Hearth Case Study

unifying neighbors to grow their local communities

Homeowner's associations across the country are built on volunteer hours, gated from technology by their demographics, and all are doing the same tasks across the board. This is making of an app that provides technology for all to do the minutiae, so neighborhood members and volunteers can invest their time in building their communities.

i conceptualized a platform for Any and All homeowner Associations

Hearth provides neighborhood residents with all of their local needs, completing basic tasks while participating in their community. Apply for permits, request maintenance, pay dues, book amenities, and view local events. Stay on top of multiple properties and interact with your homeowner’s associations. Hearth builds the community by strengthening the homes within it, unifying community and convenience.

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Timeline

4 week remote internship with a wholesale distributor startup from June 2023 - July 2023

Tools

Logo and link for Notability App

My Role

Concept design, UX research, user testing, wireframing, and prototyping were all done to make the vision of this product come to life.

The Challenge

making one size fits all

Homeowner’s Associations across the country independently collect and spend their resources on tasks which all aim to achieve the same purposes: to protect property value, maintain shared spaces, and provide services to their residents. Hearth aims to offload the repetitive overhead, increase community involvement through convenience and accessibility, while simultaneously providing customization options for each association. Volunteer hours and revenue should be spent on what they are meant to: improving the communities they belong to.

The Process

Time allotment

When setting up the project, time expectations were set with the understanding that since no product like this existed, much of the time would be spent on UX Research and validating the need for a service like this.

A triangle diagram view of the UX time allotments

While the ux process was done iteratively, ultimately the time investment is reflected above.

The Vision

Setting a goal for two groups

This project began as a website redesign for a single housing association, but as comparative analyses came in it became apparent that associations across the country were investing in the same core product, but with varying resources and outcomes. The design opportunity then became how to create a universal product of high quality, malleable enough to please everyone, and improve the functionality of the associations themselves.Unique to Hearth is the solving of a problem for two groups: the app is intended to assist both the volunteers and the residents. In doing so, part of the solution was to create a bridge between dual user bases.

the Discovery

Primary ux research

Leading Questions for Research

  • What is the potential scope of impact of this product?
  • What do residents and board members need?
  • How to transform the experience from frustration to enrichment?

Before beginning design on the project, I needed to gain insight into the user base. How common are HOAs? Are they growing in number? How are they funded both in time and capital? Primary research provided the following insights:

Intersection of Needs

With such a large user base, I needed to interview a broad sample of residents and board members among varied demographics, allowing the ubiquitous pain points to stand out. Interviews were done in person, over the phone, via surveys. Results were sorted using affinity map and distilled into the Venn Diagram here.

With the input from the first round of interviews sorted, the design focus evolved into: "How do I create a platform which performs all of the expected functions, while also correcting the pain points seen universally across the variety of existing services?

Red Routes to determine our MVP

Red routes showed the functions that would be most frequently used for an app for an HOA, and provided the basis for the minimum viable product (MVP):

  • Permits
  • Billpay
  • Complaints

User Stories

User stories were also used to identify what a viable product would entail. A use of spreadsheets provided a more customizable experience to modify the stories.

With this information gathered, I could ideate the MVP with the necessary functions, while also designing corrections to pain points in processes, as well as any added resources that were commonly requested.


Personas: Who Is This For?

Feedback from users through interviews and their user stories was then distilled into three distinct personas that could encompass the majority of the user base.

Comparative Analysis

You can write here as much as you want, this text will always look nice, whether you write longer paragraphs or just a few words. Click here and try it out.


The Framework

Ideating the user experience

User Flows

Moving into the visual design of the app, I started with user flows of the functions for the MVP. Below are the permits and billing flows.

Billing
User flows for the billing portion of the app aims to accomodate the user desire for an easy way to view what they were being billed for, a clear schedule of payment and a way to dispute. In creating the billpay segment, we kept transactions, statements, and upcoming dates clear.

Permits
Permits were often done in offices, or one at a time. The goal here was to expedite this process and apply for multiple permits at a time, as well as be able to view the permits digitally.

Drawing a storyboard of the user's entire experience makes sure that the solution chosen is a feasible one for the user and for the native mobile app.


Concept Sketches

With the initial user flows drafted, sketches were created in Notability.

Interviewing OutcomeS

Guerrilla Testing Results

A few guerrilla testing sessions were done with these initial prototypes. The feedback indicated much room for improvement with the main theme being that there was too much going on and the design needed to be simplified, which was done in the wireframes.

