Improved a company's client management system to make it faster and easier to use. Talked with employees to understand problems, then created a simpler design with important buttons and quick-access features.
→CRM
Type:
→ UX/UI Design
Scope of Work:
NDA
Intuitive client management platform with accelerated workflow.
CRM Platform for Client Database
[Outcome]
Tasks now take 25% less time to complete.
Outcome
→ Task completion speed improved by 25%. → Error rates dropped by 15% due to clearer UI cues.
Contributions
→ Redesigned and highlighted key actions → Added tooltips and shortcuts, reducing training time by 20%. → Introduced quick-search filters
[2 goal]
Challenges
[3 action]
Solutions
Redesign system
Redesign an inefficient system to streamline employee workflows.
Cluttered interface
Cluttered interface slowed down client data retrieval.
No visual hierarchy
No visual hierarchy for critical actions (buttons, information, calls, emails).
Manual processes
Employees relied on manual processes, causing errors.
User experience optimization
The apps needed to be intuitive and engaging to retain users and drive premium subscriptions.