Side-drawer with user information

To improve internal tax advisor's efficiency, as an initiative, I created a side drawer showing customer's information. This removed the tax advisor's behaviour of jumping between views to find relevant information.

It was an instant hit, and the tax advisor users request us to implement it in all the admin views.

Summary

The user drawer contained the essential information:

• Customer's contact info, account detail and tax profile.

• A quick link to their data in Asana and Pipedrive

• A panel to add, pin, and archive notes.

• Direct link to user's data in other views.

Handshake document & Specs

I make sure to spec out each component and their interaction to ease out designer-dev handshake. This improves efficiency, especially in remote setup, because devs always have everything in place for their UI work.