products
Improved ability to translate research findings into actionable design decisions
Testimonial
Not only he is a true design geek, but also incredibly friendly and approachable, making collaboration a breeze. His passion for innovation is contagious, and a unique ability to bring fresh ideas to the table while still ensuring that every design decision is grounded in research and user needs.
- Amal PS
Founder of Keito Inc.
