Barclays Eagle One
Redesigning Barclays B2B CRM Ecosystem
Team
Interaction Designers
Product Manager
Senior VD Designer
Main Stakeholder
Tech Team
Deliverables
UX Research
UI Screen Enhancements
Prototyping
Usability Testing
Client Weekly Sync
Client
Multinational Universal Bank
Teams from North America
Timeline
May'26 - Present
Team
Interaction Designers
Product Manager
Senior VD Designer
Main Stakeholder
Tech Team
Deliverables
UX Research
UI Screen Enhancements
Prototyping
Usability Testing
Client Weekly Sync
Client
Multinational Universal Bank
Teams from North America
Timeline
May'26 - Present
Team
Interaction Designers
Product Manager
Senior VD Designer
Main Stakeholder
Tech Team
Deliverables
UX Research
UI Screen Enhancements
Prototyping
Usability Testing
Client Weekly Sync
Client
Multinational Universal Bank
Teams from North America
Timeline
May'26 - Present
Project Overview
The project focused on understanding user roles, workflows, and day-to-day operational challenges within Eagle One to identify key CRM pain points and opportunities for improvement.
Through workflow analysis and user experience evaluation, the initiative aimed to streamline critical tasks, enhance service quality, and explore future-focused UX solutions and functionalities that could improve overall efficiency across the platform.
Project Overview
The project focused on understanding user roles, workflows, and day-to-day operational challenges within Eagle One to identify key CRM pain points and opportunities for improvement.
Through workflow analysis and user experience evaluation, the initiative aimed to streamline critical tasks, enhance service quality, and explore future-focused UX solutions and functionalities that could improve overall efficiency across the platform.
Scope of the project
The project focused on enhancing the Barclays CRM experience across the opportunity lifecycle, with the immediate scope centered on completing the remaining stages of the CRM form.
The broader roadmap includes designing the Side panel, Conflict Check Experience, CRM integration across Pitching, Mandate, and Close stages, Actions, and a simplified new Opportunity Flow. The project also aims to further understand the relationship between Client Interaction and Pipeline Management to create a more connected and efficient experience for bankers.
Banking Opportunity List & Details
The Opportunity List is the banker’s central view of all opportunities they can access or are involved in. It provides a quick overview of the client, opportunity name, stage, deal status, ownership, and key pipeline information, helping bankers identify and prioritise opportunities across their portfolio.
The Opportunity Details Page provides a detailed view of a selected opportunity. It brings together the information needed to manage and progress the deal - including client and deal details, team/staffing, mandate and compliance requirements, activities, pipeline information, and actions required at each stage.
Banking Opportunity List & Details
The Opportunity List is the banker’s central view of all opportunities they can access or are involved in. It provides a quick overview of the client, opportunity name, stage, deal status, ownership, and key pipeline information, helping bankers identify and prioritise opportunities across their portfolio.
The Opportunity Details Page provides a detailed view of a selected opportunity. It brings together the information needed to manage and progress the deal - including client and deal details, team/staffing, mandate and compliance requirements, activities, pipeline information, and actions required at each stage.
OPPORTUNITY LIST
OPPORTUNITY LIST
Current Challenges
Current Challenges
Current Challenges
1
Search & Discovery Inefficiencies
Difficulty filtering or sorting opportunities, hindering quick scanning and retrieval of relevant information
2
Information Overload & Task Management
Multiple CTAs & excessive information hinder clear task prioritization and make it hard to identify urgent actions
3
User Interface and Customization
Clunky layouts and outdated means to customize list views that would enhance usability and user control.
1
Search & Discovery Inefficiencies
Difficulty filtering or sorting opportunities, hindering quick scanning and retrieval of relevant information
2
Information Overload & Task Management
Multiple CTAs & excessive information hinder clear task prioritization and make it hard to identify urgent actions.
3
User Interface & Customization
Clunky layouts and outdated means to customize list views that would enhance usability and user control.
Heuristic Evaluation - Opportunity List Page
Heuristic Evaluation - Opportunity List Page
Heuristic Evaluation - Opportunity List Page
01
The tab sequence does not align with the real-world workflow, breaking expectations.
