Streamlining Home Moves: A Web App for Effortless Experiences for 1.3L Agents and 5L+ Families Worldwide
LiveEasy (formerly MoveEasy) is a web app that helps the concierge team manage a client’s house moving process end to end, including amenities, documents, call recordings, legalities, etc.
Real estate sector | 5 months timeline | Web app designing | B2B/B2C/SAAS
My role as a UX designer involved end to end design ownership of the platform, conducting research, cross team collaboration, designing & testing.
So this is the problem.
A move from one home to another include all of these
But how can a concierge agent manage everything from one place & always pull it up whenever he converses with the client?
The web app was full of data & texts, usually dashboards are clumsy, that led to a very disorganized conversation for the agent, and also led to a massive drop of agent enrollment.
The proposed solution was a web app, with clear UI & organised information, with higher automation, to bring everything under one roof.
And this was the process;
I observed the concierge agent’s daily work routine with the web app, and understood their usage at times of emergency calls from clients, managing their client’s end to end data, following up with client’s service people for different needs, booking services from the same platform etc.
With more than 10 usages found in the web-app, the app was clumsy & tiring enough for the agents.
We also found a major challenge faced by our agents
Our agents were on calls with clients 97% of the time. Accessing all the data of a client in one screen was the need, but was not possible at that time. They had to switch tabs to check different data in calls.
These are some snippets from the research miro board.
We set 2 goals for our revamp — Automate & Digitalise
Since we were short of time, we just decided on the features & went into design directly & iterated based on the feedback. We went with design & iteration cycles around 4–5 times.
Below are some features of the product.
1. Dashboard
Space to look at progress, daily appointments, etc. It encouraged agents to complete targets & had their work schedule/appointments in a single view.
2. Sidebar
Space to add appointments, do bookings, and usually work with customers on call.
3. Concierge Calendar
Space to add, view, reschedule, and cancel appointments of concierges.
4. Activity log
Space to view all previous interactions with a client
Few other screens from the project
As a result of this revamp,
