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Developing a CRM Portal For Humber Innovation

My Roles:
User Research & Design
Duration:
4 Months
Tools
Adobe XD
Figma
illustrator 
Miro

Project Overview

Challenge: Currently users depend on using multiple platforms to communicate with co-workers, researchers, professors, partners etc to be able to efficiently obtain information on research projects, budgets, approvals, signatures, grant applications, workshops, and other resources. Their day-to-day responsibilities require a lot of back and forth and are not seamless. 

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Problem Statement

​​How might we help the Humber Research and Innovation department streamline their work process? Allowing users to limit their need for other software. 

Goal: Design a solution that addresses the diverse needs of all users, enhancing task efficiency while reducing the frustrations associated with utilizing multiple communication platforms.

 

​Solution: Designing a CRM portal that enables users to access a wide range of information seamlessly, having an organized and personalized workspace. 

Discover

Spent time complying and researching different existing CRM portals in Banks, Academia, Businesses etc. 

CRM as a tool is very powerful and there are various ways it can be tarilored to atttach your user base. 

Meet the Users

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Primary Research

We conducted interviews with 3 Admin, 1 Product Analyst, 1 Data System Analyst. 

We were able to learn about their daily tasks, frustrations and limitatings with the current process. 

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Key Findings

Having a hard time using multiply different channels to communicate with fellow colleagues, managers and external partners 

Using tools such as tableau were challenging and quite limiting

Translating an excel file to tableau is time consuming and can also cause a lot of errors

Difficult time displaying information to partners and external users 

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. 

Sketches

Final Design

Prototype

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.

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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