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Sage Advisor: Personalization

Sage Advisor is a proprietary system of personalized user assistance created for Sage 50 Accounting software. Upon encountering a task that might be performed more efficiently, customers may trigger tutorial videos from within the software. By tracking customer usage within the software and purchase history, Sage Advisor also recommends relevant partner services, thereby monitizing the user experience through big data while also measuring change in behavior, encouraging customer retention and reducing support call volume. More about the UX strategy by the creator of Sage Advisor here.

The video below was originally an interactive presentation created as an alternative to a Power Point, used to explain Sage Advisor (separation of sections a bit choppy) - faint interface controls at the bottom, the user can trigger animations as they speak.

Sage Advisor: Internal Proposal

I developed this video, script, and infographic to internally discuss methods for integrating technologies, reaching customers, and generating revenue by expanding upon the framework and scope of Sage Advisor.

Sage 50 internal proposal: Fly-through

Sage 50 internal proposal: Narrated

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