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Document Analysis & Questionnaires

An ambiguous market signal turned into a shipped, revenue-generating feature — researched, designed, prototyped in code, and defended technically, by one designer, in two weeks.

Role

Sole Product Experience Designer — end-to-end

Context

Enterprise B2B SaaS · AI-adjacent tender feature

Duration

~2 weeks (ideation to demo-ready)

Stack

Figma · Figma Make · Cursor · Claude · HTML/CSS/TypeScript code-based prototype

Confidentiality note: client names and deal values are omitted under NDA. Feature and product names are withheld and referenced by working title.

01 · Situation

A high-priority feature request landed in the pipeline with strong market signal but a vague brief: a general concept for a document-analysis and questionnaire flow tied to tender decision-making. No user research, no functional spec, no technical scope. The company needed it demo-ready fast — Sales was already positioning it in enterprise conversations.

Brief

Strong signal, vague scope

No research · no spec · no technical scope

→

Two weeks later

Demo-ready, defensible

Working code prototype · data model · 2 clients closed

The feature sat at the intersection of three complexity axes:

Domain complexity

tender office workflows involve conditional logic, multi-step approvals, and heterogeneous document types.

Data complexity

extracting structured decisions and questions from unstructured tender documents.

Interaction complexity

many conditions, many branches, real risk of overwhelming the end user.

An additional constraint: the deliverable was not a static Figma prototype but a code-based prototype — the functional, production-simulating environment I had previously built for the company. It had to behave like the real product, without a real backend or AI connection.

02 · Task

Own the feature end-to-end in a compressed timeline:

  • Research user needs and the tender office's actual working flows.
  • Translate business and functional requirements into a coherent product concept.
  • Solve the technical simulation layer — how to make a code-based prototype credibly demonstrate document analysis and questionnaire logic without a real AI pipeline behind it.
  • Deliver a demo-ready feature that could survive scrutiny from enterprise clients.
  • Align the internal team on the production architecture the prototype implied.

The success criteria weren't visual — they were commercial. The feature had to be sellable, and it had to be technically defensible when the client asked "how does it actually work?"

03 · Action

1 · Research — three parallel tracks

Ran user research on tender office roles and daily workflows, mapping how questionnaires and document decisions actually move through their process. In parallel, ran the business/functional analysis — what business rules the feature must enforce, what edge cases matter — and the technical research on how document analysis and extraction could realistically work in production.

2 · Concept design under constraint

The instinct with complex domains is to expose the complexity. I did the opposite. Structured the flow around the user's mental model — decision first, questions second, document evidence available on demand — rather than around the underlying data structure. Made the conditions and branches invisible where possible, surfacing them only when the user's next action genuinely depended on them.

Schematic — decision first, questions second, evidence on demand
DECISION Participate Decline Needs review QUESTIONS · 3 OF 7 4 conditional questions hidden until needed EVIDENCE · ON DEMAND Passage → source page
  1. Decision — the one thing the tender office must do; always visible, never buried under data.
  2. Questions — branches stay hidden until the chosen decision makes them relevant.
  3. Evidence — the extracted passage and its source page, opened only when a question needs proof.

3 · Prototype build — code, not screens

Designed and built the feature directly in the code-based prototype using AI-assisted development workflows (Cursor + Claude + HTML/CSS/TypeScript). Because the prototype had no backend and no live AI, I designed a simulated data architecture that reproduced how the real system would behave — realistic tender documents, plausible extracted questions, decision states with the correct transitions.

4 · Data architecture + extraction logic

AI-assisted workflows hit a ceiling on the extraction and data-modeling problem — the AI could generate code but couldn't reason about the domain-specific data relationships the tender process actually requires. I stepped in, designed the data model manually, defined how questions and decisions should be represented, and structured the extraction logic so the prototype produced coherent, defensible output during demos.

5 · Internal alignment on production architecture

Presented the finished feature to the engineering team not as a "here's what to build" handoff, but as a working system with architectural implications. Facilitated discussion on the harder points — data structure, extraction pipeline design, edge cases the prototype revealed — and co-developed solutions in the room instead of leaving them for later.

04 · Result

2 weeks

vague brief to demo-ready

2

new enterprise clients secured

1 designer

end-to-end, no handoff step

Commercial

The feature moved directly from prototype to sales demos and secured contracts with two new enterprise clients. Client feedback was consistent: they had expected the feature to be difficult to learn given the nature of the underlying work, but found it clear, easy to use, well-structured, and visually strong. The feature met their functional requirements as stated in procurement.

Product & technical

The prototype's data architecture and extraction logic became the reference model for the production implementation discussion. Architectural decisions taken during the internal presentation reduced the space of open questions the engineering team had to resolve later.

Process

Delivered end-to-end in approximately two weeks — from vague brief to a demo-ready feature backed by a defensible technical model. The compressed timeline was possible because the code-based prototype workflow removes the handoff step: the design and the working artifact are the same thing.

05 · What this project shows

  • Ability to convert an ambiguous market signal into a shipped, commercially-validated feature.
  • End-to-end ownership across UX, business analysis, technical prototyping, and internal architecture facilitation.
  • Judgment on where AI-assisted workflows work well and where they need a designer with domain thinking to step in.
  • Working directly in code — designing behaviour, not just appearance.
  • Design as a revenue driver, not decoration.
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