< Back

Guidepoint, AI SaaS Transformation

3 min read . Aug 25, 2025

Building the GenAI UX Strategy

Led comprehensive UX discovery and strategy for Guidepoint's expert insights platform, serving investment professionals across PE, VC, and hedge funds. Through 15+ stakeholder interviews and cross-functional workshops, I identified critical pain points in search, discovery, and content workflows.

Key Work & Methodology:

Current state journey mapping workshop with product stakeholders
User research synthesis across 8+ client segments
AI integration strategy aligned with business objectives
Federated search and discovery experience redesign
Component system development for scalable design implementation
AI-native UX/UI patterns for GenAI chat integration
Competitive analysis vs. AlphaSense, RogoData, Junior AI

Designed solutions to increase client autonomy, reduce time-to-insight, and seamlessly integrate AI capabilities. Strategy balances user needs for quick expert insights access with Guidepoint's goal of transitioning to AI SaaS.