Casavi projects
Time: 2022
Tools: Figma, MUI Design library, Token studio
Medium: Web, Android & IOS - Phones
My Role: Senior product designer for 2 value teams and Design system contributor
Casavi is a central platform for all aspects of digital property management. It enables efficient communication across all properties, with owners, tenants, and service providers, while streamlining operations and business processes.
As a leading platform in the real estate industry, Casavi automates process management, communication, and service provider coordination.
With Casavi, all processes are digitized, and properties, including customer communication, can be managed anytime, from anywhere, thanks to cloud technology.
Service providers and contracts are centrally organized in the cloud, with orders seamlessly integrated into process management.
Over the past three years, I have completed several major design projects. In addition to these, I have also carried out multiple feature-upgrade designs.
The following are selected work samples. Due to privacy agreements, they may not appear in perfect resolution.
Smattask - Emails
Smattask - Emails
Design solutions:
Comprehensive Email Integration: Enhance the overall email integration within the platform to increase usability, allowing customers to primarily use casavi without the need to switch to other systems for email management.
Improved Email Header Display: Ensure that the email header (recipient) is visible when the process email address is directly included in the CC field, especially for scenarios involving multiple service providers and non-relay responses.
SmartTask Integration: Integrate email traffic and calendar functionality into the SmartTask ticket system, enabling the creation and assignment of tasks and tickets from emails, as well as centralizing correspondence within casavi.
- Redesign the email cards with minimum information
- Redesign will have more of a mirroring design of an email client
- An email detail page to fit all the requirements and features associated with an email
- Parallel view of original email and new action
- Options to Delete, New email, Reply, Create ticket form and Link ticket form
User problem:
Integration with General Email Addresses: Allow for the integration of general email addresses with the casavi inbox, enabling the direct transfer of emails to casavi without the need for forwarding, while still displaying the original recipient.
Comprehensive Email Integration: Enhance the overall email integration within the platform to increase usability, allowing customers to primarily use casavi without the need to switch to other systems for email management.
SmartTask Integration: Integrate email traffic and calendar functionality into the smarttask ticket system, enabling the creation and assignment of tasks and tickets from emails, as well as centralizing correspondence within casavi.
Smattask - Ticket management - Overview
Smattask - ticket overview
Design solutions:
Ticket Cards UI
- Improve readability and accessibility
- Reduce visual clutter
- Streamline user interaction flow
Design Guidelines
Content: Display only the essential information (e.g., ticket title, status, priority, and assignee).
- Clean, minimal design with ample spacing
- No action buttons, informational only
- Designed for quick scanning
Right Panel (Details & Actions)
- Opens when a ticket card is selected
- Contains all detailed ticket information (description, timestamps, comments, etc.)
- Hosts all ticket-related actions (edit, assign, change status, etc.)
- Stays fixed while navigating between ticket cards
Modals for Advanced Actions
- For any action requiring more detail (e.g., editing a ticket, adding a comment), use modal windows launched from the right panel
- Keep modal interactions focused and clean
User problem - Tickets overview :
Users are experiencing difficulty navigating the ticket cards due to excessive information being displayed in each one.
The interface appears overcrowded and lacks adequate spacing, making it visually overwhelming and hard to scan quickly.
Users are struggling with ticket cards due to accessibility and readability issues. Each card contains too much information, leading to visual clutter and cognitive overload.
The lack of space and overcrowded appearance of elements , making it difficult to focus, scan, or comprehend content, especially for users with visual or cognitive impairments.
Smattask - Ticket management - Details
Smattask - ticket details
Design solutions:
Added an info card containing all essential ticket details at the top of both the ticket detail page and related secondary pages. This ensures consistency and aligns with the visual design of other SmartTask pages, promoting user familiarity.
Introduced tab-based navigation to streamline the process of adding new items.
Moved certain features to a permanent right panel for easy access and visibility of features like, checklists, attachments, time tracker etc.
Right Panel (Details & Actions)
A right-side panels designed to minimize distraction while still providing all necessary contextual information and to reduce page load and improve overall performance.
Features like Orders, Tenders, Surveys, Assembly, and New Email are now handled in the page main section to enhance workflow without overwhelming the main interface.
Implemented segregated navigation in the History section to optimize loading times and improve user experience. Preserved the core structure of existing pages to maintain continuity and ease of use.
Advanced Actions
Redesigning of features like checklist, attachments and time tracking to incorporate enhanced features
User problem - Ticket details :
Overcrowded interface with excessive information displayed at once, leading to cognitive overload.
Poor navigation structure, making it difficult for users to understand where they are or how to get back. Inefficient use of right panel cards, causing important information to be hidden or overlooked.
Pages were overloaded with features and actions, creating complexity and slowing down user workflows.
The History section was inconsistently placed or blended with other content, confusing users.
