The Problem:
To be able to support all brokers, we recognized there was a large disparity between New Brokers and Veteran Brokers, some details created conflict between the differing needs of each persona.
- New Brokers tended to be younger, often only have one or 2 office locations within their brokerage, and tended to be more tech-savvy and willing to try new things. Over time, the expectation is that they would transition to Veteran Brokers if they are successful.
- Veteran Brokers tended to be older, often had many office locations as their brokerages tended to grow over time, and they were slower to adopt new technology solutions, instead relying on their perception of “tried and true”. As these brokers oversee the needs of more offices, they can easily be overwhelmed without notice.
This led to defining a need for very easy and intuitive solutions that can shortcut standard manual navigation strategies, which were perceived as “too slow” to these fast-paces users.
Example Screens:
