Case study · Rentesy

Rentesy

Turning a complex property-management platform into a clearer, role-aware information architecture that works across web and mobile — with mobile constraints helping establish the core hierarchy.

Rentesy · Senior Design Manager · B2B SaaS

Rentesy — case study cover
Product
B2B SaaS — property asset management
Role
Senior Design Manager, managing two senior designers
Scale
120 property managers · 2,000+ units
Scope
IA direction across web & mobile
Timeline
12 Months
Status
Production
Section 01

At a glance

Rentesy is a B2B SaaS platform for property asset management — bringing together the operational work around properties, units, leases, tenants, owners, vendors, maintenance, accounting, communications, files, and reporting. My role was Senior Design Manager, managing two senior designers while driving the information-architecture direction for the product.

The difficult part was not deciding which items should appear in a sidebar. Property management is an interconnected domain: one property can have multiple units, leases, tenants, owners, and vendors, while a single operational task can move between several of those entities.

The fundamental question

How should the product organize information so that people can understand what they are managing, what needs attention, and what they can do next?

The resulting architecture separates the platform into clear role-based portals while preserving the relationships between the underlying business objects:

Rentesy Platform
Role Portal
Operational Domain
Business Object
Action

The architecture was also designed mobile-first — mobile treated as a constraint for establishing priority and hierarchy, not as a smaller version of the desktop product.

Honest framing

The documented outcomes are project-reported (scale and support-ticket reduction) rather than independently verified measurements; research sample sizes and controlled before/after metrics are not claimed.

Section 02

The problem

Property management is not a single workflow

A property manager does not work in one linear journey. A typical day can involve:

  • Checking portfolio health
  • Reviewing leases and renewals
  • Responding to tenant requests
  • Assigning a vendor to maintenance work
  • Following up on owner requests
  • Checking rent or payment information
  • Sending communications
  • Reviewing documents
  • Generating reports

These activities are connected by the same underlying objects:

Property
Unit
Lease
Tenant
Maintenance Request
Vendor
Work Order
And at the same time

Property → Owner → Accounting → Reports

This creates the IA challenge: if the product is organized only around features, the user can understand individual tools but loses the relationship between the things they are actually managing.

The old mental model

The early structure was heavily feature-oriented — a reasonable starting point for a growing SaaS product, but harder to navigate as functionality expands. The risk is a navigation system that effectively says:

“Here are all the things the system can do.”

A mature property-management product needs to answer:

“Here is the portfolio you manage, the people and assets connected to it, and the work that needs your attention.”

That distinction drove the redesign.

Section 03

The domain analysis

Map the domain before touching navigation

Before changing navigation, I mapped the domain itself. The architecture revealed several different kinds of objects:

Object typeExamplesWhy it matters
AssetsProperties, UnitsThe physical portfolio being managed
PeopleOwners, Tenants, Vendors, ProspectsParticipants connected to assets and workflows
AgreementsLeases, RenewalsThe contractual relationship around a unit
OperationsTasks, Maintenance, Work OrdersWork that needs to be completed
MoneyAccounting, Banking, Accounts PayableFinancial operations around the portfolio
CommunicationAnnouncements, Messages, LogsCommunication between participants
DocumentsFiles, Signature Requests, TemplatesEvidence and operational records
InsightReportsAggregated information for decision-making
The principle this exposed

The product is not really a collection of features. It is a network of related business objects and workflows.

Research and information architecture workshops
The research and IA work — mapping the network of objects.
Section 04

The architectural model

Three levels: role, domain, relationships

01

Role

Rentesy supports different participants — Property Managers, Owners, Tenants (and Vendors in operational workflows). The architecture begins with role and responsibility, rather than forcing every user through the same product structure.

02

Operational domain

For the Property Manager portal the major domains become: Overview, Calendar, Rentals, Leasing, People, Tasks & Maintenance, Accounting, Communications, Files, Reports, Settings — recognizable areas of work, without pretending the underlying objects are independent.

