Role
Lead Product Designer
Scope
Web app
Device touch app
Graphic Design
Marketing site
Challenge
Xerox needed an AI-powered document processing experience to help businesses accurately and efficiently organize large amounts of files from intake to review.
Solution
I delivered strategy and design for an AI-enabled web application and supporting materials for the full product ecosystem. The SaaS solution allowed users to set up automated data workflows and manually review and monitor status.
Experience Layers
Four layers, each serving a distinct role in the product ecosystem. All of them had to work well alone while maintaining the same design language and working as a coherent system.
Collaborated with:
Product
Engineering
Business
Graphics
Marketing
Experience Ecosystem
SaaS Web App
Configurability drove most of the design decisions. Users needed to define input sources, extraction rules, file formats, and output destinations on their own terms. Verification was built directly into the processing flow so errors could be caught before data moved downstream.
Mobile
Some users preferred on-the-go access, so a mobile breakpoint was optimized for a smaller viewport and touch input. The web app at mobile screen sizes was designed with the same workflows and information architecture.
Scrollable
Device touch app
Xerox devices were already embedded in customer environments. The touch app connected them to the cloud workflow so users could hand off a physical document without leaving the device. Hardware constraints, touch behaviors, and the context of standing at a printer rather than sitting at a desk all shaped the design.
Graphics
The platform's AI processing features and multi-step workflow needed explanation at key points. Graphics not only helped to identify the new platform in the App Gallery, but also helped communicate how the system worked within the digital tool.
Marketing Site
Enterprise customers evaluate platforms carefully before committing. The marketing site was designed to explain the product, demonstrate its value, and give prospective customers a direct path to learn more or get access. It shared the same visual system as the product so the experience stayed consistent from discovery to use.
Scrollable
Complete User Journey
Outcome
200K+ Users
Used by customers worldwide
2+ Patents
Original concepts created
50–75% Faster
Improved agile development
EveryDoc launched as Xerox's entry into the intelligent document processing space. I contributed to multiple new patents through the design work and helped shift the team toward a more agile process inside a traditionally waterfall environment.