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About Sage Advisor
Sage Advisor is a proprietary system of personalized user assistance created for Sage 50 Accounting software. By tracking customer usage and purchase history, Sage Advisor can recommend relevant partner services, thereby monetizing the user experience through big data while also measuring change in behavior. Sage Advisor also seeks to address customer retention and reduce support call volume. 
Rob Houser is the creator of Sage Advisor. More about his UX strategy here.

I created designs to support Sage Advisor, including a landing page, YouTube channel, custom player, in-product launch pad, and interactive maps created for enrollment into Sage University courses. 
Working with the subject matter expert, I created a library of branded, animated demos to explain specific processes, for which I edited scripts and recorded and directed voice over. 
I also created animated promos to differentiate the four product flavors for online customers at the point of purchase.
Sage Advisor Landing Page
This screen shot is cropped - the actual site is long scroll designed at the request of the Sage Advisor director. The cartoon characters were created by an agency, and the site design meets corporate branding guidelines for 2012-13. I also wrote the descriptive copy used in the animated hero and content sections.
Partner-level YouTube Channel
I proposed, designed and maintained a YouTube channel for hosting our Sage Advisor videos. I engaged the development team to help me throttle test YouTube against the designated Akima server, which was slow and expensive. Through our YouTube channel, we gained public viewership and created a resource for our marketing partners as well. We also gained better performance and saved a huge amount of money.
Sage Advisor Player Skin
Videos appear in a pop-up window with the player skin.
In-Product Opening Screen
I designed several variations on the opening screen. The first design intends to introduce dynamic elements that provide convenience and also recommend user-specific content that tie in with Sage Advisor. The second image was the simplified version that was settled upon by the director which was more suitable for the amount of content we had available at the time.
This simplified version was the choice of the director based on the amount of content we had available at the time, and his desire to simplify user options (compared to my previous design and content suggestions). I designed the bottom portion which was appended to what was an existing screen.
Sage University Interactive Maps
Sage University asked for a more intuitive and visual way to enroll in advanced classes.
I designed the interface and brought on a developer for coding.  
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