FRAMING

TO accelerate the process FOR all types of property investors/managers to get setup onto a property management platform and CONVERT to active customers with active payments.

https://www.loom.com/share/67034be392c04e7298f85bee7e4e6060?sid=b3375d36-ba3e-4867-8f14-1568b5a6f0b8

GOALS

  1. Problem - The process to get a new customer onto the property management platform was cumbersome and required too many steps which created friction and drop-off and slowed the customer conversion process.

DISCOVERY

When I started working for Azibo  I performed an audit (above on paper) of the process to add a 3 unit property. The process was very labor intensive and wrought with friction, errors, and required steps to get setup.

When I started working for Azibo I performed an audit (above on paper) of the process to add a 3 unit property. The process was very labor intensive and wrought with friction, errors, and required steps to get setup.

Above is a cleaned up version showing all the steps for adding just a 2 unit property. The challenge was that if I were a high-value customer with many units, I would have to add them each time and one-by-one.

Above is a cleaned up version showing all the steps for adding just a 2 unit property. The challenge was that if I were a high-value customer with many units, I would have to add them each time and one-by-one.

Above is a more flexible interaction model which would allow a user to add an entire property, and also they could start the process and return at a later time. This is demonstrated in the video walkthrough above.

Above is a more flexible interaction model which would allow a user to add an entire property, and also they could start the process and return at a later time. This is demonstrated in the video walkthrough above.

I’M A BIG FAN OF ITERATIVE TESTING