02
Unrelated actions are clubbed together in close proximity leading to poor task segregation.
03
The CTA trio of ‘Mark Dead’, ‘Save’, and ‘Cancel’ miscommunicate the representation of active state.
04
Table filters lacks multi-select for product & transaction types limiting the results & overall active states is missing
05
Unintuitive modal increases the effort of selecting and organizing columns without complete feedback.
01
The tab sequence does not align with the real-world workflow, breaking expectations.
02
Unrelated actions are clubbed together in close proximity leading to poor task segregation.
03
The CTA trio of ‘Mark Dead’, ‘Save’, and ‘Cancel’ miscommunicate the representation of active state.
04
Table filters lacks multi-select for product & transaction types limiting the results & overall active states is missing
05
Unintuitive modal increases the effort of selecting and organizing columns without complete feedback.
Heuristic Evaluation - Opportunity List Page
Heuristic Evaluation -
Opportunity List Page
01
Overall flow of sections from top to bottom doesn't provide clear segmentation & prioritization with no indication for missing /critical information
02
The info or warning messages are misleadingly perceived as error messages. CTA abruptly breaks the flow and are unanchored.
03
Duplicate CTA overcrowding the screen real estate and no intuitive association between info label and CTA for users to add the AB.
01
Overall flow of sections from top to bottom doesn't provide clear segmentation & prioritization with no indication for missing /critical information
02
The info or warning messages are misleadingly perceived as error messages. CTA abruptly breaks the flow and are unanchored.
03
Duplicate CTA overcrowding the screen real estate and no intuitive association between info label and CTA for users to add the AB.
PROPOSED EXPERIENCED OUTCOMES
PROPOSED EXPERIENCED OUTCOMES
Opportunity List
Opportunity List
Goal :
Goal :
Enable users to easily organize the opportunity list view based on banker type, quickly identify critical issues and take action to manage the deals efficiently.
Enable users to easily organize the opportunity list view based on banker type, quickly identify critical issues and take action to manage the deals efficiently.
Features:
Features:
Alert Based System
Advanced Filter & Sort
Feedback Mechanism
Contextual Action Items
Alert Based System
Advanced Filter & Sort
Feedback Mechanism
Contextual Action Items
PROPOSED EXPERIENCED OUTCOMES
Opportunity List
Goal :
Enable users to easily organize the opportunity list view based on banker type, quickly identify critical issues and take action to manage the deals efficiently.
Features:
Alert Based System
Advanced Filter & Sort
Feedback Mechanism
Contextual Action Items
PROPOSED EXPERIENCED OUTCOMES
PROPOSED EXPERIENCED OUTCOMES
Opportunity List
Opportunity List
Goal :
Goal :
Create a stage-aware opportunity details page that provides guided experience for bankers, intuitively surfacing critical actions, giving validations and next steps for efficient progression of deal pipeline.
Create a stage-aware opportunity details page that provides guided experience for bankers, intuitively surfacing critical actions, giving validations and next steps for efficient progression of deal pipeline.
Features:
Features:
Stage Awareness
Guided Alerts and Tooltips
Collaboration Across Team (Concept)
Deal Heath (Concept)
Stage Awareness
Guided Alerts and Tooltips
Collaboration Across Team (Concept)
Deal Heath (Concept)
PRIMARY USER & SCENARIO
PRIMARY USER & SCENARIO
PRIMARY USER & SCENARIO
PRIMARY USER & SCENARIO
PRIMARY USER & SCENARIO
PROPOSED EXPERIENCED OUTCOMES
PROPOSED EXPERIENCED OUTCOMES
Quick Overview & Prioritization
Quick Overview & Prioritization
Scenario:
Junior banker needs a quick overview of the opportunities so they can customise the view, identify scope and priorities their task.
Stage Summary Tabs
Each pipeline stage is a separate tab displaying the number of opportunities in that stage.
