UI/UX Design | 2024
YouShare
CRM Dashboard
YouShare CRM
YouShare by SKI Capital innovatively manages investor funds, specializing in dematerializing operations for Alternative Investment Funds (AIFs). Our comprehensive services streamline admission of securities/units, convert physical securities to electronic form, and issue new AIF units electronically. This efficient process ensures swift and secure crediting to investors’ demat accounts, enhancing accessibility and satisfaction.
Task
To design an intuitive CRM dashboard that simplifies the process of admitting securities/units into depository systems, converting existing physical securities into electronic form, and issuing new AIF units electronically.
Design
UX Research
UI Design
Duration
3 Months
Client
YouShare
The Challenge
The agency struggled with a cumbersome and inefficient process.
The challenge for You Share lies in effectively managing the complex processes associated with dematerializing fund operations for Alternative Investment Funds (AIFs).
This includes navigating the intricacies of admission of securities/units into depository systems, converting physical securities into electronic form, and issuing new AIF units electronically.
The Solution
Adopted a user-centered design approach
Integrated CRM Dashboard: Tailored for AIFs’ dematerialized fund operations, facilitating streamlined management of securities/units and issuance of new AIF units electronically.
Efficient Conversion: Automating workflows to expedite the conversion of physical securities to electronic form, ensuring accuracy and minimizing processing time.
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.
