Redesigning Broker Portal

Leadership Skills:

Outline
  • current state - broker portal was a hodgepodge of design and tech debt.

    • different tech stacks made difficult to update

    • different design designs and navigations created a disjointed experience

  • had to establish trust before moving into redesign

    • understand user needs

    • understand business goals

    • understand tech constraints and seek to understand how it got this bad. curious, not judgmental.

  • develop a plan for redesign

    • prioritize tech stack upgrades to address stability, performance and security needs

    • being a good partner means not always getting your way - recognizing this was necessary work to get us where we wanted to go enabled us to work in two different altitudes

      • 1:1 redesign of the existing experience using RDS

      • identifying places to stretch beyond 1:1 and existing RDS components

    • worked with tech and PM's to build plan together

    • shared new designs with stakeholders in business often for feedback and generate excitement

  • how the work is going

    • include screenshots of RDS SaNL, Conditions, LHP, Nav

    • surface key design decisions and rationale. better to deep into 1-2 points, rather than exhaustive

Challenge

Create a basic version of the app in just 48 hours.

Solution
  1. Feature Prioritization: The team focused on essential features like user registration, profile creation, and posting text updates. Fancy extras were put aside for now.

  2. Rapid Prototyping: Developers used low-fidelity wireframes and existing UI templates to quickly build the app's front-end, saving time on design.

  3. Leveraged Third-party Tools: Instead of building everything from scratch, they integrated existing services for user authentication and cloud storage.

  4. User Testing: Regular testing and feedback sessions with potential users helped in identifying crucial improvements.

Results:
  • Delivered a functional MVP in just 48 hours.

  • Minimal resources were used, saving time and money.

  • Gathered valuable user feedback for future iterations.