Predictive AI

Designing a GenAI Platform to Drive Proactive Risk Management in Complex Logistics Operations

Predictive AI

Designing a GenAI Platform to Drive Proactive Risk Management in Complex Logistics Operations

PRODUCT VISION

UX/UI

SAAS

ML & GENAI

*Certain details in this case study have been modified or omitted to protect confidentiality. All sensitive and proprietary information has been fully anonymized.

[01]

INTRODUCTION

[01]

INTRODUCTION

Overview

Overview

CLIENT

FlowTrack - B2B SaaS platform (ERP) used by mid-size logistics companies to manage end-to-end operations, from compliance to procurement.

CLIENT

FlowTrack - B2B SaaS platform (ERP) used by mid-size logistics companies to manage end-to-end operations, from compliance to procurement.

PLATFORM

Orion - AI-driven intelligence layer delivering risk prediction, decision support and operational automation on top of the FlowTrack ERP.

PLATFORM

Orion - AI-driven intelligence layer delivering risk prediction, decision support and operational automation on top of the FlowTrack ERP.

MY ROLE

Lead Product Designer on behalf of Kido

MY ROLE

Lead Product Designer on behalf of Kido

TIMELINE

Q3 2024 - Q4 2025

TIMELINE

Q3 2024 - Q4 2025

The Problem

The Problem

High-Stakes Logistics

High-Stakes Logistics

Logistics operations operate in constant risk conditions. Minor disruptions - weather changes, supply shortages, staffing gaps - quickly cascade into delays, financial loss, and compliance exposure. Despite years of accumulated operational data, FlowTrack lacked real-time visibility and predictive intelligence, limiting proactive decision-making.

Logistics operations operate in constant risk conditions. Minor disruptions - weather changes, supply shortages, staffing gaps - quickly cascade into delays, financial loss, and compliance exposure. Despite years of accumulated operational data, FlowTrack lacked real-time visibility and predictive intelligence, limiting proactive decision-making.

0%

Real-time predictive risk capabilities

0%

Real-time predictive risk capabilities

12

Years of operational data unused for foresight

12

Years of operational data unused for foresight

~48–72h

Average delay in detecting operational issues

~48–72h

Average delay in detecting operational issues

The Mission

The Mission

From Reactive Operations to Proactive Risk Management

From Reactive Operations to Proactive Risk Management

Extend FlowTrack with Orion, a generative AI platform that transforms logistics operations into a proactive, intelligence-driven system by delivering:

Extend FlowTrack with Orion, a generative AI platform that transforms logistics operations into a proactive, intelligence-driven system by delivering:

1

Predictive risk detection

Early identification of emerging risks with actionable alerts.

2

AI operations orchestration

Enable teams to act quickly via AI insights, automated workflows, and data-driven decision support.

1

Predictive risk detection

Early identification of emerging risks with actionable alerts.

2

AI operations orchestration

Enable teams to act quickly via AI insights, automated workflows, and data-driven decision support.

[02]

RESEARCH

[02]

RESEARCH

Continuous User Research

Continuous User Research

From the outset, Orion was guided by continuous user research grounded in day-to-day needs. To gather actionable feedback, we held weekly sessions with customer managers, conducted client interviews, and developed bi-weekly prototypes presented by the CEO to users and prospects, consistently generating insights that shaped the product. Key insights we gathered:

From the outset, Orion was guided by continuous user research grounded in day-to-day needs. To gather actionable feedback, we held weekly sessions with customer managers, conducted client interviews, and developed bi-weekly prototypes presented by the CEO to users and prospects, consistently generating insights that shaped the product. Key insights we gathered:

1

Prioritize real-time actions

Many work in high-stress field conditions and prioritize quick decisions over detailed reports.

2

Bridge data gaps across roles

In this hierarchical industry, critical data is limited to higher ranks, leaving frontline roles less visible.

3

Support protocol-driven decision making

Workflows are governed by strict protocols, but users often lack the guidance to follow them all.

4

Ensure workflow integration

AI layer should fit within ERP workflows to maintain established operational patterns.

1

Prioritize real-time actions

Many work in high-stress field conditions and prioritize quick decisions over detailed reports.

