D&B 360 is a CRM integration that allows users to leverage Dun & Bradstreet’s data inside their normal workflow. The information in the application was useful but not very compelling. All of the data was literally just rows and rows of text. The design team was brought on the project to improve the user experience and to make the interface look more modern. A secondary goal was to make the UI more modular in order to accommodate a variety of screen sizes.
D&B 360 is a huge application that has a couple of different views inside the CRM framework. The team consisted of myself, a visual designer, and a usability analyst. We spent the first couple of weeks understanding the information architecture, usage statistics, and use cases. The team sketched out ideas for new flows and screen designs.
Improvements included a unified global search field and a more intuitive Build a List with a simplified interface. The detailed company, people, and industry pages were more visual and gave a better overview of available information.
I supported the visual designer in iterating on the final screens based on feedback from the developers and product managers.