streamlining onboarding.

Meet DVORA.

A luxury real estate company aiming to streamline property management software.

Property Management CSVs End-to-End Flow

THE CHALLENGE

Onboarding flow.

Our goal is to design and develop a seamless entry point for new property management companies to onboard onto the existing software.

PAIN POINTS

Way too much data

How might we capture hundreds of thousands of data points while averaging a lower drop-off or abandon rate?

STRATEGY PILLARS

CAPTURING DATA

The CSV design module.

FINAL SCREENS

No two properties are the same

How might we enable users to mass onboard their property while allowing for customizations for criterion?

Designing for retention & customization.

In an effort to capture all data points, clients will utilize pre-coded CSVs to upload property information outside of basic information. According to research, 92% of client drop off results from overwhelming data entry processes. The CSV aims to eliminate drop off levels and reduce human error.

A/B TESTING

The wizard stepper.

Guerilla testing for low fidelity mockups of the wizard stepper. We needed to collect as much feedback as possible on displaying user progress when going through the onboarding flow.

FINAL PROTOTYPE

LOW FIDELITY

The left sidebar wizard stepper.

The left sidebar tested well with users. It gave clarity to what steps were completed and the progress that was made.

HIGH FIDELITY

A peek at some of the core screens.

Breaking down the excessive amounts of data to collect into bite size pieces, the CSV serves to prevent human error while making uploading data a more delightful experience.