Task Flow in CRM (for ASBL)

A dynamic tasking system built for ASBL’s CRM to help executives and managers clearly see what needs attention, reduce delays, and streamline the entire workflow—without disrupting existing processes.

Overview

Bajaj Finserv, through Bajaj Markets, is a digital marketplace offering financial products like loans, cards, insurance, investments, and payment solutions. Their vision is to become one of India’s largest BFSI marketplaces and establish a global digital technology services business.


Partnering with 37 financial institutions, their mission is to provide a comprehensive range of financial products, including loans, cards, and insurance, tailored to diverse customer needs.

Objective

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Conduct research to identify user pain points and areas of improvement

Suggest practical design changes to address identified issues

Enhance the website's user experience to improve engagement and usability

Outcome

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New vKYC screen aligned with updated guidelines and new policies.

20% of loan application journey translated to Hindi+English

Revamped journey based on extensive user research and new guidelines

Challenges

Discontinued existing DigiLocker step in the loan application journey due to policy updates, requiring a new approach for user verification

High user drop-off rate observed around the 20% mark of the journey, affecting completion rates and user engagement

Notable user confusion when selecting specific options for profession type and employer category, often leading to incorrect selections

Frequent misclicks recorded, including clicks outside input fields, on radio buttons, and on the progress bar, interrupting the application

(Note: Only challenges within the first 20% of the journey are shown here; further details are confidential.)

How might we redesign Bajaj Finserv's loan journey to help users complete the application seamlessly, thereby improving conversion?

Approach

Competitors use strategic UI cues and information flow, offering insights for reducing friction and enhancing user experience.

Random clicks outside fields suggest possible user confusion or attempts to speed up navigation, pointing to a need for clearer cues.

Users drop off unexpectedly, likely due to unclear steps or unmet expectations, indicating potential misalignment with user needs..

Here's a glimpse into my design process

This research approach allowed us to identify key user pain points and understand the underlying causes, guiding us in creating targeted solutions to improve the Bajaj Finserv loan journey. Using insights gained from competitor analysis, I then worked with my team to implement a redesign that enhanced user experience and aimed to boost completion rates across the application process.


Solution

Hindi + English Translations

Objective

Translate only 20% of the loan application journey into Hindi, focusing on the most critical sections to minimize drop-offs, as users will be presented with loan offers after this translated portion.

Rationale

Many users lack fluency in English, creating potential barriers during the loan application process. By translating these key sections, we aim to create a more inclusive and accessible experience.

Target Audience

The target audience aligns with India 2 as identified by Kishore Biyani, representing a segment where regional language support can significantly enhance engagement and usability.

Scope of Translation

Translated Professions

SOL (Salaried) and BOL (Business) journeys are prioritized for translation up to the 20% mark, as these users may have lower English proficiency.

Excluded Professions

PROL (Professional) users, including doctors and CAs, are assumed to understand basic English, so translation is not prioritized for this group..

Translation Process

Researched how other websites implement translations to maintain usability and clarity.

Identified the need for accessible translation rather than direct, literal conversion.

Retained commonly used English terms familiar to our target audience, prioritizing natural flow over strict Hindi equivalents for a more intuitive experience.

Revamped Journey

Objective

Revamp the loan application journey to align with new design guidelines, focusing on critical user pain points and interaction patterns to create a more intuitive and efficient experience. This redesigned journey aims to address identified issues and streamline the process for improved user satisfaction.

Landing Page

Key Changes and Updated Elements

Revised field interactions to address user confusion, as many users were clicking outside fields, indicating difficulty in understanding how to interact with them.

Profession selection now uses icons alongside brief descriptions, making it easier for users to identify and choose their profession. The icons reduce the number of required clicks, streamlining the selection process

New illustration on the landing page to convey the simplicity of taking a loan online, making the process appear more accessible and user-friendly.

Included trust markers to reassure users of the platform’s safety, enhancing confidence in the secure banking process.

Added a "Go to Top" button at the bottom of the overview section to help users quickly return to the top, reducing the need for extensive scrolling in lengthy sections.

Redesigned the overview section to enhance its visual appeal and improve comprehension, making navigation more intuitive for users.

Your Details

Key Changes and Updated Elements

Removed the progress bar to eliminate confusion, as users were mistakenly treating it as an interactive element, leading to unnecessary clicks.

Redesigned the overview section to enhance its visual appeal and improve comprehension, making navigation more intuitive for users.

Loader Page

The new loader in the journey revamp features a dynamic animation that keeps users engaged during the 5-15 seconds it takes to fetch loan offers. This engaging element enhances the user experience by providing brief finance and loan tips, offering valuable information while users wait.

Limitation and Learning

Limitation

A key limitation in the journey revamp project was balancing the integration of new design guidelines with existing elements within a constrained UI space. The challenge involved enhancing navigation, field alignment, and CTAs without overwhelming users or disrupting the flow. It was crucial to ensure that the improvements did not increase cognitive load or lead to disengagement.

Learning

01 Balancing Compliance and User-Centric Design

My experience in UI/UX design has taught me to create user-focused solutions within complex constraints, balancing regulatory requirements with intuitive design.

02 Leveraging User Behavior Analysis

By leveraging user behavior analysis tools like Mouseflow, I’ve gained insights into optimizing navigation and addressing specific pain points.

01 Balancing Compliance and User-Centric Design

This journey has highlighted the importance of clear, accessible content and the impact of thoughtful design adjustments on user engagement.

