Property Valuation Report

Alto (B2B Software for zoopla)

Through user research, I identified that customers spent 3+ hours researching properties before valuations.

I pitched and delivered an integrated Property Valuation Report that reduced this to 15 minutes; a 92% time savings.

My role

I uncovered this opportunity through a wider research and successfully pitched the solution to leadership by connecting customer improvements to Alto's strategic price changes.

I then owned the full design process from research and ideation through testing, handoff, launch messaging, and performance monitoring.

1. Context

As part of a time management research, I discovered that customers were using 5-8 tools to gather property data and market insights, before manually compiling this to create valuation reports.

Despite being essential for winning new business, this process was resource-intensive and expensive. Given Alto’s business structure, I recognised an opportunity to integrate multiple data sources to help significantly streamline this process.

This would not only improve our customers’ efficiency, but be a compelling value-add to support upcoming price changes.

2. Research

I conducted further in-depth research to validate insights, and get a stronger understanding regarding data points needed.

🔎 User interview

I conducted further in-depth research to validate insights, and get a stronger understanding regarding data points needed.

✍️ Competitor analysis

I analysed existing tools customers were using to understand their offerings, and what customers liked and disliked about them.

💡 Data analysis

I collaborated with data engineers across Alto, Zoopla and Hometrack to identify available data, and integration possibilities.

📊 Quantitative survey

I ran a survey to verify that our planned data integration matched broader user requirements.

3. Solution

Once I had all the insights, and a proposed solution, I worked with a product manager to put together a proposal document to present this solution, and align it to the product and revenue strategy.

We successfully presented this to the product leadership, and received sponsorship for a small engineering team to deliver the report.

Designing the interface

For the Property Valuation Report, my priority was on scannability and customisation to allow users to quickly get the information they want, while also enabling them to tailor the reports to theirs and their clients’ needs.

User testing iterations

User testing revealed some anxiety around the final client-facing presentation. I addressed this by closely aligning the interface with the final preview to instil confidence in this critical document.

4. Outcome

As part of the release plan, I set up analytics and a follow-up survey to understand what users liked, and how could we further improve this report.

⏱️

Time saving

92%

Based on a completion rate of 15min from creation to saving or sending.

🤝

Feature adoption

54%

Based on all accounts in the 12 months following release.

🎯

Account retention

62%

Based on the monthly retention after 90 days, over the 12 months following release.

5. What's next

Based on the feedback, I went through a second round of iterations to address key customer feedback collected through the survey.

It has also been integrated within our new consumer offering (released later) to help ensure the document is easily accessible at all times.

Thanks for reading. Feel free to drop an email to discuss collaborations, ideas, or just a friendly hi 👋

julie.valeur@gmail.com