CTA Prioritization
Intuitive layout with Search on the left for quick access, and key actions like Edit Columns and Export grouped on the right to align with banker’s priorities.
Value Addition
The hierarchy reduces cognitive load, speeds up primary tasks like searching and filtering opportunities for more efficient deal management.
PROPOSED EXPERIENCED OUTCOMES
Quick Overview & Prioritization
Scenario:
Junior banker needs a quick overview of the opportunities so they can customise the view, identify scope and priorities their task.
Stage Summary Tabs
Each pipeline stage is a separate tab displaying the number of opportunities in that stage.
CTA Prioritization
Intuitive layout with Search on the left for quick access, and key actions like Edit Columns and Export grouped on the right to align with banker’s priorities.
Value Addition
The hierarchy reduces cognitive load, speeds up primary tasks like searching and filtering opportunities for more efficient deal management.
PROPOSED EXPERIENCED OUTCOMES
PROPOSED EXPERIENCED OUTCOMES
Global Alerts and Warnings
Global Alerts and Warnings
PROPOSED EXPERIENCED OUTCOMES
Global Alerts and Warnings
Scenario:
Junior banker creates a new opportunity and lands on the Opportunity Details page for the first time.
System Level Alerts
Appear on top of the page (e.g., missing product entitlements, license gaps) with linked actions to resolve them.
Value Addition
Bankers make informed decisions and fix issues proactively instead of discovering problems deep in the workflow or during mandate checklist review.
Alerts and Critical Actions
Alerts and Critical Actions
Scenario:
Banker wants to filter out deals that have a nearing closing date.
Show Alerts Toggle
The toggle filters opportunities close to 30 days and will soon be moved under 'All Opportunities' tab. Or other rules can be incorporated to trigger alerts.
Value Addition
Increased attention on critical opportunities with visual feedback to help address important first.
Staff Team and Set Accountable Banker
Staff Team and Set Accountable Banker
Scenario:
Junior banker wants view the recommended team, confirm/remove/search and add relevant members and set the accountable banker(s).
Guided Tooltip
Informs bankers with a step-by-step guide to completing the idea stage
Multi-Attribute Employee Search
Staffing search expands to include designation and primary group.
Value Addition
Staff the right role-based experts who are not known to the bankers, speeding up team assembly and reducing missed hires.
Opportunity Health Overview
Opportunity Health Overview
Scenario:
Junior banker is needs a comprehensive summary of all pending tasks to plan the requirements necessary to move the deal ahead.
Dynamic Progress Bar with Information Indicator
Shows how many checklist items are completed for the current stage, updating in real-time.
Deal Health CTA
Opens a single-pane view showing the opportunity's overall state (health score, hard/soft stop blockers, pending docs, days to close, risk flags) to understand deal readiness at a glance.
Value Addition
Enables faster decision-making, proactive risk management and avoids blind spots.
Mandate Checklist - Default State
Mandate Checklist - Default State
Mandate Checklist - Default State
Scenario:
Junior Banker wants to complete the mandate checklist requirements essential for making ‘Idea Stage’ Complete.
Dynamic Local Status
Provides live feedback of pending fields (hard stops) to the user to fill, specific to the Stage.
Clustering and Sequencing Inputs
Segregates inputs based on the ‘data type’ and banker dependent first and back-end operational later.
Value Addition
Help structure the page in the sequence of task as per real-life workflow, matching expectations.
Mandate Checklist - Alert/Error State
Filters
Filters
Scenario:
Banker wants to filter out deals that have a nearing closing date.
Show Alerts Toggle
The toggle filters opportunities close to 30 days and will soon be moved under 'All Opportunities' tab. Or other rules can be incorporated to trigger alerts.
Smart Multi-Filter & Sort Indicators
Users can multi-select products and transaction types with a clear indication of number of subsets selected.
Value Addition
Provides a more concise / condensed holistic view as per need instead of going through different tabs.
In-line Edits
In-line Edits
Scenario:
Banker wants to update a specific field of an opportunity directly on the table.
In-Line Edit & Highlight
Once a cell is edited, it briefly turns green for a few seconds so bankers can visually track exactly which value they just changed.
Value Addition
This allows the users to spot recent edits, quickly verify them, and immediately correct mistakes without disrupting their workflow.
Dynamic CTAs for Mark Dead
Dynamic CTAs for Mark Dead
Scenario:
Banker wants to update a specific field of an opportunity directly on the table.
Dynamic Action CTAs for Mark Dead
Mark Dead, ‘Save’, ‘Cancel’, and ‘Unselect All’ now appear dynamically from the bottom only when multiple rows are selected.
Value Addition
This creates a cleaner interface, reduces visual noise, and presents relevant actions contextually.
Column Sequence Edits
Scenario:
A junior banker is reviewing a certain type of opportunities and want to preview a column sequence on a bespoke metrics.
Feature
Modal with modern checkboxes for editing column sequence with preset 3 columns and Reset to default button.
Value Addition
Intuitive selection interface that users already know, speeding up customization without a learning curve.
OPPORTUNITY DETAILS
OPPORTUNITY DETAILS
Current Challenges
Current Challenges
1
Staying up-to-date & accurate in all stages
Junior bankers struggle to keep opportunity data up-to-date across stages. This leads to stale information that misrepresents the true deal pipeline.
2
Managing mandated transactions smoothly
Progressing deals to Mandated stage feels cumbersome and error-prone. Bankers face unclear rules, missing fields, and validation
hurdles.
3
Intuitive experience & oversights management
System allows the opportunities to move forward even if not all requirements are met, increasing the risks of items being overlooked or delayed if not properly tracked.
Alerts and Critical Actions
Scenario:
Banker wants to filter out deals that have a nearing closing date.
Show Alerts Toggle
The toggle filters opportunities close to 30 days and will soon be moved under ‘All Opportunities’ tab. Or other rules can be incorporated to trigger alerts.
Value Addition
Increased attention on critical opportunities with visual feedback to help address important first.
Mandate Checklist -
Alert/Error State
Filters
Scenario:
Super users want to explore combination of multiple deal types, stages and closed dates together.
Global Filter
Enables users to refine the opportunities list by Product &Traction Types, Closed Date, Stage, Status, and Deal Size for precise data combination.
Smart Multi-Filter & Sort Indicators
Users can multi-select products and transaction types with a clear indication of number of subsets selected.
Value Addition
Provides a more concise / condensed holistic view as per need instead of going through different tabs.
In-line Edits
Scenario:
Banker wants to update a specific field of an opportunity directly on the table.
In-Line Edit & Highlight
Once a cell is edited, it briefly turns green for a few seconds so bankers can visually track exactly which value they just changed.
Value Addition
This allows the users to spot recent edits, quickly verify them, and immediately correct mistakes without disrupting their workflow.
Dynamic CTAs for Mark Dead
Scenario:
Banker wants to update a specific field of an opportunity directly on the table.
Dynamic Action CTAs for Mark Dead
Mark Dead, ‘Save’, ‘Cancel’, and ‘Unselect All’ now appear dynamically from the bottom only when multiple rows are selected.
Value Addition
This creates a cleaner interface, reduces visual noise, and presents relevant actions contextually.
Column Sequence Edits
Scenario:
A junior banker is reviewing a certain type of opportunities and want to preview a column sequence on a bespoke metrics.
Feature
Modal with modern checkboxes for editing column sequence with preset 3 columns and Reset to default button.
Value Addition
Value addition:
Intuitive selection interface that users already know, speeding up customization without a learning curve.
OPPORTUNITY DETAILS
Current Challenges
1
Staying up-to-date and accurate in all stages
Junior bankers struggle to keep opportunity data up-to-date across stages. This leads to stale information that misrepresents the true deal pipeline.
2
Managing mandated transactions smoothly
Progressing deals to Mandated stage feels cumbersome and error-prone. Bankers face unclear rules, missing fields, and validation
hurdles.
3
Intuitive experience and oversights management
System allows the opportunities to move forward even if not all requirements are met, increasing the risks of items being overlooked or delayed if not properly tracked.
