Knowledge Management for a secure collaboration platform
A requirements document specified a personalised knowledge home. After walking the real user journey I argued the front door was wrong, and reduced the core task from six steps to four.
Today
Caseload
Marriage certificate issued in the Philippines, no translation attached.
Works 18 hours a week, supermarket.
The situation
Troop Messenger sells into government, defence and regulated enterprise. A knowledge module was scoped with a 40 plus requirement specification, including a personalised knowledge home as the primary entry point.
My job was to turn that specification into something buildable, and to pressure test it before engineering committed.
What I did
- Mapped the real workflow of a caseworker at a social security office, answering a claimant question mid appointment with nine people waiting
- Produced 26 annotated wireframes covering the full requirement inventory, mapped to six distinct user personas
- Ran competitive analysis across 12 commercial and open source products
- Specified retrieval, permission filtering, freshness scoring and an append only audit trail
The call I had to argue for
A landing page assumes the user came to the knowledge base. In reality they are already inside something else, and an answer is blocking them.
Counting the steps made the case. Entering through a knowledge home cost six steps and forced the caseworker to leave the case she was working in. Invoking search over her existing work cost four, and she never left. I kept the home screen, but demoted it from the front door to a workspace landing for the people whose job is knowledge itself, roughly five percent of sessions.
The argument, in one screen
Two steps does not sound like much. At a counter handling forty cases a day it is the difference between an officer who checks and an officer who guesses, and a knowledge base that is accurate but unread.
The trade off
I recommended adding a thin read acknowledgement slice to version one, which the compliance story needed, and paying for it by deferring the public help centre to a later release.
Both were wanted. Only one was load bearing for the customers we were actually selling to.
Where I said no to AI
I specified that automatic answer suggestion default to disabled in secure deployments, and that stale content carry a warning the user cannot dismiss rather than being hidden.
For a caseworker with someone waiting, a fast wrong answer is worse than a slow one. The system had to surface uncertainty, not mask it.
Outcome
Status: specification and wireframes delivered and presented to leadership. Build had not begun when my internship ended, so there is no post launch metric here, and I would rather say that than imply one.