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04b · Explored direction
One direction we explored — and shelved.

Early in the visual phase we explored a bolder, purple-led aesthetic with a heavier sidebar and large illustrated assistants. It tested well visually, but stakeholders felt it pulled focus away from the documents themselves. We pivoted to the calmer blue system that shipped.

Not shipped — kept for reference
and as evidence of the
visual decision.

05 · Before & After

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Same workflow. Less weight.

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Three pairings showing the original Setup Policy wizard alongside the redesigned DocExtract flow.

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Pairing 1 · The setup wizard

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Pairing 2 · Defining validation rules

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Pairing 3 · In-product guidance

Screenshot 2026-05-11 at 9.47.28.png
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no More options or additional guidance

"More Options"
with DocBotGrouped settings on the left, DocBot integrated into every screen on the right.

Small Running Title

06 · Solution
 

A guided system that

explains itself.

We rebuilt the setup around a conversational structure: ask, confirm, generate.

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DocBot — the embedded AI guide — provides plain-English summaries on every step, with deep technical details one click away. Users see what's happening, and why.

07 · Outcome
 

Real impact across the funnel.

Measured 60 days post-launch against the previous quarter's baseline.

- 61%

Reduced onboarding confusion

+70%

Faster setup completion

- 40%

Reduced support dependency

+50%

Improved adoption by additional companies

08 · Business Impact

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From pilot tool to

scalable product.

The redesign turned a powerful but niche system into something that could be adopted without a hand-holding sales cycle.

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Reduced setup friction unlocked self-serve growth. The team now ships changes confidently, knowing the design language scales with the product.

Let's talk

Let's make your product

easier to understand.

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