Information Architecture
The business wanted to establish a B2B application to aggregate all real estate agent tools into a singular location. The goal of the research was to understand how agents' group, label, and prioritize information relevant to their work with respect to what the company sought to build within this application.
Methodology
In this research I used a moderated hybrid card sort with twelve agents across different backgrounds. Agents were asked to sort 31 cards consisting of documents, actions, tasks, features, and functions of the agent jobs into a minimum of 7 categories. Agents were given the option to add or duplicate categories and cards.
Impact
1
Added Categories
Agents added three additional categories overall in addition to the supplied categories.
2
Duplicated Cards
All except two agents added at least one card to the activity with 11 agents duplicating cards across multiple categories.
3
Connection between Categories
Many described a lifecycle of a task or action and how it may start in a category like Marketing but would later be classified as part of the transaction. Understanding these communications provided valuable insight to how the application should handle certain action items.