AI sales intelligence for biotech SaaS
A biotech company developing a SaaS sales coaching platform needed HFE-grounded design and evaluation for a dashboard used by sales representatives during and after client calls. No existing product benchmarks were provided; the engagement ran entirely from client-supplied process videos and whiteboard documentation. Confidential client (NDA).
User interviews and workflow validation were proposed, scoped, and removed per client decision, leaving cognitive load patterns, information timing under active calls, and task flow assumptions unvalidated.
Led competitive analysis, user flow reconstruction, high-fidelity wireframe design, AI function specification, and heuristic evaluation across the full product. Benchmarked four direct competitors, identifying six market gaps and specifying four agentic AI modules with interaction constraints grounded in active-call cognitive load.
- •Identified six market gaps across competitors and structured design direction to address each without expanding scope beyond client-approved features
- •Capped AI coach recommendations at three per interaction based on Miller's Law; validated information chunking, radio-button disclosure patterns, and color-as-signal use across all states
- •Delivered design structured for future validation: task flows and AI triggers ready for usability protocol development, with known gaps formally documented
