back to work case study · qi studio

Two Audiences.One Platform.

Redesigning Qi Studio so domain experts can author what engineers used to build, without taking the canvas away from the engineers who already lived there.

client
GEP
shipped
Jan 2026
my role
Co-lead UX — conversational surface, cross-platform patterns
surface
AI · B2B · Web
Three Qi Studio screens: the visual workflow canvas, the natural-language home screen, and the chat-plus-specification builder.
cover Qi Studio — the advanced canvas, the home surface, and the specifications builder.
01 · overview the premise

The Sidekick Got Promoted.

Qi Studio is GEP's AI agent and workflow platform. It already worked for engineers. The procurement experts who actually understood the workflows couldn't build them. This is the story of how we redesigned the front door so the people who own the work could finally do the work.

02 · role co-lead ux

Both Sides of the Builder.

I co-led the UX for Qi Studio with another senior designer. Between us we held the IA, the interaction patterns, the conversational design surface, the visual system, and the design system tokens that hold the platform together.

My counterpart took the lead on the visual workflow canvas (Advanced mode). I took the lead on the conversational surface (Specifications mode) and the cross-platform interaction patterns. Most of the structural design — the dual-mode model, the primitive taxonomy, the checkpoint system — was authored together.

We worked alongside ML and platform engineering (who owned the AI behaviour), product management, and — most importantly — the procurement domain experts who became our north star.

Diagram: a domain author who speaks procurement and an engineer who speaks platform, both pointing at the same Supplier Onboarding workflow.
fig. 01 Same artifact, two ways in — Specifications meets Advanced over one data model.
03 · key challenges 04 problems

When the Builder is the Bottleneck.

We weren't designing into a vacuum. Qi Studio already shipped — with two dozen orchestrations, 151 connectors, a visual canvas, and a small purple AI helper called QiPilot in the toolbar. The platform worked. It worked for the wrong audience.

challenge 01

The system spoke developer.

the pain

The tools catalogue was a wall of raw function names: getchunksfromQdrant, pvaireviewContractDatagrid0013, bulkUpdateContractMetadata. The IA was a developer's map. A sourcing lead landing on this screen had no idea where to start.

the move

A translation layer. Tools, skills, knowledge, and connectors got procurement-vernacular names (“Contract Clause Lookup”, “Compare Contract Versions”) and short, plain-language descriptions. The IA collapsed from seven workspaces to six clear primitives. The developer surface didn't disappear — it moved one tab deeper.

Diagram: raw function names on the left translated into procurement-vernacular tool names on the right.
fig. 02 The translation layer — developer nomenclature to procurement vernacular.
challenge 02

Composition without curation.

the pain

Twenty-four orchestrations already existed, hand-built one at a time. They sat in a card library, scrolled past, and got rebuilt the next time someone asked for something similar. No one was searching the library before building. There was no shared memory.

the move

Capability discovery as the first move. When a user describes intent, Qi searches the existing library and reports back with confidence scores. The default recommended path: “Combine existing and create only what's missing.” We called it Compose Before Create.

Diagram: an intent is matched against the existing library, returning reuse candidates with confidence scores.
fig. 03 Capability discovery — search the library before generating anything.
before
The Agentic Orchestrations catalogue: a grid of two dozen contract agent cards with no search-before-build affordance.

The catalogue as it shipped — two dozen agents in a card grid, scrolled past and rebuilt the next time someone asked for something similar.

after
Qi's capability analysis panel: three of four capabilities matched to existing agents with confidence scores, the fourth marked create new.

The same intent, answered before anything is generated: three of four capabilities matched, each scored.

fig. 04 The shipped catalogue, and the same intent answered by capability discovery.
challenge 03

The black-box problem.

the pain

Enterprise procurement is a compliance-heavy domain. “The AI did it” is not an acceptable answer when an auditor asks why a supplier was approved. Pure-prompt AI tools are black boxes by default. Our users needed inspection, not magic.

the move

Every AI action shows its work. Confidence scores on reuse. Sentence-level diffs on spec changes. Checkpoints at every step. The principle: a domain expert should inspect what Qi did, why, and what changed — without learning to read code.

