SaaS Property Management Product

Overview

• Role:
  Product Design • UI • UX

• Customer problem:
  Inefficient workflow
  Users needed multiple products

• Business goal:
  Create a suite of tools to consolidate workflow for large capital construction clients

• Process:
  Empathize/Understand the customer problem
  Stakeholder Interviews
  Competitive analysis
  Developed user journeys
  Determine what success looks like
  Design exploration
  Stakeholder review & feedback sessions
  Generated user flows & prototypes
  Design iterations
  Eng hand-off

• Solution:
  Location register
  Map view (Revit integration)
  Location details
  Customizable reporting feature
  Drawing management system

• Impact:
  Customer:
  More efficient workflow (time to complete task)
  Easier reporting functionality
  More effective asset management & control

  Enstoa:
  Scale Organization Support
  Allow account managers to support more customers

Process

To better understand the Property Manager workflow and customer journey I conducted customer and SME interviews. The interviews allowed my team to empathize with user needs, as well as begin to develop specific use cases, feature request set.

The data gathered during these interviews helped influence feature sets including the technical innovation of integrating 3D BIM models onto the map view, and a customizable reporting tool that would allow for a multitude of report fidelities.

Product Ideation Workshops

Motion Prototypes

Design Process

I facilitated weekly meetings with product, engineering and our SME partners to review and discuss the newest iterations of work.

Cross-Functional Collaboration

The teams were able to stay in constant communication despite the remote nature of the UX Design team. I maintained an ongoing conversation across teams using InVision. Questions and concerns could be posed, discussed and addressed before moving too far along the wrong path.

Discovery & Pivot

During this iterative phase of the design process we were made aware that Yale New Haven was not currently using BIM models, contrary to what was shared with us during the discovery phase of research. This was a major hiccup. The decision to include a map view was directly related to the availability of BIM models. Though the map view now offered less value, we made the decision to pivot from the 3D model integration but kept the map view. BIM model integration would have to be addressed in a later stage of development.

Solution

Addressing our users’ needs while innovating within constraints of available technology, we determined the criteria necessary for our MVP. Three viewports – location register, map view and location details with a robust reporting feature that would allow property managers to export an array of report fidelities as well as an asset library that allowed users to manage location related assets to a granular level.

Impact

A scalable property management system that simplified our customers’ daily workflow. The ability to manage a multitude of properties within large organizations using a single product allowed Enstoa to revolutionize the workflow for large capital organizations and their ongoing construction projects; all this managed within a single product.

The Tool