04 Develpoing Effective Interface

Overall, I’ve developed a nuanced approach to crafting effective, user-friendly interfaces that enhance usability and streamline interactions across diverse user journeys.

Task Flow in CRM (for ASBL)

A dynamic tasking system built for ASBL’s CRM to help executives and managers clearly see what needs attention, reduce delays, and streamline the entire workflow—without disrupting existing processes.

What is ASBL?

ASBL (Ashoka Builders India Pvt. Ltd.) is a Hyderabad-based real estate company known for delivering modern,

high-quality residential projects with a focus on thoughtful design and timely execution.

Wait… UI/UX for a real estate company? Yup!

Despite being in real estate, ASBL is incredibly tech-driven—every click on their platforms is tracked, and every process is systemized. Their product team manages three powerful B2B tools: Leads, CRM, and Progress.

Leads

Tracks potential customers’ behavior.

Once a user shares their phone number, lead executives follow up. If the user books a flat, their profile is handed off to the CRM.

Progress

Used by Construction teams to monitor construction status, project milestones, and timelines—ensuring what’s promised is built, tracked, and delivered on time.

CRM

Where the real action begins. This system helps executives manage applicant details, collect payments, track task progress, and coordinate documents—all the way until flat handover.

Project Brief

Tasking screen in CRM portal to help executives clearly see all their tasks and know which ones need attention first.

This tool simplifies their daily workload by giving them an organized view of tasks without changing the existing process.

Imagine this: You’ve got a long shopping list, and you find yourself at the market like...

Problems &

Requirements

Need for an organized way to prioritize tasks based on urgency and importance.

Executives lacked a clear view of their tasks, making it harder to manage work.

A system that streamlines tasks to reduce delays, cut down efforts, and keep executives focused

A centralized view for executives and managers to manage all tasks and track progress effortlessly.

Project Timeline

The project timeline revolved around gathering continuous feedback from stakeholders and ensuring that the concept aligned with the goals and vision of both the product and design teams. Instead of focusing on rapid delivery, the emphasis was on laying a strong foundation for future development. - write something like this but for tasking

Contextual Analysis

Journey Breakdown

Iterative Refinement

Final Solution

Workflow review

Gap identification

Flow Mapping

Pain Point Tracing

Wireframing

Feedback Cycles

Unified Interface

Scalable Design

Solution

Tasking screen in CRM portal to help executives clearly see all their tasks and know which ones need attention first.

This tool simplifies their daily workload by giving them an organized view of tasks without changing the existing process.

Centralized Task

Dashboard

Created a unified screen where executives and managers can see all their assigned tasks across flats in one place, reducing confusion and improving visibility.

Priority-Based Task Indicators

Added visual badges to each task card to indicate urgency or importance, helping users identify what needs immediate attention and plan their day better.

Quick Actions for Task Management

Allowed users to take key actions—like snoozing reminders, directly from each task, making task handling faster and more efficient.

Initial Task Breakdown and User Flow

First Attempt

Brainstormed Screens and Final Design

Why this design didn’t work?

The initial flow was designed to be linear—ideal in theory. But in practice, executives don’t always follow a fixed sequence. Considering real-life edge cases, delays, and exceptions, the flow needed to be more flexible and adaptive.

Refining the Brief

The initial idea was simple: A tasking screen in the CRM to help executives view and prioritize their tasks without disrupting the existing process.


However, as the project unfolded, the real need surfaced—not from the executives, but from the product team. Executives were comfortable with the current way of working. But the system needed to evolve to support better tracking, prioritization, and efficiency at a structural level. The brief shifted to designing a dynamic, scalable tasking system that surfaces priority-based actions—regardless of how rigidly the executives follow the flow.

Back to the Drawing Board!

New Brief

Tasking screen in the CRM portal designed not just for executives, but to help the product team streamline task handling.

This tool organizes actions dynamically, prioritizes what matters most, and aligns with real-world workflows—without changing the existing process.

Refined Solution

Secondary Research

Since the product was being designed internally, primary research was limited. To support design decisions, I conducted secondary research, formed hypotheses, and leveraged AI tools to deepen insights and validate assumptions.

Prioritization Logic

To ensure the right tasks surface first, we defined a backend logic based not on how much of the work is done, but on what critical step is still pending.

Priority Hierarchy

Money Collection

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Consent Task

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Client Information Tasks

How it Works

The system checks for the most crucial pending task in a given stage.


If, for example, all other tasks are done but payment is pending, the system doesn’t mark it "almost done"—instead, it evaluates how long the delay has been.

A threshold-based system is used:

High Priority: Pending for more than 20 days

Medium Priority: Pending for less than 20 days

Low Priority: Only minor/informational steps remain

This logic ensures that delays in critical steps like payments are surfaced first, even if other surrounding actions have been completed.

Final User Flow + Brainstorming with Lovable AI

Conclusion

This project was not just about creating a tasking screen—it was about understanding the real gaps in workflow and designing a system that could adapt to the unpredictable nature of executive operations. By balancing product needs with practical behavior patterns, and using tools like Lovable AI for quick ideation and validation, the final outcome was a flexible, prioritized, and scalable solution. It laid the groundwork for smarter task handling in ASBL’s CRM ecosystem.

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Let's Connect

Feel free to contact me if having any questions. I'm available for new projects or just for chatting.

I'm available

Let's Connect

Feel free to contact me if having any questions. I'm available for new projects or just for chatting.

I'm available

Let's Connect

Feel free to contact me if having any questions. I'm available for new projects or just for chatting.