Engage360 CRM Redesign
Redesigning a enterprise CRM used by 9,000 bankers daily - improving usability by 35%, saving 8 minutes per transaction, and consolidating legacy systems into a single intuitive interface.
My Role
Key Product Designer - embedded in the Engage360 team at a leading American corporate bank. I led research, facilitated workshops, and drove the end-to-end design of the dashboard experience.
Impact at a Glance
+35.5%Improvement in usability scores
8 minSaved per transaction on average
+31%Increase in successful form and opportunity submissions
9,000Daily users across 959 branches nationwide
The Problem
Bankers were losing time and confidence during live client interactions because critical data was buried, systems were fragmented, and the interface offered no clear hierarchy. The result: slower conversations, missed opportunities, and frustrated users.
What I did about it
I planned and facilitated a workshop with 12 seasoned bankers from across the US, ran follow-up interviews, and translated those insights into a redesigned dashboard built around three principles:
Hierarchy over volume — show less, but show it better
Contextual visibility — group related data logically
Visual priority cues — use color and typography to guide attention
