🗂️ Overview
Roi4Presenter is an AI-powered presentation SaaS that turns static decks into interactive, measurable experiences. Users generate scripts, voice-overs, and an avatar presenter with AI, share or embed securely, capture leads, and track slide-level analytics.
Goal
Own end-to-end product design (discovery → delivery) of a modern CMS & Editor (Creator • Viewer • Admin) that unifies AI-assisted scripts/voice/avatars, real-time chat & Q&A, and slide-level analytics into one seamless presentation workflow
My Role
Founding/Senior Product Designer (end-to-end) →
UX Research
UX/UI Design
Design System
Prototype
Handoff
Team
Founder · PM · Engineer leads (3) · QA ·
Marketing manager · Junior designers (2)
Key Outcomes
2× active users
- +20% session engagement
–40% time to create a presentation
–10% drop-off after redesign
Awards: Product Hunt #3 (day) · Crozdesk Quality Choice & Happiest Users · G2 High Performer
💥 Problem Statement
The legacy CMS (pre-MVP) lacked structure, modern UX, and key features. Users struggled to upload, share, and collaborate; companies couldn’t onboard teams; growth stalled.
💻 Process
Discovery — Business Stakeholder Interviews
Audited all asset: legacy CMS, sales notes, support tickets, market decks, early flow drafts. Built a kick-off questionnaire covering KPIs (active users, sessions, creation time), lead-gen goals, must-have features, tech constraints, timeline, and budget. Stakeholder answers set success metrics and guided the end-to-end redesign of the portal.
Research — Competitor Analysis (Phase 1)
Benchmarked Brightcove, Showell, AhaSlides, SlideCast, ClearSlide to identify strengths and gaps in upload, sharing, interactivity, and analytics. Insights were mapped into a POP–PoD matrix and feature grid, which shaped Phase-1 MVP priorities (CMS, upload flow, share settings, in-player comms, light analytics).
Research Summary (Phase 1)
I consolidated stakeholder input and market findings into a concise view of our target users and their core pain points.
Works in B2B sales, often sends decks to prospects. Needs a fast way to present and capture leads
Pain: No interactive tools; can’t book demos directly in deck; too much manual follow-up
Runs campaigns and webinars. Wants branded materials to scale lead generation
Pain: Hard to track engagement per slide; no clear funnel from deck to CRM
Uses presentations to pitch investors and partners
Pain: Hard to stand out; lacks interactivity vs. competitors; needs async pitch option
Role Based Feature Matrix (Phase 1)
I mapped the must-have MVP feature set for each user role, clarifying the critical flows so engineering could prioritize the highest-impact tasks first.
Role
Critical user flows to cover
Creator
Sign-up & Profile → Upload PPTX/PDF/MP4/Drive → Add CTAs (form, call, meeting) → Share / Embed → Track analytics
Viewer
Open shared link → View slides → Interact with CTA (form, chat, call, schedule) → Submit details → Synced to CRM
Admin
Monitor presentation stats → Segment leads → Export data to CRM → Manage permissions → Reports
Additionally, I structured the design workflow into two phases — Phase 1: CMS, upload, sharing, comms, analytics
🗃️ Assumptions (Phase 1)
1. Fragmented presentation workflows: Users juggle between PowerPoint, video calls, and separate CRMs, making async presentations clunky and ineffective
2. High friction in setup: Uploading and formatting PPTX/PDF often breaks layouts; lack of Drive import and error handling frustrates first-time users
3. Limited sharing options: Without branded links, access controls, or embed codes, presenters lose trust and distribution flexibility
4. No in-deck communication: Static decks prevent interaction; viewers can’t ask questions, react, or schedule meetings in real time
5. Shallow analytics: Basic view counts don’t reveal engagement depth; slide-level insights and lead capture are missing
📋 Summary (Phase 1)
1. Disjointed workflows slow adoption: Switching tools kills momentum; users abandon async decks when flows are too manual
2. Setup complexity drives drop-off: Broken imports and missing templates stop new users before their first session
3. Weak sharing stifles reach: Lack of controls and embeds reduces campaign scale and undermines professionalism
4. No live feedback limits engagement: Without chat/Q&A/reactions, presentations feel one-way, failing to convert leads
5. Analytics gap blocks growth: Teams can’t see which slides drive drop-off or conversions, so they can’t optimize
🚀 Solution (Phase 1)
To solve the core issues of the legacy CMS, I redesigned the platform on a modern stack, streamlined key flows, and added interactivity to turn static decks into engaging, measurable experiences.
Modern CMS Redesign: Built a new structure with clear navigation, “Home” dashboard, and scalable IA — eliminating confusion from the old portal
Seamless Upload Flow: Added support for PPTX/PDF/MP4 + Google Drive import with progress tracking and error handling, reducing broken uploads
Flexible Sharing & Embed: Introduced branded links, password protection, expiring links, and embed code — giving presenters professional distribution tools
In-Deck Communication: Implemented chat, Q&A, reactions, and meeting/call scheduling directly in the player, turning presentations into two-way sessions
Basic Analytics & Lead Capture: Delivered slide views, time-on-slide, clicks, and lead forms with direct CRM sync (HubSpot, Calendly) to support async lead generation
🚧 Design Handoff
As core flows matured, I built a component-based Figma system with typography, color tokens, and reusable UI patterns. Designed as a lean design system for ROI4Presenters, it ensured consistency, reduced design and dev friction, and cut delivery time by 30% through reusability and faster iterations.

