Deep Dive:PortfolioNavigator

BuildinganAI-powereddocumentsynthesistoolforgovernmentdecision-makersthroughagilemethodologiesanduser-centereddesign

The Challenge

Government officials at BMZ were drowning in 200+ page PDF reports, spending 60% of their time manually parsing documents instead of making strategic decisions.

Critical insights were buried deep in bureaucratic text, slowing down vital development aid decisions.

The key insight: 60% time spent on manual review could be automated with AI document intelligence.

Report 1200+ pg
Report 2200+ pg
Report 3200+ pg
Report 4200+ pg
Report 5200+ pg
Report 6200+ pg
Report 7200+ pg

12 Weeks of User-Driven Iteration

User NeedsClick to see 12 weeks
Discovery
First Prototype
THE PIVOT
MVP Built
Delivery
12
weeks
12
user sessions
5
major pivots
47
refinements
1
deployment

⚙️ Technical & Design Implementation

Human-Centered Design

  • • Conducted continuous discovery with ministry officials to map real workflows
  • • Shifted focus from conversational AI to instant visual synthesis after mid-project testing
  • • Co-created wireframes and user flows with non-technical staff to ensure adoption
  • • Iterated through weekly usability tests and design retrospectives

Full-Stack TypeScript

  • • React + TypeScript frontend
  • • Node.js + Express API
  • • PostgreSQL + vector search
  • • Sub-second RAG query responses

AI Pipeline

  • • HuggingFace SBERT embeddings (94% accuracy on German docs)
  • • Custom fine-tuned summarization models
  • • Smart chunking + contextual memory for multi-document reasoning

Production Infrastructure

  • • Dockerized micro-services with CI/CD
  • • End-to-end monitoring + security compliance
  • • Deployed in government environment with strict data-privacy protocols

📈 Results & Impact

90%

reduction in document review time

30→3

pages (reports → summaries)

85%

adoption rate within pilot teams

4.6/5

user satisfaction

Complete government handoff with documentation and training

"PortfolioNavigator changed the way we read," noted one official during the final review — turning information overload into instant understanding.

🧩 Key Learnings

  • Design thinking is continuous: every iteration made the product more aligned with actual use.
  • Failures guided the pivot: the wrong prototype was the right lesson.
  • AI works best when invisible: value came not from the model, but from the clarity it enabled.
  • Collaboration drives adoption: by co-creating, users became advocates.

Project by Andrei Zitti • Early 2024

DevAid Document Intelligence Platform for BMZ