Increased workflow efficiency with Avoma AI & Manual Scorecards

Increased workflow efficiency with Avoma AI & Manual Scorecards

Increased workflow efficiency with Avoma AI & Manual Scorecards

Problem Statement

Problem Statement

Problem Statement

Managers often find it difficult to evaluate their teams effectively. Scoring conversations is a manual, time-consuming process that varies significantly depending on who is doing the scoring, leading to inconsistent feedback. This lack of standardization makes it harder to identify coaching opportunities, leaving team members without clear guidance for improvement.


Additionally, the tools currently available are often rigid, focusing on limited use cases or specific industries. Managers need a system that is flexible enough to adapt to different coaching styles and team dynamics. A better solution would make evaluations faster and more consistent by leveraging AI while providing clear, actionable insights through intuitive dashboards. This would help managers focus on what matters most: improving team performance.

Managers often find it difficult to evaluate their teams effectively. Scoring conversations is a manual, time-consuming process that varies significantly depending on who is doing the scoring, leading to inconsistent feedback. This lack of standardization makes it harder to identify coaching opportunities, leaving team members without clear guidance for improvement.


Additionally, the tools currently available are often rigid, focusing on limited use cases or specific industries. Managers need a system that is flexible enough to adapt to different coaching styles and team dynamics. A better solution would make evaluations faster and more consistent by leveraging AI while providing clear, actionable insights through intuitive dashboards. This would help managers focus on what matters most: improving team performance.

What is Avoma?

What is Avoma?

What is Avoma?

Avoma is an AI-powered meeting lifecycle assistant designed to enhance collaboration and productivity. It helps teams streamline meeting workflows with features like automated note-taking, actionable insights, and AI-driven coaching. Avoma empowers better conversations, improved outcomes, and smarter decision-making.

Avoma is an AI-powered meeting lifecycle assistant designed to enhance collaboration and productivity. It helps teams streamline meeting workflows with features like automated note-taking, actionable insights, and AI-driven coaching. Avoma empowers better conversations, improved outcomes, and smarter decision-making.

Why Scorecards or Coaching?

Why Scorecards or Coaching?

Why Scorecards or Coaching?

The Challenges of Manual Coaching

The Challenges of Manual Coaching

Before Avoma Scorecards, managers relied on manual reviews and subjective feedback, leading to inconsistencies in coaching. Avoma Scorecards provide a structured way to evaluate conversations, from mastering sales techniques like MEDDIC to enhancing objection handling and customer success calls.

Before Avoma Scorecards, managers relied on manual reviews and subjective feedback, leading to inconsistencies in coaching. Avoma Scorecards provide a structured way to evaluate conversations, from mastering sales techniques like MEDDIC to enhancing objection handling and customer success calls.

Transforming Coaching with Scorecards

Transforming Coaching with Scorecards

Avoma Scorecards standardize evaluations with sales methodologies, enabling actionable coaching. AI scoring ensures consistency, while Manual scoring allows personalized feedback.

Avoma Scorecards standardize evaluations with sales methodologies, enabling actionable coaching. AI scoring ensures consistency, while Manual scoring allows personalized feedback.

Empowering Managers with Dashboards

Empowering Managers with Dashboards

Dashboards offer a clear view of performance trends, helping managers identify strengths, pinpoint gaps, and drive focused coaching for continuous improvement by providing managers with granular insights, shifting coaching from reactive to proactive, boosting team growth.

Dashboards offer a clear view of performance trends, helping managers identify strengths, pinpoint gaps, and drive focused coaching for continuous improvement by providing managers with granular insights, shifting coaching from reactive to proactive, boosting team growth.

My Roles & Responsibilities

My Roles & Responsibilities

My Roles & Responsibilities

Role

Role

User Experience (UX Researcher)
Interaction (IxD) Designer
User Experience (UX) Designer
User Interface (UI) Designer

Product Manager (when PM wasn't there)

User Experience (UX Researcher)
Interaction (IxD) Designer
User Experience (UX) Designer
User Interface (UI) Designer

Product Manager (when PM wasn't there)

Skills

Skills

  • User Research & Competitive Analysis

  • Product Design (UI & UX)

  • Product Management for dashboards when dedicated PM was not there.

