Re-Design Insight Global CRM
Throughout this semester-long sponsored project, our team collaborated with Insight Global's executive team and account managers to redesign the client organization's profile page within Insight Global's Client Relationship Management (CRM) system.
Project Overview
Insight Global
Sponsored Project
Team
Eason Xinran Wang
Wanting Mao
Sriya Ventrapragada
Joon Kum
Tools
Figma
Qualtrics
Miro
Timeline
Aug 2024 - Dec 2024
Timeline
About Insight Global
The Executive Team
Existing Issues
During our initial communication with the sponsor's team, we identified the following limitations in the current CRM system:
Target Users
Insight Global Account Managers
Problem Statement
My Contribution
Solution
Research Process Overview
Stakeholder Map
Analysis of Interview Data
Information Architecture Analysis of the IG CRM
Competitive Analysis
Analysis of Research Data
By analyzing our research data, our team created the following visualizations to better understand user needs, identify patterns, and prioritize key challenges to address.
Design Implications
Ideation
Wireframes
Information Architecture
Based on our team's previous analysis of Insight Global's current workflow and the user flow for the final account profile page design, we developed the information architecture to guide us through the subsequent design stages.
Low Fidelity Prototype
Evaluation
Prototype Success
Next Steps
Develop design iterations to address current usability issues and incorporate new design recommendations.
Conduct individual heuristic evaluation sessions with executives to gather detailed feedback on the updated prototype.
Perform usability testing and A/B testing with target users to compare the effectiveness of different design iterations.
Collaborate with Insight Global’s Product and Engineering teams to implement the design solutions into the CRM.
Conduct usability testing and evaluations for the implemented design to ensure its effectiveness and alignment with user needs.
Takeaways
Navigating Stakeholder Needs
Balancing the diverse needs of various stakeholders involves understanding and aligning differing priorities to create solutions that address the goals of all parties effectively.
The Importance of Iteration
Continuously refining and improving solutions based on user feedback, testing, and evolving requirements ensures the design effectively meets user needs, addresses potential issues, and delivers high-quality products.
Be Open-Minded and a Good Listener
Approaching situations with an open mind and actively listening fosters a deeper understanding of user needs, promotes stronger collaboration, and aids in developing creative, inclusive, and innovative solutions that effectively address the problem space.