DIGITAL PRODUCT · UI/UX

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Turning complex workflows
into clear experiences.

UI/UX and product planning for an internal tool that manages quotations, projects and customers.

PROJECTCMG CRM — Web/AppROLEUI/UX Lead · Product Planning

CMG CRM — Web/App · PROJECT OVERVIEW

SEE IT IN MOTION

One product.
An experience in motion.

Explore the product in the video, alongside the workflow and interface analysis below.

CMG CRM — Web/App overview videoOpen on YouTube ↗

THE CONTEXT & MY ROLE

Every choice
has a reason.

Context

Quotation and project management workflows need to connect customer data, calculation logic and the team’s everyday tasks.

My role

Led UI/UX and product planning, collaborating with project managers and developers to build the internal CRM.

Case study on Behance ↗

PROJECT HIGHLIGHTS

Understanding business needs

Analyzing quotation workflows, business requirements and user needs.

Defining the product logic

Standardizing formulas, business rules and data structures before finalizing the interface.

Designing and collaborating on development

Building the design system, user flows and prototypes; collaborating on testing and product improvements.

THE PRODUCT THINKING

Three workflows.
One connected experience.

Quotations, projects and customer data are the internal CRM’s three core areas. Interface design goes hand in hand with defining business logic, enabling the team to work within one system.

Quotations & estimates

Standardizing formulas, rules and information structures before translating them into an interface.

Project management

Organizing project information and operational tasks within the internal product.

Customer data

Connecting customer information to quotation and project management workflows.

Scope and process: portfolio, pages 26–27.

FROM IDEA TO A COMPLETE SOLUTION

Requirements analysis

Review quotation workflows
Gather business and user requirements
Define project objectives

Logic development

Standardize calculation formulas
Define business rules
Consider scalability

Solution alignment

Present process flows
Gather feedback
Align on and refine the solution

UI/UX design

Build the design system
Design user flows and prototypes
Finalize the interface

Development & testing

Collaborate with the development team
Test core features
Resolve issues and prepare for launch

Refinement & optimization

Add system states
Refine data structures
Complete documentation and validate logic

Workstreams based on the process diagram in the portfolio, page 27.

A CLOSER LOOK

15 CMG CRM project images · Click to enlarge

Project Overview — Introducing CMG CRMCMG CRM · 01 / 15

The Challenge — Fragmented workflows and dataCMG CRM · 02 / 15

The Challenge — The quotation problemCMG CRM · 03 / 15

From Idea to a Complete Solution — Development processCMG CRM · 04 / 15

User Pain Points — Operational challengesCMG CRM · 05 / 15

User Pain Points — Knowledge and data gapsCMG CRM · 06 / 15

The Solution — An integrated CRMCMG CRM · 07 / 15

The Solution — Quotation workflows and dataCMG CRM · 08 / 15

Quick Quotation — Creating a quotationCMG CRM · 09 / 15

Quick Quotation — Entering project specificationsCMG CRM · 10 / 15

Quick Quotation — Summarizing estimates and exporting quotationsCMG CRM · 11 / 15

Smart Contract — Creating contracts from templatesCMG CRM · 12 / 15

Smart Contract — Completing and managing contract contentCMG CRM · 13 / 15

Smart Contract — Finalizing contract documentsCMG CRM · 14 / 15

Customer Hub — Managing the customer journeyCMG CRM · 15 / 15

KEEP EXPLORING

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Have an idea
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Turning complex workflowsinto clear experiences.

One product.An experience in motion.

Every choicehas a reason.