🖼 Main innovations screen
I redesigned the CMS with a modern UI, scalable navigation, and a new Home dashboard, making the product easier to use and faster to scale

📤 Upload Presentation Flow
I built a new upload flow supporting PPTX/PDF/MP4, links, and Google Drive with progress tracking, plus AI-powered script and voice-over generation to simplify content creation.

🔗 Share Presentation
I designed advanced sharing options with branded links, personalization, embed codes, and multiple distribution formats, giving presenters professional control over reach.

💬 Communication during presentation
I enabled real-time interactivity by adding chat, video, reactions, comments, and script reading directly inside the player, turning static decks into two-way conversations.

The launch of ChatGPT became a game changer for the entire market.
Competitors rapidly integrated AI-powered features into their platforms, reshaping user expectations overnight.
In this new environment, traditional tools no longer met the demands of interactivity, automation, and personalization.
For Roi4Presenter, this created both a challenge and an opportunity: adapt quickly to stay relevant, or risk losing competitive ground.

Research – Competitor Analysis (Phase 2)
Benchmarked advanced tools to identify how they handle onboarding, editing, AI assistance, analytics, and integrations, which shaped Phase-2 priorities: guided onboarding, inline editor, AI content generation, heatmaps, and native integrations.
Research Summary (Phase 2)
I consolidated competitor benchmarks, user feedback, and platform analytics into a concise view of our target users and their pain points.
Works in B2B sales, often sends decks to prospects. Needs a fast way to present and capture leads
Pain: Manual localization and translation slow go-to-market
Runs campaigns and webinars. Wants branded materials to scale lead generation
Pain: No inline editing; re-uploading decks wastes time
Uses presentations to pitch investors and partners
Pain: Needs AI assistance for scripts, avatars, and interactive content to stand out
Role Based Feature Matrix (Phase 2)
I mapped the must-have MVP feature set for each user role, clarifying the critical flows so engineering could prioritize the highest-impact tasks first.
Role
Critical user flows to cover
New User
Registration → Guided onboarding wizard → Tutorial prompts → First deck created
Presenter/ Editor
Create / Edit slides inline → Add media (text, image, video) → Apply scripts → Save instantly
AI Assistant
Generate script → Auto voice-over → Avatar presenter → Translate deck
Manager/
Analyst
Track engagement heatmaps → Export reports → Correlate slide drop-off with conversions
Integrator
Connect CRM/ATS → Sync leads & meetings → Automate workflows via Zapier
🗃️ Assumptions (Phase 2)
1. Onboarding gaps block adoption: 50% of new users dropped after registration due to lack of guidance
2. Editing tools are limited: Users couldn’t easily update slides with text, images, or media; needed constant re-uploads
3. No AI assistance: Content creation was slow, and localization/translation was manual, limiting scale
4. Analytics too shallow: No way to track per-slide engagement paths, conversions, or export data for optimization
5. Integrations too complex: Manual sync with CRMs and calendars slowed workflows and caused data loss
📋 Summary (Phase 2)
1. Weak onboarding reduces retention: Without a structured flow, half of users churned before creating their first deck
2. Static editing blocks iteration: Teams couldn’t adapt presentations quickly, losing efficiency in daily sales and training
3. No AI = high effort: Without script generation, voice-overs, or avatars, content felt generic and time-consuming to produce
4. Limited analytics, blind spots: Users lacked funnels, heatmaps, or export options to prove ROI or optimize slides
5. Broken integrations kill efficiency: Sync failures with CRM, ATS, and scheduling tools wasted time and caused missed leads
🚀 Solution (Phase 2)
To address these deeper adoption and scale challenges, I designed advanced flows and AI-powered features that unlocked retention, personalization, and measurable growth.
Guided Onboarding: Step-by-step wizard with tutorial prompts and email notifications — reducing drop-off at first session
New Presentation Editor: Inline editing for text, images, video, and scripts; instant updates without re-uploads
AI Toolkit: Auto-generation of slide scripts, voice-over, video avatars, and Q&A bases; plus auto-translation for global reach
Advanced Analytics: Heatmaps, user paths, and exportable reports (CSV/CRM) to link slide engagement with conversions
Seamless Integrations: HubSpot, Salesforce, Calendly, and Zapier connections with simplified setup — streamlining workflows across sales, hiring, and onboarding
🧭 User Onboarding
I designed a streamlined onboarding flow that guides new users through a short survey and instantly introduces them to product features with an interactive tutorial, reducing drop-off and accelerating time-to-value.

📝 Updated Editor
I reworked the presentation editor with a modern UI, enabling quick updates (text, images, video, scripts) and adding granular settings for permissions and goals. The redesign improved clarity, collaboration, and scalability.

🤖 AI Assistant
I integrated an AI-powered assistant that generates slide content, scripts, audio overlays, avatars, and Q&A automatically, helping users create engaging, multilingual presentations faster and at scale.

📊 Advanced Analytics
I developed hierarchical analytics that track engagement on every slide: views, time, clicks, reactions, and conversions. This granular insight empowers teams to optimize presentations and measure impact with precision.

🔗 Integrations
I built seamless integrations with Zapier, HubSpot, Salesforce, and Calendly, enabling workflow automation and real-time CRM sync. This expanded the product’s ecosystem and improved adoption across business teams.

During iterations, testing, and design sprints, we created and validated 1000+ unique screens to cover the full product ecosystem.

📊 Outcome
2× active users
- +20% session engagement
- –40% time to create a presentation
- –10% drop-off after redesign
Awards:

Product Hunt #3 Product of the day

G2 High Performer

Crozdesk Quality Choice

Crozdesk Happiest Users
Let’s build the future together
From MVPs to growth stage — I help teams transform ideas into experiences
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