Pablo Rodriguez - UX/UI Portfolio

Custom CRM Redesign for NovaHome

#CRM Design

#Order Tracking

#UX Strategy

#Productivity Tools

#User Engagement

Designed and developed a CRM platform for NovaHome to improve order tracking and client communication. The solution enhanced workflow efficiency, reduced inquiries, and boosted client satisfaction.

Project Overview

Improved order tracking, reduced manual inquiries, and streamlined workflows for internal teams.

Create a CRM solution that simplifies order tracking and communication.
Improve client satisfaction and team productivity.
Align the platform’s design with NovaHome’s branding and usability standards.

Team Involved

Developers

Stakeholders

UI Designer

Sales Teams

-30%

Reduction in manual client inquiries

+25%

Improved task management efficiency

+65%

Increased client satisfaction with self-service tracking

Before

Problem

NovaHome's previous order management process relied on phone inquiries and outdated tools, which:

Created inefficiencies in tracking and communication between clients and sales teams.
Left clients frustrated due to a lack of real-time updates.
Burdened staff with manual processes that slowed response times.

The absence of a centralized system negatively impacted productivity and client satisfaction.

After

Solution

I designed and implemented a custom CRM system for NovaHome, focusing on:

Centralized order tracking and communication tools, giving clients real-time updates.
Intuitive workflows for staff to manage orders, add notes, and schedule tasks efficiently.
A user-friendly interface aligned with NovaHome's brand identity, ensuring consistency and accessibility.

These changes streamlined operations, improved communication, and enhanced overall client experiences.

🧭

Approach

Process Overview

Used a user-centered design process, involving research, wireframing, prototyping, and iterative development.
Led the design and front-end development, ensuring usability, functionality, and seamless integration with NovaHome's operations.

🔍

Research

Methodologies

Conducted interviews with NovaHome’s stakeholders to identify pain points and goals.
Analyzed existing workflows and processes to identify gaps and inefficiencies.
Reviewed competitor CRM systems for best practices in order management and client communication.

Insights

Clients preferred self-service tools for tracking and updates.
Staff needed centralized access to order data and streamlined workflows to reduce errors.

Design Process 🪜

✏️

Wireframing & Prototyping

Created wireframes to define the platform's structure and user flows.
Developed interactive prototypes to validate usability and functionality with stakeholders.

🎨

UI Design

Designed an interface focused on clarity, usability, and brand alignment.
Iterated on feedback from NovaHome to refine visual and functional elements.

Building a Dedicated Page for Safeguard Pay: Elevating User Focus and Engagement

UX Strategy

User Research

Interaction Design

Web Optimization

Team Leadership

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Check Case Study

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UX Redesign

Market Expansion

Web Accessibility

User-Centered Design

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Coming Soon

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