Stessa

Transactions redesign

Migrating to a new design system and redefining the existing experience

Prototype demo

Overview

Stessa is a one-stop shop for all things related to property management. Initially a finance management tool, Stessa has now expanded to cover document uploads, auto-imported tax records, lease and tenancy details, and more.

As a Senior Product Designer, I led the redesign and re-platforming of the core Transactions feature within the Stessa app. This project was critical for updating a fundamental financial section that had become outdated, both in functionality and visual design. My goal was to significantly improve usability, modernize the interface, and introduce key features that users had been requesting.

​

This overhaul involved not just a visual refresh but also a strategic addition of new capabilities to empower users to manage their financial data more effectively. The updated Transactions experience aimed to provide a more robust and intuitive way for users to track, organize, and report on their property-related income and expenses.

Discover

We had an existing Transactions page that was archaic and built from when Stessa first launched. Needless to say, it was outdated in both functionality and code. This meant that the app was missing features and style parity. Upon conducting 10+ user interviews and having an open stream of feedback with our customer support agents, we uncovered pain points and areas for improvement in our existing product.

We had an existing Transactions page that was archaic and built from when Stessa first launched. Needless to say, it was outdated in both functionality and code. This meant that the app was missing features and style parity. Upon conducting 10+ user interviews and having an open stream of feedback with our customer support agents, we uncovered pain points and areas for improvement in our existing product.

Define

A study in contrasts: light, shadow, and the rhythm of the game.

Problem statement

The current transactions experience prevents real estate investors from easily categorizing and assigning transactions to properties. Built on an outdated and unscalable foundation, the page creates friction, frustrates users, and discourages ongoing engagement.

Develop

We had an existing Transactions page that was archaic and built from when Stessa first launched. Needless to say, it was outdated in both functionality and code. This meant that the app was missing features and style parity. Upon conducting 10+ user interviews and having an open stream of feedback with our customer support agents, we uncovered pain points and areas for improvement in our existing product.

​

The constraint was balancing the extensive feature list with timely delivery, ensuring the new experience was both powerful and easy to use for our diverse user base, primarily individual property owners and small-scale landlords.

“ I’m able to assign transactions to properties more easily ”

Deliver

The Transaction Migration and Overhaul project delivered significant improvements.

​

✅ Increased User Engagement & Satisfaction:

The introduction of highly requested features like bulk editing and advanced filtering directly improved user satisfaction and reduced friction in managing finances.

​

⬇️ Reduced Support Inquiries:

By providing clear, intuitive tools for common tasks, we decreased customer support tickets related to transaction management.

​

📈 Improved Data Quality & Accuracy:

Easier categorization and reconciliation tools led to more accurate financial data within the app, benefiting users who rely on Stessa for reporting and tax purposes.

​

✨ Enhanced Product Modernity:

The updated visual design and improved usability contributed to a more professional and modern product image, aligning with current UI/UX standards.

​

↔️ Foundation for Future Growth:

Re-platforming transactions provided a robust and flexible technical and design foundation for future financial features and integrations, accelerating product development.

High fidelity mockup

From user research to ux design, see the breadth of my creative explorations.

More projects

Stessa

Dashboard refresh

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Stessa

Design system build

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stationery materials laying on a grid

Stessa

Transactions redesign

Migrating to a new design system and redefining the existing experience

Prototype demo

Overview

Stessa is a one-stop shop for all things related to property management. Initially a finance management tool, Stessa has now expanded to cover document uploads, auto-imported tax records, lease and tenancy details, and more.

As a Senior Product Designer, I led the redesign and re-platforming of the core Transactions feature within the Stessa app. This project was critical for updating a fundamental financial section that had become outdated, both in functionality and visual design. My goal was to significantly improve usability, modernize the interface, and introduce key features that users had been requesting.

​

This overhaul involved not just a visual refresh but also a strategic addition of new capabilities to empower users to manage their financial data more effectively. The updated Transactions experience aimed to provide a more robust and intuitive way for users to track, organize, and report on their property-related income and expenses.

Discover

We had an existing Transactions page that was archaic and built from when Stessa first launched. Needless to say, it was outdated in both functionality and code. This meant that the app was missing features and style parity. Upon conducting 10+ user interviews and having an open stream of feedback with our customer support agents, we uncovered pain points and areas for improvement in our existing product.

We had an existing Transactions page that was archaic and built from when Stessa first launched. Needless to say, it was outdated in both functionality and code. This meant that the app was missing features and style parity. Upon conducting 10+ user interviews and having an open stream of feedback with our customer support agents, we uncovered pain points and areas for improvement in our existing product.

Define

A study in contrasts: light, shadow, and the rhythm of the game.

Problem statement

The current transactions experience prevents real estate investors from easily categorizing and assigning transactions to properties. Built on an outdated and unscalable foundation, the page creates friction, frustrates users, and discourages ongoing engagement.

Develop

We had an existing Transactions page that was archaic and built from when Stessa first launched. Needless to say, it was outdated in both functionality and code. This meant that the app was missing features and style parity. Upon conducting 10+ user interviews and having an open stream of feedback with our customer support agents, we uncovered pain points and areas for improvement in our existing product.

​

The constraint was balancing the extensive feature list with timely delivery, ensuring the new experience was both powerful and easy to use for our diverse user base, primarily individual property owners and small-scale landlords.

