Rodrigo Cano
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All work Case study 01 of 04

Relish — An AI assistant for enterprise procurement

An AI assistant for enterprise procurement

UX lead for an enterprise AI procurement suite — responsible for its move to a new front-end experience and for introducing an assistant across distinct platforms.

  • Enterprise
  • AI / LLM
  • Design systems
Relish — An AI assistant for enterprise procurement
Client
Relish
Role
UX Lead
Timeline
2023 — 2024
Platforms
Web · Microsoft Teams · Email

What I did

  1. 01Designed and implemented a foundational design system.
  2. 02Researched and designed the assistant experience across web, Microsoft Teams and email.
  3. 03Redesigned the existing platform, integrating the design system into the front-end stack.
(01)

Experience refresh + design system

The refreshed UI is built on a tokenized design system. It increases information density and brings visibility to system status.

BeforeInvoice queue before and after the refresh — Before
AfterInvoice queue before and after the refresh — After
BeforeInvoice exception details before and after the refresh — Before
AfterInvoice exception details before and after the refresh — After

The invoice exception details page was refreshed to give key actions more hierarchy and to create a flexible framework for the assistant panel.

(02)

Relish Assistant

Relish Assistant lets procurement clerks manipulate invoice data in natural language, and gives everyone in large organizations access to knowledge bases and the status of procurement operations.

  • Research on LLM assistant UX.
  • Wrote scripts and Figma prototypes to validate with customers.
  • Designed assistant-specific components and their interaction with the redesigned UI.
  • Researched the Microsoft Teams integration and wrote the installation and onboarding guides.
Relish Assistant components: replies, rule creation, feedback and status notifications
(03)

Explorations & validation

Explorations of how data should interact with the assistant pane. Tests with customers later validated the design decisions.

Two explorations of the invoice view with the assistant pane
Two explorations of the invoice view with the assistant pane
(04)

Use cases

I designed several use cases to explore the interactions possible through the assistant — how to display data in card components, plus audit components and feedback modules.

Grid of assistant use-case screens
Want the longer version? I’m happy to walk you through it.Contact

Say hola — rodjcano@gmail.com

Have a project, a question or just want to talk design? Write me.

Email
rodjcano@gmail.com
LinkedIn
linkedin.com/in/rodjcano