CRM DESIGN
CRM for Juno Markets - an online trading platform
Industry
Finance & Business
Project duration
1 month
Project type
Client project
TARGET USERS
The back office staff and sales team of the online trading platform.
TASK & ROLES
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Build design system for the Juno Market’s Back office CRM​​;
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Create wireframes and user flow for the features​;
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Create high fidelity prototypes and communicate the ideas with development team.
OUTCOMES
Increase Consistency
Design system enhances future design management and maintain consistency throughout the product.
Facilitate work flow
Facilitate users' work flow in viewing and filtering large amount of data.
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Improve Flexibility
Simple steps to configure frontend trading platform settings, even for non-technical users.
Streamline Reporting
Users from different department can query for latest report with template fields.
DELIVERABLES
Design systems
Landing Page
Advanced Filter with rule settings
User Flows
User flow of ‘edit a saved advanced filter settings in the accounts page'
