Turning workforce data into presentations that build themselves

HR teams and business partners build stakeholder decks almost every day — and rebuild them every time the data changes. I designed the AI system behind an executive-ready presentation builder, from first draft to final send.

Overview

Role
Lead Product Designer (sole product designer)
Duration
4 weeks, discovery to final delivery
Team
2 Product Owners, Engineering team
Responsibilities
Product strategy, user research synthesis, UX/UI design, AI interaction design, prototyping, usability testing, developer collaboration
Outcome
Shipped an AI presentation builder that turns raw workforce data into an editable, WCAG-compliant deck — complete with the right chart type and a drafted narrative for every slide

The Problem

Turning data into a story was the hardest part

HR business partners spend hours almost every day building and rebuilding stakeholder presentations — pulling numbers, choosing charts, writing talking points, formatting slides. It's one of the biggest time sucks in their role, and it never really ends: the data changes, so the deck has to change with it.

My client owned a workforce data platform that gave companies visibility into their own workforce — attrition, representation, time to hire, and the areas where they had room to improve. So the data itself was never the problem — it already lived in the system. The opportunity wasn't generating slides faster. It was helping users go from raw data to a meaningful story, with confidence, and without starting from a blank canvas every time.

Goals

1

Give users a real head start

Not a blank canvas — a draft they could shape into their own story.

2

Recommend the right chart, automatically

Users shouldn't need to know chart theory to explain their data well.

3

Keep humans in control

AI could accelerate the first draft — the final story stayed theirs.

The question wasn't "how do we generate content?"It was "how do we help users trust — and improve — what AI creates?"

The Constraint

No two clients — or slides — looked the same

This client sold to all kinds of businesses. Some customers would have access to their entire company's data. Others would only see a slice of it. And even within one deck, the right way to visualize a topic could shift completely depending on which filters were applied.

Data access varies by client

Some users see everything. Some see one slice. Filters had to be anticipated, not assumed.

One topic, many possible charts

Some filter combinations call for a bar chart. Others need a spider chart to tell the same story clearly.

Every chart needs a narrative

A chart alone doesn't tell an executive anything. Someone still had to write what it meant.

The Strategy

Every decision came back to these three principles.

1

Anticipate, don't assume

We mapped what data each type of client would realistically have, and proactively decided which filters to surface for them.

2

Match the visualization to the meaning

The chart type follows the topic and filters — not the other way around. The visualization should explain the data, not decorate it.

3

AI drafts, people decide

Every chart, every note, every slide AI created stayed fully editable. Speed never came at the cost of control.

Key Decision #1

Filters that anticipate what data you actually have

We knew from day one this client would sell to all types of businesses — some with access to a company's full data set, some with only part of it. Instead of building one static set of filters for everyone, I mapped out what each type of client's data would realistically look like, then designed the filter logic to proactively surface the right options for that user before they ever had to think about it.

Key Decision #2

Let the data decide the chart

Comparing categories usually calls for a bar chart — but the right set of filters on the same topic might actually be clearer as a spider chart. Rather than leave that call to users who might not know the difference, I worked with the team to define logic mapping each topic-and-filter combination to the visualization that explained it best. Users never had to think about chart theory. The deck just showed up looking right.

Key Decision #3

AI drafts the words too, not just the charts

Building the charts wasn't the only time suck — users also had to write the talking points for every slide. I designed AI-generated speaker notes for each chart, giving users a starting narrative for every slide they could edit, rewrite, or approve as-is. The writing bottleneck disappeared right alongside the chart-building one.

How I Worked

Four weeks, start to finish — as the sole designer

Working fast in low-fidelity is what made this timeline possible. I could validate direction with stakeholders before investing in any polish.

Week 1 – Discovery & Synthesis

Ran stakeholder discovery, then used AI to turn raw notes into structured user needs — fast.

Week 1–2 — Low-fidelity first

Mapped the user flow and built low-fi wireframes in Whimsical, moving quickly because nothing was precious yet.

Week 2 — Stakeholder sign-off

Shared low-fi concepts with the client to validate direction before investing in detail.

Week 2–4 — High-fidelity & AI logic

Built the final UI and worked out the chart-selection and filter logic with the team, using AI to help compile which chart fit which topic and filter set.

Impact

1

Presentation build time cut from hours to minutes

Users go from raw workforce data to an editable executive deck without starting from a blank canvas.

2

The right chart, every time

No more guesswork for users who don't know chart theory — the system recommends the visualization that fits the data.

3

Decks are reusable, not one-and-done

Users can revisit any AI-built presentation, keep editing it, or send it again — a living asset instead of a one-time export.

Reflection

Efficiency and trust are the same problem

Designing AI products means balancing two competing needs: efficiency and trust. The best AI experience doesn't remove the user from the process — it gives them a stronger starting point while preserving the judgment that makes their work valuable. That showed up everywhere here: in the filters we anticipated, the charts we chose on the user's behalf, and the speaker notes we drafted so people could edit instead of starting from nothing.

It also shaped how I worked. Using AI to synthesize discovery notes and move quickly through low-fidelity is what let one designer take this from kickoff to delivery in four weeks.