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Automation of business processes of the real estate rental site and integration with payment system services and e-signature

Automation of business processes of the real estate rental site and integration with payment system services and e-signature

Location: Switzerland
Industry: Real estate
Applied technologies: Experience Cloud, Lightning Web Components, Apex, Database
Implementation time: the year and the present
Team size - 9 people (project manager, business analyst, system architect, team lead, QA, UX/Ui, 3 developers)

What’s the Problem?

All processes are done manually. Questions from contract to service are resolved through personal meetings, which takes a lot of time for managers. On the website, the user needs to see relevant information and receive a timely response. Due to the specifics of the industry, the speed of response is one of the critical success factors. Also, this company is expanding, so there was a need to automate many processes. The client needed to reduce the influence of the human factor and increase the speed of feedback and service to the maximum.

What we did...

  1. Optimizing the service's business processes will significantly reduce the influence of the human factor and speed up response time.
  2. Fully automated personal cabinet with three types of access, where you can resolve issues at any transaction stage: from contract to payment and service.
  3. Integration with Kondo payment system and e-signature service
  4. Adaptive filters

The result:

  • Managers' time resources were freed up by more than 40%.
  • All questions from each side are solved in one place - the personal cabinet. The functionality and features change depending on the type of user (lessor, lessee and user).
  • The status of the transaction is always displayed in real-time. The user on the site (e.g., lessee) always sees up-to-date information about availability and affordability.
  • At any time, the tenant can go in and leave a service request in case of a problem and track the status of the request. The position of the proposal is displayed in real-time.
  • Adaptive filters on the site allow for relevant output based on conditions and requests.
  • There are no face-to-face meetings (unless the client himself wants this), which saves a lot of time and is a comfortable condition for all parties.

Stages of work with the client:

  1. After communicating with the client, he forms his expectations and conditions. (collects requirements) . At the first meeting with the client, he creates his expectations and needs, and the business analyst collects the requirements. At this stage, it is essential to maintain effective communication to get the most precise terms of reference.
  2. Next, the business analyst describes the business logic. He is always in communication with the client, supervises all questions, and is a liaison between the client and the developer.
  3. The project manager describes the same business logic from the technical side. They form prototypes of the solution and select the technology stack.
  4. The next stage is testing. QA correlates the requirements and the result. Corrects and finalizes the solution and prepares it for release. Unit, integration, functional, and acceptance testing methods are used. Development is done in sprints.
  5. At the release stage, the software solution is already available to all users. At this stage, monitoring tools are also set up to help study user behaviour and refine the product if necessary.
  6. The transfer of rights and technical support, and maintenance. A business analyst writes documentation after the development. The project is being constantly maintained to the present day.
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