Heuristic Evaluation - Opportunity Details Page
01
Overall flow of sections from top to bottom doesn't provide clear segmentation & prioritization with no indication for missing /critical information
02
The info or warning messages are misleadingly perceived as error messages. CTA abruptly breaks the flow and are unanchored.
03
Duplicate CTA overcrowding the screen real estate and no intuitive association between info label and CTA for users to add the AB.
PROPOSED EXPERIENCED OUTCOMES
Opportunity Details
Goal :
Create a stage-aware opportunity details page that provides guided experience for bankers, intuitively surfacing critical actions, giving validations and next steps for efficient progression of deal pipeline.
Features:
Stage Awareness
Guided Alerts and Tooltips
Collaboration Across Team (Concept)
Deal Heath (Concept)
PRIMARY USER & SCENARIO
PROPOSED EXPERIENCED OUTCOMES
Global Alerts and Warnings
Scenario:
Junior banker creates a new opportunity and lands on the Opportunity Details page for the first time.
System Level Alerts
Appear on top of the page (e.g., missing product entitlements, license gaps) with linked actions to resolve them.
Value Addition
Bankers make informed decisions and fix issues proactively instead of discovering problems deep in the workflow or during mandate checklist review.
Staff Team and Set Accountable Banker
Scenario:
Junior banker wants view the recommended team, confirm/remove/search and add relevant members and set the accountable banker(s).
Guided Tooltip
Informs bankers with a step-by-step guide to completing the idea stage
Multi-Attribute Employee Search
Staffing search expands to include designation and primary group.
Value Addition
Staff the right role-based experts who are not known to the bankers, speeding up team assembly and reducing missed hires.
Opportunity Health Overview
Scenario:
Junior banker is needs a comprehensive summary of all pending tasks to plan the requirements necessary to move the deal ahead.
Dynamic Progress Bar with Information Indicator
Shows how many checklist items are completed for the current stage, updating in real-time.
Deal Health CTA
Opens a single-pane view showing the opportunity's overall state (health score, hard/soft stop blockers, pending docs, days to close, risk flags) to understand deal readiness at a glance.
Value Addition
Enables faster decision-making, proactive risk management and avoids blind spots.
Mandate Checklist - Default State
Scenario:
Junior Banker wants to complete the mandate checklist requirements essential for making ‘Idea Stage’ Complete.
Dynamic Local Status
Provides live feedback of pending fields (hard stops) to the user to fill, specific to the Stage.
Clustering and Sequencing Inputs
Segregates inputs based on the ‘data type’ and banker dependent first and back-end operational later.
Value Addition
Help structure the page in the sequence of task as per real-life workflow, matching expectations.
Mandate Checklist - Alert/Error State
KEY USER FLOWS
KEY USER FLOWS
Prototyped Opportunity Flow
Prototyped Opportunity Flow
KEY USER FLOWS
Prototyped Opportunity Flow
FINAL DEV HANDOFF
FINAL DEV HANDOFF
Post-Design Engagement & Support
Post-Design Engagement & Support
Dev Annotations
Delivered a comprehensive, annotated design file documenting each screen across visual, data, behavioural, view, and general specifications, clearly outlining component functionality and relevant information.
Weekly Stakeholder Connects
Collaborated with stakeholders and developers post-delivery to address queries, clarify design specifications, and resolve implementation-related
concerns as needed.
Fin.
FINAL DEV HANDOFF
Post-Design Engagement & Support
Dev Annotations
Delivered a comprehensive, annotated design file documenting each screen across visual, data, behavioural, view, and general specifications, clearly outlining component functionality and relevant information.
Weekly Stakeholder Connects
Collaborated with stakeholders and developers post-delivery to address queries, clarify design specifications, and resolve implementation-related
concerns as needed.
Fin.
Let's Connect
2026. All rights reserved.
Created by Anoushka Chaudhary
Let's Connect
2026. All rights reserved.
Created by Anoushka Chaudhary
Let's Connect
2026. All rights reserved.
Created by Anoushka Chaudhary