ABOUT
WORK
RESUME
REDESIGNING INSIGHT GLOBAL'S CRM TOOL
REDESIGNING INSIGHT GLOBAL'S CRM TOOL
Simplifying Client Acquisition & Management by Improving the CRM Experience
Simplifying Client Acquisition & Management by Improving the CRM Experience
COMPANY
COMPANY
Insight Global
Insight Global
ROLE
ROLE
Lead Designer & Researcher
Lead Designer & Researcher
Team
Team
4 Members
4 Members
YEAR
YEAR
2024
2024
My role through the process
Designed the CRM dashboard end-to-end, from the organizational chart's visual hierarchy down to the contact cards, client info panel, and contract placement views
Created the color-coded status system (Build/Drop, contractor/FTE indicators) to make relationship health scannable at a glance
Designed the account overview dashboard, prioritizing the three data views (growth, contract status, renewals) an account manager needs most before a client call
Built in Figma, with Claude assisting on data modeling and dashboard logic to keep the UI grounded in realistic account data
Designed the CRM dashboard end-to-end, from the organizational chart's visual hierarchy down to the contact cards, client info panel, and contract placement views
Created the color-coded status system (Build/Drop, contractor/FTE indicators) to make relationship health scannable at a glance
Designed the account overview dashboard, prioritizing the three data views (growth, contract status, renewals) an account manager needs most before a client call
Built in Figma, with Claude assisting on data modeling and dashboard logic to keep the UI grounded in realistic account data
PROBLEM STATEMENT
Where we started
During our first interaction with the team at Insight Global we were given a broad problem space, which we explored in depth by conducting interviews and identified the workflow gaps for account managers.
How might we help Insight Global’s Account Managers identify key decision-makers more efficiently and effectively within potential client organizations in order to build stronger relationships and drive business growth?
How might we help Insight Global’s Account Managers identify key decision-makers more efficiently and effectively within potential client organizations in order to build stronger relationships and drive business growth?
Lack of Real Time Updates
The CRM has limitations in tracking key decision-makers and historical contracts in client organizations.
Scattered
Data
AMs navigate multiple platforms to gather client information, leading to inefficiencies and redundant efforts.
Workflow Inefficiencies
Manual processes and inconsistent data disrupt productivity, leading to wasted time and higher operational costs
SOLUTION
CRM Dashboard and Organizational chart for efficient client acquisition
A client relationship management dashboard with an integrated organizational chart provides a centralized view of client interactions and placements, enabling more efficient client acquisition.
Real-time account health at a glance
Rather than showing every metric at once, this view prioritizes the three signals that actually change how an account manager approaches a call: is the account growing, are contracts healthy, and what's coming up next. Everything else lives one click away.
FEATURES
Here's how the CRM assists with client acquisition
The CRM feature centers on an interactive organizational chart, a single place to see who's who, who owns what, and what's happened before. Supporting panels surface the history and context that AMs need without making them go looking for it.
Who are we Building for ?
A premier staffing firm connecting top-tier professionals with organizations in IT, healthcare, finance, engineering, and government. With a nationwide presence, Insight Global offers contract staffing, direct hire, managed services, and workforce consulting.
Account managers ;
Our Main Stakeholders
Collaborate with organizations to understand staffing needs, deliver tailored talent solutions, and foster long-term partnerships for mutual success.
Responsibilities
Managing client relationships and acquiring new clients.
Tasks
Identifying decision-makers within potential client organizations.
Filling open-requisitions for clients
Building strong relationships
Tools Used
IG’s CRM system, LinkedIn, and lead generation platforms
How did i identify Problems ?
Learning more about the current system
To better understand the impact of the problem on our stakeholders, the focus of the research is restricted to the current process of aquiring clients. We started by conducting a deep dive into Insight Global's existing CRM tool, primarily used by account managers to manager all client relationships and interactions.
User journey mapping
Cognitive walkthrough + Semi structured interviews
Started with a cognitive walkthrough led by Insight Global executives to understand how the CRM works and how account managers are expected to use it.
Interviewed 4 account managers to learn how they actually acquire and manage clients in their day-to-day work.
Mapped their workflow by connecting their real-world process with the CRM features they relied on.