2

Bridge data gaps across roles

In this hierarchical industry, critical data is limited to higher ranks, leaving frontline roles less visible.

3

Support protocol-driven decision making

Workflows are governed by strict protocols, but users often lack the guidance to follow them all.

4

Ensure workflow integration

AI layer should fit within ERP workflows to maintain established operational patterns.

Journey Mapping

Journey Mapping

Based on research insights, we mapped two primary journeys:

Based on research insights, we mapped two primary journeys:

1

Push flow (system-initiated)

AI proactively detects risks and surfaces insights at the right moment.

2

Pull flow (user-initiated)

Users query the AI, explore scenarios, trigger actions, and configure automations.

1

Push flow (system-initiated)

AI proactively detects risks and surfaces insights at the right moment.

2

Pull flow (user-initiated)

Users query the AI, explore scenarios, trigger actions, and configure automations.

In parallel, AI feedback-loop touchpoints were embedded directly into these journeys - allowing the system to learn from confirmations, overrides and outcomes from day one.

In parallel, AI feedback-loop touchpoints were embedded directly into these journeys - allowing the system to learn from confirmations, overrides and outcomes from day one.

AI Trend Monitoring

AI Trend Monitoring

Staying Ahead of the Rapidly Changing AI Landscape

Staying Ahead of the Rapidly Changing AI Landscape

Given the speed of AI evolution, Orion was designed as a living system, not a static product. We continuously tracked emerging AI interaction patterns and capabilities to meet evolving user expectations, including: chat-based automation, voice interaction and reasoning, etc. Orion aligned with these patterns as they emerged, ensuring long-term relevance and future-proofing the platform.

Given the speed of AI evolution, Orion was designed as a living system, not a static product. We continuously tracked emerging AI interaction patterns and capabilities to meet evolving user expectations, including: chat-based automation, voice interaction and reasoning, etc. Orion aligned with these patterns as they emerged, ensuring long-term relevance and future-proofing the platform.

Chat-based automation: we aligned Orion with this capability as soon as it launched in the AI Agents field in Jan' 25.

Voice mode feature: we immediately adopted voice-mode capabilities upon their Sep' 24 release.

[03]

DESIGN PROCESS

[03]

DESIGN PROCESS

Shaping the AI Experience

Shaping the AI Experience

Defining Platform Structure and Behavior

Defining Platform Structure and Behavior

Early in the design process, we focused on Orion’s behavior and its integration with FlowTrack’s ERP. As a separate product being incorporated into an existing system, seamless integration was essential to ensure the platforms worked in harmony and complemented each other, allowing users to navigate both without friction.

Early in the design process, we focused on Orion’s behavior and its integration with FlowTrack’s ERP. As a separate product being incorporated into an existing system, seamless integration was essential to ensure the platforms worked in harmony and complemented each other, allowing users to navigate both without friction.

After exploring multiple approaches, we implemented an ERP overlay, letting users switch smoothly between Orion and core tasks while maintaining context and workflow continuity. Leveraging this familiar industry pattern ensured the experience felt intuitive and consistent.

After exploring multiple approaches, we implemented an ERP overlay, letting users switch smoothly between Orion and core tasks while maintaining context and workflow continuity. Leveraging this familiar industry pattern ensured the experience felt intuitive and consistent.

Laying the Foundations

Laying the Foundations

Defining Orion’s Identity

Defining Orion’s Identity

As a new product in the FlowTrack ecosystem, Orion required a distinct AI-driven identity. We positioned it as the first dark-mode product, creating a modern, intelligent presence.

As a new product in the FlowTrack ecosystem, Orion required a distinct AI-driven identity. We positioned it as the first dark-mode product, creating a modern, intelligent presence.

We extended the design system with a dedicated Orion color mode, reused the core component library for speed and consistency, and followed a design-system-first approach from day one to enable fast, aligned iteration.

We extended the design system with a dedicated Orion color mode, reused the core component library for speed and consistency, and followed a design-system-first approach from day one to enable fast, aligned iteration.

