Generative AI & Conversational UX

Analytics Assist: Leveraging Generative AI to Retrieve Insights

Directed the 0-to-1 vision for an NLP-driven, prompt-based experience letting HR and Payroll practitioners retrieve insights from complex data by asking natural-language questions.

My Role
UX Director
Timeline
2023–2024
Team
4-8 Designers
Platform
Web (Desktop)

The Challenge

HR teams struggled to derive actionable insights from complex data — defining and articulating the right questions required extensive filtering and specialized expertise.

My Solution

Directed the vision for an NLP-driven, prompt-based experience — letting practitioners ask natural-language questions to retrieve insights and build visualizations.

The Impact

  • 4-phase alpha-to-North-Star vision delivered
  • 5 competitors benchmarked for strategy
  • 0-to-1 product direction for ADP's Gen AI strategy

Research & Discovery

Ideation grounded in client and competitive input

As a vision project, discovery centered on internal ideation and structured feedback loops with ADP's Customer Advisory Board before any pixel was designed.

  • Affinity mapping & card sorting (design thinking)
  • Customer Advisory Board (CAB) sessions
  • Competitive analysis: Visier, DataGPT, Intuit, Google, ChatGPT
  • Evaluative research on early concept directions

Key Findings

Trust & Security

Users needed assurance their data stayed confidential and wasn't shared outside ADP.

Effective Communication

Users wanted guidance on phrasing questions to get better responses.

Source Verification

Users needed reassurance that answers were sourced from ADP and properly vetted.

See full discovery detail — additional research themes

Respect for User Settings

Users wanted confirmation that individual settings and permissions were upheld.

Response Optimization

Users appreciated tips for maximizing response quality.

Hybrid Access Model

Users preferred a dedicated Assistant tab plus assistant access from any page.

Design Process

From ideation to North Star vision

Discovery

Defined the MVP; ideated with Product, Data Science & Prompt Engineering.

Concept Design

Explored an immersive "Assistant" tab, tested against user sentiment.

Refinement

Placed the access point on the overview page; explored chat UI formats.

Client Validation

Deployed concept-refinement changes to clients for engagement data.

North Star

Delivered a detailed design built to fully leverage generative AI.

The North Star Design

Built around the "so what," not just the answer

Every response was designed to carry tangible relevance, backed by user history integration and guided interaction flows that reduce ambiguity for practitioners new to AI tools.

  • Focused on the "so what" factor in every insight
  • Analytics & user history integration
  • Guided interaction flows for complex decisions
  • Contextual relevance in AI-generated results

Outcomes & Learnings

4
Design phases, ideation to North Star vision
5
Competitors benchmarked to shape the product bet
0→1
Directed the product from internal ideation to North Star

As a nascent technology, AI analytics surfaced real challenges around user trust — compounded by AI's tendency to hallucinate against users' binary "correct or incorrect" expectations. Most practitioners were enthusiastic about AI's potential, but those who engaged directly often hit a frustrating trial-and-error cycle — a key input into the North Star design's emphasis on trust, source verification, and guided interaction.

Let's build experiences that drive real business impact.

Let's Connect →