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My roles

I was part of a design team of two and responsible for the experience strategy and design of the Web and the mobile app (iOS and Android). I produced wireframes, all interfaces, and interactions between April 2015 and March 2016.

I worked alongside a UX Lead who focused on the research, strategy, and development team.

Design Process

Challenge

A complex app for homeowners and service providers

Our client approached us to help them design and develop a product that takes care of everything from real estate to mail forwarding. With two primary objectives:

• To design and build a web, iOS, and Android application that handles everything from finding a realtor to setting up mail forwarding in a more effective and meaningful way for homeowners and representatives.
• To provide a CRM that helps the management team manage their customers, Service Providers, and staff.

The approach

Our lack of domain knowledge in moving and relocation meant we needed to understand the nature of moving service thoroughly and quickly. We approached all aspects of the project collaboratively through Google Docs and meeting remotely.

This approach was necessary to understand the problems, the user’s needs and the business's goals.

Customer insights

Insights from our discovery work indicated many areas. We needed to provide a more holistic solution that considered our user's needs relating to the following:

• Find the right realtor to get the best deal / to prepare the house for sale.
• Have personal assistance to help homeowners prepare and do any paperwork related to their relocation.
• Connect homeowners with the best and trusted Service Providers.

Wireframe, UI, and interaction

My process involved sketching and wireframing concepts and flows with my UX Lead and my PM. The designs were updated accordingly as we made iterations and met with our client.

Since I was working with many existing design patterns, it was relatively easy to move straight into high-fidelity designs.

My next step involved uploading to InVision to create a prototype. Prototyping was the most effective way to gain meaningful feedback from the team, the consensus from stakeholders and approval from senior leadership. I could easily distribute these as videos and recycle them for Usability Testing.

Detailed designs

Introducing Virtuo

The gallery below shows the final Web and iOS app for customers and the CMS for the management team.

Dashboard

Manage all activities, including the appointments between homeowners with CSR and service providers, to-dos, file cabinets, notes, budgets.

Buy and sell

Scheduling appointments, co-ord.

Service provider

Help homeowners find the best realtor and other service providers.

CRM

Manage all service providers, customers, and staff.

The refinement

Usability testing

The usability test will address key questions the team needs answers to ensure the application is usable and useful to the customer.

All of our customers live in Canada, so we did this by doing unmoderated remote testing using Validately.

Understand agent’s need

Almost all the agents desired to see properties listed by what’s been viewed and not viewed. They want an easy way to organize and manage homes viewed by appointment.

We decided to add a way to display property by Appointment.

Fixing adding properties process

Realtors did not like the idea of having to manually upload spreadsheets and felt it could be enough of a reason not to want to use the app. And the field validation step was confusing.

To make it more usable, we decided to remove the field validation step, all the fields will be matched automatically.

Styleguide

Consistency and Communication

I created a style guilde to make the design stay consistent and for the developers in our team easier to set up and work.

Try the app

Visit the site → / Download iOS app → / Download Android app →