Alpha Bravo Development’s rapid growth exposed limitations in their legacy internal systems—teams relied on disconnected tools like Salesforce, Monday, and external CRMs to manage clients, projects, and communication. These siloed workflows led to inefficiencies, miscommunication, and lost visibility across departments. This internal dashboard centralizes operations into one cohesive platform—enabling better project tracking, smarter client management, and scalable workflows tailored to every role.
Overview
As the in-house Product Designer at Alpha Bravo Development, I led the redesign and expansion of our internal dashboard system—transforming it from a basic project tracker into a robust, all-in-one operational platform. The goal was to centralize workflows for project management, CRM, billing, and support into a single, scalable system tailored to how our teams actually work.
This project directly replaced Salesforce, Monday, and other third-party tools—saving the company thousands annually while improving cross-team collaboration and visibility.
My Role
Led UX/UI design for Internal System V2.0, V2.5 & V3
Worked closely with stakeholders across sales, engineering, QA, support, and operations
Delivered user flows, wireframes, high-fidelity prototypes, and UI components
Designed tailored dashboards for different internal roles (Sales, Product, QA, etc.)
Integrated 3rd-party tools (Gmail, Calendar, Dialpad, Zapier) into the user experience
Created a design system to ensure consistency across dozens of new modules
The Challenge
The existing internal dashboard lacked scalability, flexibility, and structure. Teams relied on scattered tools, from Salesforce for CRM to Monday for task tracking, which made collaboration inefficient and reporting fragmented.
I was tasked with rethinking the entire system from the ground up—while ensuring it could grow with the company and be intuitive enough for daily use by non-technical team members.
Design Goals
Unify internal tools under one platform
Reduce cognitive load with role-specific dashboards
Streamline workflows for CRM, support, QA, product, and billing
Build for scale with reusable components and clear logic
Minimize training time with intuitive, minimal UI
Smart CRM
Seamless lead-to-opportunity conversion
Built-in proposal and financial calculators
Visual cadence builder for sales automation
Role-Based Dashboards
Sales: CRM, cadences, work queues
Product: Ticketing, design task flows, asset uploads
QA & Dev: Bug tables, sprint queues, live updates
Support: Ticket triage, urgency filters, client notes
Leadership: Analytics dashboards for delivery health & communication
Live Billing + Support
I built client-facing pages for live systems, where clients could manage subscriptions, view system health (like Uptime Kuma), and submit support tickets. This bridged the gap between delivery and post-launch care.
Results
6+ departments unified into one system
50+ templates/views designed from scratch
Thousands saved in SaaS subscription costs
100% adoption across the org
Reduced lead-to-project handoff time significantlyought clear feedback, gamified progress elements, and immersive scenarios replicating real-life conditions.
What I’m Proud Of
This was one of the most complex internal tools I’ve designed. It challenged me to think holistically about cross-functional systems, while still obsessing over tiny usability details. I had to balance the needs of tech-savvy developers with client-facing sales and support roles—and make it all feel cohesive.
I also built a scalable component library that the engineering team could implement quickly across new modules, speeding up dev time and reducing UI debt.
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