Key takeaway: The CRM was central to client acquisition, but we identified several opportunities to improve its efficiency and better support account managers' workflows.
What can be done to improve ?
Building an efficient tool
To address the issues identified during our research, we conducted a Comparative Analysis of existing CRM systems and industry tools that effectively tackle similar challenges. This analysis helped us identify features and best practices that could be incorporated into the current CRM to enhance its functionality and resolve the pain points.
Concept development ;
Analyzing insights from qualitative and quantitative research
Synthesized our research using affinity mapping and thematic analysis to identify recurring patterns and pain points.
Defined 8 key design requirements based on those insights.
Generated multiple concepts using ideation methods like 6-3-5 and SCAMPER.
Refined the concepts to ensure they addressed user needs and improved the CRM workflow.
Concept 1 : Competitor Chart
Concept 1 : Competitor Chart
Concept 2 : Central Dashboard
Concept 2 : Central Dashboard
Concept 3 : Contractual Placement list
Concept 3 : Contractual Placement list
Concept 4 : Contact-Activity list
Concept 4 : Contact-Activity list
Testing our concepts
Aligning direction with stakeholders
To align our concepts with stakeholder interests, we tested each idea with Account Managers and executives at Insight Global. After analyzing their feedback, we identified the most beneficial features and consolidated them into a single refined concept. This served as the foundation for developing an organization-wide Org Chart.
Mid fidelity wireframes :
A premature representation of our ideas
To better understand the interactions between potential clients and account managers, we began by participating in a cognitive walkthrough led by Insight Global executives. This walkthrough provided a comprehensive overview of the CRM's features and functionalities.
Usability Testing with Stakeholders
Testing the solution
To ensure that our model aligned perfectly wih the cognitive models of the Account managers we made sure to test all our concepts periodically. We held usability testing sessions with both the executives and Account managers at insight global prompting them to complete a set of preemptive tasks while thinking aloud.
Getting things in order;
Iterative insights from usability testing
Things we did right :
Professional Presentation and Clear Visual Hierarchy
Intuitive Navigation and Efficient Workflow
Enhanced Data Management and Accessibility
Foster Inter-Team Collaboration and Improve Data Accuracy
Alignment with Insight Global’s Business Objectives and Support for Strategic Decision-Making
Things we need to change :
Ambiguous Color Coding: Replace colors with "Build" and "Drop" tags; add filter options.
Missing "Mine" Tags: Allow users to label and filter contacts as "Mine" for better workflow.
Limited Contact Transfer: Enable moving contacts between organizational charts.
Lack of Personal Note-Taking: Add note-taking and annotation tools on organizational charts.
What changed and what can be changed
Impact and learnings
MY Learnings
Diving in-depth into a technical domain
Working with Industry Stakeholders
Going into this project, I didn't know the first thing about staffing operations. What I came out with was the ability to adapt to a technical workflow in a completely new domain, map out how it actually worked, and ask the right questions even without prior expertise. It also taught me to catch the small details that get missed when you're moving fast.
Working with Industry
Stakeholders
Working with Industry Stakeholders
This project marked my first experience collaborating with industry stakeholders, offering a unique opportunity to navigate the delicate balance between meeting stakeholder expectations and staying true to user needs. Through this experience, I gained a deeper understanding of how to communicate effectively, prioritize requirements, and negotiate compromises that align with both business goals and user-centric design principles
WHO ARE WE BUILDING FOR?
A premier staffing firm connecting top-tier professionals with organizations in IT, healthcare, finance, engineering, and government.
Account managers ;
Our Main Stakeholders
Collaborate with organizations to understand staffing needs, deliver tailored talent solutions, and foster long-term partnerships for mutual success.
Responsibilities
Managing client relationships and acquiring new clients.
Tasks
Identifying decision-makers within potential client organizations
Filling open-requisitions for clients
Building strong relationships
Tools Used
IG’s CRM system, LinkedIn, and lead generation platforms
OUR MISSION STATEMENT
Our Problem Statement
How might we help Insight Global’s Account Managers identify key decision-makers more efficiently and effectively within potential client organizations in order to build stronger relationships and drive business growth?
HOW DID WE IDENTIFY PROBLEMS?
