ROLE:

Product Designer

COMPANY:

TOTVS S/A

PROJECT:

Human-centered AI for predictive student retention

YEAR:

2019

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Carol - A primeira IA da TOTVS

Carol - A primeira IA da TOTVS

Carol - A primeira IA da TOTVS

Executive Summary

Overview

Carol is an AI-powered predictive analytics platform developed by TOTVS for the education sector, focused on helping institutions anticipate student dropout risks and improve retention strategies.

The platform combines behavioral, academic, and operational data to support proactive decision-making through predictive intelligence and actionable insights.

My role focused on translating complex predictive models into intuitive, human-centered experiences that enabled educators and administrators to confidently interpret data and act earlier in the student journey.

My Role

Design Lead — Education Vertical (2016–2019)

  • Led end-to-end product experience strategy for AI-powered educational analytics
  • Structured user-centered workflows for predictive decision-making
  • Conducted qualitative research with educators and academic leaders
  • Translated complex predictive models into actionable and intuitive product experiences
  • Defined scalable interaction and visualization patterns for analytical environments
  • Facilitated collaboration across Product, Engineering, and Business teams
  • Helped bridge data science capabilities and real-world user behavior

AI Explainability & Trust

One of the key UX challenges was making predictive intelligence understandable and trustworthy for users with low data literacy:

The experience strategy focused on:
  • reducing ambiguity in predictive insights
  • increasing confidence in decision-making
  • clarifying risk indicators and recommendation logic
  • simplifying analytical interpretation
  • supporting proactive intervention workflows
The goal was not only to display predictions, but to help users confidently act upon them.

The Challenge

Design a human-centered AI product capable of transforming predictive educational analytics into actionable decision support for institutions with varying levels of digital maturity.

The platform needed to:

  • translate complex predictive models into intuitive experiences
  • reduce cognitive overload in analytical environments
  • support proactive intervention workflows
  • integrate fragmented institutional data
  • increase trust in AI-assisted recommendations
  • enable faster and more confident decisions

Key Decisions

  • Adopt a user-centered approach from the ground up → grounded the product in real institutional needs
  • Prioritize clarity over data density → reduced cognitive overload in dashboards
  • Create reusable patterns for analytics → ensured scalability across the platform
  • Implement structured usability evaluation (severity model) → enabled objective prioritization

Impact

  • Improved usability and clarity of analytical insights
  • Reduced friction in identifying at-risk students
  • Enabled more data-informed decision-making in institutions
  • Established a scalable design foundation for the platform

Key Learnings

  • Data products succeed when insights are actionable, not just available
  • Visual hierarchy is critical in analytical environments
  • Continuous validation is essential for complex, evolving products

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Deep Dive

Carol is an artificial intelligence platform developed by TOTVS for the education sector, focused on predictive analytics and reducing student dropout throughout the academic journey.

I was part of the team from 2016 to 2019, acting as the Design Lead for the Education vertical. During this time, I was responsible for driving and structuring the product experience, leading UX and UI from concept to final delivery.

As a result, we built the entire visual identity of the Carol Platform – Student Retention, grounded in a deeply user-centered approach. Extensive customer research was conducted, including in-depth interviews with educators and administrators, to understand their real needs, challenges, and contexts of use.


Process

Our process was based on the Double Diamond framework and Lean UX, incorporating Discovery, Definition, Ideation, and Implementation across the project lifecycle.


Understanding the problem

Before Carol was fully structured as a product, initial concepts had limited validation and were not strongly grounded in real user needs. This created gaps between the platform’s capabilities and the day-to-day challenges faced by educational institutions.
To address this, I conducted in-depth research with key users — including educators and academic managers — through field visits and interviews at institutions such as Pontifícia Universidade Católica de São Paulo.

Research focus:

  • Understanding goals, expectations, and decision-making contexts
  • Identifying pain points in fragmented data and retention workflows
  • Evaluating how users interpret and act on predictive insights


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Gathering insights

We structured findings using a CSD matrix (Certainties, Assumptions, Doubts) to organize knowledge and identify gaps.


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I also conducted affinity mapping to cluster user pain points and translate them into product opportunities. To prioritize usability issues, I introduced a severity evaluation model:

Task criticality x impact x frequency = severity


  • Task criticality - how important is the task to the user? (1 = low, 5 = critical)
  • Impact - how much of an impact does this issue have on the user's task? (1 = suggestion, 5 = blocker)
  • Frequency (%) - how many times does this come up out of total participants?


Prioritization of issues

Usability issues were grouped into Epics aligned with core platform flows, giving Product and Engineering clear visibility into high-impact areas.
This approach helped:
  • Prioritize based on real user impact
  • Structure the product roadmap
  • Focus on decision-making and analytical flows
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Wireframing the solution

Based on identified issues, I proposed solutions focused on improving data interpretation and decision-making:
  • Reduced steps in analytical workflows
  • Highlighted critical data and validation states
  • Established clear visual hierarchy
  • Standardized UI patterns for dashboards
  • Created reusable structures for insight modules
Wireframes were developed in Balsamiq and iterated collaboratively with stakeholders.
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Validating the designs

I conducted usability testing sessions with educators and academic managers.

Testing approach:

  • Scenario-based tasks (identify at-risk students, interpret data)
  • Navigation across dashboards and student profiles
  • Evaluation of decision-making flows
We used Maze to scale testing and gather both qualitative and quantitative feedback.

Outcome:

  • Improved clarity in dashboards
  • Reduced cognitive load
  • Better prioritization of information
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High-Fidelity Design & Development

I developed high-fidelity prototypes in Sketch, translating validated concepts into scalable UI solutions. At that time, I also contributed to front-end implementation, ensuring fidelity between design and final product.
Close collaboration with Engineering ensured:
  • Alignment on interactions and edge cases
  • Consistency across features
  • High-quality delivery
Woman with blue eyes portrait
Woman with blue eyes portrait

Results

Following implementation:
  • Improved interpretability of predictive insights
  • Reduced cognitive load in analytical workflows
  • Increased confidence in AI-assisted decision-making
  • Enabled earlier identification of at-risk students
  • Established scalable UX foundations for predictive educational products
  • Strengthened alignment between data intelligence and institutional workflows


Takeaways

  • AI products only create value when insights are understandable and actionable
  • Predictive systems require strong UX foundations to generate trust
  • Human-centered AI depends on reducing cognitive complexity, not increasing data exposure
  • Decision-support products must balance intelligence, clarity, and operational usability
  • Cross-functional collaboration is essential in AI-driven product ecosystem
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ELEVATE YOUR PRODUCT STRATEGY

Strategic impact, measured and intentional.

ELEVATE YOUR PRODUCT STRATEGY

Strategic impact, measured and intentional.

ELEVATE YOUR PRODUCT STRATEGY

Strategic impact, measured and intentional.