CRM SOFTWARE DESIGN
UX Designer
TIMELINE
PLATFORM
MY ROLE
Aug - Nov 2020
Web / Desktop
PROJECT OVERVIEW
An event management company in Toronto and the Greater Toronto Area (GTA), recognized their need for a CRM software solution to manage their extensive portfolio of clients, vendors, venues, menu items, events and event quotes. They are a recognized leader in the catering industry in the city and plan thousands of events every year.
For confidentiality, I have removed any logos or branding elements that could connect this project to the company.
Since the launch of this project, the company has successfully planned 1000s of events for clients generating over $20 million in revenue.
THE TEAM
MY ROLE
User Experience Designer
TEAM MEMBERS
CEO of Torinit Technologies
Developers & QA
STAKEHOLDERS
Redacted Company
THE ASK
CLIENT NEEDS
Easy Management and Editing: The ability to manage and edit existing vendors, venues, clients, staff, menu items, events, and event quotes.
Version History: A comprehensive version history that provides a record of all previous clients, vendors, venues, events, quotes, menus, and staffing.
CLIENT WANTS
Dashboard with Upcoming Events: a dedicated dashboard that displays upcoming events in a clear and organized manner.
Reminders and Notification System: helps the client stay informed about important deadlines, tasks, and updates related to their events.
System Search Functionality: Allows the client to easily find any relevant information within the system.
THE SOLUTION
To address the challenge, we developed a tailored CRM software that catered to our client's specific requirements. This included an event management program capable of handling their vast range of clients, vendors, venues, menu items, events, and event quotes.
As a prominent leader in the local catering industry, they organize thousands of events annually. Following the project's implementation, they have achieved remarkable success, orchestrating countless events, resulting in a staggering revenue of over $20 million
THE PROCESS
OUR USERS
Before starting designs I wanted to take a look at the people who will be using this product, and their wants and needs.
I sketched multiple Ideas to visualize ideas quickly. My focus at this stage is to diverge first, converge later. Here are some early sketches of the dashboard and client pages.
