McMakler Products
McMakler Products
McMakler Products
Description
Description
McMakler aimed to enhance its internal processes through technology and design, optimizing the buying and selling workflows for its teams. While existing solutions were already in place, I had the unique opportunity to conduct in-person research by simply going down a few floors, allowing me to observe firsthand how workflows could be improved.
McMakler aimed to enhance its internal processes through technology and design, optimizing the buying and selling workflows for its teams. While existing solutions were already in place, I had the unique opportunity to conduct in-person research by simply going down a few floors, allowing me to observe firsthand how workflows could be improved.
Read - 5min
Read - 5min
Client
Client
McMakler
McMakler
Year
Year
2019-2021
2019-2021
Category
Category
Enterprise Tools
Enterprise Tools
My contribution
My contribution
3 internal tools
Immoforce App Intro
Brokerforce App Intro
0.0 Disclaimer
Due to NDA contract agreements, I was not permitted to record, reproduce, or showcase the final developed version of the applications. Only select recordings and design-oriented files were approved for display in this portfolio case.
The designs presented here are solely to demonstrate my skills as a designer and the processes involved in creating these solutions.
Suppose you are a representative of a competitor company. In that case, I kindly ask you to respect the intellectual property of McMakler and refrain from using any information displayed here for competitive purposes.
Due to NDA contract agreements, I was not permitted to record, reproduce, or showcase the final developed version of the applications. Only select recordings and design-oriented files were approved for display in this portfolio case.
The designs presented here are solely to demonstrate my skills as a designer and the processes involved in creating these solutions.
Suppose you are a representative of a competitor company. In that case, I kindly ask you to respect the intellectual property of McMakler and refrain from using any information displayed here for competitive purposes.
Due to NDA contract agreements, I was not permitted to record, reproduce, or showcase the final developed version of the applications. Only select recordings and design-oriented files were approved for display in this portfolio case.
The designs presented here are solely to demonstrate my skills as a designer and the processes involved in creating these solutions.
Suppose you are a representative of a competitor company. In that case, I kindly ask you to respect the intellectual property of McMakler and refrain from using any information displayed here for competitive purposes.
Immoforce
This in-house operational tool simplifies data collection from potential customers, efficiently organizing it to support property acquisitions.
Serving as an intranet, it enables seamless tracking of property data, task management for brokers in the selling process, and promotes effective work engagement across teams.
Goal
Redesign the app’s first version, enhance its functionality, and address key pain points for a better user experience.
Constrains
The Product Manager proposed a simple UI refresh and a few basic new flows. With limited time to deliver results, I still advocated for deeper research, including interviews and field studies. To balance the timeline, I decided to allocate one week from the UI phase in favor of research, ensuring a more informed design approach.
This in-house operational tool simplifies data collection from potential customers, efficiently organizing it to support property acquisitions.
Serving as an intranet, it enables seamless tracking of property data, task management for brokers in the selling process, and promotes effective work engagement across teams.
0.1 Research
User Interiews
I conducted in-person interviews with the customer care team, SWAT members, and team leads, spending three days observing their daily workflows to create a comprehensive user-testing keynote based on our findings.
To gain additional context, I then set up FullStory session reviews, enabling us to track both the speed and accuracy with which team members completed their routine tasks.
Goal
Redesign the app’s first version, enhance its functionality, and address key pain points for a better user experience.
User Interiews
I conducted in-person interviews with the customer care team, SWAT members, and team leads, spending three days observing their daily workflows to create a comprehensive user-testing keynote based on our findings. To gain additional context, I then set up FullStory session reviews, enabling us to track both the speed and accuracy with which team members completed their routine tasks.
0.2 Prototype ＆ testing
Given that the product was already in use, the goal was to develop more efficient and ergonomic solutions for daily tasks. I began by analyzing each pain point, which led to the creation of our initial Figma wireframe prototype.
Following this, I conducted in-person user testing sessions with core team members from the SWAT and Customer Care teams.
Given that the product was already in use, the goal was to develop more efficient and ergonomic solutions for daily tasks. I began by analyzing each pain point, which led to the creation of our initial Figma wireframe prototype.
Following this, I conducted in-person user testing sessions with core team members from the SWAT and Customer Care teams.
0.3 Impact
While 75% of the designs were approved, the development team opted to fast-track production using MUI. Though not my preferred choice, I adapted the UI accordingly, ensuring consistency across content blocks.
After launch, the product received positive in-person feedback from teams by short survey, but further productivity testing was postponed indefinitely by the product team.
Accelerated Workflows
Streamlined processes, enabling faster and more efficient workflows across different teams.
Synchronized Data
Improved data consistency by integrating and syncing information from multiple sources, reducing errors and duplications.
Optimized Daily Tasks
Simplified routine tasks for brokers and team members, enhancing productivity and reducing manual effort.
Enhanced Collaboration
Improved task management and communication, promoting smoother coordination between teams involved in the property acquisition process.
While 75% of the designs were approved, the development team opted to fast-track production using MUI. Though not my preferred choice, I adapted the UI accordingly, ensuring consistency across content blocks.
After launch, the product received positive feedback from teams, but further productivity testing was postponed indefinitely by the product team.
Property advertisement page
BrokerForce
When exploring areas within the company that could benefit from internal tool development, the Product Owner and I focused on optimizing the broker workflow. After interviewing the Head of the Broker Department, we analyzed key workflows and identified opportunities for improvement.
