Organize around the advisor’s task.
Preparation, research, and follow‑up give the experience its structure. The technology needs to fit the way advising works.
SBDC.AI
An AI workspace for small‑business advisors.
My roleFounder · Design & development
Before.
During.
After.
Built around
the advisor’s work.
SBDC.AI · The advisor workspace
SBDC Walkthrough. Sixty seconds inside the product.
The challenge
The conversation is only
part of the work.
Before an advisor can help, they need to understand the business. That means reading, researching, sorting information, and deciding which questions matter. After the conversation comes the follow‑up.
I designed SBDC.AI around that whole sequence. The aim is to make the supporting work easier, so the advisor can give more attention to the person in front of them.
The experience
Give a complex workflow
a clear next step.
-
Before the conversation
Come prepared.
Bring the business question, relevant material, and research into focus. Start with a useful understanding of the situation.
-
Working through the question
Think it through.
Use AI to explore possibilities and develop better questions. The advisor checks the reasoning and applies their experience.
-
After the conversation
Follow through.
Shape a useful summary and a practical next step. The advisor reviews the work before it becomes guidance for a client.
Across the sequence
- Context & documents
- Research & AI assistance
- Connected tools
The workflow, simplified. Human judgment runs through every step.
The design work
A simple experience
has a lot behind it.
From the original concept through the interface and system architecture, I approached SBDC.AI as one connected design problem.
Connect the parts behind the screen.
The systems work spans AI services, documents, research, language support, and the Neoserra API. I treat those connections as part of the experience, because every handoff affects the work.
Keep judgment with the person.
My design principle is to make AI useful for gathering, organizing, and drafting. The advisor brings the context, checks the work, and owns the recommendation.
The most useful AI makes room
for better human work.
That’s the idea behind SBDC.AI—and the way I approach complex digital systems.
Work with me
What needs to
work better?
Have a complex workflow that could feel simpler? Tell me about the people using it and where things get stuck.
Start a conversation