About CRMS
We are building CRMS, a straightforward app for managing employee roles, HR tasks, and CRM functions web. It works well with Ordoria, Bianta, and Stockee.
CRMS makes running a company easier, improves efficiency, and offers real-time updates, smooth integration, an easy interface, automation, and customizable dashboards.
ROLE
UX Designer
TIMELINE
Nov 2023 - Present
LOCATION
Remote
Challenge
Complex Workflow: Users had a hard time managing company structure and HR tasks across different systems.
Real-time Updates: Users needed real-time tracking for employee roles, HR tasks, and CRM activities.
User-friendly Interface: Stakeholders wanted an easy-to-use interface to reduce training and errors.
Fragmented Systems: Using multiple platforms led to inefficiencies and data silos.
Manual Processes: Manual tasks increased workload and risk of errors.
Scalability Issues: Existing platforms couldn’t grow with the company.
Poor Integration: Difficult and unreliable integration with other Bamptee apps.
Process
I talked with the company's CEO and a product manager, who know the company structure and HR processes well. For the initial UI, I used their knowledge and input.
Outcome
User-Centered Design: Focused on what users needed and found solutions to their problems.
Collaboration: Worked with development team and stakeholders to make sure the design matched technical and business goals.
Scalability: CRMS is made to grow with the company.
Integration: Solved integration issues to make company management smooth.
Reflections & Learnings
Putting users first is important.
Getting regular feedback makes the design better.
Working together helps meet goals.