Project Summary

Prototyp is an AI-powered document review companion built for pharmaceutical proofreaders and editors. Developed as an internal pitch at a pharma advertising agency, the project started with working code and no UX foundation. The goal was to take a developer built AI algorithm and turn it into a human centered product experience from the ground up. The pitch received positive feedback and led to a referral for a follow-up pitch to another company.


Context » Internal pitch — Pharma Advertising Agency


Role » Product Designer(UX/UI)

Methods » User Research, Comparative Analysis, User Flow Mapping, Lo-Fi Prototyping


Inherited» A working AI matching algorithm with no UX or UI


Challenge» Define how automation could support proofreaders without disrupting a highly regulated review process

Project Goals

BUSINESS

Reduce time spent on claim verification

User

Eliminate manual document searching and claim matching

Design

Adapt an AI algorithm into a UI without disrupting existing workflows

Success

Faster verification, lower cognitive load, reviewer confidence maintained

Hypothesis

If we integrate AI directly into the existing proofreading workflow, we can reduce the time spent manually searching historical documents without disrupting the human review process.

the Problem

Problem Statement

Approving pharmaceutical content for public release requires verifying claims in new documents against existing ones. Without automation, proofreaders and editors had to manually search through old documents to complete that verification. Strict regulatory restrictions mean errors are not an option, making the manual search both critical and time consuming. Prototyp was designed to automate that search and matching process, freeing proofreaders and editors to focus on the work that actually requires human judgment.

Approving pharmaceutical content for public release requires verifying claims in new documents against existing ones. Without automation, proofreaders and editors had to manually search through old documents to complete that verification. Strict regulatory restrictions mean errors are not an option, making the manual search both critical and time consuming. Prototyp was designed to automate that search and matching process, freeing proofreaders and editors to focus on the work that actually requires human judgment.

Research Snapshot

Insight #1

Insight #1

Existing Tools Were Not Built for This

Existing Tools Were Not Built for This

Proofreaders and editors use project management and document editing tools like Workfront that were designed for general workflows. None of the tools in their existing process were built to handle the specific demands of pharmaceutical claim verification.

Insight #2

Insight #2

The Manual Search Was the Biggest Time Cost

The Manual Search Was the Biggest Time Cost

The current process required pulling previous brand campaigns individually and manually cross referencing language to determine if new claims would pass regulatory approval. The volume of documents involved made this the most time consuming and error prone part of the entire workflow.

Insight #3

Insight #3

AI Integration Had to Feel Like a Natural Extension

AI Integration Had to Feel Like a Natural Extension

For adoption to work, the AI could not disrupt the existing workflow. Prototyp needed to slot into the process at the exact point where manual searching happened, replacing that step without requiring users to change how they worked around it.

Workflow (Current)

Design Guidelines

PRESERVE HUMAN JUDGMENT

PRESERVE HUMAN JUDGMENT

Automation handles the search, reviewers own the decision

Automation handles the search, reviewers own the decision

REDUCE SEARCH EFFORT

REDUCE SEARCH EFFORT

Surface matched claims without requiring users to go looking for them

Surface matched claims without requiring users to go looking for them

Minimize disruption

Minimize disruption

Fit into the existing process, not around it

Fit into the existing process, not around it

Build trust through transparency

Build trust through transparency

Show users why a match was surfaced, not just that one was found

Show users why a match was surfaced, not just that one was found

Design Solution

Defining the MVP

Defining the MVP

Mapping the user flow with the team revealed the scope of what Prototyp could be. The original vision included document upload, matching, and editing in a single platform. Doing a comparative analysis of Adobe Acrobat, a tool already embedded in the proofreading workflow, and Grammarly, for its approach to organizing document views and surfacing results, provided the UI foundation. Patterns from both were adapted to reduce onboarding friction and make the experience feel like a natural extension of what users already knew.

User flow (Current)

Iterations

Iterations

Sidebar shifted from a brand list to a “Recent Task” list, letting users pick up where they left off

Sidebar shifted from a brand list to a “Recent Task” list, letting users pick up where they left off

Banner of results broke down flagged areas after scanning against the internal database

Banner of results broke down flagged areas after scanning against the internal database

Individual documents from the newly uploaded task

Individual documents from the newly uploaded task

DESIGN DECISION

DESIGN DECISION

During early concepting, the sidebar was scoped to support multi-brand navigation and recent task recall within a single client account. Following stakeholder feedback, the feature was deprioritized because the product was being pitched directly to individual pharma companies. The sidebar was removed to keep the scope tight for the pitch, with the feature flagged for post-MVP consideration once client engagements were established.

During early concepting, the sidebar was scoped to support multi-brand navigation and recent task recall within a single client account. Following stakeholder feedback, the feature was deprioritized because the product was being pitched directly to individual pharma companies. The sidebar was removed to keep the scope tight for the pitch, with the feature flagged for post-MVP consideration once client engagements were established.

Concept Pitch

The working prototype was presented to a pharmaceutical executive as part of an internal pitch, resulting in positive feedback and a referral to pitch the concept to another company. Following the presentation, a stakeholder recommended narrowing the scope. The original all in one platform vision would focus on what Prototyp did best, automating the document matching process. Document editing would remain in existing tools, repositioning Prototyp as a companion rather than a replacement.

User flow (Post Pitch)

Stakeholder Feedback

Stakeholder Feedback

Two-System Approach

Two-System Approach

The team aligned on Prototyp operating as separate but complementary system. Prototyp would own only the matching and review experience. No comments or annotations would live in Prototyp.

User Priorities

User Priorities

A critical insight from the session was how reviewers actually approach a document. The primary questions are always what's new and what's different. This became the foundation for how matched claims and claims drift were surfaced for the interface.

Scoping the Match View

Scoping the Match View

Feedback on the match experience indicated that reviewers needed a split screen to compare documents side by side with historical claims, a zoom tool, and the ability to drag across the screen. Nothing beyond that. The feature set was kept deliberately minimal to support focused only reviewing.

Scoping the Data Model

Scoping the Data Model

Content and claims data was specific to each individual asset rather than aggregated across a job. The job code was established as the primary identifier, with edit functionality built into Prototyp to account for naming discrepancies.

Final Designs

Prototyp Walkthrough

Prototyp Walkthrough

What the Pitch Validated

What the

Pitch Validated

Confirmed the Core Direction

Confirmed the Core Direction

The AI matching logic, refined and fine-tuned throughout the project, correctly surfaced historical claims against new documents, validating the core direction: AI-assisted claim verification could sit inside the existing review process without replacing human judgment.

Validated the Need

Validated the Need

The stakeholder confirmed that nothing comparable to Prototyp existed, and that it could be effective at meeting its intended purpose.

Key Takeaway

COmmunication is the Foundation for great projects

COmmunication is the Foundation for great projects

Designing for a regulated industry taught me that the hardest UX problem wasn't the interface. It was knowing where automation should stop and human judgment should begin. That line informed every decision from the user flow to the MVP scope. When the stakeholder pitch resulted in a recommendation to narrow focus, it confirmed that getting that balance right was the actual design problem all along.

Next Steps

Refining the Concept

Refining the Concept

The next phase would be to incorporate the feedback on the suggested pivot, updating the user flow and defining the visual style for UI components beyond mid-fidelity wireframes.

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