← Shaker case study
Expanded Feature Set
Landing Page
Top Priority
- Created 5–10 second looping video teasers in small windows to showcase the platform. (layout only)
- Developed a visual demo or introduction that users can watch on their own time. (layout only)
- Improved and reorganized the Features section, placing it prominently on the homepage.
Secondary Priority
- Designed “cards” to highlight different use cases.
- Generated additional tagline phrases.
- Built separate pages where necessary.
- Updated the header for clarity and usability.
When Time Allowed
- Highlighted integrations with other apps through icons and short explanations.
- Added a Pricing page.
- Added a prominent FAQ page.
Onboarding
Top Priority
- Enabled two-factor authentication, password strength validation, and email confirmation. (layout only)
- Implemented a loading response after users submit information.
Secondary Priority
- Streamlined duplicate text for consistency.
- Added a Welcome/Splash page upon login (e.g., “What do you want to do?”).
- Provided a brief description of “Views,” clarifying that they are filters to sort contacts based on preference.
If Time Allowed
- Prompted users to select the type of community they are creating to auto-populate relevant features.
(This did not make it to the final design)
Platform/Contacts
(Improving UX for adding/importing contacts: views, profiles, property info, invitations)
Top Priority
- Redesigned key buttons to be more visible and appropriately labeled/colored.
- Made the Roles button accessible directly from the Contacts page (instead of being hidden under “Add Contacts” or “Settings”), with quick examples of how each role is used.
- Displayed default properties upfront rather than behind dropdowns.
- Reorganized the profile information layout for clarity.
Secondary Priority
- Provided clearer feedback cues when users fill out sections of contacts (added contacts, updated roles, etc.).
- Added hover states that display prompts or guidance (e.g., profile stage).
When Time Allowed
- Enabled bulk updates of profiles/properties and invitations, with confirmation options (e.g., “Send invite to all 42 users selected?”).
- Allowed icons/glyphs to be assigned to roles.
- Added visual indicators or previews of profile/property details on hover.
- Built an organizational chart to display hierarchy or parent-child relationships.