Role: Design, UX, UI, Design System, Front-End UI Engineering
Date: 2019 - Present
Tools: Sketch & Figma, JIRA & Visual Studios
Site: Dave.com
Table of Contents:
I am the lead Product Designer on Dave's Customer Relations Management Workspace (CRM) used by the Customer Success team members. As Dave grows, their need for a more robust, quicker to onboard, and easier to understand Customer Success (customer support) tools became obvious. I work with the CPO, Customer Succes Agents, Product Managers, the design team, and engineers to design and build the future of Dave's Customer Success products. The product was called CRM Workspace (Customer Relations Management)
Areas that I specifically enjoyed working on were the "Customized Navigation" (currently under development) and a way to display large portions of data returned by partner APIs.
Responsibilities include wire-framing, visual design, UX/UI, front-end UI development, and developing the CSS framework.
Dave helps over 5 Million people thrive, not just survive, between paychecks.
To do this, it requires more than engineers, designers and business development, It takes the patient and hard work of Dave's Customer Success team. The team is small, less than 20 people but they are the power users of the Products at Dave. Dave has a flashy, exciting and fun mobile app but the average end-user only uses the app a couple of hours a month. The Customer Service team members are using the Customer Service Management Workspace tool a minimum of 6 hours a day.
The Customer Service Management Workspace tool is supported by 6 Engineers, 3 Product Managers, 2 Quality Assurance expert and a UX designer (me). The importance of this UX design of the Customer Success Management Workspace is undeniable but easily overlooked outside of the Dave organization. It's not something seen by anyone outside of the Dave but is one of the most used products being built at Dave.