Designing a Scalable CRM Tool for Omnisafe
As the Product Designer and UX/UI Department Leader at Omnisafe, I successfully led the design team in creating a scalable design system and conceptualizing an internal CRM tool
Lead Product Designer
Düsseldorf
2022
Insurance
1 - 20
Introduction
Omnisafe, a prominent German insurance company, sought to enhance its operational efficiency through the implementation of a robust CRM tool. As the appointed Product Designer and leader in the UX/UI design department, my role was pivotal in conceptualizing and delivering a solution that not only met the immediate needs of Omnisafe but also positioned the company for future growth and market expansion.
Challenges
Complex Operational Requirements: Omnisafe's operational processes were intricate and multifaceted, requiring a deep understanding of the insurance industry's nuances.
Tight Timeframe: With a stringent timeline of 9 months, there was immense pressure to design and develop a stable CRM tool while ensuring its scalability and readiness for future iterations.
Stakeholder Alignment: Effective communication and collaboration with stakeholders and developers were essential to align project goals and expectations.
Approach
Comprehensive Research: I conducted extensive research to gain insights into Omnisafe's operational workflows, user needs, and industry standards. This involved analyzing existing systems, conducting user interviews, and collaborating with internal teams.
Iterative Design Process: Leveraging my expertise in UI/UX design, I adopted an iterative approach to design, continuously refining and iterating based on feedback from stakeholders and usability testing.
Scalable Design System: Recognizing the importance of scalability, I developed a robust design system that facilitated consistency and efficiency across the CRM tool's interface and future iterations.
16
Modules
99%
Design System Utilization
3
Design Department
Implementation
Collaborative Development: Close collaboration with developers was maintained throughout the development process to ensure seamless integration of design elements and functionality.
Agile Methodology: Agile methodologies were employed to adapt to evolving requirements and prioritize features based on their impact and feasibility.
User-Centric Design: User feedback was solicited at every stage of development, allowing for iterative improvements and ensuring that the final product addressed user needs effectively.
Results
Successful Delivery: Despite the complexity of the project, the CRM tool was delivered within the stipulated timeframe, meeting all functional requirements and quality standards.
Enhanced Operational Efficiency: The implemented CRM tool streamlined Omnisafe's operational processes, leading to increased efficiency and productivity across departments.
Market Expansion Opportunities: The scalable design system and adaptable architecture of the CRM tool positioned Omnisafe for future market expansion, with plans to offer the tool to external insurance companies.
