Case study 01 — Agentic AI · Enterprise procurement

Designing for software that acts.

An interface layer for procurement software that decides and acts on its own — built for a function whose entire culture is approval, audit and the right to say no.

Role
Manager, UI/UX
Design lead, agentic surface
Company
Enterprise Source-to-Pay software
Source-to-Pay
Timeline
2024 — 2026
Surfaces
Enterprise chat client
Web · Mobile
Agent selection screen showing named AI agents with procurement job titles
01Agents are presented as procurement roles — sourcing, buying, risk, accounts payable — over task cards written in procurement language, not AI language.
01 — The problem

People weren't finding it hard. They were refusing to use it.

The problem was never that procurement software was ugly. It was that the people who had to raise a request would do almost anything to avoid it.

Stakeholders who find their procurement system difficult to use, learn to bypass it. They send an email. They call a colleague. They order on a corporate card and submit an expense.

Andrew Bartolini, Ardent Partners · CPO Rising, May 2026

Every one of those workarounds is spend the business never negotiated, a supplier it never rationalised, a policy it never applied. The industry calls it maverick spend. That's the commercial damage, in two words.

The cause is architectural. Enterprise procurement tools were built for the professional buyer — someone who lives in the system and has learned its vocabulary. But most requests come from someone else entirely: a marketing manager who needs catering, an engineer who needs hardware, a facilities lead who needs a valve.

That person buys something four times a year. They will never learn which form to open, which category code applies, or which approval chain their request triggers.

Remove the requirement to understand procurement at all — without removing the governance that makes procurement worth having.
02 — What made it hard

Five constraints that shaped every decision.

The users are professionally sceptical

Procurement's value is measured by the spend it prevents. Handing decisions to software reads as a threat to the function's reason for existing — and these were the people who had to champion it internally.

The model was unreliable, and everyone knew

Built on ChatGPT with a proprietary prompting layer. The company told analysts early versions had meaningful hallucination problems, later reduced through prompt engineering and RAG grounding. The confidence of the UI cannot exceed the confidence of the system beneath it.

Conversation is bad at commitments

A purchase requisition is a legal and financial record with mandatory fields. Chat is fluid, linear and lossy. The input is unstructured; the output has to be exact.

It had to live inside someone else's product

Adoption depended on not asking anyone to open another application. The primary surface was a chat client, with web and mobile alongside.

It wasn't greenfield

The agentic layer had to sit across an established suite — intake, supplier management, procurement, invoicing, spend analytics and the supplier network — without forcing a rewrite of any of them.

03 — The decision

The agent declares its intent before it commits anything.

Approval is always a separate, explicit human act.

The obvious alternative was full automation with post-hoc review: let the agent complete the request, then show a summary and an undo. Faster, fewer taps, far more impressive in a sales demo.

It would have failed here. In procurement, an action that has already happened is an action that has already entered an audit trail. "Undo" is not a neutral affordance when the record is the point.

Five patterns carry that decision through the product. I proposed and prototyped each, and defended them through design review before they reached engineering.

01

Draft, don't submit

The agent assembles the request and stops. The AI does the labour; the human does the committing.

"We have a pre-filled request form drafted for you. Please review and submit."

The system, after extracting a request from natural language
Guided request flow with pre-filled form and structured record panel
02Conversation and record run side by side. REQ-789 builds on the right while the chat runs on the left — and the vertical stepper shows every remaining step, each with an explicit Skip.
02

Explain the rule, not just the outcome

When policy routes a request, the system says why — before it happens. The user is told the threshold, the consequence, and what comes next.

"Since the purchase value is below $25K, you can proceed with Non-Catalog purchase. The system will initiate autonomous sourcing to secure the best quote for you."

Policy, explained inside the conversation rather than enforced as a block

An independent procurement analyst reviewing the product named this its most interesting property: compliance becomes a byproduct of a good user experience, not a hurdle.

Mobile screen showing policy threshold explanation
Conversational catalog recommendations inside a chat client
03Left — the rule stated before it applies. Right — "Your organization recommends purchasing from the catalog" appears as a nudge inside the conversation, not a blocking dialog.
03

Make the mode visible

When a conversation becomes a structured multi-step flow, the input bar says so.

