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
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.
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.
Understanding Coaching Pain Points: Listened to customer calls to identify challenges in manual scoring, inconsistent evaluations, and aligning with methodologies.
Understanding Coaching Pain Points: Listened to customer calls to identify challenges in manual scoring, inconsistent evaluations, and aligning with methodologies.
Conducting Research and Analysis: Performed user research and competitive analysis to uncover pain points and design solutions tailored to user needs.
Conducting Research and Analysis: Performed user research and competitive analysis to uncover pain points and design solutions tailored to user needs.
User Flows and Wireframes: Mapped detailed flows and created wireframes for scorecard creation, scoring, and dashboards.
User Flows and Wireframes: Mapped detailed flows and created wireframes for scorecard creation, scoring, and dashboards.
High-Fidelity Prototypes: Built interactive prototypes to refine experiences and ensure alignment with user needs.
High-Fidelity Prototypes: Built interactive prototypes to refine experiences and ensure alignment with user needs.
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.
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.
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.
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.
Collaboration: Worked closely with product managers, engineers, and data scientists to ensure technical feasibility.
Collaboration: Worked closely with product managers, engineers, and data scientists to ensure technical feasibility.
QA: Participated in quality assurance to validate implementation met design specifications.
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.
Manual: Scorecard info & Scorecards questions
AI: Scorecard info, Auto-scoring rules & Scorecards questions
Create new scorecards has 2 accordions for manual & 3 accordions for AI scorecards.
Manual: Scorecard info & Scorecards questions
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
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