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Alten – CRM Tool

Thomas Dutrieux UI/UX Product Designer > Applications > Alten – CRM Tool
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Problem

Alten Nord’s internal CRM tool was based on an old version of Bootstrap and no longer met current UX and UI standards. The outdated design and limited ergonomics made daily use difficult for sales teams and hindered the monitoring of key indicators.

Research

  • Analysis of the existing tool and identification of pain points.
  • Creation of personas and definition of new user flows to optimize navigation.
  • Facilitation of workshops with internal teams to gather business needs.
  • Benchmarking of modern CRM solutions to define best practices to integrate.

Solution

  • Complete redesign of the interface using Material Design, aligned with the agency’s brand guidelines.
  • Transition from “infinite scroll” on employee records to a clear structure using cards and tabs.
  • Addition of key features:
    • Customizable dashboard and KPI tracking
    • Calendar synchronization (Gmail, Outlook, iCloud)
    • Push notifications and urgent alerts via email or SMS
    • Preparation of a V2 mobile app to extend usage to smartphones
  • Collaboration with 3 developer interns (AngularJS & MongoDB): backlog creation, user stories, sprint organization, and development follow-up.

Outcome

  • A modernized, ergonomic CRM tailored to the daily needs of teams.
  • Improved user experience thanks to simplified navigation and more intuitive interfaces.
  • Increased productivity with real-time KPI tracking and centralized communication tools.
  • Easier adoption through a consistent design overhaul and internal team support.

Proposed solution

  • Redesign of the existing interface
  • Use of Material Design for the tool’s overhaul
  • UX design improvements
  • Transition from “infinite scroll” on employee records to a card-and-tab organization
  • Added Features
  • Customizable dashboard
  • KPI tracking
  • Calendar synchronization with Gmail, Outlook, and iCloud
  • Push notifications
  • Urgent alerts via email or SMS
  • Mobile CRM app planned for V2

Tasks

  • Analysis of the existing tool
  • Decision to redesign with Material Design
  • Discussions with developers on migration: Bootstrap + Symfony → AngularJS + MongoDB
  • Persona creation
  • Wireframe creation
  • New user flow design
  • Workshop facilitation with internal teams
  • Mockup design
  • Prototype creation in InVision
  • User testing facilitation
  • Mockup adjustments
  • User story creation
  • Backlog creation
  • Sprint planning
  • Development follow-up
  • TestsTesting of development versions des versions en développement
  • Final presentation of the tool to internal teams

Project informations

  • Client

    Alten Nord

  • Date

    2019

  • Category

    Saas solution

  • Solution

    CRM Tool

  • Role

    UI/UX Designer and Functional project manager ( = Product Owner)