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Changing a tenant without guessing what to click

Comgy provides energy data for buildings. Property managers got lost during a routine tenant change, so I rebuilt that flow around one obvious action.

Role
Senior product designer
Scope
Management portal and tenant portal
Way of working
More than 8 six-week Shape Up cycles
Comgy panel with tenant history and a change tenant button

The problem

Managers need to keep data up to date and send tenants consumption information. Across many apartments it was easy to get lost: it wasn't clear whether to edit the current tenant or add a new one, and installer abbreviations were mixed with manager actions.

Understanding the task, not the screen

With the product manager I reviewed the existing solution and user reports. I wrote a simple persona, a problem canvas and user stories, then compared the old and new flows on a real task: move a tenant out of a specific apartment.

One primary action

The apartment level got a primary "Change tenant" button. Users no longer need to remember whether it's a move-in or a move-out, because the system picks the right form.

Fewer pointless questions

The wizard hides questions that don't apply to the process and shows important values as read-only. Finishing a move-out no longer forces you to add the next tenant, and the notification says who replaced whom.

The result

11 of 11
test users found the option
8+
six-week cycles with different teams

What stayed in the organisation

Beyond the flow itself, we introduced UX standards such as user flows and user tests. Working with a different team every six weeks also taught me to adapt quickly to new requirements.

What it's like to work with me

Have a complex product to untangle?