[04]

FINAL DESIGN

[04]

FINAL DESIGN

Actionable Risk Units

Actionable Risk Units

Risks in Orion are structured as operational decision units, not mere alerts. Each follows a three-layer flow that turns detection into action. Users see clear next steps first, then can drill down to understand the reasoning, balancing speed with insight:

Risks in Orion are structured as operational decision units, not mere alerts. Each follows a three-layer flow that turns detection into action. Users see clear next steps first, then can drill down to understand the reasoning, balancing speed with insight:

1

Recommended actions

Context-aware steps, prioritized by impact and effort.

2

Risk overview & supporting data

Framing the situation with real-time data, trends, and anomalies.

3

Risk analysis

AI-generated insights explaining contributing factors.

1

Recommended actions

Context-aware steps, prioritized by impact and effort.

2

Risk overview & supporting data

Framing the situation with real-time data, trends, and anomalies.

3

Risk analysis

AI-generated insights explaining contributing factors.

Operational Command Chat Layer

Operational Command Chat Layer

Streamlining Operations in the Field

Streamlining Operations in the Field

Orion’s chat layer serves as a command surface, combining various structural components such as text, visuals, timelines, voice input, and more to deliver information quickly and clearly. It streamlines decision-making and accelerates responses, empowering teams at all levels to access internal and external data without relying on senior staff.

Orion’s chat layer serves as a command surface, combining various structural components such as text, visuals, timelines, voice input, and more to deliver information quickly and clearly. It streamlines decision-making and accelerates responses, empowering teams at all levels to access internal and external data without relying on senior staff.

Built for fast-paced field environments, it supports operational workflows such as task automation, troubleshooting malfunctions or delays, and executing rapid actions.

Built for fast-paced field environments, it supports operational workflows such as task automation, troubleshooting malfunctions or delays, and executing rapid actions.

AI Workflow Touchpoints

AI Workflow Touchpoints

Orion embeds trust and continuous machine learning as core product features, not just small, specific additions. By integrating these into daily operations, the AI acts as a reliable, evolving operational partner rather than merely a tool.

Orion embeds trust and continuous machine learning as core product features, not just small, specific additions. By integrating these into daily operations, the AI acts as a reliable, evolving operational partner rather than merely a tool.

Building User Trust

Building User Trust

Users see supporting data, explanations, and predictable reasoning behind every AI recommendation, allowing validation and confident action.

Users see supporting data, explanations, and predictable reasoning behind every AI recommendation, allowing validation and confident action.

Continuous Machine Learning

Continuous Machine Learning

User feedback and overrides are incorporated into every critical interaction - risk validation, confirmations, and execution - allowing the system to learn from real operational decisions without disrupting workflows, while adapting content, tone, and behavior accordingly.

User feedback and overrides are incorporated into every critical interaction - risk validation, confirmations, and execution - allowing the system to learn from real operational decisions without disrupting workflows, while adapting content, tone, and behavior accordingly.

[05]

OUTCOME & IMPACT

[05]

OUTCOME & IMPACT

What We Achieved

What We Achieved

Orion, integrated atop FlowTrack ERP, became an AI-driven operational partner, enabling faster, more confident decisions and delivering measurable improvements across workflows:

~0h

Reduced risk detection time from 2–3 days to near real-time.

~0h

Reduced risk detection time from 2–3 days to near real-time.

X2

Decision speed, with reduced error rates.

X2

Decision speed, with reduced error rates.

90%

Untapped operational data now leveraged.

90%

Untapped operational data now leveraged.

100%

Clear ownership through role-based actions and real-time status.

100%

Clear ownership through role-based actions and real-time status.

Reflection

Reflection

Calibrating Trust

Calibrating Trust

With Orion integrated into decision-making, after significant effort to make it trusted and reliable, the next challenge is calibrating user trust - helping people understand when to rely on AI outputs, how they were generated, and their limitations. This NN/g article on explainable AI underscores the importance of responsible design as the platform scales.

Responsible AI is now as crucial as intelligence itself, ensuring Orion remains a trusted partner rather than an unreliable or harmful.

[06]

MORE PROJECTS

[06]

MORE PROJECTS

© 2026 Shani Gurevich. All rights reserved.

© 2026 Shani Gurevich. All rights reserved.

