UI, User Research, UX

Blackfinch CRM

Project details


Blackfinch Investment




UI, User Research, UX


Blackfinch’s Galapagos CRM system is a cloud based customer relationship manager tool optimised for desktop and mobile devices. In the first phase only for Blackfinch’s internal advisors team, in the second phase will be a classic SaaS product.

Galapagos is not just a simple CRM, but a very bespoke system with tons of additional advisor friendly solutions and modules, such as Geographic Distance Search, Participation Manager and mobile optimised document generator. Most of them are brand new requirements, there are no similar existing tools on the market.

UX related tasks (mostly concept development user research)

• Conduct and analyse user research sessions,
• Online surveys and analysis (1000+ participants)
• Brainstorming workships
• Develop paper and digital wireframes
• Create low fidelity prototypes for multiple functionalities
• UI design using Adobe Photoshop, Illustrator and Sketch
• Agile/Scrum integration and  support the development team
• Usability testings
• Usability testing sessions on desktop and mobile

Other tasks

• Product development from the early concept phase
• Requirement gathering and management, recommendations
• Create functional requirement documents
• Deliver and manage business model (UML) and road map
• Manage documentation trough the development lifecycle
• Create customer and user journey, personas and scenarios
• Create and manage user stories
• Agile/Scrum analysis, sprint planning, reviews trough Jira/Confluence
• UX/CX insights and analysis, translate insights into action
• Acting as Agile/Scrum Master and Product Owner

Softwares & Tools

• Balsamiq and Axure – rapid and interactive wireframing
• Adobe XD and Axure for lo/hi fidelity prototyping
• Adobe CC/CS (Photoshop, Illustrator, InDesign) – UI and visual design
• TextMate, Coda, Sublime Text, Dreamweaver – hand coding HTML, CSS, PHP
• Miro, Visio, XMind & Axure – process flows charts, information architecture and prototyping
• ElementsCloud – system mapping and business modelling, documentation, collaboration
• Jira/Confluence and Asana – Agile/Scrum project and task management
• Usability testing, analysis – Usabilla, Userzoom, Usabilityhub

Mobile design
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