Pablo Rodriguez
Pablo Rodriguez
←
Back
👁️
Works
✋🏼
About
💬
Contact

Transforming Order Management for MultiMega: A Custom CRM Solution

#CRM Design
#Order Management
#UX Strategy
#Productivity Tools
#Web Development

Developed a custom CRM system for MultiMega Servicios to streamline order tracking and client communication, enhancing efficiency, accountability, and satisfaction across teams and customers.

Project Overview

Designed and developed a centralized CRM platform to address inefficiencies in order tracking and client communication while aligning with MultiMega's workflows.

  • Create a user-friendly CRM platform tailored to MultiMega's unique processes.
  • Streamline order management and communication.
  • Enhance visibility and accountability across teams.

Team Involved


Developers
Stakeholders
Developes
Administrators

-30%

Reduced phone inquiries

+80%

Improved team productivity

+100%

Enhanced client satisfaction

Before

Problem

The existing order management process was inefficient and relied heavily on phone inquiries, which:

  • Created delays and confusion for clients seeking updates on their orders.
  • Left staff with fragmented information due to the lack of a centralized system.
  • Failed to offer real-time visibility or tools for tracking orders effectively.

This lack of structure hindered productivity and left customers dissatisfied.

After

Solution

To resolve these challenges, I designed and developed a custom CRM system that:

  • Centralized order information, allowing staff to manage tasks and client interactions efficiently.
  • Introduced real-time order tracking for clients, reducing reliance on phone inquiries.
  • Highlighted benefits with engaging visuals, explanatory content, and CTAs for inquiries and sign-ups.
  • Integrated features like event scheduling, notes, and image uploads for streamlined workflows.
  • Ensured a user-friendly and visually engaging interface aligned with MultiMega's brand identity.

These improvements enhanced client satisfaction, boosted team productivity, and provided MultiMega with actionable insights to optimize operations.

🧭

Approach

Process Overview
  • Followed a collaborative, user-centered design approach, integrating stakeholder feedback at each stage.
  • Led the UX design, developed wireframes and prototypes, and implemented the front-end development of the CRM system.
🔍

Research

Methodologies
  • Conducted stakeholder interviews and surveys to identify pain points and feature requirements.
  • Analyzed existing documents and workflows for seamless integration.
  • Benchmarked against similar systems to identify best practices.
Insights
  • Clients valued transparency and real-time updates.
  • Staff needed streamlined tools to manage tasks, notes, and communications efficiently.

Design Process 🪜

✏️
Wireframing & Prototyping
  • Created wireframes to define user flows for order tracking, scheduling, and task management.
  • Developed interactive prototypes to validate functionality and usability with stakeholders.
🎨
UI Design
  • Designed a clean, intuitive interface aligned with MultiMega's branding.
  • Iteratively refined the UI through client feedback and usability testing.
Streamlining Order Management with a Tailored CRM Solution

CRM Design
Order Management
UI Design
Front-End Development
Client Communication

Designed and developed a CRM system for NovaHome to streamline order tracking and client communication. The solution improved workflow efficiency, client satisfaction, and visibility into the order management process.


Check Case Study

Preparing Eyefly VRE for U.S. Market Success with an Accessible and Engaging Redesign

UX Redesign
Market Expansion
Web Accessibility
User-Centered Design

Redesigned Eyefly VRE's website to align with ADA guidelines and prepare for U.S. market expansion. The updated platform boosted engagement, accessibility, and brand alignment, setting the stage for success in a competitive market.


Coming Soon

Pablo Rodriguez - UX Lead
LinkedIn
Send an email

Drop me a line! I'd love to hear from you and chat about something awesome!