BNP Paribas —
The client
BNP Paribas is one of the world’s largest banks, operating in 77 countries and serving more than 30 million users daily.
How did we help?
BB Agency teamed up with SugarCRM to rethink and revamp BNP Paribas’ client management process and employee-facing web app.
We brought a fresh perspective on how to deliver a faster and simpler user experience, and successfully introduced a new user interface to showcase large corporations and their hierarchy in a more modular, user-friendly way.
Research and strategy.
Together with SugarCRM, we quickly got up to speed with BNP Paribas’ challenge. Their existing dashboard for sales teams was rigid and slow – preventing them from accurately capturing and managing the complexities of large clients.
Our brief was to give sellers the ability to view client hierarchies, create their own “overlays” on top, and then easily share with other members of the sales team.
Our strategy phase involved solving management and hierarchy issues, planning new modules, and reviewing the whole employee interface.
Combining the brand color scheme with a new take on typography
Improving customer relations and sales with client “360” view.
A fast and clear overview of clients makes it easier to act on tasks and ongoing deals.
“Our plan was to create a modular design system allowing a seamless cross-device experience. The modules and widgets easily adapt to view port requirements while following a strict rule set in spacing, sizing and visual balance.”
— Filip Justić, Head of Design
— KPI module
— CTI module version 01
— CTI module version 06
— Opportunities module
— User
An immersive view of large corporations with modules that prioritize, categorize and group employees based on their sector and location.
— Corporation Hierarchy
A new “coverage team” feature provides an overview of all employees, clients and their connections.
A fully responsive environment to easily manage hierarchy structures, clients and contacts.
We delivered a modular design system in line with BNP Paribas’ brand and image.
— Two level navigation structure
— Custom chart designs
— Notification and messaging
— Client management widgets
The result
We’re hugely proud of our partnership with SugarCRM, and our role as their external design team.
Thanks to their intuitive research and planning, we were able to get to the right solution quickly – solving specific UX and design issues for one of their largest global clients.
Our services
Exploration
- User research
- Information architecture
Design
- User experience design
- User interface design
- Design system
