Designing a CRM Tool for Asia’s largest Insure-tech company

Created an internal CRM for Nvest from the ground up, enabling streamlined alignment between employees and projects. This solution significantly enhanced operational efficiency and accelerated overall company workflow.

Challenges

1. The primary challenge was to translate Nvest's intricate project management processes into a user-friendly system that would allow employees to easily monitor and manage their projects. 2. Facilitating the HR team's use of the platform as a comprehensive HRMS portal, enabling onboarding of new employees, policy allocation, and effective monitoring of leave records, work schedules, and employee engagement. 3. Create and streamline comprehensive project agreements with just a few clicks.

Objective

The objective was to develop a comprehensive CRM solution that seamlessly integrates project onboarding, agreement management, and employee administration. This platform serves as a centralized hub for HR activities, including leave tracking, work hours, and policy management, while also providing managers and leadership with clear visibility into team performance and overall company operations.

Discussions and problem solving

To kick off the initiative, we conducted multiple brainstorming sessions with cross-functional teammates and key stakeholders. These discussions helped align on the project direction, identify potential challenges, and map out solutions for complex workflows. As a result, we established a clear process and ensured that every aspect of the system was thoughtfully designed and validated before implementation.

Personalised Dashboards for every User

Each user type gets a customized dashboard tailored to their specific roles and requirements, ensuring seamless project tracking, employee management, and efficient workflow control.

Create and manage projects

SuperAdmins and project managers can onboard new clients, assign owners, create agreements, and configure purchase order types directly within the platform. This ensures that every new engagement starts with the right structure and governance in place. Managers can track and move projects through clearly defined stages. They can also easily add and edit the scope of work, allowing teams to respond quickly to changing requirements while maintaining a single source of truth for project details.

Comprehensive overview for each project

For every project, managers get a concise but comprehensive overview. A built-in chat feature enables the team to raise and resolve issues in context, reducing communication gaps and ensuring faster decision-making.

A unified platform empowering HR teams

The platform also acts as a unified HR operations hub, enabling HR teams to manage the complete employee lifecycle, from onboarding to day-to-day productivity. HR professionals can: • Add and onboard employees • Manage leave requests and balances • Update and assign company policies • Review attendance, work hours, and personal details • Approve leave and work-from-home requests in real time In addition, the system provides rich activity overviews, including worklogs, screenshots and keystroke insights. This level of visibility ensures transparency, accountability, and higher productivity across the organization, while still allowing HR to monitor engagement and support employees effectively.

Streamlined financial operations

Finance teams can manage purchase orders end to end within the same platform, eliminating the need for disjointed tools and manual tracking. They can raise dues for completed work and send them directly to client teams, ensuring timely communication and quicker payment cycles. The system also maintains a complete history of previously raised dues, making it easy to reference past transactions, verify details, and maintain accurate financial records. This leads to better transparency, fewer discrepancies, and smoother financial tracking.

Insights

The impact of the CRM and operations platform was visible across teams: • Improved operational efficiency: Streamlined coordination between HR, project, and finance teams led to faster execution and smoother workflows across the organization. • Reduced process fragmentation: Multiple disconnected tools were replaced with one unified platform, simplifying management and significantly improving overall productivity. • Enhanced visibility and control: Leadership gained real-time insights into project progress, employee performance, and financial activity through dynamic dashboards and centralized reporting. • Accelerated project delivery: Clear workflows, better collaboration, and efficient task management reduced turnaround times and kept teams aligned at every stage of the project lifecycle.