Design study - A command center designed around brokerage adoption
Designing an operating system around brokerage adoption and fragmented tools. Design study.
- Client
- Lifestyle Realty
- Year
- Service
- Data integration, CRM, Real estate, Adoption-focused design
- Engagement
- Design study
The Challenge
CRM, back-office, MLS and Google workflows were fragmented, while agent participation in the existing CRM was low.
The Approach
BeeNex designed a shared data layer and role-specific command center around Lofty, BoldTrail and Google tools. Leaderboards and onboarding workflows address adoption and coordination before deeper AI features.
Capabilities
- Lofty data connection
- BoldTrail access feasibility
- Google data pipeline
- Unified data model
- Google SSO
- Agent/manager/leadership roles
- Performance dashboard
- Leaderboards
- Onboarding documents and reminders
- User behavior visibility
Workflow
- Map sources of truth
- Unify agent/performance data
- Present role-specific dashboard
- Add engagement visibility
- Trigger onboarding
- Track completion
- Evaluate adoption
- Lofty
- BoldTrail
- Google Workspace
- Google SSO
- Cloud data layer (proposed)
Outcome
The design establishes connected data and agent participation as the foundation for later automation. The available record is a proposed command center, not a measured adoption result.