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Metric Solutions

Introduction & Background

 

Metric Solutions is a forward-thinking tech company focused on delivering comprehensive technology solutions for benefits advisors. Their innovative offerings include a CRM and benchmarking tool, with plans to launch a payroll and HRS software in the near future. Our collaboration with Metric Solutions involved a wide array of design-related tasks aimed at enhancing their brand and user experience.

Metric Mockup of Website and Material
The Challenge

Metric Solutions needed a cohesive and visually appealing brand identity that would resonate with benefits advisors and set them apart in the competitive tech industry. They required a user-friendly website, professional marketing materials, and an intuitive UI/UX design for their CRM. Additionally, the challenge extended to creating effective forms and pitch decks that would support their business development efforts.

PDF Mockup Metric
The Solution
Branding 

We developed a complete brand identity for Metric Solutions, including a modern, professional logo featuring a tech brain to symbolize their focus on technology solutions. We also created a cohesive color palette and design elements such as shapes and lines that convey a technology feel, providing a consistent and recognizable visual identity across all platforms.

Metric Brand Guidelines
Website Design

We created a sleek, modern website that effectively communicated Metric Solutions' value proposition and showcased their innovative tech solutions. The website was designed to be user-friendly and visually appealing, ensuring an optimal experience for visitors.

Metric Mockup
Marketing Material, Forms and Pitch Decks

Our team designed and created various forms, such as enrollment and submission forms, to streamline processes for benefits advisors. We also developed pitch decks to support Metric Solutions' business development efforts, ensuring they had the tools needed to present their solutions effectively.

UI/UX Design for CRM

We crafted a seamless UI/UX design for the CRM, focusing on ease of use and functionality. This design was tailored to the needs of benefits advisors, ensuring they could efficiently manage their client relationships and benchmarking activities.

CRM Walkthrough - 1
CRM Walkthrough - 2
The Results​​

Our comprehensive design solutions significantly enhanced Metric Solutions' brand presence and user experience. The new website attracted a higher volume of traffic, while the marketing materials effectively communicated their offerings to potential clients. The intuitive UI/UX design for the CRM received positive feedback from testers, leading to tester satisfaction. Additionally, the well-designed forms and pitch decks facilitated smoother business operations and more compelling presentations.

Conclusion

Our partnership with Metric Solutions highlights the importance of cohesive branding and user-centric design in the tech industry. By providing a full spectrum of design services, we helped Metric Solutions establish a strong market presence and deliver exceptional value to their clients. This project demonstrates our ability to deliver tailored design solutions that drive business success and enhance user engagement.

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