CASE STUDY 03 — PRODUCT DESIGN · ENTERPRISE · AI

Compliance & AI
for enterprise HR

For a Fortune 500 HR-tech company, one of the largest payroll & HCM providers in the U.S., where I worked across compliance flows, interactive documents, internal tooling and a conversational AI layer.

Role
Product Designer, embedded squads
Timeline
2026
Type
Enterprise HCM / SaaS
Focus
Compliance · Tooling · AI
HR Platform
0
Systems HRBPs juggled per lookup — consolidated into one
$B+
Projected operational savings at scale
03
Concurrent workstreams: documents, tooling & AI

00 / OVERVIEW

The engagement

Embedded in cross-functional squads, the work focused on the HR & Compliance domain of a large-scale HCM (Human Capital Management) platform, a cloud-based SaaS used by employers and employees for payroll, HR management, benefits and regulatory compliance across the U.S.

It covered multiple concurrent initiatives: improving compliance flows and document interaction, building internal tooling for service teams, and designing AI-powered conversational agents.


01 / DISCOVERY & RESEARCH

HR Business Partners

Understanding the service layer was key. I ran in-depth discovery with HR Business Partners (HRBPs), internal reps who bridge the platform and clients, to map their daily workflows and uncover opportunities.

Problem to solve

HRBPs serve many clients at once, with information scattered across platforms. Navigating up to 15 different systems to find the right data turned a simple lookup into a slow, repetitive manual task.

Tactics
  • User interviews with HRBPs and end users
  • Service blueprinting: mapping the end-to-end workflow, tools, touchpoints and people at each stage
Solution & results
  • Designed & prototyped internal tooling addressing HRBP pain points and workflow gaps
  • Projected to save multiple hours per client, with multi-billion-dollar operational savings at scale
1Sales Turnover
2Know Before You Go
3HRP Introduction Email
4HR Business Analysis Meeting
5HR Business MAP Creation & Delivery
6Quarterly Check-ins
7Annual HR Business Review
Phase 01Onboarding · Understanding
Phase 02Gathering info · Understanding · Planning
Phase 03Plan Implementation
Phase 04Review & iteration↺ loops back
Workflow map: the HRBP journey, end to end
Service blueprint Scroll to pan · click to enlarge
Service blueprint: mapping every action, touchpoint and system across the journey
Internal tooling
Internal tooling: conceptEnlarge
Consolidated client view
Consolidated client viewEnlarge

02 / DOCUMENTS

Interactive documents & custom fields

I enhanced the document and interactive-form experience, expanding customization and reducing friction in a core compliance workflow.

Problem to solve

HR admins had limited control over document creation. Forms lacked flexibility, error messaging was unclear, and the interaction felt rigid — making it hard to build documents that matched real workflows.

Tactics
  • Researched the most common custom-field types and how users worked with existing ones
  • Mapped friction across the document creation & signing flow
  • Audited microcopy, error states and labels throughout
Solution
  • Shipped a custom-fields system: dropdowns, text fields and signature capture, added directly to documents
  • Refined the full interaction: clearer language, reorganized error states, intentional hierarchy
Key results
  • Admins gained meaningful control over document structure for the first time
  • Feature adoption increased and ease-of-use scores improved post-launch
Admin experience
Admin experienceEnlarge
Employee experience
Employee experienceEnlarge

03 / AI AGENT DESIGN

Designing the conversational AI layer

A major part of the engagement was building the conversational AI layer — going beyond UI to shape how the agent thinks, communicates and behaves inside high-stakes compliance workflows.

This wasn't just about picking a tone. It was about defining how an AI agent should behave in an enterprise HR context: where responses need to be accurate, trustworthy and compliant by design. I created the agent's personality from scratch, structured how it responds to different use cases, and provided context documents as the source of truth about our services, tiers and help articles.

01

Response design

Shaped how the agent structures answers: length, format, escalation paths and fallback behavior, through iterative testing.

02

Agent orchestration

Contributed to the architecture of agent skills and context handling, including how it manages multi-turn conversations and hands off to humans.

03

Testing & iteration

Ran evaluation sessions to identify failure modes, bias patterns and edge cases, then iterated on prompt logic and response design.

04

Skill building

Helped define specific agent skills: scoped capabilities the agent could invoke depending on user intent and conversation state.