Copiez One

Overview

In-house project
Industry : Real Estate Sales & CRM
Timeline : 23.06 - 24.03
Team : 1 Product Manager, 2 Product Designers, 4 Engineers, 1 Product marketer
Role : Lead Product Designer, Visual Designer, QA, IR&Service introduction deck design
Skills : Feature Planning, UX Research, Interaction Design, Visual Design, Prototyping, QA Testing

What is Copiez ONE?

This service was born from a request by one of our loyal Copiez users, who saw the potential to apply our platform to their own real estate sales agency.
As an officially commissioned project for our company, it became a meaningful product that every team member worked on with a strong sense of responsibility.

PROBLEM

At the time our client, St. John's Sales Agency, requested a sales management system from us, they were in the process of selling approximately 231 hotel units. However, since each salesperson was managing their own customer list individually, customer information was not being shared among employees. As a result, they faced difficulties in tracking the overall sales status and distributing important notices to customers.

Also, Information such as canceled contracts or which units were currently in the sales process was not being shared in real-time among the staff.

UNDERSTANDING OUR USERS

We conducted interviews and surveys with three employees from our client, St. John's, as well as professionals from other real estate sales-related companies including construction firms, developers, trustees, and sales agencies to better understand how real estate sales processes are managed.

The goal of this research was to examine the current real estate sales workflow, identify the key pain points users experience during this process, and explore how sharing project and customer information across different parties could lead to more efficient operations.
Below are some of the questions I asked during the interviews, along with selected responses.

COMPETITIVE ANALYSIS

Also We conducted a competitive analysis to identify gaps and opportunities in existing services. By referencing their strengths and turning their weaknesses into opportunities, I shaped a more strategic and user-centered solution.

After compiling interview data and key insights gathered from staff at the sales site, we were able to gain a deeper understanding of the challenges and limitations they face during the sales process. Through our analysis, we identified four major pain points that require solutions.

IDEATION

To turn the solutions we previously identified into concrete designs, we needed to define the core features. Through several rounds of feature definition meetings, we developed the following information architecture.

To explore the main user flows, We sketched out feature concepts.

Considering that the app is still in its early stages, we created low-fidelity sketches to visualize how the features might look. Below are some preliminary ideas for the app’s core sections: Login (QR & Verification Code), Project Creation, and Member Invitation.

FINAL DESIGN

Design System

To ensure smooth communication and collaboration with team members, as well as a consistent service experience for users, I built the Copiez Design System from scratch.

The Final Prototype
Copiez ONE was created through countless iterations, creative brainstorming, and user-focused testing.

REFLECTIONS

New Challenges and Growth

CopiezONE was my first project working directly with a client. Through this experience, I learned how to communicate efficiently with stakeholders and quickly gained an understanding of the unfamiliar real estate presale industry within a limited timeframe.
It was also my first web-based project, which gave me the opportunity to explore web design systems and better understand the user perspective in web environments. Despite various constraints, I was able to embrace the challenges and grow both professionally and personally.

If we had been given more time...
Unfortunately, due to the company’s financial difficulties, we were unable to see the project through to the very end. Had our team been given more time and opportunity, I believe we could have refined the service further using real user feedback and data. It would have been meaningful to witness how our SaaS product could truly improve the pain points in the real estate presale industry.