Diagram contrasting an opaque black-box AI action with an inspectable one showing confidence, diffs and checkpoints.
fig. 05 Inspection over magic — every AI action shows its work.
challenge 04

Two audiences, one product.

the pain

We couldn't remove the existing power surface. Engineering had built sophisticated agents on the visual canvas — with state passing, ReAct strategies, custom tools, model selection. They needed all of it. But every new feature shipped for engineering pushed procurement further away.

the move

A two-speed builder. Same workflow, two cognitive modes. Specifications mode (conversational, fast, domain-vernacular). Advanced mode (visual canvas, model picker, system prompt editor). Test mode for QA. Not two products. One product, two reading levels.

Diagram: one product split into Specifications, Test and Advanced modes serving two audiences.
fig. 06 One product, two reading levels — not two products.
framework

The Translation Tax

These four challenges aren't independent — they're symptoms of one structural cost. Every time a procurement expert wanted to build a workflow, they paid a hidden tax: explain it to engineering, wait, review, ask for changes, wait again. The whole redesign is an attempt to take that tax to zero.

Before and after diagram: a seven-step three-week hand-off collapsed into a single conversation with Qi, a projected 85% reduction.
fig. 07 The translation tax — before, after, and the step that collapses.
04 · process 06 weeks research

Listening Before Designing.

We didn't begin with sketches. We began with two parallel research tracks running for six weeks — watching the experts struggle, and interviewing the engineers who had been translating for them.

Research findings panel: 11 of 12 procurement experts gave up before publishing in the legacy Qi Studio, and 70% of engineering build time went to translation rather than prompts, tools or testing.
fig. 08 What the research found — 11 of 12 authors stalled, and where the engineering time actually went.
Diagram of a four-step research loop: observe the authors, interview the builders, find the translation step, prototype both surfaces — repeated per surface decision.
fig. 09 The two-sided research loop — observe one audience, interview the other, design the gap between them.

The procurement experts couldn't build. The engineers were spending most of their time translating. The translation work itself was the product opportunity.

05 · ux design 09 moves

Two Speeds, One Builder.

Five connected design moves — and one cross-platform pattern that ties them together. Everything from here is the design response to The Translation Tax.

Same artifact. Two cognitive modes. One QA gate. Specifications is the new procurement-friendly entry. Advanced is the existing developer canvas — preserved, not replaced. Test is the gate where both audiences meet.

Diagram of the two-speed builder: Specifications, Test and Advanced modes over a shared artifact.
fig. 10 The two-speed builder — one artifact, two cognitive modes, one QA gate.
mode 01 · specifications
Specifications mode: Qi's chat on the left, the Compliance Rule Checking specification building on the right.
mode 02 · advanced
Advanced mode: the same workflow as a node-and-wire canvas with versioned agent nodes on a dotted grid.
mode 03 · test
Test mode: generated test cases for the workflow, each with a pass or not-tested status.
fig. 11 The same Supplier Onboarding workflow, read at all three speeds.
5.2 · pattern

The Conversation Pattern

Chat on the left. Artifact on the right. Both live.

The Specifications surface is a two-pane layout that does something subtle: it makes generative AI legible. The user watches the agent assemble in real time — Qi paraphrases intent on the left, while sections of the spec stream into existence on the right. Pure-chat AI tools hide the artifact in the conversation. Pure-builder tools strip away the narration. The two-pane model gives users both.

Annotated Qi Studio screen: top navigation, agent title and status, chat panel on the left, configuration tabs on the right.
fig. 12 The two-pane Specifications surface, annotated.
5.3 · behaviour

Compose Before Create

Search the library first. Generate second.