“ I’m able to assign transactions to properties more easily ”

Deliver

The Transaction Migration and Overhaul project delivered significant improvements.

​

✅ Increased User Engagement & Satisfaction:

The introduction of highly requested features like bulk editing and advanced filtering directly improved user satisfaction and reduced friction in managing finances.

​

⬇️ Reduced Support Inquiries:

By providing clear, intuitive tools for common tasks, we decreased customer support tickets related to transaction management.

​

📈 Improved Data Quality & Accuracy:

Easier categorization and reconciliation tools led to more accurate financial data within the app, benefiting users who rely on Stessa for reporting and tax purposes.

​

✨ Enhanced Product Modernity:

The updated visual design and improved usability contributed to a more professional and modern product image, aligning with current UI/UX standards.

​

↔️ Foundation for Future Growth:

Re-platforming transactions provided a robust and flexible technical and design foundation for future financial features and integrations, accelerating product development.

High fidelity mockup

From user research to ux design, see the breadth of my creative explorations.

More projects

Stessa

Dashboard refresh

Explore

Stessa

Design system build

Explore

stationery materials laying on a grid

Stessa

Transactions redesign

Migrating to a new design system and redefining the existing experience

Prototype demo

Overview

Stessa is a one-stop shop for all things related to property management. Initially a finance management tool, Stessa has now expanded to cover document uploads, auto-imported tax records, lease and tenancy details, and more.

As a Senior Product Designer, I led the redesign and re-platforming of the core Transactions feature within the Stessa app. This project was critical for updating a fundamental financial section that had become outdated, both in functionality and visual design. My goal was to significantly improve usability, modernize the interface, and introduce key features that users had been requesting.

​

This overhaul involved not just a visual refresh but also a strategic addition of new capabilities to empower users to manage their financial data more effectively. The updated Transactions experience aimed to provide a more robust and intuitive way for users to track, organize, and report on their property-related income and expenses.

Discover

We had an existing Transactions page that was archaic and built from when Stessa first launched. Needless to say, it was outdated in both functionality and code. This meant that the app was missing features and style parity. Upon conducting 10+ user interviews and having an open stream of feedback with our customer support agents, we uncovered pain points and areas for improvement in our existing product.

The constraint was balancing the extensive feature list with timely delivery, ensuring the new experience was both powerful and easy to use for our diverse user base, primarily individual property owners and small-scale landlords.

Define

The original Transactions page was outdated, leading to significant user frustration and operational inefficiencies for Stessa.

​

✨ Missing Critical Functionality:Users lacked essential tools for managing transactions efficiently, such as robust import options, categorization, and bulk editing capabilities. This forced manual workarounds and reduced data accuracy.

​

🙅 Poor Usability & Outdated UI:The interface was clunky and visually inconsistent with newer parts of the application, leading to a fragmented user experience and slower task completion.

​

↕️ Scalability & Maintenance Issues:The underlying technical architecture made it difficult to add new features or maintain the existing ones, hindering product evolution.

​

Working closely with the product manager, we identified key user needs that the new platform needed to address:

​

  • Import and add transactions, both automatically and manually.
  • Efficiently review and reconcile transactions.
  • Accurately categorize and assign transactions to specific properties.
  • Perform bulk edits, merges, and deletions for faster data management.
  • Export transaction data for reporting and tax purposes.
  • Filter transactions with greater precision to find specific entries quickly.A study in contrasts: light, shadow, and the rhythm of the game.

Problem statement

The current transactions experience prevents real estate investors from easily categorizing and assigning transactions to properties. Built on an outdated and unscalable foundation, the page creates friction, frustrates users, and discourages ongoing engagement.

Develop

We had an existing Transactions page that was archaic and built from when Stessa first launched. Needless to say, it was outdated in both functionality and code. This meant that the app was missing features and style parity. Upon conducting 10+ user interviews and having an open stream of feedback with our customer support agents, we uncovered pain points and areas for improvement in our existing product.

​

The constraint was balancing the extensive feature list with timely delivery, ensuring the new experience was both powerful and easy to use for our diverse user base, primarily individual property owners and small-scale landlords.

“ I’m able to assign transactions to properties more easily ”

Deliver

The Transaction Migration and Overhaul project delivered significant improvements.

​

✅ Increased User Engagement & Satisfaction:

The introduction of highly requested features like bulk editing and advanced filtering directly improved user satisfaction and reduced friction in managing finances.

​

⬇️ Reduced Support Inquiries:

By providing clear, intuitive tools for common tasks, we decreased customer support tickets related to transaction management.

​

📈 Improved Data Quality & Accuracy:

Easier categorization and reconciliation tools led to more accurate financial data within the app, benefiting users who rely on Stessa for reporting and tax purposes.

​

✨ Enhanced Product Modernity:

The updated visual design and improved usability contributed to a more professional and modern product image, aligning with current UI/UX standards.

​

↔️ Foundation for Future Growth:

Re-platforming transactions provided a robust and flexible technical and design foundation for future financial features and integrations, accelerating product development.

High fidelity mockup

From user research to ux design, see how I explore the creative process.

More projects

Stessa

Dashboard refresh

Explore

magazine spread

Stessa

Design System build

Explore

stationery materials laying on a grid