  • Icon design

  • User Research & Competitive Analysis

  • Product Design (UI & UX)

  • Product Management for dashboards when dedicated PM was not there.

  • Icon design

Timeline

Timeline

Phase 1: Initial Research

Phase 1: Initial Research

2 weeks

2 weeks

Phase 2: Manual scorecards configuration & scoring conversations

Phase 2: Manual scorecards configuration & scoring conversations

4 weeks

4 weeks

Phase 3: AI Scorecards configuration & Auto-scoring rule engine

Phase 3: AI Scorecards configuration & Auto-scoring rule engine

4 weeks

4 weeks

Phase 4: Scorecards dashboards

Phase 4: Scorecards dashboards

4 weeks

4 weeks

Tools

Tools

Figma | Miro | Notion

Figma | Miro | Notion

Design Process

Design Process

Design Process

  1. Requirement Gathering by Collaborating with Stakeholders: Worked closely with managers and end-users to define scorecard objectives for diverse use cases like sales, customer success, and team meetings.

  1. Requirement Gathering by Collaborating with Stakeholders: Worked closely with managers and end-users to define scorecard objectives for diverse use cases like sales, customer success, and team meetings.

  1. Understanding Coaching Pain Points: Listened to customer calls to identify challenges in manual scoring, inconsistent evaluations, and aligning with methodologies.

  1. Understanding Coaching Pain Points: Listened to customer calls to identify challenges in manual scoring, inconsistent evaluations, and aligning with methodologies.

  1. Conducting Research and Analysis: Performed user research and competitive analysis to uncover pain points and design solutions tailored to user needs.

  1. Conducting Research and Analysis: Performed user research and competitive analysis to uncover pain points and design solutions tailored to user needs.

  1. User Flows and Wireframes: Mapped detailed flows and created wireframes for scorecard creation, scoring, and dashboards.

  1. User Flows and Wireframes: Mapped detailed flows and created wireframes for scorecard creation, scoring, and dashboards.

  1. High-Fidelity Prototypes: Built interactive prototypes to refine experiences and ensure alignment with user needs.

  1. High-Fidelity Prototypes: Built interactive prototypes to refine experiences and ensure alignment with user needs.

  1. User Interface Design: Designed interfaces for flexible scorecard creation and configuration with AI-powered rule engines. Developed visual dashboards to showcase trends, strengths, and granular insights.

  1. User Interface Design: Designed interfaces for flexible scorecard creation and configuration with AI-powered rule engines. Developed visual dashboards to showcase trends, strengths, and granular insights.

  1. Feedback and Iteration: Gathered feedback from stakeholders, managers, and test users to refine designs iteratively. Ensured solutions addressed real-world challenges, enhanced usability, and aligned with team workflows.

  1. Feedback and Iteration: Gathered feedback from stakeholders, managers, and test users to refine designs iteratively. Ensured solutions addressed real-world challenges, enhanced usability, and aligned with team workflows.

  1. Collaboration: Worked closely with product managers, engineers, and data scientists to ensure technical feasibility.

  1. Collaboration: Worked closely with product managers, engineers, and data scientists to ensure technical feasibility.

  1. QA: Participated in quality assurance to validate implementation met design specifications.

  1. QA: Participated in quality assurance to validate implementation met design specifications.

Through this structured approach, I contributed to building scorecards that streamlined coaching, improved evaluation consistency, and provided actionable insights for teams, empowering managers and enhancing overall productivity.

Through this structured approach, I contributed to building scorecards that streamlined coaching, improved evaluation consistency, and provided actionable insights for teams, empowering managers and enhancing overall productivity.

Requirement Gathering

Requirement Gathering

Requirement Gathering

Concept Visualisation & Brainstorming

Concept Visualisation & Brainstorming

Concept Visualisation & Brainstorming

Understanding Users

Understanding Users

Understanding Users

Who are the real users of scorecards?

The real users of scorecards are primarily managers and coaches within organizations.

These can include:

  • Sales Managers: To evaluate and provide feedback on sales calls, ensuring salespeople align with best practices and company goals.

