AI Design Quality Checklist

Foundations / AI and Joule Design / Overview / AI Design Quality Checklist

Intro

It is important to establish standards for the quality of SAP AI experiences. To get started, we are providing a first set of guiding questions and mandatory checkpoints to enable design teams to assess AI Design quality confidently and identify important follow-ups with technical experts. This AI Design Quality Checklist is also tied to the Design Intent Reviews and Design Excellence Reviews hosted by Chief Design Officer Arin Bhowmick.

Role of the Designer

Provides a human-centered understanding of the product by:

Methods

Our development process requires user research and design thinking. Write clear, well-defined user stories that capture goals, context, and acceptance criteria.

AI Design Quality Checklist Questions

1. Value

<div> <div>Checkmarks</div> <div>Guiding questions</div> <div>Resources to help</div> </div> <div> <div>1.1</div> <div>Is AI necessary to uniquely solve a problem or need – ideally as identified by user research?</div> <div>AI Design Thinking Resources coming in Q2, 2024</div> </div> <div> <div>1.2</div> <div>Does the AI use case deliver value-adding and brand-differentiating experience to a significant number of users and customers?</div> <div>Product Management, Sales, Marketing</div> </div> <div> <div>1.3</div> <div>Will the delivered AI use case add enough value to offset the build and maintenance costs of the AI model?</div> <div>Product Management, Dev, DevOps</div> </div>

2. SAP AI standards

<div> <div>Checkmarks</div> <div>Guiding questions</div> <div>Resources to help</div> </div> <div> <div>2.1</div> <div>Did you ensure consistency of your AI user experience design with the SAP design system design patterns and guidelines for AI use cases?</div> <div> <p><a href="https%3A%2F%2Fwww.sap.com%2Fdesign-system%2Ffiori-design-web%2Ffoundations%2Fai-and-joule-design%2Foverview%2Fdesigning-intelligent-systems">Design Guidelines for Intelligent Systems</a></p> <p><a href="https%3A%2F%2Fwww.figma.com%2Ffile%2FSJh2Eb5KrBIbaK3Bo2wqtq%2FAI-UX-Pattern-Community-Explorations%3Ftype%3Ddesign%26node-id%3D4760-1808%26mode%3Ddesign%26t%3DnwmgNbFupWNnKnUj-4">SAP AI UI Starter Kit</a></p> <p><a href="https%3A%2F%2Fsap.sharepoint.com%2F%3Au%3A%2Fr%2Fsites%2F117628%2FSAPUXOrganization%2FSitePages%2FUX.aspx%3Fcsf%3D1%26web%3D1%26e%3D0nOYVx">UX Consistency Program</a></p> </div> </div> <div> <div>2.2</div> <div>Does your AI use case comply with SAP Fiori’s UI text guidelines for all conversational and generative text interactions?</div> <div><a href="https%3A%2F%2Fwww.sap.com%2Fdesign-system%2Ffiori-design-web%2Ffoundations%2Fwriting-and-wording%2Fux-writing%2Fui-text-guidelines-for-sap-fiori">SAP Design UI Text Guidelines</a></div> </div> <div> <div>2.3</div> <div>Does your AI use case design comply with SAP’s Accessibility Product Standard?</div> <div> <p><a href="https%3A%2F%2Fwiki.one.int.sap%2Fwiki%2Fpages%2Fviewpage.action%3FspaceKey%3DAcc%26title%3DSAP%2BAccessibility%2BStandard">SAP Acessibility Product Standard</a></p> <p><a href="https%3A%2F%2Fwww.sap.com%2Fwp-content%2Fuploads%2Ffiles%2Fguidelines%2FUploads%2FAccessibility%2FAccessibilityDesignToolsDocumentation.pdf">SAP Accessibility Design Tools</a></p> <p><a href="https%3A%2F%2Fsap.sharepoint.com%2Fsites%2F127599%2FSitePages%2FGuidelines-and-tools.aspx%23automated-accessibility-checks">Automated Accessibility Checks</a></p> </div> </div> <div> <div>2.4*</div> <div>Does your AI use case comply with SAP’s AI Ethics Policy and product standards?</div> <div> <p><a href="https%3A%2F%2Fwww.sap.com%2Fproducts%2Fartificial-intelligence%2Fai-ethics.html">SAP’s AI Ethics (external)</a></p> <p><a href="https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2018%2F09%2F940c6047-1c7d-0010-87a3-c30de2ffd8ff.html">SAP Guiding Principles for AI</a></p> <p><a href="https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2022%2F01%2Fa8431b91-117e-0010-bca6-c68f7e60039b.html">SAP Global AI Ethics Policy</a></p> <p><a href="https%3A%2F%2Fworkzone.one.int.sap%2Fsite%23workzone-home%26%2Fgroups%2FbyIKlmidd8ACgYb2l7KvG5%2Fworkpage_tabs%2Fk0Z5S64aceu7dkfnbPBwuN">SAP AI Use Case Impact Assessment Process</a> (You can find a preview of the relevant points to consider at the bottom of this article.)</p> </div> </div> <div> <div>2.5</div> <div>Did you do user research to inform and test your AI use case design?</div> <div> <p><a href="https%3A%2F%2Fsap.sharepoint.com%2Fsites%2F127599%2FResources%2FForms%2FAllItems.aspx%3Fid%3D%252Fsites%252F127599%252FResources%252FInclusive%2520Research%2520Handbook%2520by%2520SAP%2520Design%252Epdf%26parent%3D%252Fsites%252F127599%252FResources">Inclusive Research Handbook</a></p> <p><a href="https%3A%2F%2Fsap.sharepoint.com%2Fsites%2F206103%2FSitePages%2FParticipant%2520panel%2FParticipant%2520panel.aspx">SAP User Research Panel</a></p> <p><a href="https%3A%2F%2Fsap.sharepoint.com%2Fsites%2F206103%2FSitePages%2FApply%2520research%2FApply%2520research.aspx">User Research Portal (Tools, Templates, Guidance)</a></p> </div> </div> <div> <div>2.6</div> <div>Does the user experience allow users to see the organization’s ethical criteria for using AI tools and data?</div> <div></div> </div>

