Order Customization
Overview
This complex platform catered to both B2B and B2C markets, helping real estate brokers manage their agents’ branded materials using templates and allocated purchase credits. It also enabled independent agents to market to specific areas with customized print materials and mini-websites.
As the product designer for the platform and the Product Owner for the team, I oversaw the entire design process and contributed to managing the multi-team Kanban board.
During my tenure, I collaborated with upper management and directly with clients to improve the order process, increase conversions, and develop new features. The below is a look at a few of these initiatives.
TIMELINE
May 2018 – September 2021
ROLE
Lead Product Designer — design, project management, product owner
TEAM
Three Engineers
Product Designer (me)
TECH STACK
React and Ruby
Challenge - Interactive Map
Enhance the existing bulk mailing feature by incorporating an interactive map that enables users to select specific postal routes for their mailings.
User Need
Real estate agents aimed to target prospective clients within specific areas they managed while taking advantage of the lowest possible postage rates.
Business Need
The platform needed to be competitive in the bulk mailing market to maintain its market share.
Outcome
We successfully integrated an interactive postal route selector into our ordering process, which met our KPIs in the first quarter after release. The release included an end user version, enterprise version with advanced admin tools and internal fulfillment tool.
Challenge - Social Sharing App
The goal is to leverage real estate agents’ existing social media sharing to increase orders and encourage them to post more consistently.
User Need
Real estate agents need a user-friendly solution for creating consistent, high-quality posts for their social media accounts.
Business Need
The platform must boost orders to remain competitive amidst rising production costs.
Outcome
We developed a fully responsive web application, which our in-house graphic design team filled with shareable templates, including coordinating postcard designs. Each template contained sizes for all social media platforms, and the content is customizable, featuring suggested text. Additionally, there is an easy-to-use option to add a coordinating postcard mailing to help boost postcard sales.