DocuGenie FX tool

AI Document creation and management tool

DocuGENIE FX is an advanced document management tool designed to transform how businesses and individuals handle documents. It integrates speech recognition, machine learning, and secure data handling to offer a seamless and efficient document creation and management experience.

SaaS

AI Product Design

B2B2C

Bird’s eye view of roles and responsibilities

Overview

My Role

As the Senior Product Designer, my job was to use the PRD to design

Conducting desirability tests for the right PMF

Envisioning the MVP

Driving and delegating production

Managing client expectations.

Duration

1 Month (July - August 2024)

Key Tasks

Product Envisioning

Product Strategy

Sprint Planning

User Flows

Journey Mapping

Process & Scope management

Translating product requirements

Understanding PRD

Key Features

DocuGenie

Doc Create

Real-time doc edit

Template library

Basic Document

generation

Voice interaction

with Doc

Doc Chat

Contract

Management

Electronic Signature

Auto-suggestions

for grammar

Enhanced

Search

Contextual Understanding

Integration with

other tools

Why did we start?

Opportunity

Users spend up to 30% of their time manually formatting documents. Generating, structuring and managing documents using AI can reduce grunt work immensely

Version control and miscommunication can lead to delay in important tasks and impede collaboration on a large scale

Writing and summarizing a document consumes valuable time and effort that can be avoided by using AI’s capabilities

Who are we solving for?

Target Persona

John Rayden

Age: 36

Job Title: Content Manager

Industry: Marketing and Advertising

Experience: 10 Years

Core Behavior

Task Prioritization and Multitasking

Manages multiple projects and deadlines, switching between tasks like meetings, content reviews, and strategy planning, seeking tools to streamline processes.

Communication and Collaboration

Coordinates with clients and team members to gather feedback and align expectations, valuing tools that support efficient collaboration.

Attention to Detail

Strives for high-quality, consistent work, preferring tools that ensure uniformity without needing manual reviews.

Efficiency Focus

Time-conscious, constantly seeking productivity tools like auto-saving and quick access to version history to meet deadlines efficiently.

Core Needs

Automated Formatting and Structuring

AI-powered document tool that automates formatting and content structuring.

AI-Powered Real-Time Collaboration

Real-time, context-aware collaboration features to ensure smooth team editing.

AI Content Generation and Summarization

AI-driven content generation and summarization to reduce writing time by 40%.

Why did we start?

Objective

Efficiency

Streamline document management processes and reduce manual effort.

Security

Protect sensitive data with robust security measures.

Scalability

Suitable for SMBs to scale their businesses the way they want

Accuracy

Ensure accuracy and authenticity of signatures and document contents.

Flexibility

Access and manage documents from anywhere, at any time.

Integration suite

Ensure a seamless integration with other Genie FX tools.

Possibilities are endless

Use Cases

Legal Firms

  • Manage contracts

  • Summarize case files

  • Edit client documents

Real estate agents

  • Handle property agreements

  • Generate and edit leases

  • Track transactions

Healthcare

  • Maintain patient records

  • Generate consent forms

  • Track admin documents

Finance

  • Manage financial docs

  • Summarize compliance paperwork

Understanding product landscape

Competitive Analysis

Our Solution

Key Considerations

Reuse Research FX tool’s structure for quick turn around

AI assisted workflows and automation

Version control and document management

Integrations with other tools

Before and After

Experience the complete journey

Thank you for your attention

If you like the way I think

The most precious thing to me in the world is a good conversation and a pour over iced coffee.

Send me a mail

For a professional jargon-filled millennial exchange

Set up a meeting

For a humane conversation that has my full attention, devotion and gesticulation.

My Calendly

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