IRIS CRM (NMI)
Description
RIS CRM is a leading merchant services CRM designed specifically for the unique needs and challenges of independent sales organizations (ISOs), payment facilitators, and their merchants.
Client
IRIS CRM (NMI)
Year
2021-2023
Problem
The existing system, which had been in use for more than a decade, was causing significant problems for users. Many reported difficulty maintaining productivity during an 8-hour workday due to the outdated interface design and limited customisation options. Dead-end paths were identified, which led to frustration and slowed down the workflow. In addition, the system lacked accessibility features required by visually impaired users, which hindered their ability to perform their tasks effectively. The complexity of the architecture, with its multi-module setup, further complicated user interactions, leading to slower task execution and increased frustration.
Goals & Strategy
Modernise the user interface to enhance usability and engagement.
Simplify the use of the complex architecture and speed up task execution across the multi-module system.
Create an accessible environment that accommodates users with diverse needs, including those with visual impairments.
Implement maximum customisation options for the interface, allowing users to tailor their experience through adjustable color palettes, fonts, and sizes.
Ensure a smooth transition for long-term users by providing comprehensive training and support.
Introduce new features that improve functionality and efficiency, followed by thorough testing to validate their effectiveness.
Foster close collaboration with the design and development team throughout the project lifecycle.
Create and maintain a design system and comprehensive documentation to ensure consistency and facilitate future updates.
Contact
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