Background

Our client provides intelligent automation solutions for Fortune 500 companies, banks, insurance, and finance firms. Their cloud platform automates document processing with pre-built, industry-specific, and continuously learning Intelligent Document Processing (IDP) tools.

Challenges

The goal was to build a platform that lets users pre-train intelligent bots using a wide range of documents and data. Pre-installed templates would speed up bot customization.

The interface needed to make document digitization fast and allow efficient extraction, classification, and validation of important data. Built-in A/B testing and analytics were needed so users could compare and improve different bot versions over time.

It was also decided to create a landing page to raise awareness and reach a wider audience.

Achievements

We delivered a solution that automates the most time-consuming tasks in targeted industries. The platform shows clear data visualizations so users can track bot training progress.

The learning process is flexible, allowing unusual setups and customization for complex client needs. AI automates repetitive tasks, making workflows smoother and supporting users with high-quality assistance.

Discovery activities, including competitive analysis, persona building, and mapping user journeys, guided the design process.