| Project | B2B scheduling software with CRM features, 2025 |
|---|---|
| Team | 1 product designer, 1 project manager, client's product owner & engineering team |
| Goal | Transaction history that accommodates all types of transactions & businesses |
| Work | I grouped all existing inputs into "product" data and "transaction" data. I iterated on table formats, then audited all transaction types. I designed a table UI component, the information architecture of the software's finance tab, and a transaction edit modal. |
| Result | Design pattern scales with the number of services and transaction types |
