Case Study · Enterprise SaaS

Reimagined Zoning Compliance Reporting

Role
Sole Designer & Full-Stack Engineer
Product
Multi-step form web app for enterprise report generation
Timeline
6 months (2025)
Zoning report builder beside a generated zoning report for Valwood Business Center 8

Context

From error-prone Word templates to an intelligent SaaS

When report writers spend 20–30 minutes per report fixing repetitive data-entry errors, that's not just a workflow problem — it's thousands of lost hours annually. As the sole designer-developer at a real estate due diligence firm, I transformed our zoning compliance process from error-prone 20+ page Word templates into an intelligent SaaS solution that achieved 100% adoption.

The Problem

Problems we are solving for

Manual Overhead

The workflow required extensive data entry across 12 standardized sections, often involving repetitive input for nearly 100 fields.

Time Waste

Report writers wasted 20–30 minutes per report managing human errors and fixing repetitive data entry.

Lack of Standardization

Inconsistent terminology and unit measurements (e.g., "15 feet," "15 ft") added unnecessary complexity and reduced overall report quality.

The Solution

Solutions

01

Strategic Alignment

I reframed the tool as a "TurboTax for zoning reports" to resonate with stakeholders, emphasizing the value of a guided, error-resistant workflow.

02

Standardization

Automated units of measurement and implemented complex conditional statements to guide users through diverse report scenarios and maintain standardization.

03

Reliable Formatting

Created complex Word and PDF template files to ensure consistency in spacing, layout, and typography across many scenarios and types of reports.

04

Automation

Built Node.js cloud functions that query their legacy SQL database to draft the majority of a report, so users no longer type out roughly 30% of the data.

05

Dynamic Logic

Leveraging Vue 3 reactive components, the form adjusted inputs dynamically based on prior answers, significantly streamlining the user journey and reducing cognitive load.

06

Project Management

Made the iterative zoning reporting process across a property's phases easier to manage and edit as new data comes in, streamlining the reporting life cycle.

Process

How I built it

As the sole designer and developer, I executed a lean methodology focused on rapid iteration.

01

Lean Discovery

Due to limited access, I reverse-engineered requirements by auditing over 50 historical reports and collaborated daily with the Head of Zoning to tailor the solution.

02

Prototyping

I used a tiered-fidelity approach (Lo-Fi Figma → Hi-Fi ProtoPie) to map form logic and secured stakeholder alignment by providing working prototypes rather than static mockups.

03

Agile Iteration

With little user access before building, I knew the real answers would come from post-launch feedback — so my focus was shipping a working MVP as quickly as possible, then iterating.

Results

What it delivered

100%
Adoption
Completely replaced Microsoft Word with our custom solution.
~20 min
Saved per Report
Average time saved on every report versus the manual Word process.
Dept-wide
Standardization
Standardized reporting language and formatting across the department.

Closing Statement

Beyond the metrics, this project sparked a cultural shift toward digital-first approaches in a traditionally paper-based department and industry, paving the way for future innovations.