The Night Marketer

Areness CRM Dasboard

Areness, a New Delhi-based legal agency, manages legal notices for major Indian banks, including SBI, BOI, BOB, Yes Bank, and Union Bank. Their primary need was to streamline their processes by having an intuitive and efficient CRM dashboard designed. The dashboard would cater to their internal teams, helping them manage cases and track the progress of legal notices sent to individuals with overdue credit card payments. Our task was to design a user-friendly dashboard, enhancing team productivity and operational efficiency while reducing the complexity of managing large volumes of data

Task

To design an intuitive CRM dashboard that optimizes the process of managing and sending legal notices to credit card defaulters efficiently

Services

UX Rresearch

UI Design

Duration

6 Months

Client

Areness

The Challenge

The agency struggled with a cumbersome and inefficient process

The existing system used by Areness was outdated, leading to difficulties in case management and unnecessary delays in handling legal notices. The legal staff needed a platform where they could easily access client information, track pending legal notices, and communicate efficiently with their banking clients. The key challenges we needed to address wer

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 in Legal Notice Processing Time:

Post-implementation, the agency reported a 50% reduction in the time required to process and send legal notices, streamlining operations and improving efficiency.

47+

Enhanced UI/UX for Market Campaigns:

Creating a comprehensive suite of UI/UX apps across the entire platform led to a 47% improvement in the effectiveness of market campaigns, driving user engagement and satisfaction.

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