Aon
Envisioning a future powered by internal tools
![](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/642bd7ede7bc4c2722d14fe6_Cover_AON.jpg)
PROJECT STATUS
The senior executive presentation was well-received and additional funding was greenlit to continue design + development.
The challenge
Aon's aging CRM platform was making it difficult to see client information in one place, provide reporting to users and managers, and perform common tasks.
![The challenge](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f506b89d66308251a546_nV11lYW.jpeg)
Adapting to client culture
As a massive enterprise, Aon had unique approaches to common tasks
![Adapting to client culture](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f50692ccec9eda0fde3c_8i8FQML.jpeg)
Early sketches
The goal was to help visualize solutions as quickly as possible, so I began with extremely low-fi drawings
![Early sketches](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f50601d447b12348033c_LoKXf6T.jpeg)
Medium-fidelity drawings
Next, I worked with a junior designer, Sofia Telatin, to begin assembling UI mockups. We worked within Aon's design system and placed in sample reports until the team could source real data.
![Medium-fidelity drawings](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f506827079f925644b90_45ivrkz.jpeg)
Sales manager reporting
Once we were able to access sample data from the CRM, we began refining the various charts and visualizations. This is a mockup for a sales manager report, showing a summary pipeline as well as other key metrics.
![Sales manager reporting](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f506e805c49642b0365d_VMIuHMo.jpeg)
Unified client intelligence
Because Aon's clients were themselves large enterprises with many locations and divisions, client data was often scattered across a number of sources within the company. We worked with internal partners to assemble the most important information into a single client dashboard view.
![Unified client intelligence](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f506e000af87fbc332ff_qpIXsrp.jpeg)
Additional details from the Client Dashboard
![](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f506e2d057aaa3ded222_jPQBnOJ.jpeg)
Use case storyboards
In order to get funding for this project, we wanted to show senior executives not only user interfaces, but to tell a story of how common workflows would change if new systems were implemented.
![Use case storyboards](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f50622a2dbf700495fff_6mcmP6d.jpeg)
Working with graphic artists, we developed screens describing how the updated CRM would transform life at Aon.
![](https://cdn.prod.website-files.com/642b5c1f40c745aa31860d6c/6430f506e2d057fc18ded225_877vMOA.jpeg)