Transactly is broken into 3 user types or personas. The experience for the brokerage is fairly new to Transactly and we were having little to no interaction with users. In fact they were quite literally not logging in at all.
Problem: Broker's are not logging in
The question we were trying to answer was: what value can we offer to encourage brokerage owners to log in and use the platform?
1. Start with talking to brokerages
After interviewing the limited number of brokerages that we had access to, and a few agents that worked closely with brokerage owners, we concluded that brokers want to see a high-level overview of what’s going on in their company. They are very busy people and don’t want to have to dig for that information.
Knowing this, we took the most valuable items that the brokerages said they needed to see and decided to move forward with creating a dashboard.
2. Build out a wireframe
On the right is the initial mockup the product owner created describing what she wanted.
Explorations
With the wireframe design and the business case provided I was able to create the first hi-fi mockup
From there, we worked through 6-7 variations playing with different types of data visualization and page layouts until we decided on one
We validated and tested the designs with some of the brokerage owners we previously spoke to throughout the process to land on this design. This project is awaiting development at this time. Below is an example of some of the details in the Figma “handoff” file ready for engineering.
Outcome
- A cleaner look and feel utilizing more white space
- Visible colored statuses (previously all the same color)
- Addition of menu options for each card/row
- Keeping the user on a single page for commonly performed tasks that they would previously have to drill in to do
- Adjusted the search and filter functionality
- The list view got a facelift
- Added the right-drawer for another piece of functionality (task manager) that the user would have to drill into a single transaction for
- Allowing the user to make inline status changes
Reflection
This was one of those projects that required us to move quickly in order to appease the business. One challenge that we ran into was access to willing users to conduct proper research. In a perfect world I would have wanted to gain more user insight and conduct a few workshops before going straight to solution-ing.