  • Customer Success Managers: For assessing customer interactions to ensure high-quality service and consistent customer experience.

  • Team Leaders: In charge of evaluating team performance, providing insights, and helping team members improve.

  • Coaches or Trainers: Focused on mentoring and guiding employees, ensuring they meet performance expectations.

  • HR or Operations Managers: To assess overall team efficiency, quality of work, and identify areas for training and development.

The real users of scorecards are primarily managers and coaches within organizations.

These can include:

  • Sales Managers: To evaluate and provide feedback on sales calls, ensuring salespeople align with best practices and company goals.

  • Customer Success Managers: For assessing customer interactions to ensure high-quality service and consistent customer experience.

  • Team Leaders: In charge of evaluating team performance, providing insights, and helping team members improve.

  • Coaches or Trainers: Focused on mentoring and guiding employees, ensuring they meet performance expectations.

  • HR or Operations Managers: To assess overall team efficiency, quality of work, and identify areas for training and development.

User Persona

User Persona

User Persona

Competitive Analysis

Competitive Analysis

Competitive Analysis

Information Architecture

Information Architecture

Information Architecture

User flows

User flows

User flows

Type of Scorecards & Questions

Final Score Calculation

Logo Design

Logo Design

Logo Design

Wire-framing, Interface design for Manual & AI scorecards list view

Wire-framing, Interface design for Manual & AI scorecards list view

Wire-framing, Interface design for Manual & AI scorecards list view

Standard table component in Avoma is used for the Manual & AI scorecards list view. AI scorecards has an extra information which is "Auto-scoring rules"

Standard table component in Avoma is used for the Manual & AI scorecards list view. AI scorecards has an extra information which is "Auto-scoring rules"

Wire-framing, Interface design
Create New Scorecards

Wire-framing, Interface design
Create New Scorecards

Wire-framing, Interface design
Create New Scorecards

Create new scorecards has 2 accordions for manual & 3 accordions for AI scorecards.

  1. Manual: Scorecard info & Scorecards questions

  2. AI: Scorecard info, Auto-scoring rules & Scorecards questions

Create new scorecards has 2 accordions for manual & 3 accordions for AI scorecards.

  1. Manual: Scorecard info & Scorecards questions

  2. AI: Scorecard info, Auto-scoring rules & Scorecards questions

Also, in AI scorecards, there is option to import the questions in scorecards from a standard library having predefined answers.

Also, in AI scorecards, there is option to import the questions in scorecards from a standard library having predefined answers.

AI Scorecards ideation

Wire-framing, Interface design
Manual scorecards in conversations

Wire-framing, Interface design
Manual scorecards in conversations

Wire-framing, Interface design
Manual scorecards in conversations

  • Based on the purpose selected for manual scorecards & meeting participant, the member & scorecard can be by default selected to automate the selection process.

  • AI scorecards are always scored by AI automatically after the conversation transcript has processes

  • Based on the purpose selected for manual scorecards & meeting participant, the member & scorecard can be by default selected to automate the selection process.

  • AI scorecards are always scored by AI automatically after the conversation transcript has processes

Here are more design options for past scoring, AI summary for AI scoring

Here are more design options for past scoring, AI summary for AI scoring

Other components

Email Notifications

Email Notifications

Email Notifications

Step-by-step for how dashboards were created

Step-by-step for how dashboards were created

Step-by-step for how dashboards were created

Basic ideations & Wireframes

Basic ideations & Wireframes

Basic ideations & Wireframes

Version 1 wireframes

Version 1 wireframes

Version 1 wireframes

Version 2 wireframes

Version 2 wireframes

Version 2 wireframes

Version 3 wireframes

Version 3 wireframes

Version 3 wireframes

2 steps before final version

2 steps before final version

2 steps before final version

1 step before final version

1 step before final version

1 step before final version

The Final Dashboard designs

The Final Dashboard designs

The Final Dashboard designs

Thanks for visiting!

Thanks for visiting!

© 2024 – Aishwarya Chandan

© 2024 – Aishwarya Chandan

© 2024 – Aishwarya Chandan