UI/UX Design | 2024
Areness
CRM Dashboard
Areness CRM
A legal agency based in New Delhi specializing in sending legal notices on behalf of popular Indian banks to individuals with overdue credit card payments.
Task
To design an intuitive CRM dashboard that optimizes the process of managing and sending legal notices to credit card defaulters efficiently.
Design
UX Research
UI Design
Duration
6 Months
Client
Areness
The Challenge
The agency struggled with a cumbersome and inefficient process.
The agency struggled with a cumbersome and inefficient process for managing defaulters’ information and sending legal notices, leading to delays and decreased productivity.
Analysis revealed that the agency’s staff was overwhelmed by the manual tasks required, leading to errors and a lack of effective tracking of legal notices.
Names and pictures in reviews are
fabricated for privacy reasons.
The Solution
Adopted a user-centered design approach
Automated Notice Generation: Developed a feature to automatically populate legal notices with defaulter information, significantly reducing manual input.
Batch Processing: Enabled the dashboard to handle batch processing of notices for multiple defaulters, streamlining the workflow.
Tracking and Analytics: Integrated a tracking system to monitor the status of sent notices and an analytics dashboard for real-time reporting on agency performance.
Statistics
Problems we solved
50%
Reduction Process
Post-implementation, the agency reported a 50% reduction in the time required to process and send legal notices
47+
Markets campaigns
Creating a full range UI/UX apps accross
the whole platform.
Lessons Learned
Challenges
Overcome
Navigating the complexity of legal requirements and integrating them into a user-friendly design was challenging. Continuous collaboration with legal experts and iterative testing were key to overcoming these obstacles.
Learned the importance of deeply understanding the end-user’s context and workflows in designing effective tools for specialized domains.
