ehsAI Case Study

Intuitive AI Interactions

Going from concept to fully functioning B2B AI SaaS product in 6 months

ehsAI - application dashboard using AI to Deconstruct documents, showing list of documents and upload options

introduction

ehsAI is a B2B SaaS platform using AI to enable EHS professionals to process complex compliance documents with speed & accuracy

The ehsAI is a web app designed for Environment, Health & Safety (EHS) professionals to import and deconstruct permits, regulations, and standards. They work with AI to extract requirements and export them by API or spreadsheet.

Details

Project Name: ehsAI (SaaS web application)
Role: Full Time UX/UI Designer
Type: Founding designer
Company: ehsAI
Company Type: Startup acquired by Intelex/Fortive
Dates: 2020–2023

ehsai design for sustainability and saving lives

Problem Statement

How might we enable EHS professionals to be more consistent, more accurate, & faster at keeping their companies compliant with EHS regulations?

The main issues that EHS professionals faced:

The Challenges

Digitizing documents for EHS (Environment, Health, & Safety) veterans to work with AI deconstructing & analyzing important compliance data

Disrupting paper and pencil with an AI web app

All EHS professionals deconstruct documents by hand with paper and pencil. Moving to digital would be disruptive as most EHS professionals were afraid of or unfamiliar with AI.

Many types of compliance documentation from all levels of governments

One huge challenge was digitizing compliance documents. EHS legal requirements can come from all levels of government (local, state, federal) in all types of formats. The document formatting can be diverse ranging from digital to typewriter-written to hand-written, including tables, diagrams, and images.

ehsAI - Environment, Health, and Safety document deconstruction by paper and pencil

Strategy

Designing strategy around understanding the challenges of Environment, Health, & Safety compliance data

Three key questions that informed my design strategy:

Research

Discovering user preferences & contextual dependencies

Personas - who will need this product?

Research indicated four primary EHS personas. Most would want to use the ehsAI app and some would want to purchase the ehsAI app for their EHS team:

ehsAI - a collection of 4 user personas from EHS compliance industry
ehsAI - User Experience, Research phase, User Feedback showing varied terminology and interpretations

User feedback discovery reveals varied terminology & interpretations

While interviewing customers and potential customers it became clear that deconstructing data could be difficult because:

AI algorithm modules have sequential dependencies

The AI was broken down into modules that depended on the previous module. This meant having the users work with the AI in steps module to module.

Planning

Giving the users a clear path to their most used feature

Single document deconstruction is the red route

Red routes are the primary tasks the users want to complete the most often. For the ehsAI app the main red route was the single document upload and analysis flow. EHS professionals preferred to process one document at a time from start to finish. Other tasks like document management were secondary in importance.

A user flow to keep the task simple

Client feedback affirmed the single document upload and analysis flow to be the most important. Later more tasks and features were added to the user flows.

ehsAI - user flow

User Testing and Feedback

Talking to users & getting feedback

Remote user testing

Remote user testing was done using online meetings using screen sharing that were recorded. Some key insights revolved around the Hierarchy Step where the users were assessing the AI evaluations of the document's citation hierarchy. Three main pain points were synonymous across the testing observations and user feedback:

ehsAI - User Feeback for citations
ehsAI - User Experience, Research phase, User Feedback showing varied terminology and interpretations

Quantitative usability testing

Our team gathered quantitative usability statistics to observe various tasks throughout the ehsAI app. Some key metrics involved the length of time on each of the Review Steps where the user works with the AI to define layout structures, text classifications, citation hierarchy, and citation conjunctions. The statistics corroborated the remote user testing that users were spending the most time on the Hierarchy Step. I worked with the customers and our team to come up with hierarchy lines to help visually show citation depth relationships.

Surveys and feedback sessions

We wanted to hear the thoughts of our users on features that would improve their experience. Using Survey Monkey our team was able to gather insightful feedback about feature request. Notable requests like:

The Results

Designing a product where customers gain cost & time savings while growing their trust in working with AI

There were three primary strategies that informed my design to make it successful:

These three primary strategies are the goals derived from the original three key questions.

ehsAI

Value and Impact

The highlights of going from a concept to happy customers using a functioning B2B AI SaaS product in six months and beyond

From 0–1 in 6 months

Our whole team was instrumental in quickly bringing to life a disruptive technology that upends paper and pen with AI/ML by simplifying complex AI interactions and quickly yielding accurate results. We went from a concept to fully functioning B2B SaaS in six months. From there we continued to improve and add features.

Time and cost savings of 80%

Designs that allow Environment, Health & Safety (EHS) professionals to work with AI to deconstruct regulations and permits into usable compliance information saving significant time and money while being more accurate.

Accomplishing something that had never been successful previously

Although others had tried and failed, the team at ehsAI successfully built an app that could upload and import compliance documents and give EHS professionals a fast and accurate output. Thanks to top notch leadership and a dedicated hard-working team.

Significant Companies using ehsAI

Used by happy EHS veterans at companies like Koch Ag Energy Solutions, ALL4, Mosaic, Apple, and more.

Customers growing trust of AI

One of our proudest achievements was having customers who were skeptical and leery of AI grow to the point of trusting and loving to work with AI.

Customers recommending ehsAI

A question we asked customers was, "Have you ever discussed or recommended ehsAI to others?"

Yes, to other team members throughout Asia
Yes, told others in the company. I was asked to do demos of ehsAI for the standardization council in the company

User quotes

Designs customers find Intuitive, simple, and easy to use

Thanks to all our customers for contributing to our journey of designing and building. And thanks to my awesome teammates for the valuable feedback, suggestions, and inspiration. Here is some of the praise we got from our users.

ehsAI user quotes

ehsAI awards for product, innovation, & business achievement

Our team awards

The effort of the whole team contributed to the success of ehsAI as a business and as a software service to our customers. Within months of our launch ehsAI started recieving recognition by winning awards.

ehsAI Top Product Award 2021 ehsAI Big Innovation Award 2022 ehsAI EBJ Business Achievement Award 2021

Top Product of the Year from Environment + Energy Leader (2021)
"A panel of independent judges commended ehsAI for its innovative approach to simplifying the complexities of EHS compliance with real-world applicability and proven impact of AI. According to the judges, “This product simplifies the time-consuming exercise of compliance with a myriad of permits. The usefulness of this product is on multiple levels, from reducing risk to saving time and labor.”"

Big Innovation Award (2022)
For products that are bringing new ideas to life in innovative ways and have made tremendous strides at improving the lives of their community. ehsAI wins for its innovative compliance platform.

EBJ Business Achievement Award (2021)
"ehsAI (Vancouver, BC) for a game-changing year for its ehsAI platform, including global teaming agreements, industry recognition, and being acquired by Intelex, a subsidiary of Fortive. The company’s ehsAI platform in the cloud is revolutionizing the way EHS compliance is managed. ehsAI’s algorithms allow EHS professionals to deconstruct any EHS compliance document, no matter how messy and complex, into succinct compliance requirements in minutes. ehsAI has four patents pending."

Thank you

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