Designing an AI Assistant That Thinks Like a Sales Rep

Michelle

Michelle Guan

Designing an AI Assistant That Thinks Like a Sales Rep

Oltiva AI – Document Insights for Sales Teams Helping 2,600+ global sales reps find the right information instantly
Teaser AI-powered sales enablement tool for Avanade (Accenture + Microsoft JV) that reduces document search time, surfaces deal-critical insights, and keeps teams aligned—boosting productivity across global sales workflows.
Full Description Jun 2023 – Aug 2023
1 PM · 2 Developers · 1 Business Analyst · 1 Visual Designer Scope: UX Research · Prototyping · User Flows · Developer Handoff
As the sole UX Designer, I led research, prototyping, and user flow design for Oltiva AI, an internal productivity tool helping 2,600+ global sales representatives save hours per day by streamlining document search and surfacing key deal insights.
Through stakeholder and user interviews, I identified the top blockers: time-consuming searches, missed insights buried in contracts, and fragmented systems. Testing the original MVP revealed usability flaws, unclear guidance, and accessibility issues.
After multiple iterations, I delivered a guided experience that felt like working with a smart assistant—not just a tool. The final MVP featured:
One-click file access – Upload or pull from the internal document hub
Smart AI suggestions – Highlight timelines, budgets, and tailored follow-up questions
Searchable history – Store all files and chats for easy reuse
Impact
Increased task completion from 70% → 75% during MVP testing
Reduced search friction across sales workflows
Greenlit for future iterations post-MVP
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Posted Aug 15, 2025

AI sales enablement tool for Avanade (Accenture + Microsoft JV) that reduces document search time, surfaces deal-critical insights, and keeps teams aligned.

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Timeline

Jun 1, 2023 - Aug 31, 2023

Clients

Avanade