Luca | Ai Assitant
CLIENT
IBM - GACL App
Services
UI/UX, Graphic Design,
Illustration
Team
Jackie Torres – UI/UX Designer
Ana James – Luca's image Illustrator
Martin Linhart - Product Owner
Date
February, 2023
Luca | Ai Assitant
CLIENT
IBM - GACL App
Services
UI/UX, Graphic Design,
Illustration
Team
Jackie Torres – UI/UX Designer
Ana James – Luca's image Illustrator
Martin Linhart - Product Owner
Date
February, 2023
Luca | Ai Assitant
CLIENT
IBM - GACL App
Services
UI/UX, Graphic Design,
Illustration
Team
Jackie Torres – UI/UX Designer
Ana James – Luca's image Illustrator
Martin Linhart - Product Owner
Date
February, 2023
"Digital Accounting Assistant powered by Cognitive Contract"
Luca's AI assistant was created to help users navigate across all the different internal financial
and contract tools within the Engage Support Experience (CIO).
"Digital Accounting Assistant powered by Cognitive Contract"
Luca's AI assistant was created to help users navigate across all the different internal financial
and contract tools within the Engage Support Experience (CIO).
"Digital Accounting Assistant powered by Cognitive Contract"
Luca's AI assistant was created to help users navigate across all the different internal financial
and contract tools within the Engage Support Experience (CIO).
Problem
Problem
Problem
Quote to cash process of the Global Accounting Checklist being long and complicated, having in consideration the financial and legal instances created a long list of rejection in request creations where the main issues were: Missing Information, Lack of understanding in legal requirements,
long and complex forms to fill out information;
As an addition, all the issues mentioned above were also present in other applications in the Engage Support domain, a long list of tickets were accumulating for simple issues or doubts in the creation of tasks; Follow up in tickets was also a concerning issue.
Quote to cash process of the Global Accounting Checklist being long and complicated, having in consideration the financial and legal instances created a long list of rejection in request creations where the main issues were: Missing Information, Lack of understanding in legal requirements,
long and complex forms to fill out information;
As an addition, all the issues mentioned above were also present in other applications in the Engage Support domain, a long list of tickets were accumulating for simple issues or doubts in the creation of tasks; Follow up in tickets was also a concerning issue.
Quote to cash process of the Global Accounting Checklist being long and complicated, having in consideration the financial and legal instances created a long list of rejection in request creations where the main issues were: Missing Information, Lack of understanding in legal requirements,
long and complex forms to fill out information;
As an addition, all the issues mentioned above were also present in other applications in the Engage Support domain, a long list of tickets were accumulating for simple issues or doubts in the creation of tasks; Follow up in tickets was also a concerning issue.
The process
The process
The process
Quote to cash process of the Global Accounting Checklist being long and complicated, having in consideration the financial and legal instances created a long list of rejection in request creations where the main issues were: Missing Information, Lack of understanding in legal requirements,
long and complex forms to fill out information;
As an addition, all the issues mentioned above were also present in other applications in the Engage Support domain, a long list of tickets were accumulating for simple issues or doubts in the creation of tasks; Follow up in tickets was also a concerning issue.
Quote to cash process of the Global Accounting Checklist being long and complicated, having in consideration the financial and legal instances created a long list of rejection in request creations where the main issues were: Missing Information, Lack of understanding in legal requirements,
long and complex forms to fill out information;
As an addition, all the issues mentioned above were also present in other applications in the Engage Support domain, a long list of tickets were accumulating for simple issues or doubts in the creation of tasks; Follow up in tickets was also a concerning issue.
Quote to cash process of the Global Accounting Checklist being long and complicated, having in consideration the financial and legal instances created a long list of rejection in request creations where the main issues were: Missing Information, Lack of understanding in legal requirements,
long and complex forms to fill out information;
As an addition, all the issues mentioned above were also present in other applications in the Engage Support domain, a long list of tickets were accumulating for simple issues or doubts in the creation of tasks; Follow up in tickets was also a concerning issue.
Solution
Solution
Solution
Create an assistant that could work cross-function within the different applications to help users with the completion of requests, identify issues in their submission forms, find ticket duplications, help users throughout their submission form, create new tickets and overall a guide through helper. — Luca was pinch as an idea of a “friendly helper”; the team wanted the character to be based on Friar Luca Pacioli, an Italian Franciscan friar, mathematician, accountant, and economist, recognized as the father of modern accounting.
