Advisory Platform Blueprint
How to design a structured, AI-assisted advisory platform with confidentiality, session integrity, and human oversight at its core.
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Max · Career Advisory Platform LiveA career advisory platform built for real casework.
Max is Mike Oh's case-management system for his role as a WSG-certified Career Adviser — handling the full CAP advisory lifecycle from intake to placement, live at max.avam.buzz.
8 Stages. One Structured Journey.
Max tracks every advisee across the full WSG CAP lifecycle — from first contact through placement and long-term sustain. Each stage carries a WSG-compliant checklist of 15–25 action items.
01
Not Started
Advisee registered, profile complete, awaiting first session.
02
Session 1
Intake & Assessment — explore motivations, run RIASEC, map transferable skills.
03
Session 2
RIASEC Review — confirm career direction, identify skill gaps, shortlist pathways.
04
Session 3
Pathway Commitment — confirm target role, draft career action plan, set SMART goals.
05
Session 4
Execution Launch — activate job search, review applications, WSG referrals.
06
GROW Check-ins
Ongoing coaching sessions using the GROW framework to maintain momentum.
07
Transition
Offer received — negotiate, confirm, plan onboarding support.
08
Sustain
Post-placement support — 30/60/90-day check-ins, case outcome recorded.
WSG-compliant session management
Every Session. Every Item.
Each stage carries a structured checklist aligned to WSG CAP requirements. Session notes, frameworks used (RIASEC, GROW, STAR, CAAS, VIPS), action items, and follow-up dates are captured in a single log — no loose notes, no missed agenda items.
- Session date, duration, type (Initial / Follow-up / Review) and mode (Face-to-Face / Online)
- Markdown session notes with AI-assisted transcription for audio recordings
- Frameworks used, action items, next steps, and follow-up date
- Google Calendar event linked to each session
- Stage-triggered email drafts created automatically on advance
Six Career Profiles. Pre-loaded Agendas.
When registering a new advisee, Max automatically pre-populates four session stubs with bespoke agendas, coaching questions, and frameworks — matched to the advisee's career situation.
Starting Career
Fresh graduates entering the workforce for the first time.
Mid-Career Advancement
Experienced professionals seeking growth within their field.
Career Switcher
Professionals making a significant industry or function change.
Returning to Workforce
Individuals re-entering after a 2+ year career break.
Displaced / Retrenched
Those navigating involuntary career disruption.
Mature Worker (40+)
Mid-to-late career professionals adapting to market shifts.
Every Detail Captured.
The split-panel session view shows open action items, the session log on the left, and the full session detail — notes, frameworks, agenda — on the right. Everything in one screen.
What Max Does
All capabilities below are confirmed from source code and production deployment. Audited September 2026.
Advisee Case Management
Full profiles with contact details, career background, target role, skills, development areas, and case outcome. Soft-delete preserves history.
Journey Pipeline
8-stage SVG rail on the dashboard. Click any stage to see who's there. Per-advisee progress ring shows % completion.
Session Logging
Structured notes, action items, frameworks used, attendance, follow-up scheduling — all linked to a calendar event.
Goal Tracking
SMART goals per advisee with target dates and status (Active / Achieved / Dropped).
Job Application Pipeline
Applied → Phone Screen → Interview → Final Round → Offered → Accepted. Full funnel per advisee.
AI Audio Transcription
Upload session recordings (webm / wav). Gemini transcribes and links the transcript to the session record.
Automated Stage Emails
Advancing a stage creates a draft email with WSG-branded formatting and relevant action items. Adviser reviews before sending.
Resource Library
10 pre-loaded WSG frameworks. Share specific resources to individual advisees at the right stage.
File Repository
Session files (PDF, images, audio, Word) linked to advisee or specific session. Google Drive integration.
Today's Focus
Dashboard triage: follow-ups due in 7 days, stale cases (30+ days no contact), advisees ready to advance.
Confidentiality by Design
Max handles sensitive career, personal, and employment information. These controls are verified from the live implementation.
| Control | How it works | Status |
|---|---|---|
| Account isolation | Each adviser sees only their own advisees. Data partitioned at the database level. | Live |
| Sensitive data storage | Career data and personal identifiers in a private, access-controlled PostgreSQL database. Nothing exposed publicly. | Live |
| Human-gated communications | Emails are drafted and queued. No message leaves without the adviser reviewing and approving it. | Live |
| AI observability | AI call metadata logged on a self-managed private server for cost and debugging only. Not shared with third parties. | Live |
| Authentication | Username / password with Google OAuth option. Session-based auth with CSRF protection. | Live |
Sample data notice: All names shown in screenshots on this page — including "Alex Tan Wei Ming" and "David Lim Boon Kiat" — are fictional and used solely for illustration. Any resemblance to real persons is purely coincidental. No real advisee names, contact details, or session content are displayed on this website.
Explore Max or Connect
Max is a working advisory platform and architectural blueprint — not an off-the-shelf product. Selected collaborations aligned with AVAM's values are considered.
Community-Impact Collaborations
Selected partnerships with organisations working on career development, community uplift, and structured human support.
ConnectSpeaking & Demonstrations
Practical perspectives on building AI-assisted advisory systems that preserve human dignity, confidentiality, and adviser authority.
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