Familial: Transforming Property and Asset Management

Table of Contents

Key numbers

Location: Chicago, IL, USA

Complexity: A B2B and B2C SaaS serving both user types simultaneously

Timeline: Launched in 4 development sprints (8 weeks)

Highlights: 6+ API Connections | Multi-user Perspective | Advisor Dashboard | Privacy-first

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.

The Process

Here are the steps that we followed to build the project together with the Familial team.

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 for the best interface.

Held brainstorming sessions to generate innovative ideas and concepts, including gamification elements, aligning with the project's goals.

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.

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.

Post-launch

Our work was not done after the launch. We kept being 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.

The Outcome

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.