"This conversation has entered Guided mode. You can start a new conversation if you want to ask something else."

Mode disclosure — rare in conversational products

It cost a small amount of friction, and it bought the thing friction is usually spent to avoid: the user always knowing where they are.

04

Show the whole path, including the exits

Multi-step journeys render as a persistent vertical stepper — Contract Request → TPRM Form → Create PR — with live status and an explicit Skip on every step. How many steps remain, what state each is in, and the fact that skipping is permitted rather than hidden.

05

Design the rejection

In an approval-driven organisation, the failure path isn't an edge case — it's where users spend much of their time. It was designed to the same standard as the happy path.

Rejected request state showing the failed step marked in the stepper
04"Your Create Request 789 has been rejected. Please review and resubmit." The stepper marks which step failed rather than sending the user back to the start.
04 — Making it

Details that decided whether people trusted it.

Agents as roles, not one assistant

Procurement users already think in roles. "Who do I need?" is a question they can answer; "what can this AI do?" is not. The persona layer also quietly narrows scope — the buying agent isn't expected to assess supplier risk, which reduces what any single agent has to be right about.

Uncertainty is a normal state

When someone replies "I'm not sure on the right supplier," the system doesn't error or re-prompt. It narrows: a clarifying question and bounded quick-reply chips. Not knowing is treated as an ordinary place to be.

Terminal states close deliberately

An open input box implies the agent is still listening. When a flow concludes, the input disables with a clear next step — because when it isn't listening, saying so is more honest than a blinking cursor.

Mobile isn't a shrunk desktop

Quick-reply chips replace typing wherever a decision is bounded. Entering a supplier name on a phone is a different problem from entering it on a laptop.

Intake agent running inside a chat client
Mobile conversational flow handling user uncertainty
Mobile terminal state with disabled chat input
05Three surfaces, one system — chat client, web and mobile. The flows are the same; the input methods are not.

Negotiation needed a different shape entirely

Supplier negotiation isn't a chat problem — it's a time-boxed event with a counterparty. That surface uses a countdown, a five-stage progress rail, and the bid values pinned in the header. It holds from a single item up to 24 products in one event.

Autonomous negotiation interface with countdown timer
Multi-product negotiation event view
06Invitation → Initiated → Ongoing → Best Price Offered → Concluded. The same rail scales from one item to twenty-four.
05 — The system underneath

Building the tools the team designs with.

The design system

Led a major part of rebuilding the legacy component library into a modern, production-ready Figma system — smart component variants, extensive Auto Layout, scalable design tokens, and written UI guidelines governing consistency across products.

An icon generator built with Claude Code

Modernised the icon library into a unified style, then built an AI-assisted workflow that encodes the design system's rules: a designer types an icon name and gets back a conforming icon. Not using AI tools — building internal tooling that makes a system's constraints executable rather than documented.

Dark theme

Before the AI pivot, contributed to implementing dark theme across the suite — adapting screens, components and tokens for visual consistency and accessibility.

06 — What I learned

The time AI gave me bad design advice, and I took it.

I use AI heavily in my own process — generation, exploration, first drafts. On this project it produced a proposal I accepted, and shouldn't have.

A flow ran five steps. The model proposed collapsing it to three by merging steps, reasoning that fewer steps is a better experience. On its face that's defensible advice — it's the kind of simplification a good designer might make.

It was wrong. The merge broke the navigation model underneath, and users ended up routed onto a different screen path than the flow intended. I caught it in my own review and reverted it.

A model optimises for what reads as good design. What it can't see is the structure underneath.

So I use AI for generation and exploration, and keep structural decisions with a designer. That distinction isn't a limitation I work around — it's the reason the role still exists.

07 — Where this sits

The scale the design had to work at.

The company repositioned its entire Source-to-Pay suite around autonomous agents — spanning intake, sourcing, contracts, supplier management and procure-to-pay. The agentic layer had to sit across all of it.

20+procurement applications in the suite
17distinct workflows run by a single enterprise customer
3surfaces — chat client, web, mobile
2 yrsfrom strategy shift to production

Client and product names are withheld. Screens are representative and sanitised; all data shown is illustrative.