We started off by designing the Look and feel of the assistant, after iteration and approval in design, we started a Demo in the Global Accounting Checklist submission (GACL App), The following functions were created:
Obtain automated risk assessment of contract files in a 2-dimensional view.
Visualize risky sentences and drill through the documents.
Gain insights to risk not identified in but scope of the solution
Provide feedback to help re-train the system if something isn’t right.
Review, amend, answer the out-of scope questions and submit.
With a coverage of 66% the Demo was received with really positive feedback, prompting the creation of a Hackathon to ideate new ways of
implementing Luca in other Engage Support apps, out of 10 teams, 4 ideas were accepted and implemented across the Apps.
As a result, Luca was made an official member of the Engage Support team, an official page highlighting Luca's progress was created as well
as curriculum showcasing his abilities.
Additionally, Luca was added to the Slack team as a participant member, functioning as bot to consult any doubts regarding the status of a ticket;
Luca's personality was made to be friendly, willing to help and informal, the goal was to make Luca as human as possible, in each instance of Luca's implementation the information “feed” to it was analyzed and reviewed according to the needs of the users.
Luca is an ongoing project, evolving and improving with each iteration.
Create an assistant that could work cross-function within the different applications to help users with the completion of requests, identify issues in their submission forms, find ticket duplications, help users throughout their submission form, create new tickets and overall a guide through helper. — Luca was pinch as an idea of a “friendly helper”; the team wanted the character to be based on Friar Luca Pacioli, an Italian Franciscan friar, mathematician, accountant, and economist, recognized as the father of modern accounting.
We started off by designing the Look and feel of the assistant, after iteration and approval in design, we started a Demo in the Global Accounting Checklist submission (GACL App), The following functions were created:
Obtain automated risk assessment of contract files in a 2-dimensional view.
Visualize risky sentences and drill through the documents.
Gain insights to risk not identified in but scope of the solution
Provide feedback to help re-train the system if something isn’t right.
Review, amend, answer the out-of scope questions and submit.
With a coverage of 66% the Demo was received with really positive feedback, prompting the creation of a Hackathon to ideate new ways of
implementing Luca in other Engage Support apps, out of 10 teams, 4 ideas were accepted and implemented across the Apps.
As a result, Luca was made an official member of the Engage Support team, an official page highlighting Luca's progress was created as well
as curriculum showcasing his abilities.
Additionally, Luca was added to the Slack team as a participant member, functioning as bot to consult any doubts regarding the status of a ticket;
Luca's personality was made to be friendly, willing to help and informal, the goal was to make Luca as human as possible, in each instance of Luca's implementation the information “feed” to it was analyzed and reviewed according to the needs of the users.
Luca is an ongoing project, evolving and improving with each iteration.
Create an assistant that could work cross-function within the different applications to help users with the completion of requests, identify issues in their submission forms, find ticket duplications, help users throughout their submission form, create new tickets and overall a guide through helper. — Luca was pinch as an idea of a “friendly helper”; the team wanted the character to be based on Friar Luca Pacioli, an Italian Franciscan friar, mathematician, accountant, and economist, recognized as the father of modern accounting.
We started off by designing the Look and feel of the assistant, after iteration and approval in design, we started a Demo in the Global Accounting Checklist submission (GACL App), The following functions were created:
Obtain automated risk assessment of contract files in a 2-dimensional view.
Visualize risky sentences and drill through the documents.
Gain insights to risk not identified in but scope of the solution
Provide feedback to help re-train the system if something isn’t right.
Review, amend, answer the out-of scope questions and submit.
With a coverage of 66% the Demo was received with really positive feedback, prompting the creation of a Hackathon to ideate new ways of
implementing Luca in other Engage Support apps, out of 10 teams, 4 ideas were accepted and implemented across the Apps.
As a result, Luca was made an official member of the Engage Support team, an official page highlighting Luca's progress was created as well
as curriculum showcasing his abilities.
Additionally, Luca was added to the Slack team as a participant member, functioning as bot to consult any doubts regarding the status of a ticket;
Luca's personality was made to be friendly, willing to help and informal, the goal was to make Luca as human as possible, in each instance of Luca's implementation the information “feed” to it was analyzed and reviewed according to the needs of the users.
Luca is an ongoing project, evolving and improving with each iteration.
