While working at BCD Software I was responsible for the visual and interaction design for “OnePlan” a web-based CRM designed to improve the efficiency of team workflows, tasks, and communication.
I was tasked to translate a 300 page document into wireframes, review user flows, establish a consistent visual style-guide and produce all visual assets to be implemented by the engineering team.
At the time this was the largest project I’d ever been a part of and being the only designer in the team was definitely a bit intimidating, however it allowed to improve on my communication skills as I had to ideate and pitch to the team what the tool’s front end could look like as well as how all use cases would be executed.
Bellow you’ll find some of the visual design work I produced with brief descriptions for the featured tool components.
Provided quick access to the main CRM features (Dashboard, Users, Estimates, Invoices, Teammates and Contacts.
Featured a sectioned overview of the user’s schedule and active projects with shortcuts to manage tasks and projects.
The Messaging Center
Allowed users to send messages and manage previous communications with teammates, clients and leads.