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Product Strategy + Design: Creating an engaging and intuitive Minimum Viable Product (MVP) for the new product division of a professional services company.


H5 planned to develop a line of products to complement their existing services, and as standalone, self-serve Software-as-a-Service (SaaS) offerings. The company wanted to partner with an experienced product and UX strategy consultant to conceive, design, and validate product concepts in line with their business needs.


Experience by Design (EBD) conducted interviews with H5’s stakeholders and SMEs, and reviewed early-stage plans and concepts for its product. We also performed a high-level review of key players and trends in eDiscovery to come up-to-speed with common industry roles, functions, tools, and processes. Findings from the discovery effort were presented to H5’s stakeholder and product teams for confirmation, buy-in, and alignment. Once validated, we used the findings to lead the product team through collaborative sessions. In these sessions we identified and prioritized key product features for the UX backlog, and then engaged in design workshops to discuss initial concepts, preliminary plans, and timelines for design.

With alignment on the overall product vision, and expectations about scope and schedule set, we began the design process. First, we created concepts for a responsive container for desktop and tablet that would support a single H5 product or all of them. In addition to functioning on a standalone basis, the container also needed to be compatible with kCura’s Relativity – a widely used platform among legal researchers and investigators in the eDiscovery field.

Once we defined the container concept, the team focused on the products that would help eDiscovery professionals do the following:

  • Process large unstructured repositories with the assistance of algorithmic logic to identify potential files of interest.
  • Easily traverse, review, and tag relevant files in large, diverse files sets. Concepts around AI and machine learning were considered.
  • Search and refine relevant results. The team explored voice-prompted, natural language query with audio feedback concepts.
  • Manage, track, and access all of their assigned projects from a single place.

We used low-fidelity concept flows and user interface (UI) storyboards to sketch initial concepts. Together with H5’s product SMEs, we used these concept sketches to flesh out task flows and interactive wireframes to structure and present information and functionality in visually-rich and meaningful ways. The goal was to be novel and engaging, while removing friction from work processes in ways that would:

  • Increase productivity and efficiency of those professionals experienced in using eDiscovery tools
  • Enable rapid trial, adoption, and self-service use among newcomers and those less experienced with the toolsets and processes 

We worked collaboratively with product SMEs and the product owner to evolve the features and screens and to define an MVP. The H5 product team used the resulting, clickable prototypes to present and communicate product concepts in detail to H5’s executives, internal stakeholders and users, and the engineering team. We devised a high-level external UX research plan that made use of the prototypes to demonstrate, validate, and iterate the UI, features, and functionality among existing and potential partners and clients.


We helped H5 conceive and iterate a set of user-friendly products that would assist legal, law enforcement, and other professionals involved in investigations with varying levels of experience and knowledge of eDiscovery tools and processes. These products helped H5 access new business opportunities and revenue streams. Moreover, they provided intuitive and user-friendly tools to improve operational performance within the company’s services practice.

List of Services

  • Industry + Competitor Review
  • Concept Modeling + Alignment
  • Brainstorming, Collaborative Design Workshops + Product Ideation  
  • Process, Workflow + Task Analysis
  • IA, Lean UX  + Product Design
  • Prototypes
  • Product Road Map + Feature Prioritization
  • UX Research + Product Validation Strategy


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Explore Our Work

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