Building the one-stop solution for a Chartered Accountant - Effortlessly manage employee profiles, tasks, leave, and client profiles, making their workflow smoother and improving productivity.
Research Project
IQTrek Business Product
Team
Naren + Senior designer
Industry
CRM, Enterprise Software
Tool
Figma
How I Designed a CRM Solution for a CA Agency as an Intern ?
I didn’t expect to be given such a big responsibility just a week into my internship, but at iQTrek Consulting Ltd. A small startup with big goals, that’s exactly what happened. With only one senior designer on the team, there was no time for me to slowly settle in.
Before I knew it, I was asked to design a CRM software for a chartered accountant agency. The deadline was tight, and the client was waiting.
New to Real time project
Understanding client needs
Time pressure
Was I Ready ?
I wasn’t completely sure if I was ready, but I knew I had to jump in and do my best. I received a list of requirements and was asked to create sample UI Mockups to showcase to the client. It was a little bit of experience, learning, teamwork, and problem-solving.
I quickly adjusted, working closely with the team to create something that not only met the client’s needs but also impressed them.
Handover to Team
Submitted to the client
Successfully signed the Project
Confused to Contributing in a Feature Map
After the project kicked off, we had a team meeting with three developers, one business analyst, and me - the only designer. The goal was to discuss about the features Map.
At first, I felt completely lost. They were asking me about which features to add and talking about things like database design, CRUD, and development sprints - things I didn’t understand at the time.
at the intitial stage, i did't understand the concepts
I started to understand what was important for the UI
at the end, many of the suggestions were based on me
Complex Employee Profile Management
struggle Tracking Leave and
Attendance
difficulties in Task Management Transparency
Lack of Clarity
sense of nervousness
Feeling of Failure
Starting trouble in Information Architecture
When I first started working on the information architecture, I felt a starting Trouble and wasn’t sure how to move forward. So, I had a casual chat with my senior designer, just to get a little guidance. He gave me some simple tips on making it more effective and detailed, and that completely shifted my perspective.
a bit starting trouble with ia
casually reached out to my senior for a quick chat.
get a little guidance, with some effective tips
The biggest lesson I learned ?
It’s all about the detailing. Whatever you're working on, focusing on the detailing can make a huge difference in the outcome. That quick conversation taught me the value of being detail-oriented in my design process.
