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Giving Project Managers Their Afternoons Back: SOW Deliverable Creation at 18x Speed

Led the design of an AI-assisted flow that drafts Statement of Work deliverables inside the workflow people already use — cutting a tedious four-and-a-half-minute task to fifteen seconds while keeping project managers in full control.

Role
Lead Designer
Efficiency
18x Faster
Strategic Value
Featured in Upsell Deals
Giving Project Managers Their Afternoons Back: SOW Deliverable Creation at 18x Speed

Problem

Integrating AI to remain competitive and increase sales

SAP Fieldglass is a product that helps companies manage their temporary workforce from onboarding through payment. With the rise of Generative AI technology, integrating AI use cases became a top priority. It was critical to ensure SAP remains competitive in the market and also offered an opportunity to increase sales for existing customers. The form pages throughout the app presented a clear opportunity for AI integration because they required extensive manual input which customers complained was too long and tedious.

Solution

Faster form pages: AI assisted form completion

I led the design of AI-enhanced workflows that streamlined how customers create Job Postings and Statements of Work (SOW). These new workflows made the process faster and more intuitive while aligning with strategic business goals.

Animation of the AI-assisted form completion flow generating SOW deliverables inside the existing workflow
Process

Working closely with Product Management and Engineering

For each project we decided on a release goal of three months and working fast was critical. I led the design and worked closely with the Product Management and Engineering teams to understand the requirements, user behavior, and constraints. I iterated quickly based on feedback during our weekly meetings.

  1. 01

    Discover

    • Data Mining
  2. 02

    Define

    • Problem Definition
    • Project Scoping
  3. 03

    Design

    • Ideation
    • Wireframing
    • Prototyping
    • Web Design
  4. 04

    Deliver

    • Developer Handoff
Research

Designing for the 80% - Understanding user behavior through data mining

With limited access to users, I relied on data mining to better understand user behavior. I wanted to understand the average number of deliverables that users typically add to their SOWs. This would help determine how many items to generate with the AI output. I learned that on average, users created 11 deliverables. I used this number as the default for the designs while allowing them to adjust if needed.

An Add Qualifications modal surfacing a Recommended set of skills with Assessment Scale and Match columns, drawn from data mining of user behavior
Design Decisions

I made key design decisions to embed AI seamlessly while building user trust.

01

Embed AI while adhering to existing behaviors

There were many discussions surrounding where the AI should be placed with many suggestions to “add a button”. However, this experience separated the same end goal into two workflows and would require users to adapt their current behavior. Instead, I suggested embedding the recommendations within the existing workflow. This created a more seamless experience.

An Add Qualifications modal opening directly on top of the existing job posting form, with recommended items surfaced inline
02

Communicating AI accuracy to build trust

Many customers are skeptical on the accuracy of AI output. To help address this concern, I included a match accuracy measurement along with the information that was used to determine the score. This provided more transparency into the output and gave the user more confidence in their decision.

A close-up of the recommendation table showing an Assessment Scale column and a Match column rating each item High or Medium
03

Human oversight to adjust AI output

Often, the AI-generated output wasn’t fully accurate. To give users confidence and control, we made it possible to manually adjust the information if it didn’t meet their standards. I proposed using a modal instead of populating the table directly, allowing users to review and edit the content before applying it.

An Edit Event panel with editable fields for name, description, due date and other attributes of a generated deliverable before it is applied
Impact

Results

18x
Faster (~4m 30s → ~15s)SOW Deliverable Creation
4.5x
Faster (~90s → ~20s)Job Posting Qualifications
Featured
in Renewal & Upsell DealsStrategic Value
Takeaways

Lessons Learned

Communicate
Show the logic behind how AI is working.
Embed in Existing Workflows
Find creative ways to add AI into current user processes.
Human Oversight
Give users the ability to edit & refine AI output.