Operations CRM: Branch Ledger and Exceptions
Juhan Lee
Operations CRM: Branch Ledger and Exceptions
An operations CRM organizing branch indicators and exception tasks in a structured ledger-style layout. Summary metrics, customer-flow sections, branch comparisons and work-entry panels clarify what needs review.
Scope: planning, UI/UX design and development. I completed the full scope with 100% participation.
Screens contain sample data; displayed figures are not claimed business results. The attached images document the project interface and workflow.
Period: 2019-05 to 2019-06 (approximate months recorded in the existing portfolio).
Technology: HTML, CSS, SVG.
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Posted Sep 16, 2026
An operations CRM organizing branch indicators and exception tasks in a structured ledger-style layout
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May 1, 2019 - Jun 30, 2019
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