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Overview

Messaging and video conferencing for coaching platform

In 2019, I joined coaching platform Profi (formerly Awarenow) as their first designer. My primary task was to design a messaging and video-conferencing tool tailored specifically for coaches within the platform. Despite their familiarity, the challenge was to seamlessly integrate these tools into coaches' workflows. This case study outlines my process, ideas, the final solution, and future plans.

Industry

Coaching Platform

Date

2019

My role

Product Designer

Collaborated with

CEO and a development team of 3

Overview

Messaging and video conferencing for coaching platform

In 2019, I joined coaching platform Profi (formerly Awarenow) as their first designer. My primary task was to design a messaging and video-conferencing tool tailored specifically for coaches within the platform. Despite their familiarity, the challenge was to seamlessly integrate these tools into coaches' workflows. This case study outlines my process, ideas, the final solution, and future plans.

Industry

Coaching Platform

Date

2019

My role

Product Designer

Collaborated with

CEO and a development team of 3

Overview

Messaging and video conferencing for coaching platform

In 2019, I joined coaching platform Profi (formerly Awarenow) as their first designer. My primary task was to design a messaging and video-conferencing tool tailored specifically for coaches within the platform. Despite their familiarity, the challenge was to seamlessly integrate these tools into coaches' workflows. This case study outlines my process, ideas, the final solution, and future plans.

Industry

Coaching Platform

Date

2019

My role

Product Designer

Collaborated with

CEO and a development team of 3

Goal

Create an integrated tool for effective coach-client communication during and between sessions, minimizing hassle and enhancing session management.

Uder Research

Users and their needs

During calls with potential clients, our CEO Alina Trigubenko noticed a repeated pattern: all coaches use a bunch of tools that are not linked with each other, creating a significant workload to manage them all. This observation was the starting point for Profi's decision to focus on helping coaches. My task was to combine these tools into a single interface so coaches have one place for all communication and can easily track everything. I started by outlining our users and their needs:

Uder Research

Users and their needs

During calls with potential clients, our CEO Alina Trigubenko noticed a repeated pattern: all coaches use a bunch of tools that are not linked with each other, creating a significant workload to manage them all. This observation was the starting point for Profi's decision to focus on helping coaches. My task was to combine these tools into a single interface so coaches have one place for all communication and can easily track everything. I started by outlining our users and their needs:

Uder Research

Users and their needs

During calls with potential clients, our CEO Alina Trigubenko noticed a repeated pattern: all coaches use a bunch of tools that are not linked with each other, creating a significant workload to manage them all. This observation was the starting point for Profi's decision to focus on helping coaches. My task was to combine these tools into a single interface so coaches have one place for all communication and can easily track everything. I started by outlining our users and their needs:

Ideation

How might we seamlessly integrate Calls, Chats, and Notes?

I explored various methods to effectively organize and integrate Calls, Chats, Notes, and Activity History. This involved developing multiple concepts and creating wireframes to visualize the ideas.

Ideation

How might we seamlessly integrate Calls, Chats, and Notes?

I explored various methods to effectively organize and integrate Calls, Chats, Notes, and Activity History. This involved developing multiple concepts and creating wireframes to visualize the ideas.

Ideation

How might we seamlessly integrate Calls, Chats, and Notes?

I explored various methods to effectively organize and integrate Calls, Chats, Notes, and Activity History. This involved developing multiple concepts and creating wireframes to visualize the ideas.

“Superchat” – messaging as the central view for managing communication with clients. All client and coach activity is displayed in the chat.

“Superchat” with tabs Messaging, Notes, Activity History, and Info for quicker access to information.

Notes and Activity History embedded in calls allow users to take notes and reference past sessions during a call without leaving the interface. Messages and calls are automatically linked and saved to the client’s profile.

Client’s card in the drawer is accessible from anywhere on the platform—calls, courses, or calendar. This provides a convenient way to access client information without leaving the current interface or interrupting workflow.

Results

Unified communication hub

In response to the goal of creating an integrated tool for effective coach-client communication, we successfully developed a seamless interface that unifies calls, chats, note-taking and client’s history. This solution minimizes the hassle of switching between tools and enhances session management by keeping all communication — during and between sessions — in one place.

Results

Unified communication hub

In response to the goal of creating an integrated tool for effective coach-client communication, we successfully developed a seamless interface that unifies calls, chats, note-taking and client’s history. This solution minimizes the hassle of switching between tools and enhances session management by keeping all communication — during and between sessions — in one place.

Results

Unified communication hub

In response to the goal of creating an integrated tool for effective coach-client communication, we successfully developed a seamless interface that unifies calls, chats, note-taking and client’s history. This solution minimizes the hassle of switching between tools and enhances session management by keeping all communication — during and between sessions — in one place.

Notes are available on calls, allowing the coach to take notes during sessions without the disruption of switching to other tools.

Messages from calls are automatically saved and accessible in the chat. This ensures that coaches can follow up on key discussion points from previous sessions, maintaining continuity in client support between interactions.

Client's card, which accumulates all information about the client, including activity history and notes, is available from every point on the platform. This ensures that the coach has access to this information whenever they need it.

All recordings from sessions are automatically saved to the Sessions card, helping coaches manage session recordings and always know which session each recording is from.

Group calls

Pre-call preview

Outcomes and Reflections

Important step to SaaS transformation

This project was the first step in the platform's pivot from a marketplace to a SaaS model. By focusing on a user-friendly design, the platform achieved high adoption rates and consistent usage over time. Most of the key decisions made during this phase have remained in use for over five years. The most successful decision was the implementation of a drawer for displaying Client information, which later became a foundational design element. This drawer pattern was reused in the development of the CRM, as well as in the calendar and other parts of the platform, demonstrating its versatility and scalability.

Outcomes and Reflections

Important step to SaaS transformation

This project was the first step in the platform's pivot from a marketplace to a SaaS model. By focusing on a user-friendly design, the platform achieved high adoption rates and consistent usage over time. Most of the key decisions made during this phase have remained in use for over five years. The most successful decision was the implementation of a drawer for displaying Client information, which later became a foundational design element. This drawer pattern was reused in the development of the CRM, as well as in the calendar and other parts of the platform, demonstrating its versatility and scalability.

Outcomes and Reflections

Important step to SaaS transformation

This project was the first step in the platform's pivot from a marketplace to a SaaS model. By focusing on a user-friendly design, the platform achieved high adoption rates and consistent usage over time. Most of the key decisions made during this phase have remained in use for over five years. The most successful decision was the implementation of a drawer for displaying Client information, which later became a foundational design element. This drawer pattern was reused in the development of the CRM, as well as in the calendar and other parts of the platform, demonstrating its versatility and scalability.

Outcomes and Reflections

Important step to SaaS transformation

This project was the first step in the platform's pivot from a marketplace to a SaaS model. By focusing on a user-friendly design, the platform achieved high adoption rates and consistent usage over time. Most of the key decisions made during this phase have remained in use for over five years. The most successful decision was the implementation of a drawer for displaying Client information, which later became a foundational design element. This drawer pattern was reused in the development of the CRM, as well as in the calendar and other parts of the platform, demonstrating its versatility and scalability.

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