Predictive AI

Designing a GenAI Platform to Drive Proactive Risk Management in Complex Logistics Operations

PRODUCT VISION

UX/UI

SAAS

ML & GENAI

Predictive AI

Designing a GenAI Platform to Drive Proactive Risk Management in Complex Logistics Operations

PRODUCT VISION

UX/UI

SAAS

ML & GENAI

*Certain details in this case study have been modified or omitted to protect confidentiality. All sensitive and proprietary information has been fully anonymized.

[01]

INTRODUCTION

[01]

INTRODUCTION

Overview

Overview

CLIENT

FlowTrack - B2B SaaS platform (ERP) used by mid-size logistics companies to manage end-to-end operations, from compliance to procurement.

CLIENT

FlowTrack - B2B SaaS platform (ERP) used by mid-size logistics companies to manage end-to-end operations, from compliance to procurement.

PLATFORM

Orion - AI-driven intelligence layer delivering risk prediction, decision support and operational automation on top of the FlowTrack ERP.

PLATFORM

Orion - AI-driven intelligence layer delivering risk prediction, decision support and operational automation on top of the FlowTrack ERP.

MY ROLE

Lead Product Designer on behalf of Kido

MY ROLE

Lead Product Designer on behalf of Kido

TIMELINE

Q3 2024 - Q4 2025

TIMELINE

Q3 2024 - Q4 2025

The Problem

The Problem

High-Stakes Logistics

High-Stakes Logistics

Logistics operations operate in constant risk conditions. Minor disruptions - weather changes, supply shortages, staffing gaps - quickly cascade into delays, financial loss, and compliance exposure. Despite years of accumulated operational data, FlowTrack lacked real-time visibility and predictive intelligence, limiting proactive decision-making.

Logistics operations operate in constant risk conditions. Minor disruptions - weather changes, supply shortages, staffing gaps - quickly cascade into delays, financial loss, and compliance exposure. Despite years of accumulated operational data, FlowTrack lacked real-time visibility and predictive intelligence, limiting proactive decision-making.

0%

Real-time predictive risk capabilities

0%

Real-time predictive risk capabilities

12

Years of operational data unused for foresight

12

Years of operational data unused for foresight

~48–72h

Average delay in detecting operational issues

~48–72h

Average delay in detecting operational issues

The Mission

The Mission

From Reactive Operations to Proactive Risk Management

From Reactive Operations to Proactive Risk Management

Extend FlowTrack with Orion, a generative AI platform that transforms logistics operations into a proactive, intelligence-driven system by delivering:

Extend FlowTrack with Orion, a generative AI platform that transforms logistics operations into a proactive, intelligence-driven system by delivering:

1

Predictive risk detection

Early identification of emerging risks with actionable alerts.

2

AI operations orchestration

Enable teams to act quickly via AI insights, automated workflows, and data-driven decision support.

1

Predictive risk detection

Early identification of emerging risks with actionable alerts.

2

AI operations orchestration

Enable teams to act quickly via AI insights, automated workflows, and data-driven decision support.

[02]

RESEARCH

[02]

RESEARCH

Continuous User Research

Continuous User Research

From the outset, Orion was guided by continuous user research grounded in day-to-day needs. To gather actionable feedback, we held weekly sessions with customer managers, conducted client interviews, and developed bi-weekly prototypes presented by the CEO to users and prospects, consistently generating insights that shaped the product. Key insights we gathered:

From the outset, Orion was guided by continuous user research grounded in day-to-day needs. To gather actionable feedback, we held weekly sessions with customer managers, conducted client interviews, and developed bi-weekly prototypes presented by the CEO to users and prospects, consistently generating insights that shaped the product. Key insights we gathered:

1

Prioritize real-time actions

Many work in high-stress field conditions and prioritize quick decisions over detailed reports.

2

Bridge data gaps across roles

In this hierarchical industry, critical data is limited to higher ranks, leaving frontline roles less visible.

3

Support protocol-driven decision making

Workflows are governed by strict protocols, but users often lack the guidance to follow them all.

4

Ensure workflow integration

AI layer should fit within ERP workflows to maintain established operational patterns.

1

Prioritize real-time actions

Many work in high-stress field conditions and prioritize quick decisions over detailed reports.

2

Bridge data gaps across roles

In this hierarchical industry, critical data is limited to higher ranks, leaving frontline roles less visible.

3

Support protocol-driven decision making

Workflows are governed by strict protocols, but users often lack the guidance to follow them all.

