Client ✤
Finhaat
Finhaat ✻
Finhaat is a financial services platform that connects rural and semi-urban users with insurance, savings, and investment solutions. During this project, I worked on redesigning Finhaat’s internal CRM to support field teams, managers, and admins more effectively. The focus was to make the CRM easier to use, role-aware, and scalable, while also creating a polished UI that could be shown as a demo to stakeholders. The project is currently in development.
2024
Context, Goals & Planning
Finhaat’s CRM was actively used by field teams, managers, and admins, but it was not designed around their real workflows. Navigation was cluttered, reporting was time-consuming, and the system lacked role-specific views, making everyday tasks inefficient and hard to scale.
To bring structure to the project, I started by defining a clear direction. I created a 3-month phased roadmap covering discovery, design, development, and deployment, and aligned stakeholders around key goals: improving usability, introducing role-based experiences, and building a scalable foundation.
This early planning helped clarify the problem, set expectations, and secure client approval before moving into detailed design.
Design Work
UX & UI Highlights
Simplified Navigation: Clear hierarchies and focused menus
Role-based Dashboards: Each role sees only relevant data and actions
Responsive Layouts: Designed to work across devices
Reporting Flows: Charts, graphs, and simplified data entry
Design System: Standardised typography, colours, components, and interactions
All designs were created in Figma and prepared as demo-ready screens for stakeholder reviews.
Iteration & Feedback
The project ran on a tight timeline, so iteration was fast and focused.
Prioritised core workflows to balance business and user needs
Refined designs based on stakeholder feedback
Maintained clear documentation and organised files
Prepared clear specs to support a smooth handoff to development
My Role
Owned research, UX, and UI design for the CRM
Created the phased product roadmap
Designed role-specific flows and dashboards
Prepared demo-ready designs for stakeholder reviews
Supported handoff to the development team
My Role
Owned research, UX, and UI design for the CRM
Created the phased product roadmap
Designed role-specific flows and dashboards
Prepared demo-ready designs for stakeholder reviews
Supported handoff to the development team
Key Learnings
This project strengthened my ability to design complex systems by focusing on structure first. I learned how role-based thinking simplifies workflows, how early planning shapes better outcomes, and how to balance business goals with real user needs, especially in low-connectivity environments.