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Developing a CRM Portal For Humber Innovation
My Role: Collaborated with a co-designer on interviewing users and designing the Customer Relationship Management (CRM) portal.

Project Overview

A fellow designer and I were brought onto the Humber Research and Innovation team to create a CRM portal that would help the team centralize their content and information. The team and other members of Humber were currently relying on email, Excel, and MS Teams to communicate with colleagues and stakeholders and to update and compile information. The CRM was thought of as a tool for the Humber community to efficiently obtain information on research projects, grant applications, contacts, workshops and other resources.

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I worked with my co-designer to bring the CRM to life by designing an interactive prototype that showcased different features and displayed pre-existing information in a more user-friendly format. 

Initial Research Stage

Before we started to design this portal, it was important for us to take a moment and to wrap our minds around what a CRM is, how it helps companies, and what CRM tools exist already. 

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Some examples of CRM dashborads

User Personas 

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Design Development

My co-designer and I would collaborate on ideas and brainstorm pages to include in the portal. We presented our solutions and revisions to our product manager and development team on a weekly basis. After we received the approvals from our product manager, we communicated with the developers to guide them through our design and work on developing the portal. 

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These are some of the pages we worked on, in their final version.

Learning Outcomes

I learned a lot through this internship experience because I had the opportunity to collaborate with colleagues from different fields of work. I also improved my presentation skills in this role by presenting my design solutions often, to people with non design backgrounds.

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This was the first time I designed for a dashboard and for a CRM portal so it was interesting to see how much design can elevate a very simple and repetitive process to become a better user experience with personalization and resourcefulness.

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