Client Work // 01 · Risk Management SaaS

Risk Management SaaS

Designing Decision Systems for Safety & Compliance

Role

Lead Strategic UX Designer

Industry

Risk Management SaaS

Outcome

AI-Assisted Safety System

Risk Management SaaS — AI decision system

Context

Safety workflows where hesitation has consequences.

A risk management platform used to create Job Hazard Analyses (JHAs) and manage safety workflows.

Users operate in compliance-heavy environments where accuracy, speed, and clarity directly impact safety outcomes.

The Tension

Empathy storyboard showing user uncertainty in safety workflows

Empathy storyboard, mapping user uncertainty across the JHA workflow

Users weren't blocked.

They were overwhelmed and uncertain.

They struggled to:

  • structure job steps correctly
  • identify relevant hazards
  • trust system suggestions

In safety workflows, hesitation leads to incomplete or low-quality outputs.

The Real Problem

Customer journey map showing decision overload across the safety workflow

Fig A. Customer Journey Map. Decision overload points across the JHA creation flow.

The system required users to manually construct complex safety documentation while handling:

  • fragmented inputs
  • unclear sequencing of steps
  • cognitive overload from too many decisions

"The system didn't support how users think through risk."

Core insight, user research

My Insight

The problem wasn't form complexity.

It was decision overload under uncertainty.

Users needed:

Right-moment guidance

Guidance delivered at the right moment, not front-loaded at the start

Structured pathways

Structured decision pathways through complex safety assessments

Risk identification

Support in identifying risks, not just documenting them

System Breakdown

System architecture diagram showing the linear, rigid before-state workflow

Fig B. System Architecture (before). Linear, rigid workflow with no decision support.

Before

  • linear, rigid workflow
  • manual step creation
  • delayed or missing feedback
  • no support for hazard identification

Result

  • inconsistent JHA quality
  • slow task completion
  • low trust in system output

System Intervention

Early sketches of the redesigned decision-supported workflow

Early sketches, exploring AI-supported decision pathways

I redesigned the workflow as a decision-supported system.

1

Structured Step Creation

  • introduced guided step input
  • reduced ambiguity in sequencing
2

AI-Supported Hazard Identification

  • prototype explored analysing steps as users entered them
  • surfaced suggested hazards and controls for user review
3

Decision Anchoring

  • users could accept, reject, or refine suggestions
  • reduced cognitive load during evaluation
4

Feedback Loops

  • immediate system response
  • visible cause and effect relationships

System State (After)

  • contextual inputs aligned with tasks
  • AI-supported decision points
  • predictable system behaviour
  • reduced cognitive effort

Users moved from manual construction to guided decision-making.

Outcome

  • designed to speed up JHA creation
  • intended to improve quality and consistency
  • aimed to increase trust in system recommendations

Strategic Layer

Positioning

  • AI-assisted safety system, not just a documentation tool
  • a differentiator in compliance-heavy markets

Risks identified

  • adoption risks from change management
  • dependency on data quality for AI accuracy

What This Taught Me About AI Systems

Three things that hold true across every AI product I've designed since.

Embedded AI

AI is most effective when embedded inside decision flows, not bolted on top

Contextual trust

Users trust suggestions when they understand the context behind them

Timing over volume

Timing of assistance matters more than the volume of suggestions

If I Took This Further Today

Adaptive AI

Adaptive AI suggestions based on individual user behaviour over time

Confidence scoring

Visible confidence scoring for AI recommendations

Predictive risk

Predictive risk surfacing earlier in the workflow, before form completion

Key Takeaway

"The goal is not to simplify the interface. The goal is to structure better decisions."

Design principle, Risk Management SaaS

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