mali hirsch /
← Selected work

AIDIUM / 2024

The CRM,
beyond the desk.

Finding a navigation pattern that gives a complex mobile CRM room to breathe.

MY ROLE
Senior Product Designer
FOCUS
Information architecture · Prototypes · User testing
CONTEXT
CRM / Mobile
The CRM, beyond the desk. — project interface
THE SHORT VERSION

Three navigation patterns. A decision informed by customers.

Bottom navigation was the preferred pattern in unmoderated testing, offering direct access to core functions without getting in the way.

A powerful CRM on a smaller screen.

Aidium’s CRM contains a substantial set of tasks and information. Moving that experience to mobile required a navigation model that helped users reach the right place without taking over the interface.

I led the design exploration with a product manager and React engineer. The work combined user research, competitive analysis, information architecture, wireframes, and interactive prototypes.

Make alternatives comparable.

I used Figma and a component-based design system to explore multiple layouts quickly. Rather than rely on familiarity or preference alone, I built three navigation prototypes with different access patterns.

01

Gmail-style navigation

A familiar model, but overlapping options could obscure important functions.

02

Hamburger menu

A visually restrained interface, with essential functions hidden behind a menu.

03

Bottom navigation

Direct access to core tasks while preserving the main content area.

Navigation patterns explored in Figma
Navigation patterns explored in FigmaOpen full image ↗

Let people use the alternatives.

I facilitated unmoderated testing with customers. Each prototype changed how users accessed navigation, allowing feedback to focus on the interaction rather than on a single static screen.

Gmail-style navigation produced confusion around overlapping options. The hamburger pattern made essential functions harder to discover. Bottom navigation received the most positive feedback for accessibility and ease of use.

Gmail-style navigation prototype
Gmail-style navigation prototypeOpen full image ↗

Keep the core destinations within reach.

Bottom navigation became the preferred direction. Customers valued that it stayed out of the way and offered quick, intuitive access to core CRM functionality.

I refined the design based on user feedback and worked toward a consistent visual language and style guide. The decision came from comparing working alternatives with customers, rather than selecting a pattern in isolation.

Hamburger-menu navigation prototype
Hamburger-menu navigation prototypeOpen full image ↗
Bottom navigation as the preferred direction
Bottom navigation as the preferred directionOpen full image ↗

A clearer route through a complex product.

The testing established a qualitative preference for bottom navigation. The work shows how rapid prototyping can make a consequential information-architecture decision tangible and testable.

The most valuable result was a navigation direction grounded in customers’ ability to find and use the functions they needed.

NEXT PROJECT / AIDIUM

Less busywork. More connection. ↗