ENVISION
Overview
Envision is Hyatt’s transient customer relationship management (CRM) platform and proprietary sales application. It enables Hyatt sales teams, supporting both transient and group sales, to work within a single system while integrating with hotel sourcing suppliers.
The Envision database centralizes customer information alongside detailed data on Hyatt hotel facilities, including guestrooms, meeting and banquet bookings, and scheduling information across properties worldwide.
Mid-Fi image of the dashboard
Goals / Achievements
This project focused on modernizing the legacy Envision system and expanding its capabilities to better support Hyatt sales teams. The goal was to improve usability, introduce new functionality, and create a more cohesive experience that aligned with recently upgraded backend systems—ultimately enabling sales staff to work more efficiently within a single, unified platform.
My Role
As the sole Product Designer on the project, I led the design effort end-to-end. I was responsible for balancing user needs, technical constraints, and business goals while designing a scalable UI system that integrated with an existing, recently upgraded backend.
Responsibilities included
- Collaborating with subject matter experts, sales stakeholders, and upper management to understand day-to-day workflows and strategic requirements.
- Translating user needs into clear, intuitive user flows aligned with Hyatt’s broader ecosystem.
- Designing and iterating on lo-fi, mid-fi, and hi-fi mockups for core Envision workflows.
- Conducting remote usability testing to validate flows and ensure clarity and ease of use.
- Designing executive-level dashboards to provide leadership with transparent visibility into workflows, KPIs, and operational metrics.
Tools
Design & Research
Sketch, Zeplin, Axure RP, Balsamiq, UserTesting.com
Data Visualization & UI
Charts.js, AG Grid
Backend & Technical Context
AngularJS (1.5, legacy constraints), Bootstrap 4, D3.js, Flot.js
Communication
Slack, RingCentral, Skype