Another key initiative in broker process improvements was BrokerForce—a tool designed to centralize daily tasks and tracking, improving data protection and workflow organization.
0.1 Lean UX MVP
Goal
Design an MVP for stakeholder review that effectively demonstrates a viable solution for optimizing the broker workflow and aligns with business and user needs.
Process
Using Lean UX methodologies, I collaborated closely with the Head of the Broker Department and the Product Owner, conducting weekly brainstorming sessions. Within three weeks, we finalized the first MVP version. The UI was primarily based on the UI style guide I had previously built for the Immoforce product, ensuring consistency and efficiency in design.
Later, I left the company to join Safe.Global, so I was not involved in the product’s further development.
Goal
To design fast and UI kit based MVP for a stakeholder presentation. Using Lean UX methodologies, I worked closely with the Head of the Broker Department and Product Owner, conducting weekly brainstorming sessions. Within three weeks, we finalized the first MVP version.
Later, I left the company to join Safe.Global, so I was not involved in the product’s further development.
Goal
To design fast and UI kit based MVP for a stakeholder presentation. Using Lean UX methodologies, I worked closely with the Head of the Broker Department and Product Owner, conducting weekly brainstorming sessions. Within three weeks, we finalized the first MVP version.
Later, I left the company to join Safe.Global, so I was not involved in the product’s further development.
Property info built by Broker
0.2 Proposed Impact
With Immoforce supporting property management for the sales team, we aimed to create a broker-oriented workspace that leveraged the same data but catered to different goals. Brokers followed a structured flow of tasks to support property sales, but at the time, everything was managed on paper. My goal was to digitize this process, improving efficiency and transparency.
Personal Calendar
Brokers can edit and review their individual work calendars, which are synchronized company-wide. The calendar is also integrated with another tool I designed to enhance appointment booking.
Task Management
All steps of the property sales process—calls, communication, contract signing, and follow-ups—are digitized and structured, making brokers' workflows more efficient.
Automated Reminders & Notifications
Brokers receive real-time reminders and updates on pending tasks, ensuring no critical step in the sales process is overlooked.
Data-Driven Insights
The system provides brokers and managers with performance analytics, helping them optimize their workflow and track progress more effectively.
This digital transformation aimed to streamline broker operations, reduce manual errors, and improve overall productivity in the property sales process.
While 75% of the designs were approved, the development team opted to fast-track production using MUI. Though not my preferred choice, I adapted the UI accordingly, ensuring consistency across content blocks.
After launch, the product received positive feedback from teams, but further productivity testing was postponed indefinitely by the product team.
Appointment Booking Tool
BrokerForce＆
Appointment Booking tool
Stakeholders saw great potential in designing tools to streamline specific workflows, including broker scheduling. They aimed to create a solution that optimizes booking times based on client preferences and broker availability.
The primary users of this tool were the sales team, who, while on calls with clients, needed to quickly find and book the optimal time slot for a broker meeting.
Before I joined, three iterations had failed due to usability issues.
Stakeholders saw great potential in designing tools to streamline specific workflows, including broker scheduling. They aimed to create a solution that optimizes booking times based on client preferences and broker availability.
The primary users of this tool were the sales team, who, while on calls with clients, needed to quickly find and book the optimal time slot for a broker meeting.
Before I joined, three iterations had failed due to usability issues.
0.1 Research
0.1 Research
I conducted in-person user interviews with members of the sales team to better understand their workflow and challenges. Through these discussions, I identified three key problems that were affecting the scheduling process and overall efficiency.
Long on loading
The first page had an average loading time of around 80 seconds, which was long enough for a salesperson to potentially lose a sale.
Broker preference issue
Team leads revealed that sales representatives often selected brokers based on personal preference rather than availability. The new tool needed to address this and ensure bookings were made based on optimal scheduling.
Confusing Date Navigation
They found the interface unintuitive and not resembling a familiar, easy-to-use calendar.
Examples of the app main page from previous versions.
I conducted in-person user interviews with members of the sales team to better understand their workflow and challenges. Through these discussions, I identified three key problems that were affecting the scheduling process and overall efficiency.
Long on loading
The first page had an average loading time of around 80 seconds, which was long enough for a salesperson to potentially lose a sale.
Broker preference issue
Team leads revealed that sales representatives often selected brokers based on personal preference rather than availability. The new tool needed to address this and ensure bookings were made based on optimal scheduling.
Confusing Date Navigation
They found the interface unintuitive and not resembling a familiar, easy-to-use calendar.
Examples of the app main page from previous versions.
0.2 Process ＆ testing
During the brainstorming phase, the Product Owner and I explored a new concept inspired by World of Warkraft's tile-based interaction and Google Calendar resemblance, that sales team was using everyday.
To compare the previous and new designs, I used the Efficient Measurement of User Experience for Interactive Products framework. The results showed a small overall improvement and generally positive feedback.
During the brainstorming phase, the Product Owner and I explored a new concept inspired by World of Warkraft's tile-based interaction and Google Calendar resemblance, that sales team was using everyday.
To compare the previous and new designs, I used the Efficient Measurement of User Experience for Interactive Products framework. The results showed a small overall improvement and generally positive feedback.
After internal stakeholder discussions, the tool was approved for development using the UI kit I had created for the company website (you can find it later at the website design case).
Later, I was reassigned to another project and couldn’t track or confirm the design’s long-term effectiveness.
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Currently, I'm looking for a next big thing.
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Currently, I'm looking for a next big thing.
Let's Connect!
Currently, I'm looking for a next big thing.