03

Business relationships

The deeper IA connects domains through relationships: Rentals → Units → Properties; Leasing → Active/Inactive Leases → Renewals; People → Owners/Tenants/Vendors/Prospects; Communications → Messages/Logs/Signature Requests; Tasks & Maintenance → Requests → Work Orders; Accounting → Banking/Accounts Payable.

The goal was not to eliminate complexity. The goal was to make the complexity legible.

Section 05

What was added

Three structural additions

A role-based product structure

Rentesy Platform
  • PM’s Portal
  • Owners Portal
  • Tenants Portal

Each role gets a clearer starting point — a property manager should not have to interpret tenant-specific workflows before they can understand their own workspace.

Clear ownership of business objects

One of the biggest improvements was making relationships explicit. “Tasks & Maintenance” exposes the workflow — Request → Assignment → Work → Resolution — rather than treating maintenance as a single feature. Accounting becomes Accounting → Banking / Accounts Payable rather than a generic financial bucket.

A stronger relationship between people and assets

Property management is fundamentally relational: a property can contain units; a unit can have a lease; a lease can have a tenant; a property can have an owner; a maintenance request can involve a vendor. The architecture treats these relationships as first-class navigation and interaction concepts — reducing the risk of forcing users to repeatedly start from a feature menu when they already know the object they are working with.

Section 06

The key trade-offs

Choosing which complexity to expose

A senior-level IA decision is rarely about finding a perfect structure. It is about choosing which complexity to expose and which complexity to absorb.

Trade-off 1 — Feature-first vs. object-first

OptionBenefitCost
Feature-firstFamiliar for SaaS users; easy to map to product teamsCan fragment workflows across multiple areas
Object-firstMirrors the user’s real-world mental modelCan make the navigation more complex
HybridKeeps recognizable work areas while exposing relationships underneathRequires stronger IA rules
01

Decide: hybrid

Primary navigation remains understandable as work areas, while the deeper architecture connects those areas through properties, units, people, leases, and requests — avoiding both a flat feature list and an overly abstract “everything is an object” model.

02

Role-specific portals, shared concepts

One global navigation would be consistent but irrelevant — a tenant doesn’t need a property manager’s hierarchy. Role-specific entry points share the same underlying model: Property / Unit / Person / Lease / Request / Communication. Presentation and permissions change; meaning doesn’t.

03

Work domains over property-first nesting

A property-centric IA is tempting, but making everything sit under a property makes recurring operational tasks harder to find. “What maintenance requests need attention today?” shouldn’t require entering a property first. Keep work domains as direct navigation areas, with property/unit relationships preserved inside them.

04

Dashboard as orientation, not navigation

A dashboard overloaded with every metric looks powerful but doesn’t help users decide what to do next. The overview orients: “What is happening?” The navigation answers: “Where do I go to manage it?” That separation keeps the IA stable even when dashboard content changes.

05

Same model, different density

Property management is dense — tables, statuses, dates, financial values. Desktop can show much at once; mobile cannot. Mobile-first forces the hierarchy: What is this? What needs attention? What can I do? What supporting information do I need? That hierarchy then expands on web.

06

Structured complexity, not removed complexity

The trade-off is not simple vs. complex — the complexity is real. It is unstructured complexity vs. structured complexity: keep the information available, but introduce stronger grouping, hierarchy, and progressive disclosure so experienced managers can go deep without forcing every user to process everything at once.

Overview dashboard of the web platform
The overview dashboard — orientation and prioritization.
Mobile product experience screens
Mobile — the hierarchy at its most constrained.
Section 07

What could have gone wrong

Six risks, six mitigations

01

The navigation becomes too large

If every new feature becomes a top-level item, the sidebar becomes a product roadmap rather than an IA. Mitigation: rules for what qualifies as a primary navigation domain versus a sub-feature.

02

Role-based portals become silos

“Maintenance request” could mean different things in each portal. Mitigation: shared business-object definitions and terminology across roles — the role changes permissions and view, not the underlying meaning.

03

Everything becomes a property

Putting every workflow under a property makes cross-property work harder. Mitigation: support both portfolio-level work and property-level context.

