Leading User Research Driven CRM Solutions

Leading User Research Driven CRM Solutions

Leading User Research Driven CRM Solutions

Citius Advisory Group® · Corporate Real Estate

Citius Advisory Group® · Corporate Real Estate

Citius Advisory Group® · Corporate Real Estate

Confidential NDA

Confidential NDA

Confidential NDA

During this project, I collaborated with Citius AG brokers to identify inefficiencies in their CRM systems through targeted internal user research. By working closely with stakeholders and the Citius AG Team. My role involved proposing solutions designed to enhance efficiency and automation. I advised on the implementation of user-centered workflows and integrated data visualization strategies to drive productivity and streamline business operations by 30%.

During this project, I collaborated with Citius AG brokers to identify inefficiencies in their CRM systems through targeted internal user research. By working closely with stakeholders and the Citius AG Team. My role involved proposing solutions designed to enhance efficiency and automation. I advised on the implementation of user-centered workflows and integrated data visualization strategies to drive productivity and streamline business operations by 30%.

During this project, I collaborated with Citius AG brokers to identify inefficiencies in their CRM systems through targeted internal user research. By working closely with stakeholders and the Citius AG Team. My role involved proposing solutions designed to enhance efficiency and automation. I advised on the implementation of user-centered workflows and integrated data visualization strategies to drive productivity and streamline business operations by 30%.

Role

Role

Tech Consulting User Research Interaction Design

Tech Consulting User Research Interaction Design

Client

Client

Citius Advisory Group®

Citius Advisory Group®

Space

Space

Corporate Real Estate

Corporate Real Estate

Date

Date

Fall 2024

Fall 2024

App Screen with open sidebar
App Screen with open sidebar
App Screen with open sidebar

By the completion of this role, I delivered a CRM upgrade plan to Citius AG executives, focusing on automation and real-time data visualization to support broker workflows. The proposed solution prioritized user-centered improvements to streamline operations and boost productivity, demonstrating my ability to drive impactful change through design and innovation.

By the completion of this role, I delivered a CRM upgrade plan to Citius AG executives, focusing on automation and real-time data visualization to support broker workflows. The proposed solution prioritized user-centered improvements to streamline operations and boost productivity, demonstrating my ability to drive impactful change through design and innovation.

By the completion of this role, I delivered a CRM upgrade plan to Citius AG executives, focusing on automation and real-time data visualization to support broker workflows. The proposed solution prioritized user-centered improvements to streamline operations and boost productivity, demonstrating my ability to drive impactful change through design and innovation.

Timeline
Timeline
Timeline

Through my work with Citius AG, and collaboration with brokers and stakeholders, I deepened my experience with user research methods, including targeted surveys, interviews, and workflow reviews. This role provided an incredible opportunity to leverage my presentation and visual design skills to effectively communicate efficiency bottlenecks to stakeholders.

Through my work with Citius AG, and collaboration with brokers and stakeholders, I deepened my experience with user research methods, including targeted surveys, interviews, and workflow reviews. This role provided an incredible opportunity to leverage my presentation and visual design skills to effectively communicate efficiency bottlenecks to stakeholders.

Through my work with Citius AG, and collaboration with brokers and stakeholders, I deepened my experience with user research methods, including targeted surveys, interviews, and workflow reviews. This role provided an incredible opportunity to leverage my presentation and visual design skills to effectively communicate efficiency bottlenecks to stakeholders.

For detailed process insights, contact me directly.

For detailed process insights, contact me directly.

For detailed process insights, contact me directly.