4

Ensure workflow integration

AI layer should fit within ERP workflows to maintain established operational patterns.

Journey Mapping

Journey Mapping

Based on research insights, we mapped two primary journeys:

Based on research insights, we mapped two primary journeys:

1

Push flow (system-initiated)

AI proactively detects risks and surfaces insights at the right moment.

2

Pull flow (user-initiated)

Users query the AI, explore scenarios, trigger actions, and configure automations.

1

Push flow (system-initiated)

AI proactively detects risks and surfaces insights at the right moment.

2

Pull flow (user-initiated)

Users query the AI, explore scenarios, trigger actions, and configure automations.

In parallel, AI feedback-loop touchpoints were embedded directly into these journeys - allowing the system to learn from confirmations, overrides and outcomes from day one.

In parallel, AI feedback-loop touchpoints were embedded directly into these journeys - allowing the system to learn from confirmations, overrides and outcomes from day one.

Double click to explore

AI Trend Monitoring

AI Trend Monitoring

Staying Ahead of the Rapidly Changing AI Landscape

Staying Ahead of the Rapidly Changing AI Landscape

Given the speed of AI evolution, Orion was designed as a living system, not a static product. We continuously tracked emerging AI interaction patterns and capabilities to meet evolving user expectations, including: chat-based automation, voice interaction and reasoning, etc. Orion aligned with these patterns as they emerged, ensuring long-term relevance and future-proofing the platform.

Given the speed of AI evolution, Orion was designed as a living system, not a static product. We continuously tracked emerging AI interaction patterns and capabilities to meet evolving user expectations, including: chat-based automation, voice interaction and reasoning, etc. Orion aligned with these patterns as they emerged, ensuring long-term relevance and future-proofing the platform.

Chat-based automation: we aligned Orion with this capability as soon as it launched in the AI Agents field in Jan' 25.

Chat-based automation: we aligned Orion with this capability as soon as it launched in the AI Agents field in Jan' 25.

Voice mode feature: we immediately adopted voice-mode capabilities upon their Sep' 24 release.

Voice mode feature: we immediately adopted voice-mode capabilities upon their Sep' 24 release.

[03]

DESIGN PROCESS

[03]

DESIGN PROCESS

Shaping the AI Experience

Shaping the AI Experience

Defining Platform Structure and Behavior

Defining Platform Structure and Behavior

Early in the design process, we focused on Orion’s behavior and its integration with FlowTrack’s ERP. As a separate product being incorporated into an existing system, seamless integration was essential to ensure the platforms worked in harmony and complemented each other, allowing users to navigate both without friction.

Early in the design process, we focused on Orion’s behavior and its integration with FlowTrack’s ERP. As a separate product being incorporated into an existing system, seamless integration was essential to ensure the platforms worked in harmony and complemented each other, allowing users to navigate both without friction.

After exploring multiple approaches, we implemented an ERP overlay, letting users switch smoothly between Orion and core tasks while maintaining context and workflow continuity. Leveraging this familiar industry pattern ensured the experience felt intuitive and consistent.

After exploring multiple approaches, we implemented an ERP overlay, letting users switch smoothly between Orion and core tasks while maintaining context and workflow continuity. Leveraging this familiar industry pattern ensured the experience felt intuitive and consistent.

Laying the Foundations

Laying the Foundations

Defining Orion’s Identity

Defining Orion’s Identity

As a new product in the FlowTrack ecosystem, Orion required a distinct AI-driven identity. We positioned it as the first dark-mode product, creating a modern, intelligent presence.

As a new product in the FlowTrack ecosystem, Orion required a distinct AI-driven identity. We positioned it as the first dark-mode product, creating a modern, intelligent presence.

We extended the design system with a dedicated Orion color mode, reused the core component library for speed and consistency, and followed a design-system-first approach from day one to enable fast, aligned iteration.

We extended the design system with a dedicated Orion color mode, reused the core component library for speed and consistency, and followed a design-system-first approach from day one to enable fast, aligned iteration.

