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Aon

Unifying enterprise data into a single dashboard

Aon's aging CRM made it difficult to view client information in one place, generate reports, and perform common tasks. With no initial data available, I began with low-fidelity sketches to quickly explore solutions. Using Aon's design system, I created sample reports until real data arrived.

Once actual data became available, I worked with internal teams to consolidate fragmented enterprise client information into a single, comprehensive dashboard. We also designed a manager-facing view with a summary pipeline and key metrics.

The work clearly illustrated the proposed CRM improvements and helped secure executive alignment and project funding.

Client Lookup/Overview

Booking/Desktop

Client Lookup/Profile

Booking/Mobile

Client Lookup/Revenue

Search/Desktop

Manager View

Search/Mobile

All materials copyright Michael Meikson or their respective owners.