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2026

IPR Business Management Platform

A unified SaaS platform connecting lead generation, paid consultations and business operations in one scalable experience.

Designed for a consulting company specializing in EU funding, training services and certification programs, the platform combines a marketing website, consultation booking, CRM, project management, scheduling, CMS and business analytics into one connected ecosystem. The solution replaces fragmented workflows with a scalable, business-first platform that supports the entire customer journey and internal operations.

Products

  • Marketing Website

  • Business Workspace

My Role

  • Product Design

  • UX Design

  • UI Design

  • Information Architecture

  • ​Design System

Users

  • Business Owners

  • Consultants

  • Office Managers

  • Project Coordinators

CHALLENGE

The company managed consultations, EU funding projects, training services and client communication across multiple disconnected tools and manual processes.
 

As the business expanded, coordinating leads, consultations, projects and internal operations became increasingly difficult. The lack of a centralized system limited operational visibility and made it challenging to scale the organization.
 

The goal was to create a single platform supporting the entire business workflow, from the first website visit to long-term project delivery.

SOLUTION

Designed a unified business management platform connecting the public website with internal operations.
 

The platform guides visitors from service discovery to paid consultation, the mandatory first step of every collaboration,  and supports the complete customer lifecycle through CRM, project management, scheduling, training operations and business analytics.

Key Design Challenges

Business-First Customer
Journey

Designing a website that naturally guides every visitor toward a paid consultation as the starting point of the consulting process.

Complex Service Management

Supporting multiple business areas, including EU funding, training services and certification programs, within one consistent platform.

Operational Visibility

Providing management with complete insight into leads, consultations, projects and overall business performance.

Scalability

Designing a flexible system ready to support additional departments, offices and future organizational growth.

Public Website

Designed as the primary entry point into the consulting process, helping visitors understand available services while guiding them toward a paid consultation.

Key Features

  • Service Landing Pages

  • Consultation Booking

  • Open Training Catalogue

  • Knowledge Base

  • Article Pages

  • Contact Form

  • Checkout Experience

IPR Navigator - chatbot

Consultation Experience

A streamlined booking experience designed to qualify potential clients before entering the CRM.

Every consultation requires advance payment and serves as the official first stage of the collaboration.

Key Features

  • Service Topic Selection

  • Consultation Type Selection

  • Weekly Calendar Booking

  • Online Payment

  • Booking Confirmation

Consultation Types

  • Online Consultation

  • Phone Consultation

  • Office Consultation

  • On-site Consultation

CRM Workspace

A centralized workspace supporting the complete sales process from lead qualification to active client management.

Key Features

  • Lead Management

  • Client Management

  • Offer Management

  • White List Management

  • Referral Source Tracking

  • Department Assignment

  • Business Filters

  • Status Management​

Business Questions Solved

  • How many new leads were acquired?

  • Which departments perform best?

  • How many consultations convert into projects?

  • What is the current project pipeline?

  • What is the operational performance across teams?

Project Workspace 

Managing project delivery across EU funding, training services and certification programs through structured workflows and timeline planning.

Key Features

  • Project Boards

  • Gantt Timeline

  • Task Management

  • Milestone Planning

  • Service Catalogue

Operations Calendar

A centralized scheduling environment supporting consultations, training sessions, internal meetings and multi-day events.

Key Features

  • Weekly Planning

  • Paid Consultations

  • Training Events

  • Multi-day Events

  • Employee Assignment

  • Department Filtering

Content Management

A lightweight content management system allowing administrators to manage website content without developer support.

Key Features

  • Services Management

  • Open Training Management

  • Blog Management

  • Knowledge Base

  • SEO-ready Content

  • Publication Workflow

Multi-department Architecture

The platform was designed around the company's organizational structure rather than individual employees, making it scalable as new departments and offices are added.

Key Concepts

  • Branch-based Organization

  • Department Workspaces

  • User Assignment

  • Shared Dashboards

  • Scalable Permissions

  • Multi-office Ready

System Settings

The platform was designed around the company's organizational structure rather than individual employees, making it scalable as new departments and offices are added.

Key Features

  • CRM Variables

  • Status Management

  • Lead Sources

  • Departments

  • Branches

  • Roles & Permissions

  • Travel Zones

  • Notification Settings

Design System

Design Principles

  • Business-first interface

  • Consistent information hierarchy

  • Reusable component architecture

  • Scalable SaaS design language

Components

  • Colors

  • Typography

  • Buttons

  • Inputs

  • Tables

  • Cards

  • Calendar Components

  • CRM Status Components

IPR Design system.png

OUTCOME

The project resulted in a scalable business management platform supporting the complete consulting workflow, from marketing and lead acquisition to paid consultations, CRM management, project delivery, training operations and business analytics.
 

By connecting the public website, consultation booking, internal operations and management dashboards into one unified SaaS platform, the solution established a scalable foundation capable of supporting future business growth, additional departments and multiple office locations.

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