[04]

FINAL DESIGN

[04]

FINAL DESIGN

Actionable Risk Units

Actionable Risk Units

Orion proactively detects risks and surfaces insights at the right moment. Risks are structured as operational decision units, not mere alerts. Each follows a three-layer flow that turns detection into action. Users see clear next steps first, then can drill down to understand the reasoning, balancing speed with insight:

Orion proactively detects risks and surfaces insights at the right moment. Risks are structured as operational decision units, not mere alerts. Each follows a three-layer flow that turns detection into action. Users see clear next steps first, then can drill down to understand the reasoning, balancing speed with insight:

1

Recommended actions

Context-aware steps, prioritized by impact and effort.

2

Risk overview & supporting data

Framing the situation with real-time data, trends, and anomalies.

3

Risk analysis

AI-generated insights explaining contributing factors.

1

Recommended actions

Context-aware steps, prioritized by impact and effort.

2

Risk overview & supporting data

Framing the situation with real-time data, trends, and anomalies.

3

Risk analysis

AI-generated insights explaining contributing factors.

Operational Command Chat Layer

Operational Command Chat Layer

Streamlining Operations in the Field

Streamlining Operations in the Field

Orion’s chat layer serves as a command surface, combining various structural components such as text, visuals, timelines, voice input, and more to deliver information quickly and clearly. It streamlines decision-making and accelerates responses, empowering teams at all levels to access internal and external data without relying on senior staff.

Orion’s chat layer serves as a command surface, combining various structural components such as text, visuals, timelines, voice input, and more to deliver information quickly and clearly. It streamlines decision-making and accelerates responses, empowering teams at all levels to access internal and external data without relying on senior staff.

Built for fast-paced field environments, it supports operational workflows such as task automation, troubleshooting malfunctions or delays, and executing rapid actions.

Built for fast-paced field environments, it supports operational workflows such as task automation, troubleshooting malfunctions or delays, and executing rapid actions.

AI Workflow Touchpoints

AI Workflow Touchpoints

Orion embeds trust and continuous machine learning as core product features, not just small, specific additions. By integrating these into daily operations, the AI acts as a reliable, evolving operational partner rather than merely a tool.

Orion embeds trust and continuous machine learning as core product features, not just small, specific additions. By integrating these into daily operations, the AI acts as a reliable, evolving operational partner rather than merely a tool.

Building User Trust

Building User Trust

Users see supporting data, explanations, and predictable reasoning behind every AI recommendation, allowing validation and confident action.

Users see supporting data, explanations, and predictable reasoning behind every AI recommendation, allowing validation and confident action.

Continuous Machine Learning

Continuous Machine Learning

User feedback and overrides are incorporated into every critical interaction - risk validation, confirmations, and execution - allowing the system to learn from real operational decisions without disrupting workflows, while adapting content, tone, and behavior accordingly.

User feedback and overrides are incorporated into every critical interaction - risk validation, confirmations, and execution - allowing the system to learn from real operational decisions without disrupting workflows, while adapting content, tone, and behavior accordingly.

[05]

OUTCOME & IMPACT

[05]

OUTCOME & IMPACT

What We Achieved

What We Achieved

Orion, integrated atop FlowTrack ERP, became an AI-driven operational partner, enabling faster, more confident decisions and delivering measurable improvements across workflows:

~0h

Reduced risk detection time from 2–3 days to near real-time.

~0h

Reduced risk detection time from 2–3 days to near real-time.

X2

Decision speed, with reduced error rates.

X2

Decision speed, with reduced error rates.

90%

Untapped operational data now leveraged.

90%

Untapped operational data now leveraged.

100%

Clear ownership through role-based actions and real-time status.

100%

Clear ownership through role-based actions and real-time status.

Reflection

Reflection

Calibrating Trust

Calibrating Trust

With Orion integrated into decision-making, after significant effort to make it trusted and reliable, the next challenge is calibrating user trust - helping people understand when to rely on AI outputs, how they were generated, and their limitations. This NN/g article on explainable AI underscores the importance of responsible design as the platform scales.

Responsible AI is now as crucial as intelligence itself, ensuring Orion remains a trusted partner rather than an unreliable or harmful.

[06]

MORE PROJECTS

[06]

MORE PROJECTS

©2026 SHANI GUREVICH. ALL RIGHTS RESERVED.
©2026 SHANI GUREVICH. ALL RIGHTS RESERVED.