This is a CRM design project for an online trading platform. The client come to us during the later stage of their MVP development process. They would like us to design several pages in the internal system used by their back office staff and sales. Since this is the MVP, functionality at this stage is prioritised compared to the outlook of the product.

We are responsible for designing the UX and communicate with the dev team.

Finance & Business

Build a design system for the Juno Market’s Back office

Create wireframes and user flow for the features

Create high fidelity prototypes on Figma

Communicate the design with development team, ensure a smooth deployment

Wireframes

User flows

Design system

UX & UI Design for web portal

The company has large amount of data (>100,000) to filter.

Staff from different department wants to filter for different and specific criteria, which a basic filter could not fulfil.

Right now front-line staff cannot configure the client grade settings, which put extra work load on back-end developers if they want to make any changes to the client grade.

Staff have to ask the responsible colleague to get the reports instead of downloading it from the back office portal.

Increase consistency - Design system enhances future design management and maintain consistency throughout the product.

Facilitate work flow - With the advanced filter, users can filter and view large amount of data in just a few steps. They can save, rename and edit the filter settings and easily apply for the next time.

Improve flexibility - With our intuitive UI, front-line staff users can now configure frontend trading platform settings, or import client data to the system.

Streamline reporting - Users from different department can query for latest report and filter for the period they want efficiently.