Resideo Pro Portal

Conceptualizing a SaaS platform for Resideo’s professional installer partners

Project Overview

Resideo endeavored to create a holistic SaaS platform to function as a one-stop software solution to offer superior support for its business clients.

My Role

I led the UX/UI design for the Resideo Pro Portal web application’s authenticated user experience by delivering wireframes, workflows, and prototypes.

The Team

I was part of a diverse design team that included a design director, two other UX/UI designers, a visual designer, and two researchers. We worked closely with product managers and line-of-business owners to gather and define requirements.

The Challenge

Design an intuitive SaaS platform to help Resideo’s partners grow their businesses through regular engagement with the platform. Looking through Resideo’s history of disjointed single-point solutions and tools, as well as generative research, would enable us to successfully identify key needs and deliver streamlined solutions.

Illustration of Resideo’s disjointed software solutions

Research summary of key problems pro installers face

Design Approach

  • Agile Design Sprints

  • Research and User Story Generation

  • Rapid Design Iteration and Prototyping

Agile Design Sprints

Designing the Resideo Pro Portal was a massive undertaking. I worked alongside a team of UX/UI designers and researchers to divide and conquer as we worked through project sprints. Given the scope and requirements, we held a daily stand-up and ad-hoc collaborative working sessions to ensure our designs were creating a cohesive experience.

Research and User Story Generation

I reviewed generative research with our design researchers and internal business domain experts and assessed takeaways from previous solutions and tools to identify key business needs and help write user stories for the Pro Portal.

Examples of generative field research results and proto-personas

Example of working session to refine key business needs

Rapid Design Iteration and Prototyping

I crafted the authenticated user experience within the Pro Portal, focusing on the primary user dashboard (home screen), customer management, alerts and notifications, and business lead tracking.

After working through several rounds of rapid design iteration, I created low-fi wireframes and workflows using Adobe Xd and Omnigraffle. Additionally, I collaborated with our research team on the evolution of the portal’s information architecture.

Tools used & iteration of dashboard layout

Low-fi wireframes & workflow of key dashboard functionality and navigation

Iteration of information architecture

During our final sprints, my team built a highly-interactive mid-fi prototype using Sketch and Invision, which was presented to Resideo’s board of directors for approval on our vision of the company’s new SaaS platform.

Tools used & mid-fi wireframe of dashboard

Mid-fi wireframe of account details page

Mid-fi wireframe of leads and alerts overviews

Outcomes

  • Resideo’s board of directors approved our vision for the platform.

  • Our prototype and other documentation was handed off to the software development team to begin building the platform.

  • Our developers were able to experience the portal interactively via the prototype, which reduced their on-boarding time for the project.

Summary

This project was both extremely challenging and rewarding. I collaborated with a diverse group of designers and business stakeholders to successfully shape the future of how Resideo supports its pro partners with new services, tools, and data insights.