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CRM DESIGN

CRM for Juno Markets - an online trading platform

Industry

Finance & Business

Project duration

1 month

Project type

Client project

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TARGET USERS

The back office staff and sales team of the online trading platform.

TASK & ROLES

  • Build design system for the Juno Market’s Back office CRM​​;

  • Create wireframes and user flow for the features​;

  • 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

Design system

Landing Page

Sign in page

Advanced Filter with rule settings

Advanced filter UI UX design

User Flows

User flow of ‘edit a saved advanced filter settings in the accounts page'

User flow - edit filter
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