Crescent Bank
A multi-purposed dashboard for data visualization and call efficiency
The Challenge
When doing your daily job becomes a chore, a new approach needs to be taken. At one time, 5+ applications are open to complete a single call.
From context switching, to memorization, Crescent's call service representatives needed a better answer for doing their job.
My Role
Being the sole-designer, I was the product manager, strategic planner, researcher, and digital designer.
Start to finish, I took ownership of the decisions made, the presentations given, and the results produced to complete this full dashboard application. Below are some items done within this application:
Designed a full-scale design system to bring consistency through components and styling.
Designed all dashboard pages and 3rd party interactions to streamline the user experience.
Prototyped and conducted user testing to iterate designs and gain feedback.
Presented to C-level officers and Senior VPs to provide awareness and buy-in for the app.
Coordinated strategy meetings and workshops for app planning and user journey.
Conducted interviews with future users and built report with call service managers.
User Research
UX Design
Branding
Design System
Responsive Design
Accomplishments
5
1
Only one app open during calls, not 5+
1/2
Phone call time from 4-12 min cut in half.
87%
Adoption rate based from SUS report.
