The Problem

Managing and tracking obligations is a challenge many businesses face. Often done manually or not at all, failure to manage obligations can lead to severe consequences, damaging a company's reputation, relationships, and even its viability. Robin AI identified the opportunity to streamline this process, aligning with users' feedback and market demands.

Defining the Solution

The proposed Obligation Management feature offers a systematic approach to tracking and fulfilling obligations. Whether stemming from contracts, statutory duties, torts, or equitable obligations, this feature provides users with a cohesive solution.

Key obligations encompass:

1. Time-based obligations: Ensuring tasks are completed within stipulated deadlines.
2. Action-based obligations: Mandating affirmative actions to meet contractual commitments.
3. Negative obligations: Restricting certain actions to maintain ethical practices.

Design Process

Understanding User Needs: In-depth research enabled us to understand user pain points and needs. Users currently manage obligations in time-consuming ways, resorting to Excel sheets. Additionally, sales prospects hesitated to commit without a comprehensive obligation management solution within Robin AI.

Feature Definition: The Obligation Management feature was structured to address the identified problems. It was designed to accommodate different obligation types, allowing users to set reminders, track actions, and meet their responsibilities effectively.

User Journey Mapping: We mapped out user journeys to identify critical touchpoints. By understanding user interactions and expectations, we ensured the feature seamlessly integrated into their workflows.

Iterative Design and Testing: The design process incorporated iterative cycles, involving user feedback to refine the feature's usability, intuitiveness, and overall experience.

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The Solution in Action

The Obligation Management feature empowers users by offering:

• Time-Based Alerting: Users can set reminders for specific deadlines, helping them avoid breaches due to missed dates.
• Action-Based Tracking: The feature allows users to monitor tasks that require affirmative actions, ensuring contractual obligations are fulfilled.
• Comprehensive Overview: A dashboard provides a clear overview of all obligations, making it easier to manage, prioritize, and take timely action.
• Integration with User Workflow: Seamlessly integrated within the Robin AI ecosystem, the feature enhances the existing user experience.

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Results and Impact

With the launch of the Obligation Management feature, Robin AI experienced significant positive outcomes:

• Increased Sales: The correlation between the feature launch and increased sales was evident. The feature addressed a pressing concern for prospects, resulting in a stronger value proposition.
• User Engagement: Analytics showcased the frequent use of the feature by users. Its adoption demonstrated its value in enhancing their obligations management process.
• Enhanced Reputation: By aiding businesses in upholding commitments, Robin AI established itself as a reliable and indispensable partner in the corporate landscape.

Conclusion

The Obligation Management feature embodies Robin AI's commitment to innovation and user-centric design. By addressing a critical need in the market, this feature not only amplified sales but also transformed how businesses manage their responsibilities. Through meticulous research, iterative design, and seamless integration, Robin AI successfully provided a solution that not only met user expectations but exceeded them, establishing the company as a trailblazer in the business management software arena.

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