UX Annotation Document · Horizon Splash Portfolio

Clarendon
Asset Management Platform

Design Rationale & UX Methodology

Project
Clarendon Federal Asset Platform
Deliverables
3 UX Artifacts
Document Type
UX Annotation / Design Rationale
Year
2025
Interactive · Skip to Prototype Try the live Clarendon experience →
01 · Key Personas
02 · Interaction Flow
03 · Interactive Prototype
01
Deliverable · Key Personas

5 Personas &
How They Interact

Five distinct federal user types — each with unique goals, pain points, and interaction patterns with the Clarendon platform.

Dana Brooks · Operations Manager
Marcus Hill · IT Director
Elena Ruiz · Facilities Coordinator
Priya Shah · Auditor / Compliance
Thomas Green · Department Admin
Clarendon Key Personas

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Deliverable 01 · Key Personas
5 User Types,
One Platform

Each persona was defined by their operational role, what success looks like for them, and where the current system fails them — surfacing the design requirements before a single screen was drawn.

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clarendonpersonas.png
Design Intent

One Platform, Five Realities

The same interface serves an auditor validating compliance records and a facilities coordinator tracking equipment location. Each persona surfaces a different layer of the system's complexity.

Key Tension

Trust vs. Speed

Priya needs audit-ready traceability; Dana needs fast answers. Designing for both meant AI outputs needed clear sourcing, not just results — so speed didn't come at the cost of accountability.

Key Finding

AI Skepticism Is a Design Problem

Marcus distrusts AI results and Elena has low digital comfort. Black-box answers aren't acceptable. Every AI response in the interface links back to its source record.

02
Deliverable · Interaction Flow

7-Step Platform
Interaction Flow

The core workflow across all five personas — from first login through AI query to audit-ready activity log. Seven steps, zero dead ends.

01
🚀
Onboarding
02
📊
Dashboard
03
🔍
Filter & Search
04
🗂️
Asset Registry
05
📋
Detail View
06
🤖
AI Query
07
📈
Activity Log
Clarendon Interaction Flow

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Deliverable 02 · Interaction Flow
From Login
to Audit Trail

Seven steps designed so each persona can enter the flow at the stage most relevant to their role — and exit with exactly what they came for, without navigating the full system.

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clarendonflow.png
Design Intent

Role-Based Entry Points

Not every user starts at Step 1. Thomas sets up permissions and leaves. Priya jumps straight to the Activity Log. The flow is linear by default but non-linear by design.

Key Decision

AI Query Is Step 6, Not Step 1

The AI query sits after users have already found and opened an asset — so natural language questions have context, not just keywords. It's a refinement tool, not a search replacement.

Key Finding

Activity Log Closes the Loop

For auditors and managers, Step 7 is the most important screen. The flow ends with traceability — who did what, when, and why — which is the trust signal the compliance persona needs most.

03
Deliverable · Interactive Prototype

Clarendon Platform
Interactive Prototype

Live prototype of the full desktop experience. Navigate the platform directly in the device frame below.

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Deliverable 03 · Interactive Prototype
Clarendon Platform
Live Prototype

Navigate the full 7-step flow directly in the desktop frame. Interact with filters, the asset registry, and the AI query interface as they were designed to function in production.

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Open Prototype
horizonsplash.com · clarendon.html
What to Look For

Dashboard Scanning

Notice how KPIs and alerts are surfaced before any action is required. Dana and Marcus should be able to identify a problem within seconds of logging in — no drilling required.

What to Look For

AI Query Transparency

When running a natural language query, observe how the response links back to source records. This is the trust mechanism designed to address Marcus's skepticism and Priya's compliance needs.

What to Look For

Audit Trail Completeness

The Activity Log at the end of the flow should feel conclusive — a complete record of every action taken during the session, exportable and timestamped for compliance purposes.