Learning More About the
Current System
To better understand stakeholder impact, we focused on the current client acquisition process, beginning with a deep dive into Insight Global’s CRM.
User Journey Mapping
Cognitive Walkthrough +
Semi Structured Interviews
We explored interactions between potential clients and account managers through a cognitive walkthrough led by Insight Global executives, which clarified the CRM’s core features.
We then interviewed four account managers to understand how these features translate into real workflows.
This research highlighted the CRM’s central role and prompted us to evaluate its efficiency and alignment with account managers’ needs.
Account Managers at Insight Global rely heavily on their CRM to manage client relationships and secure new business. However, the current system presents several challenges ;
Data Fragmentation, Inefficient workflows and Lack of Real Time Updates.
Lack of Real Time Updates
The CRM has limitations in tracking key decision-makers and historical contracts in client organizations.
Scattered
Data
AMs navigate multiple platforms to gather client information, leading to inefficiencies and redundant efforts.
Workflow Inefficiencies
Manual processes and inconsistent data disrupt productivity, leading to wasted time and higher operational costs
What can be done to improve ?
Building an efficient tool
We conducted a comparative analysis of CRM systems and industry tools to identify key features and best practices, which informed improvements to address existing pain points.
Concept Development ;
Analyzing insights from qualitative and quantitative research
Synthesized insights using thematic analysis and affinity mapping
Identified 8 key design requirements
Developed 5 CRM design concepts
Refined concepts using 6-3-5 brainstorming and SCAMPER
Aligned solutions with user needs and key pain points
Concept 1 : Competitor Chart
Concept 2 : Central Dashboard
Concept 3 : Contractual Placement list
Concept 4 : Contact-Activity list
Testing Our Concepts
Aligning Direction with Stakeholders
We validated concepts with Account Managers and executives at Insight Global, synthesized their feedback, and consolidated the most valuable features into a single refined concept.
WHAT WE OPTIMIZED
THE ORG CHART
Based on research and stakeholder feedback, the Org Chart was selected as the preferred concept, offering a hierarchical view of client organizations enriched with sales-specific insights.
Features
Contact Cards
Streamlining the Process of Identifying Key Decision-Makers
ChartColor-coded contact cards visually indicate relationship status within the organization.
Key metrics displayed: Contractors (C) and Full-Time Employees (FTE) for quick identification.
Intuitive design enhances clarity and usability for streamlined decision-making.
Client Info Panel & Activity Timeline
Providing Tools for Tailored Client Pitches and Outreach
Side panel opens on selecting a contact in the Org Chart
Displays role, contact details, and assigned AMs
Includes an activity timeline for quick interaction review
Supports status tracking and efficient communication initiation
Contract Placements & Contractor Details
Enhancing Collaboration and Information Sharing Among Teams
Displays contractors and employees by role for tracking placements and talent allocations.
Supports account managers in managing contracts, renewals, and client discussions.
Enables team leads to oversee roles and resource management.
Edit & View Contact details
Improving Data Accuracy and Update Frequency
The Edit feature offers flexibility to account managers in ensuring that the chart remains up to date and additional details pertaining to interactions can be updated.
USABILITY TESTING WITH USERS
Testing the Solution
We conducted periodic usability testing with Account Managers and executives at Insight Global, using think-aloud tasks to ensure alignment with their cognitive models.
Getting Things in Order;
Iterative insights from Usability Testing
Things we did Right :
Intuitive Navigation and Efficient Workflow
Enhanced Data Management and Accessibility
Foster Inter-Team Collaboration and Improve Data Accuracy
Alignment with Insight Global’s Business Objectives and Support for Strategic Decision-Making
Things we need to change :
Ambiguous Color Coding: Replace colors with "Build" and "Drop" tags; add filter options.
Missing "Mine" Tags: Allow users to label and filter contacts as "Mine" for better workflow.
Limited Contact Transfer: Enable moving contacts between organizational charts.
Lack of Personal Note-Taking: Add note-taking and annotation tools on organizational charts.
REFLECTION
My Learnings
Working with Industry Stakeholders
First experience collaborating with industry stakeholders
Learned to balance stakeholder expectations with user needs
Strengthened communication and requirement prioritization
Gained experience negotiating trade-offs between business goals and user-centered design