VTS provides a platform for brokers and lease managers to help them with managing commercial real estate properties by streamlining processes and centralizing data. It enables landlords and brokers to collaborate more efficiently and make more informed decisions, allowing them to close deals for commercial real estate leases with more information and increased efficiency. Our stakeholders wanted to explore different ways they could surface this critical information to their users using conventional interfaces, with a hypothesis that the lower friction would help their executive
VTS was looking to host a live demo of their new voice skill at their annual conference, Accelerate. This gave us a hard deadline and heightened the need for a working solution in a short time frame of 5 weeks. For the first two weeks, the team consisted of myself as research and conversation designer and a product manager, and in the last three weeks, we had two software developers join us.
Benchmarking & Technical Research
To help us understand VTS's product offering our team members all made VTS accounts and spent our first week exploring the platform. What we found was an extensive service offering of digital marketing, online leasing, property and tenant management, and data analytics and market insights. We also spend this first-week conducting stakeholder interviews.
One of the customer segments that our stakeholders defined for us were people who were either higher-level managers or executives of CRE brokerages. They weren't engaging with the platform. and in general, across all segments, VTS was interested in if a voice interface could help them increase engagement.
User Research & Synthesis
On such a short project we needed to conduct research quite quickly, in the first couple of weeks. We did this by analyzing product reviews, conducting a survey with VTS users, and doing 1:1 interviews with landlords, lease managers, and executives.
From our interviews with managers and mid-level executives, we found that they weren't engaging with the web platform because of the perception that the software has a steep learning curve and they were too busy to take the time to learn it.
We did however find that these customers were engaging with the Daily Digest. A daily newsletter sent by VTS is personalized to each client's individual account. It provides a top-level summary of important changes or events.
Concept Generation & Prioritization
The VTS team provided deep end-user knowledge, which was supplemented with our 1:1 interviews with customers. In the following week I used these insights to frame several opportunity areas and using these as prompts, I facilitated an ideation session with our team to generate dozens of high-level concepts — after some synthesis and evaluation, I prioritized these into the 4 top concepts that I matured further and shared with our stakeholders.
Validation Testing
After receiving feedback from our stakeholders and we converged on two of our concepts for further validation testing. This included sample dialogue writing, wizard of oz prototyping and lightweight user validation testing. These tests were done over a conference call with our interview participants from our earlier research, a small group of VTS users who fit our management/executive customer segment. We synthesized this early feedback and used it to help us define the requirements for our MVP—something we could release in a controlled alpha with a select group of VTS customers.
The two concepts that we developed into Alexa skills both provide different business insights we had identified through our research to be of most importance and most impactful for VTS customers. They are separate Skills at the moment to help us simplify the flows and also to help us evaluate them separately, we think that in a future Beta release we might join them into a single product, but a small suite of related skills is also interesting to consider.
VTS Risk Report
Value Proposition
This Alexa skill provides lease managers and executives with a portfolio-level report that can help them spot risks earlier, enabling them to take action and mitigate quickly.
- Expiring leases Any upcoming lease rollovers across the portfolio
- Inactive late-stage deals Lease deals that are near to completion but show signs of inactivity
- Longstanding vacancies Empty high-value spaces
Personality design
Our agent introduces itself as 'VTS analyst' and positions itself as an always on-call executive assistant on a mission to provide the most up-to-date business insights.
Key personality descriptors:
- Efficient
- Articulate
- High energy
- Precise
Welcome greetings
SSML - Speech Styling
To express our agent's executive assistant personality I used Amazon's speech style SSML tags. The styles use a set of text-to-speech voices that use different variations of intonation, emphasis, pausing, and other techniques to match the speech to the content.
<speak
<amazon:domain name="news">
Ok, I've got two new upcoming leases for you.
<break time="400ms" />
First off, BMO Group’s lease at 28 Hillcrest Avenue will expire on September 1, affecting 12,000 square feet of space at a base rent of $14 per square foot. They will not be renewing, and their latest sentiment was negative as of August 2.
<break time="300ms" />
The second is Rogers Digital Media's lease at 370 King Street West. It'll be expiring on September 22, affecting 8,000 square feet of space at a base rent of $10 per square foot. They aren't renewing the lease, and their latest sentiment was positive as of July 17.
<break time="500ms" />
</amazon:domain>
<amazon:domain name="conversational">
Did you want to hear more about either of these?
</amazon:domain>
</speak>
Alexa no SSML
Alexa with SSML
'Joanna' - AWS Polly Neural Voice with SSML
Synthetic Voice
When choosing our agent's voice I reviewed various options and did some lightweight validation testing with some colleagues. Amazon had a new AWS service available for cloud rendering of high fidelity 'neural voices'. In our initial testing I learned that with our agent's longer report style dialogue the quality of the agents voice really mattered, lower fidelity voices sounded robotic during longer dialogue while high fidelity and more natural sounding voices were easier to listen to. I ended up using the AWS Polly voice 'Joanna' as our agent's voice.