Detailed Design

Taking Shape and Color

Wireframes and Flows

Wireframes allowed me to see all of the functions that are packed into this app and move from a website design to a spacious mobile design. My initial transposition from website to mobile app showed a very dense arrangement of information, which was smoothed out over the next few iterations. Wireframes were crafted in AdobeXD.

User Interface Design

Mood Board

As rounds of testing improved functionality, thought went into how Hearth should feel. When looking at housing listings, the idyllic image has clear skies and a lush lawn. To inspire that sense of new beginning and lightness into the app a palette of blues and greens were implemented. The logo font is serif to imbue a sense of tradition and rootedness.

Style Guide

Within the app, variance of age and accessibility is taken into consideration. The fonts are a clean sans serif, the colors provide high contrast backgrounds, icons use thick lined simple graphics, and large buttons are there for clarity and ease.

Visual Evolution

Below is a progression of the design form and colors. An alternative design was considered briefly, intending to be to be reminiscent of a national parks websites, but was discarded in favor of an app that felt more in line with modern designs and would more broadly resonate.

USability Testing

Affinity mapping

Five interviews Conducted

User tests were conducted with 5 users, and their comments were sorted into an affinity diagram, prioritizing improvements for each user flow.

These fixes are implemented in some of the corrections below, with suggestions for future features clustered in the bottom right corner.

Permit Design Iteration

Permit Design: Testing Results

Across all of these iterations of the permit process, the layout of the screen changes. Extra screens are necessary, and it is clunky overall. A more streamlined approach that allows visibility of available permits, status updates, and a simple way to add a new permit was designed.

Permit Design: Iterated Updates

In the new design, the first page covers most needs:

  • All available amenities are visible
  • All current permits are visible and scrollable across the screen
  • Status updates are visible via the color of the tab, keeping users up to date.
  • Requests are easier to find and add as they are grouped with their amenity, reducing the need to visually sort information

On the second page, dropdown menus are kept when there are many choices. However, for the relevant permit choices a scrollable layout allows a complete overview of the options. Every option also has all the necessary information explained so users don't need to reference another resource.

Report an Issue Iteration

Report An Issue Design: Testing Results

One of the major pain points for both residents and board members was response time for issues that arose. A common resident experience entailed calling an office, filing a report, and being given a set time to expect a response. By implementing better organization while complaints are incoming, expected wait times can be reduced. On the side of board members, the frustration was not being able to address all concerns in a timely fashion, whether the gating was sourced from available office hours, receptionist availability, and paper sorting of issues.

  • Information is too dense
  • Options and categories for complaint are too limited
  • Details and descriptions are optional which is easier for the resident, but harder on the offices.
  • Urgency is only indicated at bottom.that the information was too dense on the page, while the options for complaints being too limited.
  • There are spaces for photographs and submissions, but this is a cramped and condensed form of a website

Report An Issue Design: Iterated Results

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Unlike the permit process which was simplified and reduced, issue reporting benefitted from expanding the screens. Given that users are reporting an issue, a level of frustration already exists with the issue itself, so giving the users a diffused layout is meant to give them an expectation of what's to come, and walk them through th process.

The Product

Introducing... Hearth

With the wireframes and visuals set, a prototype of the three sketched functions are here, created in InVision. Three tasks can be accomplished:

  • Request a parking pass
  • Pay monthly dues
  • File a complaint for an electric problem

Reflections

Future Iterations and Learnings

Learning: Universal Design

The app is intended for users of all ages and abilities, so keeping the design simple, clean, and visible was priority. This mean keeping fonts and symbols a little bit bigger, colors a little bit darker for higher contrast, and buttons large enough to easily press, and far enough to accidentally not press.

Learning: Design vs. Coding

During the initial brainstorming of this app, I kept wondering how it would work, who would program a large database, and thinking that I would have to lay out all of those things. I learned to make sure to keep the focus on what the users would see and interact with.

Future Design Implementations

Dual Onboarding

Onboarding screens for the residents

Onboarding screens for the HOA which will include a means of uploading guidelines, payment plans, and a means of registering properties.

Voting & Petitions

Provide digital voting opportunities for current items

Allow residents to submit suggestions and concerns for the community.

Gamification of Environmental Conservation

Allow users to add their utility usage for monitoring, friendly competitions, and rewards. Create a friends, local, and per capita comparison.

Pet Friendly

Add your pets to your account for dog park resources or lost animals

The End

Thanks for reading!

If you have any questions, comments, or ideas be sure to send me a message.

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