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Designed a centralized CRM platform that streamlined workflows, reduced manual effort, and improved visibility for internal teams.

Role

UI/UX Designer

Timeline

2025 - Ongoing

Company

TaxApp

Collaborators

CEO, PM, Dev team

Before We Start

NDA Project

This project is protected by a non-disclosure agreement, so I’m unable to share the detailed designs here. I’m happy to walk through my process, decisions, and learnings in more detail during a conversation.

This project is protected by a non-disclosure agreement, so I’m unable to share the detailed designs here. I’m happy to walk through my process, decisions, and learnings in more detail during a conversation.

Overview

Making case progress clear from day one

What?

  • I led the design of a case management CRM to replace a fragmented, multi-tool workflow used by internal teams

  • I led the design of a case management CRM to replace a fragmented, multi-tool workflow used by internal teams

Why?

  • Before this project, case progress information, tasks, and communication were scattered across platforms, increasing manual effort, errors, and onboarding time

  • Before this project, case progress information, tasks, and communication were scattered across platforms, increasing manual effort, errors, and onboarding time

Outcome?

  • A centralized desktop platform that streamlined workflows, reduced operational risk, and improved day-to-day productivity.

  • A centralized desktop platform that streamlined workflows, reduced operational risk, and improved day-to-day productivity.

My Contribution

Owning the design from discovery to delivery

I worked as the UI/UX designer, responsible for guiding the work from early discovery through final high-fidelity prototype delivery and implementation support.

I worked as the UI/UX designer, responsible for guiding the work from early discovery through final high-fidelity prototype delivery and implementation support.

Key Challenge + Solution

When too many tools become the real bottleneck

I led stakeholder interviews and service team research to uncover operational challenges and opportunities, translating insights into core design goals that guided platform strategy and feature prioritization.

I led stakeholder interviews and service team research to uncover operational challenges and opportunities, translating insights into core design goals that guided platform strategy and feature prioritization.

Key Design Decisions

Designing for learnability, accuracy, and accessibility

Outcome

From disconnected tools to one cohesive system

  • Improved visibility into case status and ownership

  • Improved visibility into case status and ownership

  • Reduced manual task handling and operational risk

  • Reduced manual task handling and operational risk

  • Faster onboarding for new team members

  • Faster onboarding for new team members

  • A more accessible and usable internal system

  • A more accessible and usable internal system