Overview

As a UI Designer, I was tasked with designing a comprehensive Customer Relationship Management (CRM) Dashboard for BCR Bank, covering operational, collaborative, and analytical business areas. The project aimed to unify disconnected tools and manual processes into a single, cohesive platform that improves efficiency and decision-making.

Challenge

BCR Bank’s existing business processes relied heavily on offline workflows and various unsynchronized tools.
The key challenge was to:

• Identify and consolidate all fragmented processes.
• Ensure seamless integration into a unified dashboard.
• Design an intuitive and functional UI that meets both business and user needs.

My Role & Activities

• Conducted analysis based on data from stakeholders, users, and business requirements.
• Sketched and tested multiple UI concepts with real users and business stakeholders.
• Delivered a high-fidelity, interactive prototype using Adobe XD and InVisionApp.
• Created a complete Visual Guide to support UI development.
• Developed a Design System based on Material UI and React, ensuring consistency and scalability.

I also provided continuous support to the development team through:

• Visual assets and documentation.
• One-to-one consultations.
• UI reviews and testing sessions.

Outcome

The final design effectively addressed all user scenarios and interface screens, thoroughly encompassing every aspect of the CRM dashboard. The Visual Guide and Design System facilitated a streamlined development process while ensuring design consistency. Our collaborative approach, along with continuous user interface support, contributed to a successful and seamless implementation.

Tools Used

• Adobe XD
• InVisionApp
• Material UI
• React

Demo Dashboard

UI Visual Guide

Conclusion

This project successfully transformed fragmented and manual business processes into a unified, intuitive CRM Dashboard. By focusing on user-centered UI design, backed by a robust design system and continuous development support, the solution not only improved operational efficiency but also laid the groundwork for future enhancements. The project stands as a strong example of how thoughtful UI design can drive business transformation.