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Revvolution.ai
It is a SaaS tool that acts as an operating system for Revenue operation leaders to Plan, Monitor and Recalibrate their revenue growth strategies
TEAM
Founder, 1 Product manager, 2 developers, 1 GTM advisor, 1 product advisor
YEAR
MY ROLE
Sole designer for MVP product
Primary and Secondary Research, Information architecture, User flows, Low-fidelity, Hi-fidelity wireframing and prototyping UI
2022-2023
What did we do?
Created one source of truth to plan end-to-end GTM strategy with integrated Revenue data modeling and growth tracking with real-time insights using AI.
BUSINESS GOAL
Achieved efficiency in the revenue gen workflow for business leaders.
Conversational way of data exploration and insight derivation
Navigating the world of data and simulation with ease
Visualize data like never before and work on them
Design thinking behind all this
1. Initial Research
Gathering domain knowledge
Market for the SaaS GTM tech stack is now in consolidation mode where aggregation of data from different tools is of prime importance to run an efficient business process.
Identified a need for
GTM planning tool
Performance Tracking
Insights
How does the Market function currently?
Multiple levels of hierarchy
Data and process Siloes
Association of metrics while planning
Disassociated Deployements
Broken collaboration
The Product Objective.
To Simplify the Process, Collaboration, and Data accessibility in the Revenue Planning org.
2. Approach to Design solution
Business Research
Ideation and conception
Design Prototypes
Testing Iterations
Following IBM Design Tool Kit
- Market and Domain research
- Problem space and User research
- Scope of product and outcomes
- Feature Requirements
- Ideation and wireframes
- Usability testing
- Re-iterate
What Research went behind it?
user research
To understand the pattern, behavior, and needs of REVOPS, CRO, SALES, MARKETERS to convert them into using this tool for best use.
User behaviour:
Persona Description:
The strategist and planners working around numbers and charts
USED Google SHEETS FOR PLANNING
REV-OPS
Idealist
Executors
Revenue decisions
Enablements
Tech deficit
Collaborators
Challenge Identified
To break the stigma they have built over years to use the same tool.
They said,
" Data silos makes it difficult for the Revops to take macro level planning decisions "
" It takes 3-4 months to chart down an Annual operating Plan because of lack of integrated systems "
" Manually aggregating data from different sources, drawing inferences and analysis. was time-consuming and inaccurate “
Stakeholder
Stakeholders:
Revops, Business strategist, Marketers, Sales
How big is the org?
> 250 Employees
> 30 GTM People
To understand the MARKET, BUSINESS, OPPORTUNITIES.
Stakeholder research:
Mission:
To unlock the organizational value and increase the Revenue number of mid-market companies scaling up.
Market research says,
Breaking Data Siloes is Priority for 80% Revenue Leaders : Forrester Consulting
CRO, CEO, Product Owners
CONSOLIDATION
Competitor research:
To understand how these problems are addressed by the tools.
There were a lot of point solutions in the market that focussed on either Planning, Monitoring or Insights as a separate product

.
Research findings
Breaking down conversations to concepts
User journey mapped
Findings:
01
Users are not getting to the bottom of the nuances easily and thereby working with time delays and inefficiencies.
02
Stakeholders need a more enhanced way of Data organization representation and collaboration with the stakeholders.
03
Making a standout visual comprehensiveness of the data and reducing workflow efforts with automation in finding the data through AI.
Unmet needs identified
Data integration
Data visualisation
Collaborative tracking
Automating Insights
3. Defining Design metrics and ideating user flows
Translating Requirements into an experience
01
Reduce the number of steps required for planning the Revenue Model with Navigation
02
Easy, clear, and concise visual experience for identification of flags with insights scattered
Time taken to build models
Flexible workflows to increase revenue by customer acquisitions
Time is taken to access data, build reports, planning time.
Conceptualisation
01
A very intuitive, table based planning method from using mundane Excel sheets for years by the planners.
02
A quick method of navigation through this vast system of data within multiple levels in hierarchy of revenue contributors.
03
A new product to the market that is going to stand to make it easily fit into existing tools and workflows offering stronger control on execution.
So,
Ideal User flows and journeys
End-to-End Xperience
Curating Core product experience
Data Mapping
Data Modelling
Engineer plans
Deploy and track
Recalibrate
4. Started designing from here
Iterative product development with maintaining a cohesive and holistic view of the overall user journey
Data Visualisation
Performance Tracker
Plan and modelling
Applying Rapid interactive and evaluation testing method - RITE
Iteration 1
A better alternative to excel, an AI-powered bot that would automate redundant workflows for the users
What can be better?
Customers wanted a system where they could- do both Planning and Monitoring as a step wise process than overloading it so that the consumption of data is better
After Implementing UI friendly AI Insight messages and guides
on top of data and workflow
What changed?
01
60% decrease in work process and time
02
Data loss dropped to 5%
03
Profit increase by 5%
5. Key Experiences we achieved
Data visual modeling
An interactive data modeler system, an easy way to view vast data systems grouping the orgs making it less painful to connect between systems.
Bot assisted conversational plan
An easy conversation way planning with the system doing the math and guiding you the better efficient ways seamlessly while giving flexibility for the user group.
Reduced the time taken
Create ideal and easy plan
Hierarchy system based planning
Strategic planning system created with hierarchy and grouping and segregating goals and created a top down modelling.
Funnel diagramming
All performance data was gathered in representative funnels to quickly run through the progress and spot the bottlenecks quickly.
Brokedown macro-level goals to micro-level
Easy monitoring of integrated data
Quick planning cycles
Easy working and fixing of plans deployed around the performance data giving the all the flexibility of easability to work on huge sets of numbers.
One place to recalibrate all plans
Revvolution in action
01
- Easy tracking of performance data
- Point out the Revenue loss at flow
- Provide actionable insights understanding model behavior.
- Valuing connectivity within stakeholders from all levels of hierarchy
02
- Navigating through vast Data planning efficiently
- Giving controls on easy execution
- Instigating quick actions and reactions
- Deploying tasks from top-bottom-Keeping easy track of plans.
6. Outcome
01
02
Most people love this idea because it solves a problem that practically a major sector of industry faces. As a result, they believe that this approach will aid them in decreasing Revenue loss and creating an efficient system.
It is developing insights from a large amount of raw qualitative, and quantitative data and analytics and Implementing AI intelligence which has changed the whole perspective of the planning system.
Learnings
01
02
Struggling to keep users problem and their expectations vs business needs in mind in the entire solution journey.
Testing each iteration of prototype on the user group tracking their response to behavioral change pattern, their ease of understanding through the flow and UX language .
Feature flops, Feature iteration
COLLABORATION, collaboration, collaboration with different teams going back and forth to deliver a business successful idea. Work closely with the engineers to ensure a high-quality implementation.
Startup environment: 0-1
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