Petrosains CRM Management System

Project Background

Client: Petrosains Sdn Bhd, a subsidiary of PETRONAS. The goal was to develop a unified CRM dashboard for top-level management with a consolidated view of income, expenditure, and predictive analysis.

Key Objectives

• Centralize income and expenditure data in a single dashboard.
• Integrate predictive analysis to forecast trends.
• Visualize complex data in digestible chart-based formats.
• Enable exporting reports in multiple formats.

User Research and Insights

Primary users were senior management and administrative teams.

• Users preferred graphs and charts over text-heavy reporting.
• Simplified data upload and export workflows were critical.
• Custom date filters were high-priority across all data views.

Key Features and Functionality

1. Dashboard: high-level metrics with quick links to revenue, expenditure, and predictive analysis.
2. Revenue and Expenditure: CSV upload, interactive date filtering, and PDF export.
3. Predictive Analysis: dynamic trend projections with configurable inputs.
4. Reports: aggregated metrics and multi-format sharing options.
5. Settings: target management and admin user creation controls.

Reflection and Impact

This project reinforced the value of stakeholder communication and iterative design for translating complex requirements into practical, impactful UI/UX solutions.