MyHome | Client Portal

A digital space for a builder and homeowner to collaboratively on new residential builds or renovations. 

Project Scope

Buildxact at this stage had a missing nexus, it was connecting well builders with suppliers and trades (B2B), 

but not effectively builders with clients (B2C). 

Following a competitive analysis and numerous requests from clients, an investment of 4 months with an agile team of 5 engineers delivered a fully responsive MVP.

My input was to research and design an optimal customer experience, establishing a new vertical in our ecosystem.

The service was used by a third of our customer base after a year of launch.   

Responsibilities involved:

1. User Research

2. Stakeholder management

3. Prototyping

4. User Testing

5. Success Metrics

6. Design System

Timeline: 4 months

“We need a client portal so we can share items easier to our home clients”

Customer Quote

User Research & Definition of Scope

The research took shape of several in-depth interviews to better understand home owner needs and competitive analysis to identify possible market gaps.

Assumptions were clarified while achieving a better scope.

A customer journey was mapped out from interviews that allowed us as a business to future proof the architecture of the app.

Personas were created to articulate with rest of the team the introduction of a new type of customer and user.

Stakeholder management

‍‍‍‍‍‍‍‍‍‍‍‍Periodic catchup meetings ensured the MVP was executed in a timely manner, with updates given to critical stages of the design process. The designs allowed easier strategic decisions with respect to the ecosystem.


A full click-through prototype was set up to test information architecture, navigation, labeling, and small screen interaction. This later was used as walk-through material for the development team.

User Testing

With a fully clickable prototype, we tested the product first internally than externally. Capturing insights and iterating designs based on a hybrid of Qualitative vs Quantitative data.

Success Metrics

The success metrics were not defined as a product team, since other features were in the product roadmap meant the business was aware the project had to stay dormant for a while, any growth was organic and priority only was given to few enhancements and bugs. 

Overall the uptake was steady and consistent, with a third of users finding value, this correlated roughly with the number of users requesting the feature that tend to have more projects at a go as well as more structure in their process.

Key strategic decisions

• Allowing multiple projects to co-exist under one account. 

• To allow co-ownership of project by a residential builder and a home owner rather than be administered by the builder.

• Allow growth within the portal into areas identified as good to have like design and maintenance. 

1/3 of customer base adopted the module

Key features delivered:

  • Social login integration
  • Smart branding customization
  • A chat service
  • Ability to view documents and raise comments against objects.
  • A portfolio area
  • Additional functionality such as digital acceptance of documents
  • Notification model via emails and in-app.

“I like client portal as I can share with my clients documents knowing I dont need to dig in my emails”