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ResMan SaaS Platform: Dashboard Design and Workflow Optimization for Property Management

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As the first UX/UI Designer at ResMan, a property management SaaS platform, I designed dashboard interfaces and workflow optimization features that helped property managers efficiently manage compliance, analytics, and operational processes.

Featured case study: Affordable Housing Waitlist

Why This Matters for Complex Business Software

Working with property managers dealing with complex compliance requirements taught me how to design interfaces for users managing high-stakes business processes. When business users can confidently navigate high-stakes workflows with potential legal and financial consequences, it reduces errors and improves operational efficiency.

Compliance Analytics dashboard

There numerous rules and regulations with which an affordable housing property has to comply in order to maintain their status or else incur heavy penalties. A property’s compliance officer would spend a good deal of their time running and reviewing reports and manually extrapolating the data they needed to determine compliance status.

After extensive interviews, testing, and research that included becoming certified in affordable housing compliance, I designed a dashboard to help a compliance officer learn at a glance what they needed to know.

Affordable Housing Waitlist

There are many federal rules and regulations affordable housing properties must adhere to in order to stay in compliance and maintain their status with the government. Failure to comply would result in high penalties for the properties. One of the these regulations involved maintaining a Waitlist, particularly for properties that participated in the Section 8 housing program. The Waitlist is the method by which properties are tasked to track applicants to ensure those who met the criteria were in the appropriate order for the next available affordable unit.

Although the software already had a waitlist function, it was originally designed for multi-family housing properties and was not robust enough to meet the strictures necessary for a property to stay in federal compliance.

Guarantor Workflow

Student housing has its own set of requirements including the need to tie a lease to not only the resident (student) and unit but also to the guarantor (parent). Collaborating with a business analyst, I streamlined the guarantor leasing process to reduce administrative complexity while maintaining compliance requirements for student housing properties.

UI Facelift

After several years on the market, ResMan updated its branding for all print, tradeshow, and digital marketing efforts including the website. An intergral component of the new branding was to emphasize the simple, intuitive, and easy-to-use nature of the software. Prior to this, the software user interface had been problematic for many stakeholders, especially the sales team who wanted to sell a modern and friendly-looking tool.

I applied ResMan’s new branding guidelines across the property management web application interface, updating visual design elements while preserving user workflows.