Percy.ai
Position: UX Designer
Duration: 5 months
Proficiencies Displayed: UI design, UX research
Tools: Figma, Adobe Illustrator
Percy.ai is a data analytics and marketing software for real estate professionals. It aggregates client activity, using it to power actionable insights that aim to help build lasting client relationships, capture seller leads, win more listings, and close more transactions.
I was brought on as a UX Designer to assist the development team in the visual design of the product to ensure users would be able to easily navigate both web and mobile experiences. With my previous experience as a brand designer, I also helped ensure the cohesion of brand elements and UI styles used within the app, as well as assisted the marketing team with projects.
User Dashboard
Percy’s core user experience revolved around our users being able to take in client data as quickly and easily as possible. The dashboard was at the center of that experience. Percy.ai 1.0 would start off simple - a snapshot of recent client insight data and a client activity feed, with more features to be added later. Users would then be able to customize each section, prioritizing specific data insights that were most useful to them and filtering incoming information through timeframe and activity filters.
Self Checkout Workflow
Percy’s previous method of onboarding new clients was a lengthy and complicated process, one that required approval and involvement from internal staff. With the new self-checkout workflow, we gave users agency to choose their own plans, checkout, and set up their profiles within minutes, all on their own. Our ultimate goal was to, with this simplified process, to lessen user frustration and increase sign-ups.
User & Client Emails
Emails would make up one of the core functions of Percy.ai. Users would receive their client insights directly to their inbox while clientele would receive automatic, scheduled emails to view home reports. Our goal was to make the emails visually appealing, simple, and enticing, in order for the receiver to be tempted into clicking out of the message to see a more in depth report on our website.
Takeaways
As my first real world role as a UX Designer, it was a position that was humbling to say the least. I was consistently reminded day to day how much I didn’t know and how much I still had to learn. Despite that, I was never made to feel like an impediment to the project. I was actively encouraged and supported by my team leaders to pursue additional remote learning opportunities alongside main projects. They saw me a valuable investment, not a hindrance. My appreciation for them continues from this project in the form of humble acceptance - that I still and will always have something to learn and should strive to always be gaining new knowledge.