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Product UX/UI
Lobby CRE Platform UX/UI
Lobby CRE (Commercial Real Estate) is a property asset management platform for Real Estate investors. Their users needed an “at-a-glance” performance overview of their portfolio of properties and the ability to drill into the details. In addition to those metrics views, I designed intuitive tools that helped property managers and investors easily calculate and evaluate risk scenarios, ultimately improving their profit.
The dashboard requirements are different for every user. Some wanted metrics. Others wanted tables full of numbers. So, we made it easy for users to edit the layout and prioritize the content for their unique needs.
I built responsive components in Figma. This meant that anytime the product manager wanted another layout or configuration, the design team could simply drag and drop and then scale the graph to fit the needed space. It may not sound like a big deal, but seeing how quickly the platform was evolving, having these as responsive components easily saved days, if not weeks, of custom work ($) for the UX team.
Who doesn’t love a good horizontal scroll through a spreadsheet? Me. That’s for sure. But for users with smaller screens, necessity rules.
In this case, users could select multiple properties and pull in third-party data, each with its own P&L line items, then compare them all, see the totals between them, the average totals of all, or the variance between two key properties. Plus, they could tweak almost everything to see how changes could impact future projections. It was definitely a challenging puzzle.
This platform is powerful, but only if someone knows how to harness that power. I designed a colorful (hard to ignore) set of standards for tooltips that help new users identify and utilize key functions within the platform.
Because we already had enough hurdles regarding onboarding, it made sense to reduce friction wherever possible. The tab view could be considered a bit on the literal side, but users were already familiar with that UX.
