PROBLEM
Upon acquiring another company that specialized in commercial real estate (CRE) debt transactions, [REDACTED] wanted to integrate their offerings into their own custom CRM platform. In-depth requirements would need to be gathered in order to understand the overall process, and with that knowledge, showcase new features and experience enhancements through high-fidelity wireframes.
SOLUTION
Once the debt process had been defined, wireframes were built to visually present to the client and development team how such a process would work. An experience audit was performed to identify areas that could enhance the solution beyond scope.
My Role
- Research into CRE platforms, custom software integrations, and assisting with requirements gathering
- Experience audit of current CRM solution
- Wireframes to visually showcase proposed changes, future enhancements, and product backlog items (PBI’s)
This was a 5 month project, completed in March of 2020.
I worked with Main Digital, a consulting firm based in Tysons, VA.
Deliverables
- Interactive wireframes for implementation of new debt features and capabilities
- Interactive wireframes to showcase experience enhancements
- Experience audit
Process
Understanding through research
- Understanding CRE and their current CRM solution
- What are the current capabilities and future goals of the software?
- Initial experience audit
- Understanding the users through interviews
- Defining goals and direction
- Feedback loop from users & stakeholders
Exploration of Solutions
- Concepts for implementation of proposed features
- Overall UX enhancements
- Feedback and refinements
Testing and Implementation
- Building wireframes within their current design system for implementation of new features and PBI’s
- Feedback and refinements
- Delivery of PBI’s and wireframes
Results
Through user interviews, stakeholder meetings, and conversations with the development team, a project schedule was created to begin development.
Wireframes were created to visually showcase all PBI’s pertaining to the new features within the platform. This gives the Development team a better visual understanding of how these new enhancements should look and perform.
A comprehensive list of experience enhancements continued to evolve as numerous issues were found with their software. Future goals for the product are still being identified with the product owners.