Conversation map
Example Dialogue Flow
The following is an example of the UX flow for a customer using VTS Analyst to help them review their high-priority expiring leases.
Top-level rundown
Any upcoming lease rollovers across the portfolio.
- Tenant Name & Address
- Leased Square footage
- Lease Expiration Date
- Last Check-in Date
- Renewal Status
- Sentiment Reported
AWS Polly Neural Voice with SSML
Welcome:
<Tenant>’s lease at <building> will expire on <expiration date>, affecting <size> square feet at <base rent/sf> . [Renewals are in negotiation | They will not be renewing | Renewal status is unknown], and their latest sentiment was <sentiment> as of <check in date>. // This is repeated up to 3x for multiple alerts
//When values are returned
"BMO Group’s lease at 28 Hillcrest venue will expire on September 1, affecting 12,000 square feet of space at a base rent of $14 per square foot. They will not be renewing, and their latest sentiment was negative as of January 8."
Top-level rundown
Any upcoming leas rollovers across the portfolio.
- Tenant Name & Address
- Leased Square footage
- Lease Expiration Date
- Last Check-in Date
- Renewal Status
- Sentiment Reported
AWS Polly Neural Voice with SSML
Top Deal:
<Tenant>’s lease at <building> will expire on <expiration date>, affecting <size> square feet at <base rent/sf> . [Renewals are in negotiation | They will not be renewing | Renewal status is unknown], and their latest sentiment was <sentiment> as of <check in date>. // This is repeated up to 3x for multiple alerts
//When values are returned
"BMO Group’s lease at 28 Hillcrest venue will expire on September 1, affecting 12,000 square feet of space at a base rent of $14 per square foot. They will not be renewing, and their latest sentiment was negative as of January 8."
Closer Look - business insights
An expanded look at the lease with important business insights highlighted.
- Revenue at Risk
- Property Vacancy rate before and after last check-in report
- What, Who, When
- Name of relationship owner
AWS Polly Neural Voice with SSML
Closerlook:
Alright, let's take a look at the lease with <tenant> at <building>. If not filled, <total revenue> per year is at risk and the <building> vacancy rate would increase from <current vacancy> to <projected vacancy>. The latest update was logged by <user> on <date>, stating the following: <comment>. For more information, contact <user(s)>, the relationship owner(s) for <tenant>
//When values are returned
"Alright, let's take a closer look at the lease with BMO Group at 28 Hillcrest Avenue. If it's not filled, $120,000 per year is at risk and the 28 Hillcrest Avenue vacancy rate would increase from 12% to 18%. The latest update was logged by David Greene on January 8, stating the following: “Tenant is unhappy with the lack of nighttime security.” For more information, contact Jane Evans, the relationship owner for BMO Group."
Second Skill
Since the initial end goal of delivering a working demo for Accelerate 2020 was no longer relevant, VTS decided to extend the project from 5 to 7 weeks based on the opportunity and time the team could take to polish the VTS Analyst feature and build out an MVP for another concept called VTS Tenant Analyst.
VTS Tenant Analyst
An Alexa Skill that provides users with a high-level report on any given tenant, to help them understand their risk exposure and potential impact on their current portfolio.
- Total revenue & sqft of leased space, percentage of portfolio, to help understand risk exposure
- Latest updates to tenant reports include any updates on relationship sentiment
- Leases that are expiring within 6 months that may need some attention
- Relationship owners & key contacts
Demo
Final Deliverable
After the decision was made to go forward with building out two skills, I began in-depth Conversational User Interface (CUI) design and usability testing while an engineering pair focused on fundamentals, such as account linking, followed by core skill implementation once the CUI design had been finalized.
Despite a tight deadline, we were able to learn a lot very quickly, generate many novel solutions for customers, and deliver two Alexa skills, all within 7 weeks. These skills have been released to 26 high-value accounts to help them out during the market uncertainty brought on by the COVID-19 pandemic. VTS plans on using the data they acquire around product desirability to inform them of the next steps on where they should focus their feature build-out efforts in the future.
VTS has used the two skills as a valuable tool in their sales pipeline, utilizing it for live demos with new prospects. Following these demos, they have sent out VTS-branded Echo Dots to prospects enabled with work-from-home kits. Bala Pitchandi, SVP of Engineering at VTS, said,
“Working on the VTS Analyst project with the Connected team was a pleasure. They came in with a user-obsessed approach and proposed a solution that was aggressive and attractive to both of the use cases — Marketing and Product — that we were solving for. With VTS Analyst, we’re able to show the commercial real estate industry that we continue to find innovative solutions to present our data to customers. I am really excited about how it’s going to be received by our customers.” - Bala Pitchandi, SVP of Engineering, VTS
Update
We’ve since learned that our approach to the extraction of data and business insights and communication of these through natural language generation has actually informed the core VTS dashboard product, with business insights now being surfaced within the main application using natural language.