The project aimed to develop a communication platform between Visual Fix and its clients, featuring two separate interfaces—one for clients that includes subscription management, a control panel, and an activity log, and another admin interface for managing clients with essential CRUD functions, both of which must be accessible through all browsers and will include design deliverables.

A mixed-method approach was employed:
• SWOT Analysis: Evaluated both the business and CRM platform’s strengths, weaknesses, opportunities, and threats.
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• Target Group Analysis: Collected qualitative data from 16 client companies to understand user expectations, needs, and motivations.
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• Customer Retention Hypotheses: Formulated hypotheses to determine effective strategies for user retention, including external rewards, ease of use, and loyalty programs.

• Client Base Development: Establishing a steady and reliable client base is crucial to mitigate business risks and ensure sustainability.

• Resource Management: Increasing workforce capacity to handle workloads effectively and maintain product quality, addressing the current limitation of employees.

• Improved Data Management: Transitioning from Excel sheets to a more secure and efficient client management system is essential for streamlining data handling and enhancing security.

• Customer Loyalty Programs: Implementing strategies to enhance client loyalty, recognizing its critical role in the company's survival

Through user interviews and customer surveys, B2B personas were developed to analyze customer motivations and inform the creation of a loyalty reward system.

Key findings showed that users needed:
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• A streamlined and transparent overview of their subscription services and usage.
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• Motivation to remain subscribed through loyalty programs and personalized recommendations.
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Low-fidelity prototypes were created using paper prototypes and wireframes, allowing the team to visualize concepts and determine the optimal layout for content based on proposed information architecture validated through card sorting.

Subscription Management: Users can track their current subscription, update it, and see which services have been used.

‍Loyalty Program: A point-based rewards system was implemented, encouraging users to use more services and remain subscribed.

‍Personalized Recommendations: Based on previous usage, the platform provides recommendations for additional services users might benefit from, helping them make informed decisions.