Art of Living - CRM Module

Overview

Product Vision

The CRM module was designed to centralize participant management, engagement tracking, reporting, and operational workflows into a single scalable platform for internal teams and business stakeholders.

Step-1

Business Goals

During the initial discovery phase, we identified major operational gaps in participant management, reporting systems, and engagement tracking across business teams.

• Establish a centralized system for participant and revenue analytics
• Enable data-driven decision-making across business units
• Improve visibility into user lifecycle, engagement, and conversions
• Build a scalable CRM foundation for future growth

Step-2

Design Process

The product design process focused on simplifying enterprise workflows while creating scalable and user-friendly CRM experiences for different business teams.

• Collaboration with stakeholders and business teams
• Research, requirement analysis, and user journeys
• Ideation, design direction, and information architecture
• Wireframing, UI design, and prototyping

Step-3

Problem Framing

Existing systems lacked clarity, scalability, and unified participant visibility, creating operational inefficiencies across multiple teams and workflows.

• Fragmented data across multiple systems
• Limited visibility into participant and revenue insights
• Highly complex segmentation workflows
• Lack of intuitive analytics and reporting systems

Step-4

Research & Insights

Research findings highlighted the need for faster access to insights, simplified segmentation workflows, and scalable enterprise dashboards that support operational decision-making.

• Enterprise CRM users prioritize clarity and speed of insights
• Advanced segmentation is critical for targeted engagement
• Dashboards must surface actionable, not just raw, data
• Simplicity in complex systems drives adoption

Step-5

Problem Breakdown

We mapped operational pain points and identified opportunities to improve usability, scalability, and business visibility through structured CRM experiences.

• Disconnected participant, course, and revenue data
• No unified analytics or dashboard experience
• Unstructured and complex segmentation logic
• Lack of hierarchy in data visualization

Step-6

Ideation & Strategy

The solution strategy focused on modular dashboards, scalable workflows, and intuitive CRM interactions that could support future business expansion.

• Defined product roadmap using MoSCoW prioritization
• Structured solution into phased, scalable releases
• Designed modular dashboards for different business needs
• Simplified segmentation into intuitive rule-based flows

Step-7

Final Solution

The final CRM platform streamlined participant operations, simplified engagement tracking, and enabled teams to make faster business decisions through scalable and insight-driven experiences.

• Simplified onboarding and core user journey experiences
• Designed clear reward tracking and redemption workflows
• Introduced a visual-first UI with larger touch-friendly elements
• Enabled multilingual support for improved accessibility

Step-8

High Fidelity Screens

Below are some of the final CRM dashboard experiences designed for participant management, analytics, reporting systems, segmentation, revenue tracking, and operational workflows.

Business Impact

AI Integration

AI Results

Integrated AI-assisted CRM experiences to simplify participant management, automate workflows, improve search efficiency, and support intelligent operational insights.

My Contribution

My Collaboration

Worked closely with stakeholders, developers, and cross-functional teams throughout the project lifecycle to align business goals with scalable CRM experiences.

• Led end-to-end UX strategy for a complex enterprise system
• Facilitated stakeholder workshops and requirement alignment
• Collaborated cross-functionally with product and engineering
• Delivered structured, sprint-based design handoffs