Before Qi generates anything, it searches existing agents, skills, tools, and knowledge — and returns reuse candidates with confidence scores. The Recommended path is always to combine existing pieces with only what's net-new. Compose Before Create is the anti-sprawl pattern expressed in the interaction itself.

the pattern
Diagram of the compose-before-create flow with reuse candidates and confidence scores.
in the product
The shipped capability analysis panel, matching three of four capabilities to existing agents.
fig. 13 Reuse candidates surfaced with confidence, before anything is generated — the pattern, and the panel that ships it.
5.4 · trust mechanism

Checkpoint Architecture

Git, but for natural-language specs.

Versioning code is well-understood. Versioning natural-language agent specifications — where a single sentence can change behaviour — is not. Every meaningful step in the build flow generates a Checkpoint with a View Changes affordance. Opening it shows sentence-level diffs: Modified, New, Removed. Read like an email amendment, not a code commit.

Qi Studio screen showing a Checkpoint 1.1 marker with a View Changes link inside the chat panel.
fig. 14 Checkpoints in the build flow, each with a View Changes affordance.
5.5 · trust mechanism

Build-Time Honesty

Surface every gap during construction.

The old Qi Studio would let you save an unconfigured orchestration and find out at runtime that a connector was missing. The redesign surfaces every structural gap during build — missing connectors, ambiguous inputs, untested edges — with inline warnings and Configure CTAs. The agent cannot ship until the system has called its bluffs.

Diagram: a build-time warning asking for a missing data source, resolved into a confirmed connector marked ready to publish.
fig. 15 Structural gaps surfaced at build time, not at runtime.
during build
The build flagging a gap: an amber Additional details needed warning with a Configure action, and the connector picker open showing SAP and Oracle ERP connected and Coupa expired.
before publish
The same step resolved: a green Additional details added confirmation, with the external data source now wired into the specification.
fig. 16 The same gap, called at build time and cleared before publish.
5.6 · architecture

The Six Primitives

One taxonomy. Six pieces. Many workflows.

Underneath every authoring surface is a single architectural taxonomy. Agents are made of Skills. Skills use Tools and Knowledge. Tools and Connectors talk to data. Widgets surface results. Each primitive gets its own catalogue page, its own procurement-vernacular naming, and — critically — its own two-speed builder.

Taxonomy diagram: six primitives — agent, skill, tool, knowledge, connector, widget — each with its author, collecting into one workflow.
fig. 17 The primitive taxonomy underneath every authoring surface.
01 · agent
The Agents catalogue — each agent card carrying its domain tags, owner and last edit.
02 · skill
The Skills catalogue — named actions an agent can perform, in procurement vocabulary.
03 · tool
The Tools catalogue — capabilities an agent doesn't have natively.
04 · knowledge
The Knowledge catalogue — background material the agent grounds its answers in.
05 · connector
The Connectors catalogue — integrations to external systems, with connection state on each card.
06 · widget
The Widgets catalogue — visual output components that render an agent's results.
fig. 18 One catalogue per primitive — the same page grammar six times over.
5.7 · platform pattern

One Builder, Six Times.

Same pattern. Different primitive.

The Specifications surface authors agents, skills, tools, knowledge, widgets, and connectors — every primitive — with the same chat-left, artifact-right composition. The grammar is the platform. Add a new primitive type in the future and the platform absorbs it without a new builder paradigm.

Diagram showing the same chat-left, artifact-right builder applied across all six primitive types.
fig. 19 The same composition, applied across every primitive type.
agent
The agent builder: Qi's chat on the left, the Supplier Onboarding specification on the right.
skill
The skill builder: the same composition authoring a three-way invoice validation skill, step by step.
tool
The tool builder: the same composition authoring an Excel-to-CSV extraction tool.
widget
The widget builder: the same composition assembling a supplier onboarding form from a components library.
fig. 20 Chat left, artifact right — the same builder authoring four different primitives.
5.8 · power surface

The Advanced Canvas, Preserved.

Engineers didn't lose their tool.

