A digital financial dashboard displaying total wealth in Swiss Francs, including overall total, cash, investments, and liabilities. It features various account balances, recent transactions with dates and descriptions, a bar chart of monthly transaction activity, and account details such as account holder name and IBAN.
Laptop screen displaying a client management dashboard with sections for client cases, recent activities, news, opportunities, and notifications.

Let’s optimize your front- and back-office management platform with user-centric design

Illustration of a man standing in front of a large desktop monitor and a mobile device, both displaying user interface screens related to customer case management, with a plain light-colored wall and floor background.

Our goal is to

Help companies improve operations management platforms with user-focused design

You bring your service and ideas, and we’ll transform them into a streamlined, user-focused management platform designed to enhance your operations and support sustainable business growth.

How we will work to build 
the right Operations Management Platform?

We have a proven process that I have been perfecting for years and that works wonders to optimize our time on the project (yours and ours, we are a team) and the final result.

01
Research & Strategy

  • Project objectives and conceptual breakdown

  • Audience niche, customer journey, and user pain points

  • Market analysis, competitors, and differentiation strategies

  • Cross-department collaboration

02
UX / UI Design

  • User Persona Development and User Journey Definition

  • Design Proposals and Prototype Presentations

  • Visual Solutions for Defined Problems and Objectives

  • Design Review and Approval

03
Development and launch

  • Design development in Figma, ready for implementation.

  • Development oversight and stakeholder engagement during the launch process

  • QA testing and review of the final result.

Screenshot of a web dashboard titled 'Processes' showing various case management metrics and a list of cases, including case details such as names, status, start dates, and latest updates.
Two smartphone screens showing financial banking apps with account balances, charts, and menus, over a beige textured background.
Flowchart diagram illustrating a process starting from 'Start / Cockpit Overview', branching into 'Todo List' and 'Activities', with subsequent steps 'Processes', 'Warnings', 'Tasks', leading to 'To Do', 'Blocker / Incorrect Thing', and finally 'Approval'.

We’re excited to embark on this journey with you!

Let’s collaborate to create a user-focused management platform that enhances your operations and drives your business forward!

A cozy white bed with a wooden tray holding a potted plant and a cup with a heart pattern, placed near a window with greenery outside.
Screenshot of an online form review dashboard with a profile named Nathan Jordan, showing approval status for KYC and Pricing, and a chat section on the right side with messages related to compliance and contact information updates. 
Explore Our Latest CRM Cases 
 
Discover Successful Implementations 
and Solutions for Business Growth
Cases
Optimizing Client Lifecycle Management (CLM) with a Hierarchical Notification Framework.jpeg
life-cycle-management-avaloq-cockpit-frontservices-relationship-managers-bank-services.jpg

Frequently Asked Questions

  • User-focused design prioritizes the needs and experiences of the end user throughout the design process, ensuring the final product is intuitive and effective.

  • Yes, we conduct workshops with clients to gather insights, define objectives, and ensure all stakeholders are aligned throughout the project.

  • The timeline varies based on the project's complexity, but we typically aim to deliver initial designs within the first 2 weeks after project kickoff.

  • We primarily use Figma for design and prototyping, along with other tools like Sketch, and Adobe XD as needed.

  • Absolutely! We value your feedback and will involve you in key stages to ensure the design aligns with your vision and goals.

  • Once the design is finalized, we’ll prepare all necessary files for development and provide oversight during implementation to ensure everything meets our standards.

  • Yes, we offer post-launch support, including troubleshooting, additional design tweaks, and ongoing user testing to enhance the platform further.

  • Yes, we can assess your current platform and make improvements through design updates or complete redesigns, depending on your needs.

  • Our design service includes:

    • workshops with clients

    • Research and strategy sessions

    • User persona and User journey mapping.

    • Wireframes and high-fidelity prototypes.

    • Final designs for development.

  • We align our design process with your business objectives by conducting thorough research and maintaining open communication with all stakeholders throughout the project.

  • We can accommodate changes as needed, and we’ll work with you to ensure the final product meets your expectations.