Julian
Breaking Down the Dashboard
This was not just a breakdown and analyzing the architecture, it was breaking down the work flow from my professional experience of being behind the screen.
We're starting and ending
our days, with tasks and
notes that have been left
behind.
The Workflow
In real estate it is common to go through waves of surges in leads requiring information on properties, and this can leave chaos at the desk. So finding a solution to this pain point and having a dashboard that is designed to avoid these office tornado's was necessary. The solution is to help realign sales professionals so that they can pick up where they left off effortlessly.
The Cards
Dashboards often have cards that take space and do not get used, eliminating these and replacing them with useful ones was vital.
Ask Jen
With Jen's assistance (AI), getting help is easy with things like preparing files, or assigning billing tasks; while the salesperson can connect with a prospective client.
One Card
Sets Daily tasks
Reduces Client complaints
Improves work culture
