Aon

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.

Adapting to client culture

As a massive enterprise, Aon had unique approaches to common tasks

Early sketches

The goal was to help visualize solutions as quickly as possible, so I began with extremely low-fi drawings

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.

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.

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.

Additional details from the Client Dashboard

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.

Working with graphic artists, we developed screens describing how the updated CRM would transform life at Aon.