The Advanced canvas is the original Qi Studio orchestration editor — refined but intact. Node-and-wire workflow on a dotted grid. Per-agent versioning (v2.1, v1.8, v2.3). Model picker exposed. System prompt editor with markdown, state references, and ReAct strategy selection. Anything authored in Specifications opens cleanly here. No conversion. No data loss.

The Advanced canvas: a node-and-wire agent workflow on a dotted grid with versioned agent nodes.
fig. 21 The original orchestration editor — refined, not replaced.
5.9 · system

Confidence without intimidation.

Legibility before personality.

We anchored the visual system on legibility before personality. The result is intentionally calm. The interesting things happen in the artifact pane and the chat — the chrome stays out of the way. Typography, status colors, iconography, tags, pills, and multilingual scaffolding all serve one goal: help procurement experts inspect what Qi is doing without making the product feel technical or intimidating.

Visual language sheet: the DM Sans type scale, the Qi brand gradient, semantic status pills, a 24px line icon set, gradient agent avatars, and domain tag pills.
fig. 22 The system sheet — type, colour, iconography, avatars, tags and state.
06 · closing rolling out

Still Iterating, Already Adopted.

The redesign is rolling out in waves across GEP's customer environments. We don't have a full quarter of measured outcome data yet — but the early signal is qualitative, observable, and consistent.

I used to file a ticket and wait three weeks. Now I describe what I want and watch the agent appear on the right. The first time it surfaced an existing agent I didn't know we had, I felt like the platform had finally caught up to me.

Category Manager · Internal Pilot

What's working.

  1. working — 01

    Procurement authors are completing workflows end-to-end.

    Without engineering hand-off, in early pilots. The translation step is collapsing exactly where the research predicted.

  2. working — 02

    Engineers haven't lost their canvas.

    Adoption of Advanced mode is unchanged among the engineering audience. The two-speed model didn't force a migration — it added a lane.

  3. working — 03

    The reuse rate is climbing.

    The 24 legacy orchestrations were rebuilt from scratch in 80% of new requests. Early pilots suggest Compose Before Create is meaningfully bending that curve.

Projected impact.

Framed against industry benchmarks — targets, not measured results.

workflow buildout 2–8 wk → hrs

Industry benchmark for procurement IT-led workflow buildouts. Target with conversational authoring: hours to days on the happy path.

onboarding curve 40+ hrs → 2

Enterprise no-code AI platforms typically need 40+ hours of training. Targeting under 2 hours through native procurement vocabulary.

reuse rate 20% → 60%+

Legacy baseline was approx 20% reuse on new requests. Compose Before Create targets 60%+ within the first year of rollout.

Winning moments.

  1. 01

    The promotion of the sidekick.

    The single design move that organised everything else. Reframing QiPilot from a toolbar button to the primary surface unlocked the rest of the system.

  2. 02

    Preserved engineering trust.

    The hardest stakeholder wasn't procurement — it was the engineering team who built the original canvas. Designing with them kept their work load-bearing in the new platform.

  3. 03

    One builder, six times.

    The conversational + canvas pattern scaled across every primitive type with no architectural rework. The grammar was right.

  4. 04

    The diff view earned its keep.

    Watching a domain expert review a checkpoint diff and catch a regression was the moment the system felt trustable.

Lessons learned.

  1. 01

    Don't redesign what works. Redesign what shipped to the wrong audience.

    The brief was almost never to add capability — it was to widen access without breaking the existing audience.

  2. 02

    Two-audience products need two-audience research.

    The translation step between procurement and engineering was invisible until we interviewed both sides in parallel.

  3. 03

    Conversation alone isn't trust.

    Trust comes from inspection — confidence scores, diffs, checkpoints, build-time warnings. The conversation is the entry; the artifact is the contract.

  4. 04

    Naming is the most under-estimated design work in AI platforms.

    Renaming getchunksfromQdrant to “Contract Clause Lookup” is the difference between a tool a procurement person adopts and one they file a ticket about.

contact 15 min, free

thinking of something that could make the world a better place? let's talk.

free 1:1