CBRE's Workflow Management System

CBRE is one of the largest commercial real estate companies that encompasses advisory, valuation, consultation, and other services. At CBRE, my task was to recommend improvements to CBRE’s Valuation and Advisory Services systems through user research. The project objective was user research support for the product, design, and engineering teams from discovery through delivery. The primary focus was on an internal work management product used by property appraisers and managers. This product has 3 features: Assignment Tracking, Capacity Management, and Route Optimization. Assignment Tracking helps users monitor current projects. Capacity Management helps users understand how much availability they have to take on new work. Route Optimization helps them plan how to conduct the next inspection. To achieve this, I conducted heuristic evaluations for the current systems, to identify inconsistencies in designs and user flows. The next portion was to integrate into the system, functions that benefit the users by offering a seamless end-to-end assignment tracking and route optimization flow. For this, I used generative qualitative interviews to identify workflows and nuances to be included in the designs.