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Case Study: Transfer Bridge

Client registration and consultation iteration

Overview

Transfer Bridge is an AI powered knowledge transfer and decision support platform created to help consultants identify and share relevant research insights with small and medium sized enterprises. The project focused on designing a user interface prototype that combines usability and explainability to ensure users can both trust and understand AI generated recommendations.

The Challenge

SMEs struggle to find proprietary software with interfaces that help them efficiently analyze their data, access the latest scientific insights, and provide transparency, clear explanations for recommendations, and traceable sources.

The Goal

Create a prototype that helps consultants easily retrieve and apply tailored recommendations for SMEs, with clear steps, transparent AI results, and straightforward interactions.

Process Overview

Research & Synthesis

Research: Conducted desk research, observations, expert interviews, and usability testing. The findings revealed three main pain points, which translated into design opportunities:

    • Pain Point: Complex layouts and inconsistent visuals made the system hard to navigate.
      Opportunity: Design a simple, consistent interface that reduces cognitive load.

    • Pain Point: Lack of transparency reduced trust in AI outputs.
      Opportunity: Display clear, traceable sources as the primary way to validate results.

    • Pain Point: Users were unsure of the tool’s capabilities and how to use them.
      Opportunity: Strengthen affordances so users immediately understand functions and can take full advantage of the system.

Interviews Coding Tree: To extract insights from the interviews, six topics were established as the main focus, each with its own objective and narrowed to areas of usability priorities, user experience, contextual design, and system requirements.

Themes Weight: The interviews highlighted the need for a simple and consistent interface, transparent sources to build user trust, and clear affordances so users understand the tool’s capabilities. Professionals were from areas of design, HCI, and computer science.

User Personas: To better capture user needs and pain points, I developed three personas derived directly from the findings of the semi-structured expert interviews and desk research.

Ideation & iMPLEMENTATION

User Flow: The flow shows the consultation process: creating a project, adding client details, starting a consultation, filling out context-specific forms, receiving tailored suggestions, and exporting results. This structure keeps the experience consistent and easy to navigate.

Wireframes: Created low-fidelity wireframes to map the information architecture, navigation flow, and key interactions while keeping visuals minimal. The wireframes covered core tasks such as starting new projects, entering client details, viewing system outputs, and exporting results. Some sections were refined and carried forward, while others were removed to keep the design simple and functional.

Brand Guide

Prototype

Screens

Takeaways

Key learnings from the Transfer Bridge case study:

    • Research-Driven Design: Using insights from expert interviews and desk research ensured that design choices addressed real needs, guiding the development of wireframes and prototypes with purpose.

    • Usability and Clarity: Simplifying layouts, standardizing navigation, and keeping visuals consistent proved essential for making the interface easy to understand and navigate.

    • Trust Through Transparency: Providing traceable sources and explainable AI outputs helped establish user confidence in the system’s recommendations by applying the XAI principle of progressive disclosure.

    • Clear Affordances: Through microinteractions, visual cues, and error prevention methods such as dropdown menus, the design highlighted what the tool could do and how to use it, enabling users to fully leverage its features and improving the overall interaction experience.