Occupier

Investor Prototype

TEAM & CONTRIBUTORS

Agency: Avenir Interactive
Strategist: Jason Gorelick
Lead Designer: Jayne Lee

PROBLEM STATEMENT

The management of a company’s real estate portfolio is complicated because it’s difficult to manage multiple transactions at various stages of the lease cycle and to additionally manage the communication and delegation of tasks to internal and external stakeholders.

OBJECTIVE

Create a system that allows key players of the real estate department better management of their company’s real estate portfolio by providing visibility into the state of transactions, authority over task delegation, and awareness of critical dates and pressing tasks

BACKGROUND

Internal real estate departments for large corporations usually struggle to manage their real estate portfolio because of the volume of transactions. These transactions are often at various phases of the overall lease cycle. Leases on corporate office spaces can take anywhere from 1 to 20 years in length. Additionally both internal and external stakeholders are brought in at different points of a transaction depending on their responsibilities.

PROCESS

1—Stakeholder Interviews

I wrote out a list of questions to identify the transaction processes, the key players involved, their roles and responsibilities, and their needs. There are many variations of the types of transactions, so we focused on the 5 most common:

Occupier Stakeholder Interview Google Doc pages

Stakeholder Interviews excerpt via Google Docs

Within each transaction, we collaboratively identified the most common stages that occur and then defined the outcome of those stages.

  1. Awareness → Understanding of portfolio state*
  2. Evaluation → Determine next steps on lease*
  3. Planning → Establish criteria
  4. Touring → Short List defined
  5. Negotiation → LOI negotiated
  6. Selection → Decision made*
  7. Lease Out → Lease executed
  8. Build Out → Occupancy

Occupier original cycle stages Occupier evolved cycle stages

Top: Original cycle, Bottom: Evolved cycle

Throughout the process, there are both internal and external stakeholders involved at various stages.

From here, we defined the workflows of each stakeholder to gain a basic understanding of their responsibilities, tasks, and pain points.

2—Inventory & Foundational Definition

There were a lot of variables to manage, so I created a user journey chart to be able to see both the macro and micro levels of the transaction process while simultaneously understanding the relationships between the information. The user journey revealed that the process as a whole is quite dense and would prove difficult to explain in a few minutes, so we decided to select decisive moments within the cycle to highlight and further emphasize the narrative.

Occupier full user journey

Full User Journey

Occupier user journey close ups

User Journey excerpts (close ups)

3—Design

Using the selected moments, we identified specific touchpoints the user would experience from a UI perspective, which determined the screens to design.

Occupier wireframes

Wireframes

OUTCOME

Occupier successfully raised funding and acquired 3 clients. They've hired a small engineering team and are now aiming to get 17 more clients for their intiial round.

Occupier prototype desktop screen

Occupier prototype screens

Occupier prototype detail screen

Final comps

DELIVERABLES