Designing a B2B SaaS MVP to Improve Operations Planning

Company: SiteRecon
SiteRecon provides automated property measurement services to landscaping firms in North America.
Business Developers use the platform to get property data. This assists in making accurate bids.
Post winning a bid, Operations team of the firm, takes the deal forward and delivers on the bid.
Successful MVP would add a sales vertical, unlocking revenue, growing user base, and aiding retention by optimizing Operations Planning in landscaping firms.
Team
Chief Product Officer ft Head of Design, Product Designer (me)
Project Duration:
3 Months
Role
User Research, UI & UX Design

The Challenge
The Operations Manager, key part of the Operations Team juggles multiple interrelated tasks at once.
These include but are not limited to crew management, equipment maintenance and job planning.
Some of these tasks are repetitive and mundane. Oftentimes, the Operations Manager has to firefight to deliver on time.
Pre-design Prep Work & Feature Prioritization
Workshop on Landscaping industry with focus on Operations Manager’s role, crew, and equipment
Competitive Analysis of softwares Asset and Crew Control: they lack extensive mapping of property-wide features, which is the core feature of SiteRecon
Extracting Insights from Interview of Operations Manager by the CEO
Storyboarding of Operations Manager to understand touch points and pain points




Workshop artifacts: notes, user personas, storyboarding, rough flow and wireframes

Iterate. Iterate. Iterate
For example, what should we optimize for in the job planning? the number of hours? the crew size? resources? It took some tries to get to an optimal starting point.

Streamlining the Job Path
Using AI and the already captured property data, optimal path charting individual turfs on the property is generated
This creates the fastest path to finish a job, such as, mowing the turfs in this property.
Provision for Operations Manager to customize the path is also provided

Making it a breeze to Schedule
Jobs can be allocated and reallocated with ease, by adjusting or/and dragging the job bars in the Gantt Chart
This schedule can be printed easily and used on the field

Outcomes
Mockups and Prototype helped in presentations with prospective clients
One client onboarded for a pilot project. Client appreciated the task breakdown by service area and crew member
Increase in efficiency particularly in terms of time saved was observed
Feedback from Client: requested mobile version with less detailed map view focusing on tasks instead
Takeaways
Understanding users of a technical domain through workshops, user interviews, storyboarding was crucial for designing effective solutions
Having a singular focus through feature prioritization led to efficient and timely product development providing maximum ROI
Learnt the importance of developing an MVP and validating it before designed a full-fledged product
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