Deal Approval & Account Checking Platform

My Role

Lead UX/UI designer responsible for the full product lifecycle across the EPM CRM ecosystem — from discovery and user research through interaction design, visual design, and design system contributions. Managed one junior designer.

Challenges

• Complex multi-step approval workflows with diverse user roles
• Strict enterprise security and compliance requirements
• Legacy system migration with zero disruption to live operations
• Aligning multiple stakeholder groups across regions

Discovery

The mandate was clear: migrate deal and account approvals out of CoreCRM — a legacy system with no path to scale. Before sketching a single screen, I went into investigation mode: reviewing documentation, tracing approval flows, and hands-on testing the existing app to map every dependency teams had quietly worked around for years. The result wasn't a feature list to recreate — it was a clear picture of where friction lived and where the real design opportunity was.

User Segmentation

Design Planning

Sync PO & Design Roadmap

Identifying which epics required design effort and making the roadmap visible and accessible for the whole team.

Criteria Refinement

• Flexible — easy to understand and adapt to multiple data sources
• Structured — hierarchical with properly linked objects
• Strategic — concise, aligned with business goals
• Trackable — up-to-date and reflects design process stages at a glance

Design Roadmap

Approach on Small Scale

Managed smaller initiatives through the design backlog: breaking down stories into tasks, attaching Figma links, and following structured design process stages.

Design Backlog

Design Process

Incoming Request

Analyzed, scoped, and linked to new or existing files → Feature File

Gathering Requirements

Collected research data, user flows, and references to drive insight-based decisions → Research Page

Concept Creation

Created clear interface specs for stakeholders and developers → In Progress Page

Grooming

Validated solutions with developers, detecting edge cases → Feature File

Design Specs & Hand Off

Validated features through prototypes and user feedback, followed by refinements → Specs Page

Design Review

Reviewed final delivery against intended designs to ensure quality → Feature File

Feedback Collecting

Gathered feedback through demo sessions and surveys, refined designs based on results

Project Structure

UUI Design System

Master File

→ Feature File 1,2,3…

→ Local Components

Figma File Structure

Extended Capabilities

iFrame in OneCRM

We integrated an iFrame so Account Managers can submit deals for approval without switching systems.

iFrame in OneCRM

iFrame in CoreCRM

The iFrame displays current deal status and links to supporting information.

iFrame in CoreCRM

Configurator

Automates approver assignment based on deal parameters, replacing manual setup.

Configurator