Navi

The Project

Navi is an AI-powered coaching platform designed to help accounting professionals improve communication, client interactions, and professional performance through transcript analysis, AI feedback, and personalized coaching.

The engagement focused on evaluating an early MVP, identifying usability challenges, benchmarking adjacent products, and defining a clearer product direction centered around engagement, growth, and measurable improvement.

Designing a coaching experience that drives growth

Modern coaching platforms share a common objective: helping users continuously improve through structured goals, actionable feedback, and visible progress.

Through product discovery and competitive analysis, several recurring patterns emerged:

• Goal-oriented experiences
• Transparent and actionable feedback
• Progress tracking and motivation systems
• Personalized coaching journeys
• Humanized AI interactions

These insights became the foundation for Navi’s future product evolution.

Discovery & Product Strategy

The discovery phase explored leading coaching and enablement platforms to understand how they guide users toward measurable improvement.

The analysis focused on coaching workflows, feedback systems, progress visualization, AI interactions, and engagement loops that encourage long-term adoption.

This process helped uncover opportunities to strengthen Navi’s onboarding, scoring model, coaching experience, and overall product narrative.

Making Performance Data More Meaningful

One of the primary opportunities identified was improving how coaching results and performance metrics were presented to users.

The original experience relied heavily on a single score and lengthy AI-generated reports, making it difficult to understand progress or identify specific areas for improvement.

Recommendations included multi-dimensional scoring, visual performance breakdowns, trend tracking, and personalized recommendations that help users focus on the areas that matter most.

Transforming Feedback Into Action

Coaching platforms are most effective when feedback is actionable and easy to consume.

Rather than presenting users with long-form reports, the proposed experience focused on surfacing key insights, highlighting strengths and weaknesses, and guiding users toward specific next steps.

The objective was to shorten the feedback loop and make AI coaching feel practical, approachable, and immediately useful.

Reducing Friction Across Core Workflows

The audit identified several opportunities to simplify engagement creation, reduce unnecessary user decisions, and improve overall usability.

Recommendations focused on streamlining forms, clarifying calls to action, improving validation patterns, and creating a more intuitive flow from transcript upload to AI-generated coaching insights.

Every interaction was evaluated through the lens of reducing cognitive load and helping users maintain momentum.

Creating Clearer Guidance & Motivation

A recurring theme throughout the audit was the need for stronger guidance and clearer communication.

Empty states, onboarding experiences, contextual help, and progress indicators all presented opportunities to better support users throughout their coaching journey.

The proposed direction emphasized helping users understand where they are, what they should do next, and how their actions contribute to long-term improvement.

Building the foundation for scalable AI coaching

The outcome of the engagement was a strategic roadmap for evolving Navi from an MVP into a more engaging, scalable, and effective coaching platform.

By combining product discovery, UX auditing, competitive research, and interaction design principles, the project established a clearer path toward helping professionals learn, improve, and perform at a higher level through AI-powered coaching.