From Friction to Flow

A product design sprint exploring how AI could help users navigate confusing public-service tasks with more clarity, confidence, and guidance.

Final chatbot mockup on the ServiceOntario page
Role
Product Design Lead
Team
4 designers
Timeline
Spring 2025
01. Overview

The Project

Redesigning a disconnected government chatbot into a persistent, accessible AI assistant that helps Ontarians navigate complex service flows with more confidence.

Impact Summary

4

Designers led

Guided a mixed-experience team through research, ideation, prototyping, and final storytelling.

23

Survey responses synthesized

Turned survey and audit findings into personas, HMW statements, and a focused product direction.

4/10

Top services had chatbot support

High-volume flows lacked in-page guidance when users needed it most.

My Role

As Product Design Lead, I guided a 4-person mixed-experience team through research, synthesis, ideation, prototyping, and usability testing while keeping the product direction cohesive.

I owned:

  • Defining the product direction
  • Translating research into design principles
  • Creating and refining user flows
  • Guiding interface decisions across the prototype
  • Preparing the final case study narrative and presentation
  • Role: Product Design Lead
  • Team: 4 designers
  • Timeline: Spring 2025
  • Methods: Research, UX audit, ideation, prototyping, usability testing
  • Tools: Figma, Miro, Google Forms
02. Context

Why this mattered

Public-service tasks carry administrative burden: users must find information, understand eligibility, gather documents, and complete forms correctly.

Everyday tasks should feel straightforward, yet users are often left to decode long instructions on their own.

23 survey responses
3/5 average online experience rating
4/10 top high-volume services with chatbot available
03. Problem

The existing chatbot felt disconnected from the task

The chatbot looked like support, but behaved like another task to manage.

  • Opened in a separate browser window
  • Relied on fixed, hard-coded responses
  • Failed to understand natural language
  • Offered limited guidance during complex service flows
  • Created extra context switching instead of reducing it
  1. 1 Separate window - pulls users out of the ServiceOntario flow they came to finish.
  2. 2 Policy wall first - long privacy and monitoring copy before any guidance appears.
  3. 3 Redundant options - the same services listed as bullets, then again as buttons.
  4. 4 Fixed menu paths - rigid button choices, not a conversation that understands intent.
  5. 5 Free-text mismatch - invites typing, but the flow is driven by preset menus.
Legacy Ontario Chat Support in a separate Chrome window: rigid menu buttons, redundant option lists, and a large free-text field
Ontario Chat Support (legacy) - opened outside the page users were trying to complete
04. Research

What users needed was not more information, but clearer guidance.

Users needed clearer guidance, not more information.

Concise information

Users felt overwhelmed by dense instructions and wordy pages.

Clear next steps

Users were unsure what documents, forms, or actions were required.

Accessible support

Older and less tech-confident users needed clearer, more flexible guidance.

05. Personas

A human lens

Alex, 20

Empathy map for Alex, 20: says the site is wordy and hard to navigate; feels instructions are unclear and rates ServiceOntario 3 out of 5

Wants to update documents quickly but finds the site wordy and confusing.

Gary, 70

Empathy map for Gary, 70: finds processes confusing despite tech comfort; goals include health card renewal; pain points include small text, contrast, and easy-to-miss error messages

Wants to complete services independently but faces small text, unclear steps, and low confidence.

“Even as someone comfortable with tech, I find their processes confusing.”
06. North star

How might we make ServiceOntario’s digital journey feel as guided as an in-person visit?

This became our north star. Instead of redesigning the entire website, we focused on one high-potential feature: the chatbot. It reframed the chatbot from “answering questions” to “guiding progress.”

07. Ideation

Ideation & prioritization

Crazy 8s for breadth, impact/effort for focus.

We prioritized by impact and effort to focus on what could reduce friction within the sprint.

Crazy 8s sketches on grid paper: required-document checkboxes, helper genie process view, popular services hub, and language or font-size settings (panels 1-4)
Crazy 8s sketches on grid paper: live-agent help request, stepper with time estimate, ChatGPT-style service search, and non-technical mode welcome (panels 5-8)
  • Step-by-step chatbot guidance
  • Persistent in-page support
  • Visual page highlights
  • Simplified language
  • Accessibility-first controls
  • “Give me the link” vs “Show me the steps” options
08. Solution

Final solution

Designing AI support without making it feel invasive

Moderate comfort with AI meant optional support, not a site replacement. We avoided sensitive data, kept official handoffs visible, and put user control first.

Persistent in-page chat

The chatbot stays with users while they navigate instead of opening in a separate browser window.

Why it mattered: users no longer have to manage a separate window while completing official forms.

Persistent in-page chat UI

Step-by-step guidance

Users can choose to be walked through the process instead of reading long instructions alone.

Why it mattered: people who wanted guidance could follow a path without reading every instruction on the page first.

Step-by-step guidance flow

Visual page highlights

The assistant points users to relevant page sections, reducing confusion about where to look.

Why it mattered: users spent less time scanning long pages to find the one detail they needed next.

Visual page highlights

Accessibility-first interaction

Voice input, screen-reader support, clearer text, and adjustable accessibility controls make the assistant more inclusive.

Why it mattered: support could adapt to different comfort levels without forcing everyone into one interaction mode.

Accessibility-first interaction controls
09. Testing

Testing insights

Help must be flexible: quick links for some, full walkthroughs for others.

Methods: moderated usability test · high-fidelity Figma prototype

Participants tested the address-change flow and chose between “Give me the link” and “Show me the steps.”

What worked

  • Users liked visual highlights.
  • “Give me the link” was easier to follow for users who wanted a quick answer.
  • Users felt the chatbot reduced confusion from verbose instructions.
  • Users found the concept useful, especially for less tech-confident users.

What we improved

  • Clarified “minimize” vs “end chat” after some users found minimize confusing.
  • Refined “Show me the steps” after early flows felt harder to follow than the quick-link path.
  • Improved chatbot placement and persistence.
  • Made the interface more readable.
  • Supported both quick-link users and guided-flow users.

Users did not all want the same level of help. The chatbot needed to be flexible, not forceful.

10. Leadership

Leading through ambiguity

Created structure when the team had no playbook: criteria, phases, and a focused scope.

I narrowed a broad AI/accessibility theme into a focused chatbot redesign while coordinating across uneven availability.

  • Set criteria to choose the problem space
  • Balanced sync coworking with async progress
  • Closed backlog gaps and kept scope on one high-impact feature
11. Reflection

What I learned

Good public-service design reduces cognitive load when people feel stuck.

This sprint showed that reducing cognitive load matters more than adding technology.

Scope is a design skill

Chatbot focus let us go deep on interaction and accessibility.

Clarity beats volume

Users needed next steps and in-page guidance, not more text.

Help should be flexible

Quick support and full walkthroughs must coexist.

Accessibility early

Persistent support and readable flows work best as core requirements.

Leadership through structure

Clear goals and criteria helped a mixed-experience team deliver.

AI needs restraint

Optional guidance beats automated decision-making.

12. Next steps

What’s next

MyAccount integration

Let users sign in, save progress, and receive more personalized support.

Expanded accessibility menu

Add adjustable text size, screen-reader settings, voice input, and assistive controls.

More usability testing

Validate the hi-fi prototype with more users and measure task success, time on task, satisfaction, and accessibility compliance.