Platform Integration and Onboarding Tools
Productised customer integration setup for enterprise onboarding, reducing 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. This was a critical step because customer data needed to flow correctly before they could get full value from the product.
For a long time, much of the setup process was handled manually by engineering. That worked when launch volume was lower but became a bottleneck as HappyCo scaled. It slowed customer launches, consumed engineering capacity and created risk around data quality during onboarding.
How I understood it
I was Product Manager for a shared platform team responsible for admin persona experiences, unified web experiences and customer integration setup. I worked with engineering, customer success and launch teams to understand the manual setup process, where delays occurred and which steps were repeatable enough to productise.
The goal was not just to make setup faster. The goal was to create a scalable platform experience that allowed non technical launch team members to complete integration setup safely while reducing risk for enterprise customers.
What I built
We started with a focused internal tool for the most common integration path. This allowed launch team members to complete end to end setup without relying on engineering for every customer.
From there, I prioritised the roadmap based on upcoming enterprise launches, property management system coverage, customer volume and delivery risk. I also supported planning for the migration from the old architecture to the new platform experience, including staged rollout, data integrity risk management and fallback planning.
What changed
- Customer time to value reduced by approximately 55 percent.
- Non technical launch team members could complete setup for the most common integration.
- Engineering dependency reduced for repeatable onboarding work.
- The onboarding process became more scalable and less exposed to manual handoffs.
My role: Owned discovery, product definition, roadmap prioritisation and delivery. Partnered with engineering, customer success and launch teams throughout.