Enhance the usage and features of checklists, attachments, assembly and time tracking
Workflow automation
Workflow automation
Design solutions:
1. Standardised Workflow Templates
- Develop a library of predefined, standard templates to automate common processes.
- Templates will offer multiple configuration options to suit different use cases.
- Goal: Reduce setup time, promote consistency, and improve usability across teams.
2. Goal-Driven Design Approach
- Design workflows with a focus on incremental scalability and future adaptability.
- Each solution should support progressive enhancements to align with evolving business needs.
3. Self-Service Workflow Creation
- Enable authorised users to independently create and manage their own workflows.
- Provide a user-friendly interface with drag-and-drop functionality and validation rules to ensure consistency.
4. Advanced Admin Controls
- Grant administrators extended permissions to:
- Add or modify fields (e.g., "New Employee", "New Category").
- Configure user roles and access levels.
- Update and manage global templates.
User problem :
A growing customer need for deeper process automation.
The current API enables the creation of individual workflows (Smartflows), serving as an important first step. However, to remain competitive and meet market expectations, we need to evolve this into a scalable, robust solution.
Need of template based workflows and Self-Service Workflow
Complex filters
Complex filters
Design solutions:
Objective:
Enhance the user experience by allowing users to save and manage multiple filter sets for quicker access and reuse.
Functionality Details
- Save Filter Set
- Once a user selects a combination of filter items, they can choose to save the set.
- Prompt the user to name the filter set before saving.
- Preview Before Save
- Display a summary/overview of selected filter items so users can review their choices before finalizing the save.
- Manage Saved Sets
- Rename: Users can rename any saved filter set.
- Delete: Users can remove any filter set they no longer need.
- View/Edit: Users can view and edit the contents of any saved filter set.
- Set Limit
- Users can save unlimited filter sets.
- If the limit is reached, users must delete an existing set to save a new one.
User problem :
Applying filters requires too many clicks, making the process slow and tedious.
There is no clear overview of which filters are currently active.
Users cannot save their preferred filter combinations for quick access later.
Selecting multiple filters involves excessive vertical scrolling, which reduces efficiency.
Users can select individual filter items, which are applied and saved automatically upon selection.
There is no option to save and manage multiple sets of filters, making it inconvenient for users who frequently apply the same combinations.
Custom app
Customer app
Design solutions:
Two-Way Communication Platform
The application serves as a two-way communication platform between property managers and tenants, facilitating effective interaction and easy access to essential services.
Tenant Experience
Dashboard Overview:
Tenants are presented with a dashboard that displays key features as cards, each with indicators for new updates or actions required. The goal is to provide a quick and intuitive overview of all important information.
Support Features:
- Notifications, Bulletin Board, Important Contacts, Service Requests, Bookings, House Chat
App features:
- Home, Community, Services, My Account, My Place, Settings
Property Manager Experience
Dashboard as a Communication Hub:
Property managers can use the dashboard as a communication tool to send updates and messages to tenants.
- News & Advertisements: Managers can share updates, promotions, or information relevant to tenants.
- Bulletin Board Announcements: Used to post important notices to the tenant community.
- Displays latest announcements from the community and property managers.
- Users (managers or tenants, depending on permissions) can create and post new announcements.
- If there are no current announcements, a message indicating this is shown.
- The latest announcement is intentionally excluded from the main dashboard view, encouraging users to check the Bulletin Board section for updates.
User problem :
Customer app provides individual access accounts for each tenant or flat owner, which can be customised branding.
Features covered are, notifications and appointment scheduling, essential contact information, links to external content
Digital document transmission, such as utility bills, with email alerts for updates, all optimised for use on smartphones and tablets.
I was responsible for designing the app to include all essential user flows while minimizing development effort.
Smattask - Ticket management - Time tracking
Time tracking
Design solutions:
To be displayed in individual ticket details:
- Components to be tracked include dates, duration (in days), and the people involved at each stage of the ticket’s lifecycle.
- Components to be tracked include the time spent on the ticket (in hours and minutes) and the people involved at each stage.
Information considered for Design Goal
- Opening Stage
- Person who opened the ticket
- Date the ticket was opened
- Time the ticket was opened
- Time spent opening the ticket
- Changes / Actions Stage
- Person who made the change or took an action on the ticket
- Date the change/action was made
- Time the change/action was made
- Time spent on the change/action
- Closing Stage
- Person who closed the ticket
- Date the ticket was closed
- Time the ticket was closed
- Time spent closing the ticket
User problem :
The user wants to outline a timeline of the ticket’s journey—from the ticket's creation to its closure or reopening, measured in days.
The user wants to track the actual time spent on each ticket, from its opening to its closure, measured in hours and minutes.
The managers should get a single glance result for Database for a property- Days, time, and people involved in individual tickets and the total number of tickets.
