Manage Menus, Events, and Customers with One Powerful CRM
CRM • Software • Management Tool
INTRO
An event management company in Toronto and the Greater Toronto Area (GTA), recognized their need for a CRM software solution to manage their extensive portfolio of clients, vendors, venues, menu items, events and event quotes. They are a recognized leader in the catering industry in the city and plan thousands of events every year.
For confidentiality, I have removed any logos or branding elements that could connect this project to the company.
Since the launch of this project, the company has successfully planned 1000s of events for clients generating over $20 million in revenue.
MY ROLE
UX Designer
TEAM
UX Designer, UX Lead,
UX Researcher, Developers, QA,
Product Managers.
PROJECT SCOPE
3 Months
TOOLS
Figma, Confluence, JIRA, Wordpress
About the Client
ℹ️ The Company
[Redacted Company] is a renowned catering and food service company based in Toronto, Canada. They specialize in providing high-quality, innovative culinary experiences for various events and occasions.
Here's what they do:
Catering: They offer full-service catering for events of all sizes, from intimate gatherings to large-scale corporate functions. Their menu options are diverse and customizable to suit different tastes and dietary preferences.
Food Trucks: [Redacted Company] operates a fleet of food trucks, offering a unique and convenient dining experience for festivals, corporate events, and private parties.
Restaurants: They have a presence in the Toronto restaurant scene, operating several popular eateries that showcase their culinary expertise.
Event Planning: Beyond catering, [Redacted Company] also provides event planning services, helping clients create memorable and successful events.
Custom Food Experiences: They can create custom food experiences tailored to specific themes or occasions, such as themed dinners or interactive food stations.
[Redacted Company] is known for their commitment to using fresh, high-quality ingredients and their innovative approach to food presentation and service.
ℹ️ The Users
Before starting designs I wanted to take a look at the people who will be using this product, and their wants and needs.
The Problem
Problem Discovery
The client is currently relying on a manual Excel system to manage their business, which is inefficient and time-consuming. As their operations expand, they need a more robust solution to streamline their management of clients, staff, inventory, events, vendors, and venues.
PROBLEM STATEMENT
“How might we create a user-friendly platform that enables the client to easily input and manage data related to clients, staff, inventory, events, vendors, and venues?“
Client Needs
Easy Management and Editing: The ability to manage and edit existing vendors, venues, clients, staff, menu items, events, and event quotes.
Version History: A comprehensive version history that provides a record of all previous clients, vendors, venues, events, quotes, menus, and staffing.
Client Wants
Dashboard with Upcoming Events: a dedicated dashboard that displays upcoming events in a clear and organized manner.
Reminders and Notification System: helps the client stay informed about important deadlines, tasks, and updates related to their events.
System Search Functionality: Allows the client to easily find any relevant information within the system.
Iterations
ℹ️ The Users
I sketched multiple Ideas to visualize ideas quickly. Here are some early sketches of the dashboard and client pages.
Solution
To address the challenge, we developed a tailored CRM software that catered to our client's specific requirements. This included an event management program capable of handling their vast range of clients, vendors, venues, menu items, events, and event quotes.
As a prominent leader in the local catering industry, they organize thousands of events annually. Following the project's implementation, they have achieved remarkable success, orchestrating countless events, resulting in a staggering revenue of over $20 million
