Expel AI Principles Workshop

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FACILITATION LEADERSHIP

Outcome: We created 4 new principles and identified recommendations to existing experience issues that could be simplified based on the principles to improve user comprehension and trust
Expel had various efforts and features being built for AI and a lack of consistency and confusion on how to represent it in the product
Hypothesis: Bring a group of stakeholders together to align and create foundational principles to guide continued AI efforts for customer clarity, ease and trust.
I co-led a design thinking workshop of 17 folks across 6 different departments including product, UX, Product Marketing, Data Science, Detection & Response, Engineering
We came out having established 4 main principles for AI and shared across multiple internal departments‍

Problem

Several existing and potential upcoming AI features that had differing levels of visibility, naming and clarity

Users

Primary: Internal teams building AI features
Secondary: Security-focused external customers looking to reduce security risk and save time

Business Goals

Establish main principles to act as guidelines
Identify existing areas that could be simplified within the product

Opportunity & Solution

Through design-thinking methods, run a workshop and bring key stakeholders together to establish principles

Co-planned and facilitated a human-centered design thinking workshop of 17 cross-functional members
Identify main principles and put them into an easily digestible and clear presentation for internal education
Identify existing areas of the product that can be simplified using the principles

Our Process

MAY 2025

Planned and organized design thinking workshop

JUNE 2025

Facilitated design thinking workshop
Created high-fidelity designs of how sketched ideas would look like in Workbench product for better clarity and comprehension
Created presentation with included founding principles and design examples to share with cross-functional leadership and stakeholders
Presented principles and workshop efforts to cross-functional leadership and stakeholders

Workshop Agenda & Artifacts

Impact: This workshop aligned stakeholders across 6 different departments and created 4 new guiding principles for our AI product strategy
To support cross-functional team collaboration, we created a guided workshop board where we could run the workshop and design-thinking activities. The activities we chose allowed for both individual and collective ideation, resulting in successful ideas shared and themes identified that founded our AI principles.

AI Principles Presentation

Impact: Presenting our work allowed for greater alignment with leadership across 6 different departments and gained buy-in for improving our AI approach. We provided education on the principles to leadership and evangelized the outcomes of the workshop to get widespread buy-in and adoption. The following was what we presented to executive leadership and our stakeholder team.