MetLife Investment Management at the time was expanding their offerings to include commercial real estate. At this time, MetLife executed all their real estate sales through Excel-based manual processing to screen deals, track the status of the deals proposed, and perform reporting based on the available data. This was extremely time-consuming and eventually the Excel file became too large for associates to open. The team then had to rely on emails to tract deals for their clients.
Role: Lead Product Designer
Tasks: UX research, User-testing, User interviews, creating personas, journey mapping, site architecture,
wire frames, prototyping, design system creation
Metlife Investment Management Broker’s Tracking Tool (Tablet)
The main objective was to automate manual processes, eliminate errors caused due to manual intervention and enhance user experience. Given the needed mobility of their sales people, the most practical solution was to create a tablet application to track easily deal statuses and process them faster with increased accuracy. This helped communication with clients and ensure their status as a trusted Institutional Investment partner.
The Approach
After working closely with the real estate sales staff and brokers to understand their most critical and immediate needs as well as long-term goals, we gathered a wish-list of things they always wanted to see in their application. They loved the idea of a landing page dash board with all their most frequented processes easily accessible.
Here we focused on the very first data they needed to start their day. Everything was time-based and updated in real time with the ability in the future for the sales people to customize their dash for a personal experience
The App
The main focus of internal pages was the “deal grid” that was updated in real time remaining at the top of the page while other pages were accessible through a tab system.
There was also a customizable and editable data feature within the application with error tracking
Going from a HUGE Excel sheet (exceeding 1GB) to a functional tablet application in just 6 short months was not easy, but in the end incredibly rewarding to be a part of something from idea to launch and having a hand in every aspect from research, design system, UI and UX design, as well as prototyping and QA testing. It created a good foundation to be expanded upon