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Transforming Property and Asset Management
Discover how Familial revolutionizes long-term planning with its comprehensive web-based application. Experience seamless integration of asset organization, household management, legal document review, and healthcare planning in one user-friendly platform. Witness Familial's success as it empowers families to navigate complex tasks with ease, ensuring peace of mind for generations to come.
Client
Familial LLC
Chicago, IL, USA
Company type
Timeline
8 weeks
Tech stack
Bubble
Privacy-first
Platform And Database Design
B2B and B2C
SaaS For Multiple User Roles
8+ API
Connections Throughout The App
4 Development Sprints
From Start To Finish For Version 1
Chicago, IL, USA
Location
Project Goals
The project aimed to create an accessible and user-friendly application for all ages, including retirees. It aimed to combine a friendly interface with the serious task of documenting end-of-life wishes, properties, and assets through gamification.
- Break complex tasks down into manageable steps, presented in an interactive and gamified app that families can use together.
- Offer a holistic solution encompassing asset organization, household management, legal document review, and healthcare planning for retirees' long-term and after-life needs.
The Challenge
The significant challenge was integrating a friendly, gamified design with the sensitive nature of the application's purpose. Developing an interface that was inviting, easy to use, and engaging for all ages, including retirees, while maintaining the seriousness required for managing important family and personal information was crucial.
Asset inventory overview
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The Process
Conceptualization:
The conceptualization phase involved collaborating closely with stakeholders and conducting market research. Brainstorming sessions were held to generate innovative ideas and concepts, including gamification elements, aligning with the project's goals.
- Collaborated closely with stakeholders to understand their specific needs and pain points, particularly for retirees.
- Conducted market research to identify trends and opportunities in long-term planning, asset management, and gamification for retirees.
- Held brainstorming sessions to generate innovative ideas and concepts, including gamification elements, aligning with the project's goals.
We care about data security
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Designing
The designing phase focused on creating wireframes, prototypes, and incorporating design principles for an enhanced user experience, including gamification elements. Iterative refinements were made based on user testing and feedback.
- Created wireframes and prototypes to visualize the user interface, including gamification elements, and gather early feedback.
- Incorporated design principles like simplicity, clarity, consistency, and gamification to enhance user experience, particularly for retirees.
- Iteratively refined designs based on user testing and feedback to ensure optimal usability across different age groups, including retirees.
Guided conversations
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Development
The development phase prioritized features based on user needs and project requirements, including gamification elements for retirees. Collaboration with developers, designers, and stakeholders was crucial for efficient feature implementation and scalable architecture.
- Prioritized features based on user needs and project requirements, including gamification elements for retirees, to maximize value in each sprint.
- Collaborated with developers, designers, and stakeholders to implement features efficiently, including gamification elements.
- Integrated scalable and robust architecture to support future growth and expansion of gamification elements.
Implementation
The implementation phase focused on securing user data, maintaining compliance, and providing documentation and training materials, including guidance on gamification elements.
- Implemented industry-standard security measures to protect user data and maintain compliance with regulations.
- Conducted thorough reviews and testing to identify and fix potential vulnerabilities, including gamification elements.
- Provided documentation and training materials for effective utilization of features and functionalities, including gamification elements for retirees.
By families, for families.
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Finalization
The finalization phase involved analyzing user feedback, implementing enhancements, and conducting final testing, including feedback on gamification elements.
- Analyzed user feedback and usage data, including feedback on gamification elements, to prioritize and implement further enhancements.
- Conducted a final round of testing to ensure all improvements, including gamification elements, met quality standards.
Launch: Familial successfully launched within 8 weeks, offering a unique solution that balances ease of use with the importance of managing personal and family assets, including a multi-user perspective, an advisor dashboard, and gamification elements to help retirees with long-term holistic planning and planning for after-life for their assets.
Impact: Set a new standard in personal management technology, providing a secure and user-friendly platform for documenting end-of-life wishes, properties, and assets while facilitating long-term planning in asset organization, household management, legal document review, and healthcare planning, with gamification elements to engage and assist retirees in their long-term and after-life planning.
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