Optimising bills and transaction management for property managers

Design of a property investors financial portfolio by me

The goal

Intro

Increase customer retention by improving user satisfaction with Ailo's bills and transactions features through the improvement and creation of new features.

My role

Lead product designer on the development squad responsible for bills and fees on the platform.

  • Worked in a cross functional squad to design new features and iteratively improve on existing ones based on customer feedback and business priorities.
  • Worked with product manager to define product requirements and collect user feedback.
  • Worked with development team to translate ideas into designs that were feasible for delivery.

Outcome

  • Simplified and improved the usability of how bills are added to the platform, decreasing the average time customers spent creating a bill from 62 to 38 seconds, saving a property manager on average 75 minutes of work per week 
  • Contributed to building core functionality which helped customers off-board from competing platforms and increased Ailo's revenue and market position
  • Designed and architected new features from scratch such as invoice templates, saving property managers hours of manual work per week
  • Took ownership of customer complaints related to the financial account transactions page, pushing for enhancements to filtering and search functionality leading to a reduction in support tickets

Company

Ailo
Property management SaaS startup helping real estate agents, renters and landlords manage rental properties

Year

2021
-
2023

Team

I worked with a product manager and 5 engineers to deliver a range of new features and improvements over 2 years.

Timeline and constraints

Worked within the finance and billing development team over two years to deliver multiple new features and product improvements.

Skills

  • User research
  • UX & UI
  • Information architecture
  • Stakeholder management
  • QA

Lisa is an invaluable asset to any product team. I had the pleasure of working closely with Lisa when she was the Lead Product Designer on our product team at Ailo. She is a deep strategic thinker, who can deliver high-impact and quality design that balances customer needs, complex technical constraints and design aesthetic. As an engineer, I found Lisa to be an excellent collaborator who can quickly slice through complexity and translate ideas into well documented research and customer-centered, easy to build design.

Peter Nguyen
Software Engineer
,
Ailo

Examples of assets created

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Examples of features designed during my time on the team

Case study coming soon!

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Learn more about my work

Contact me on lisa@lisadeng.net for in-depth case studies or to learn about how I work

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