Overview
I led the UX redesign of the corporate CRM system used by mBank consultants working with enterprise clients. The goal was to redefine the platform around real operational workflows instead of system-driven structures. I was responsible for shaping the product vision, information architecture, and high-fidelity interface design for key CRM modules.
Process
I conducted over 30 interviews with employees across different organizational levels to understand real consultant workflows, priorities, and pain points. Based on research insights, I redesigned the system structure to better support daily client management tasks and reduce navigation complexity. I collaborated closely with product stakeholders and development teams, delivering a complete UX concept aligned with business needs and technical feasibility. The result was a clearer, more intuitive CRM experience improving operational efficiency and usability.