Introduction of Oreign C-Partners
It's an Specialized Alternative Real Estate Investments Company
• 5 min read
Introduction
Oreign is a platform designed to make investing in alternative assets easier. The goal of the Oreign C- Partners web app is to help onboard investors and guide them to invest in their desired products seamlessly. This case study explores the user experience (UX) design process we used to create an intuitive and user-friendly platform for Oreign C - Partners, which include both agencies and individual brokers.
Problem Statement
Channel partners, including agencies and brokers, face significant challenges in identifying suitable investment opportunities, managing client onboarding, and providing comprehensive reporting tools. The existing process is often manual, time-consuming, and lacks a centralized platform for efficient management and reporting. The goal was to create a web app that addresses these challenges, ensuring a seamless and efficient experience for channel partners.
The Goal:
Create a user-friendly platform that streamlines the process for channel partners to connect with potential investors, ultimately increasing lead generation and conversion rates..
The Process & Strategy
User Research & Methodology
Oreign is focused on iterative development and collaboration to quickly deliver a user-centric solution. The process emphasized flexibility, continuous feedback, and incremental improvements to meet the evolving needs of channel partners.
Information Architecture & Empathy Mapping
Information Architecture
✨ Primary Sections: Dashboard, Live Products, Leads, Investors, My Earnings, Oreign Learnings.
✨ Navigation Structure: Designed for easy access to key functionalities with a focus on clarity.
"It's not just about features. It's about crafting experiences that connect on a deeper, emotional level."
Empathy Mapping
By putting yourself in the user's shoes, you ensure the digital product addresses their challenges, preferences, and aspirations, leading to a more user-centric and successful outcome.
UI Design
Key UI Screens
Login & Signup:
✨ Seamless Signup process and Easy OTP login Accessible
Dashboard (Individual User):
✨ Displays key metrics like total AUM, number of investors, average investments, products sold, leads added, and success rate. Features goal tracking and progress indicators.
Dashboard (Company/Agency):
✨ Shows company-wide metrics including total AUM, average investments, leads generated, success rate, and active employees. Includes goal tracking and performance graphs.
Live Products:
✨ Lists available investment products with detailed information and filtering options.
✨ Returns calculator is developed to estimated the earnings amount by the Investment amount by the Investor
Leads Management:
✨ Tracking and managing leads, with options for adding new leads and viewing lead details.
Investor Management:
✨ Displays investor profiles, investment history, and contact information.
✨ Onboard New Investors for Their interested Product with the desired Proposed amount and all payments and documents is attached very transparency.
✨ Complete the Stepper process to Onboard the New and Existed Investors y their Profile Types.
AM Learnings:
✨ Access to learning modules, tutorials, and certifications (planned for future implementation).
Profile Management::
✨ Easy-to-use forms for updating personal and professional information.
More added features:
✨ Goal Tracking: Interactive elements for setting and monitoring personal and agency-level goals.
✨ Real-Time Feedback: Visual progress indicators and performance metrics.
✨ Profile Management: Easy-to-use forms for updating personal and professional information.
✨ Earnings Calculations: Real-time calculations with clear visual representation.
Conclusion:
The Oreign C - Partners web app case study highlights a thorough, user-centered design process. By incorporating user feedback, conducting usability testing, and adhering to branding guidelines, we created a platform that is intuitive, efficient, and aligned with user and business goals.
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