Platform Integration and Onboarding Tools
Productised enterprise customer integration setup, reducing customer time to value by approximately 55 percent.
What was broken
Enterprise customers needed to integrate HappyCo with external property management systems such as RealPage, Yardi and Entrata during onboarding. Customer data needed to flow correctly before they could realise the full value of the product.
Much of the integration setup had historically relied on engineering. As customer launch volume increased this became a bottleneck, slowing onboarding, consuming engineering capacity and creating unnecessary manual handoffs.
How I understood it
I worked with Engineering, Customer Success and launch teams to understand the existing workflow, identify where delays occurred and determine which parts of the process were repeatable enough to turn into a product experience.
The goal was not simply to make setup faster. We needed to allow non technical launch team members to complete integration setup safely while maintaining confidence in the integrity of enterprise customer data.
What I built
We started with a focused internal experience covering the most common integration path so launch teams could complete setup without requiring engineering support for every customer.
I prioritised the roadmap using upcoming enterprise launches, customer volume, integration coverage and delivery risk. I also supported migration planning from the existing architecture to the new platform experience including staged rollout, data integrity considerations and fallback planning.
What changed
- Customer time to value reduced by approximately 55 percent.
- Non technical launch teams could complete the most common integration setup independently.
- Engineering dependency reduced for repeatable onboarding activities.
- The onboarding experience became more scalable with fewer manual handoffs.
My role: Owned discovery, product definition, prioritisation and delivery and partnered with Engineering, Customer Success and launch teams throughout.

