Case Study 02 · IBM · AI Product Design · Feb 2024–Present

IBM BSS AI Agent — Designing an AI agent to eliminate manual processes in enterprise service management.

This initiative focused on transforming how employees interact with IBM's internal systems — replacing manual, form-heavy service processes with a conversational AI agent. I championed UX from first principles: intent architecture, conversation design, transparent AI interactions, graceful failure, and human handoff. The result: 80% higher user engagement and 78% faster onboarding.

Role
Senior Product Designer
Company
IBM
Team
Individual Contributor
Scope
AI Interaction Design, Conversational UX, End-to-end
01 — Executive Summary

What this project was and what it achieved.

↑ IMPROVEMENT
80%
User Engagement
Measured via session depth, task completion, and return usage across first 90 days post-launch
↓ REDUCTION
78%
Onboarding Time
Average BSS service onboarding time reduced through AI-guided configuration flows
02 — The Challenge

Why service onboarding was broken.

BSS (Business Support Systems) service onboarding required non-technical business users to navigate screens and workflows designed for engineers. Every service configuration involved complex technical fields, jargon-heavy error messages, multi-step manual processes, and frequent escalations to support. The system served customers, employees, and vendors — each with very different technical literacy and goals.

Before — Broken Onboarding Flow
Technical Screens
Non-Technical Users
High Error Rate
Support Escalation
Delayed Service
03 — Research & Methods

How I understood the problem before designing.

I conducted competitive analysis, stakeholder interviews, and user interviews across the three target audiences. Persona development helped translate diverse user needs into clear design requirements.

Competitive Analysis Stakeholder Interviews User Interviews Persona Development Wireframing Prototyping Accessibility Review
04 — AI Interaction Design

Designing the intelligence, not just the interface.

This was not a chatbot skin on existing forms. The AI agent required a principled approach to human-AI interaction — one that earned trust, maintained user control, and handled failure gracefully.

AI Interaction Model
User Intent
AI Classification
Guided Configuration
Validation
Confirmation / Escalation
P-01
Useful, not gimmicky
AI earns its place by reducing real complexity. Every AI feature justified by measurable user value.
P-02
Transparent by design
Users always know what the AI knows, what it doesn't, and how confident it is. No black boxes.
P-03
Human in control
AI assists decisions — users remain accountable. Every AI action has a clear human override.
P-04
Recoverable always
When AI is wrong, users have a clear, fast, low-effort path to correct it without losing context.
05 — Impact

Measured outcomes.

↑ IMPROVEMENT
80%
User Engagement
Session depth and task completion rates across 90-day post-launch period
↓ REDUCTION
78%
Onboarding Time
AI-guided configuration dramatically reduced time-to-service for new BSS users

Additional qualitative outcomes from the AI agent approach:

06 — Collaboration & Leadership

How I drove direction on a new initiative.

As the sole UX owner on a new initiative with no existing architecture, I was responsible for establishing the design direction from zero:

07 — Reflection

What I learned.

Before & After — Visual Mockup

What changed, rendered.

These annotated UI mockups illustrate the transformation from a form-heavy, engineer-centric onboarding experience to a conversational AI agent that guides any user to completion.

BEFORE — Technical Forms for Non-Technical Users
IBM BSS — Service Onboarding · Form 3 of 7
BSS Service Configuration
Save Draft
Cancel
1. Customer Data
2. Service Type
3. Tech Config ←
4. Network Params
5. SLA Setup
6. Billing
7. Review
⚠ Error: Field "QoS_PolicyRef" is required. Value must match schema XSD-v2.4
Technical Configuration — Advanced
QoS Policy Reference *
Network Segment Identifier *
Max Burst Threshold (kbps) *
Upstream / Downstream Ratio *
VLAN Tag Override
⚠ 3 validation errors. Contact network engineering for QoS parameter values before proceeding.
Problems: Engineer-only jargon · 7-step form · High error rate · Escalation required · Non-technical users blocked
AFTER — Conversational AI Agent (My Design)
IBM BSS AI Agent · Service Onboarding
BSS AI Agent ✦
Human Agent ↗
Progress
✓ Account Info
✓ Service Type
→ Configuration
SLA & Billing
Review
AI Confidence
87%
Based on similar configs
AI
I need to set up your QoS configuration. Based on your service type (Standard Business), I recommend Policy Tier 2 with a 1:4 upstream/downstream ratio. This matches 87% of similar setups. Shall I apply this?
U
Yes, apply that please
AI
Done. QoS Policy Tier 2 applied. Max burst set to 512kbps (recommended for your traffic profile).

One more thing — do you need a custom VLAN tag, or should I use the default? Most accounts use default.
U
Default is fine
AI
✓ Configuration complete. No errors. Ready to proceed to SLA & Billing. Continue →  or Review settings
Improvements: Plain language · AI-guided config · 78% faster onboarding · Transparent confidence · Human override always available
Before — Key problems
7-step form with technical jargon
Non-technical users blocked at step 3
High error rate requiring escalation
No context about what fields mean
Engineer assistance needed for every config
Delayed service activation
After — My contribution
Conversational AI in plain language (+80% engagement)
AI recommends & applies configuration automatically
78% faster onboarding time
Transparent confidence scoring builds trust
Human override always 1 click away
Graceful failure with clear recovery paths