3. AI excellence

<div> <div>Checkmarks</div> <div>Guiding questions</div> <div>Resources to help</div> </div> <div> <div>3.1</div> <div>Does the user know where AI is being used to enhance product value and experience?</div> <div></div> </div> <div> <div>3.2</div> <div>Does the user experience enable users across diverse levels of literacy and technical expertise to easily use the AI feature?</div> <div></div> </div> <div> <div>3.3</div> <div>Do AI recommendations maintain contextual awareness of user needs and priorities?</div> <div><a href="https%3A%2F%2Fsap.sharepoint.com%2Fteams%2FUserInteractionDataManagement%2FSitePages%2FUser-Interaction-Data-Management.aspx%3Fxsdata%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%253D%26sdata%3DZmI5cHRFZ2VDK2dFYzVoNEJkTjJJM1U3Y0ZQbGtVbVc5dm1vWW5kRVdIZz0%253D%26ovuser%3D42f7676c-f455-423c-82f6-dc2d99791af7%252Cleonie.dietterle%2540sap.com%26OR%3DTeams-HL%26CT%3D1708028192734%26clickparams%3DeyJBcHBOYW1lIjoiVGVhbXMtRGVza3RvcCIsIkFwcFZlcnNpb24iOiIyOC8yNDAxMDQxNzUwNCJ9">User Interaction Data Management</a></div> </div> <div> <div>3.4</div> <div>Does the design provide controls for customizing the AI’s parameters?</div> <div></div> </div> <div> <div>3.5</div> <div> <p>Does the design allow the user to validate AI recommendations before committing to action by providing transparency on the following?</p> <ul> <li>What the AI’s recommendation is optimizing for</li> <li>Why the AI is making a recommendation</li> <li>How the AI is making a recommendation, through progressive disclosure of the model and data being used</li> <li>The call to action: Provide clear messaging on the call to action, or when no action is recommended.</li> </ul> </div> <div></div> </div> <div> <div>3.6</div> <div>Are admins and users in control of reviewing, applying, and declining the AI’s automations and recommendations?</div> <div></div> </div> <div> <div>3.7</div> <div> <p>Does the user experience capture user feedback that will be used to continuously improve AI results through</p> <ul> <li>Direct feedback patterns</li> <li>UI instrumentation</li> <li>RLHF (Reinforcement Learning through Human Feedback)</li> </ul> </div> <div><a href="https%3A%2F%2Fsap.sharepoint.com%2Fsites%2F127294">Product Experience In-Product User Feedback</a></div> </div> <div> <div>3.8</div> <div>Have you considered ways to provide in-context AI guidance to assist users in understanding what the AI is doing, including best practices for responsible use?</div> <div></div> </div> <div> <div>3.9</div> <div> <p>Have you thought about whether an admin or user should be able to</p> <ul> <li>Take over control of the system and overrule all its actions</li> <li>Turn AI enhancements off entirely</li> </ul> </div> <div></div> </div>

4. Generative AI and Joule embed

<div> <div>Checkmarks</div> <div>Guiding questions</div> <div>Resources to help</div> </div> <div> <div>4.1</div> <div> <p>Does the use case call to the user’s attention</p> <ul> <li>All AI generated data</li> <li>The limitations and risks of generative AI</li> </ul> </div> <div></div> </div> <div> <div>4.2</div> <div>Does the user experience make it easy to leverage output from generative AI into a workflow?</div> <div></div> </div> <div> <div>4.3</div> <div>Have you considered ways to allow users to flag bias in the AI system?</div> <div></div> </div> <div> <div>4.4</div> <div>Have you considered enabling users to capture, save, edit, and share their prompt history and embed or summarize it into exported results?</div> <div></div> </div> <div> <div>4.5</div> <div>Have you considered providing an easily searchable history of interactions with the AI to allow for easy auditing?</div> <div></div> </div>

SAP AI Ethics UX Considerations

* Additions to item 2.4

SAP has committed to our customers and users to deliver only Business AI that is responsible. The AI Ethics UX considerations listed below serve as general guidance for designers and entire product teams on delivering responsible AI experiences. Overall, all teams at SAP working on AI use cases must adhere to the SAP AI Ethics Policy and follow the mandatory process, which includes, for example, the AI impact assessment for all AI use cases and the AI Ethics Steering Committee approval process for high-risk use cases.

Human-centered AI

Human in control

Transparency and explainability