Project Overview
Clover Catalyst is a B2B SaaS Dashboard designed to streamline client relationship management for Fiserv. It aligns tasks systematically for easy completion and tracks interactions with clients.
The platform helps businesses grow by efficiently managing contacts, preventing duplication, and improving communication through calls and texts—all within one dashboard. It supports both nurturing existing relationships and acquiring new clients.
Figma, Google Suite, Airtable
1 Product Manager, 2 Developers, 1 Product Designer, 1 UXR
Product Designer
4+ months
Challenges and how we tackled them
Small businesses often struggle with fragmented client management systems, leading to various challenges.
The goal was to create a unified platform that addresses these pain points and empowers businesses to manage their client interactions more effectively.
Key Features
Research Insights
Conducted a survey with small business owners and sales representatives for our primary research, Usability testing. Here are the findings of the research and their Pain Points:
Roadmap to the Design Process
Problem Definition
Small businesses often struggle with fragmented client management systems, leading to inefficiencies, lost opportunities, and poor client relationships. The goal was to create a unified platform that addresses these pain points and empowers businesses to manage their client interactions more effectively
2. Analyzing Usability Issues in Existing Product
Conducted low budget usability tests, User interviews were conducted with 18 small business owners and sales representatives. This qualitative data was complemented by a comprehensive UX survey completed by 112 participants, providing quantitative validation of key pain points and desired features
Key findings:
3. Ideation & Key Tasks
Based on our research and analysis, we identified the following key tasks for Clover Catalyst:
Centralize all client communications
Streamline lead management and prioritization
Facilitate easy task allocation and tracking
Provide comprehensive client overviews
Enable quick note-taking and reminder setting
We conducted brainstorming sessions and created low-fidelity wireframes to address these jobs, focusing on intuitive navigation and efficient workflows.
Designed low-fidelity wireframes to streamline key user tasks, focusing on intuitive navigation and optimized workflows. This approach simplified complex processes and enhanced overall user experience.
4. Iterations and Final Design
Design decisions and reason behind them
1.
Simplifying the navigation bar to include status toggle and notifications
A simple top menu with a toggle to show if the user is active or busy, plus a notifications area. This helps team communication and keeps users updated on important activities.
2.
Designing a lead panel with clear visual hierarchy for important information
A clear lead panel that shows key info at a glance. It displays lead ratings, who's responsible for the lead, contact details, business info, and alerts for duplicate records. This helps users manage and prioritize leads better.
3.
Creating an overview panel that presents client data in an easily scannable format
An easy-to-read dashboard showing important client data. It includes lead status, how the client was referred, campaign information, and crucial notes. Users can quickly access this info for better decision-making and personalized client interactions.
4.
Being able to communicate with clients and make calls through the platform
A calling system built into the platform. Users can make and receive calls without leaving the app. It also allows adding more people to ongoing calls, making team discussions easier.
Impact and Results
Usability testing results showed significant improvements:
Developer Hand-Off Documentation
After completing the Clover Catalyst design, structured guides was created for developers with essential details aligned to the platform’s setup. This streamlined the development process and ensured accurate implementation. The documentation included:
Exact pixel measurements for all UI elements and their spacing
Detailed instructions for implementing the streamlined navigation bar
Specifications for the lead management panel and client overview dashboard
Guidelines for building the integrated communication hub
Notes on component interactions, animations, and state changes across the platform
This thorough documentation ensures that the development team can accurately translate our design vision for Clover Catalyst into a fully functional, user-friendly SaaS platform for small business client management.