04

The dashboard becomes a dumping ground

Once the overview is the first screen, every team wants their content there. Mitigation: define its job as orientation, prioritization, and entry into workflows — not full feature coverage.

05

Mobile-first becomes mobile-only

Desktop risks becoming a tall stack of mobile components. Mitigation: keep the same IA, but let web increase density, comparison, and simultaneous visibility.

06

Permissions are treated as a UI problem

A PM, owner, tenant, and vendor interact with the same data differently. Mitigation: define access at the business-object and action level, not only at the screen level.

User roles and permissions model
Roles and permissions — access defined at object and action level.
Section 08

What I would validate

Structural IA is strong; measurements are not claimed

The artifacts show the structural IA and final UI directions, but they do not provide enough evidence to claim quantitative improvements across the whole product. For a production-level IA, I would explicitly validate:

CategoryWhat to validate
FindabilityLocating a property or unit quickly; finding all open maintenance across the portfolio; understanding Rentals vs. Leasing; predicting where a new task appears
Cross-object comprehensionProperty→unit→lease relationships; which tenant belongs to which lease; vendor clarity inside a work order; moving between related objects without losing context
Role comprehensionDoes each portal communicate who it is for? Are owner/tenant workflows distinct? Do users understand what they are allowed to do?
Mobile usabilityHigh-frequency tasks without excessive navigation; usable mobile patterns for tables; status visibility without deep scrolling; one-hand form use
System statesLoading, empty states, errors, permission restrictions, missing data, pending work, failed payments, incomplete requests, async updates
Section 09

Mobile-first as a constraint

Mobile tests whether the hierarchy actually works

Mobile was not treated as a separate deliverable. It was used to test whether the hierarchy actually worked. The mobile screens demonstrate several principles:

01

One primary task per view

Forms such as maintenance requests focus the user on the information required to complete that step.

02

Progressive disclosure

Complex choices — scheduling, attachments, supporting information — are revealed when needed rather than presented as one dense form.

03

Persistent core navigation

The mobile experience retains a small number of high-value destinations while allowing deeper navigation inside each workflow.

04

Context before action

The user sees the relevant property, person, or task before being asked to perform a consequential action — important when many actions have operational or financial consequences.

Maintenance workflow on mobile
Mobile maintenance workflows — one task per view.
Section 10

Web & mobile: one system

Two expressions of the same business model

Same business model. Different spatial expression.

DimensionMobileWeb
Primary hierarchyFocused, sequentialBroad, simultaneous
NavigationCompactPersistent
RecordsCards / stacked listsTables / dense lists
FormsStepwiseMore information visible
Related objectsDrill-downSide-by-side context where useful
ActionsProgressive disclosureMore actions visible
IASharedShared
Web platform overview
Web — the same model with more exposed at once.
Reporting and information density screens
Reporting — information density where scanning matters.
Section 11

The design system as an IA enabler

Consistency is a comprehension system

The visual system was intentionally kept systematic: Inter typography, structured color tokens, reusable components, consistent status treatment, predictable spacing and hierarchy.

Design system foundation: personas, typography, and components
The design-system foundation — typography, tokens, and components.

For an enterprise product, consistency is not only visual polish — it reduces the amount of interpretation required when moving between domains. A status pattern used in Maintenance should feel related to the status pattern used in Accounting or Leasing. A form should behave consistently whether the user is creating a task, adding information, or configuring an account.

The design system becomes a navigation and comprehension system, not just a UI library.

Section 12

The final information model

Not just a sitemap

Rentesy Platform
  • PM’s Portal → Overview · Calendar
  • Rentals → Units · Properties
  • Leasing → Active/Inactive · Renewals
  • People → Owners · Tenants · Vendors · Prospects
  • Tasks & Maintenance → Requests · Work Orders
  • Accounting → Banking · Accounts Payable
  • Communications → Announcements · Messages · Signature Requests
  • Files · Reports · Settings
  • Owners Portal
  • Tenants Portal

The important point is that this is not just a sitemap. It is a model of how the business works.

Section 13

Role & outcome

Leadership, not just screens

As Senior Design Manager, my contribution was broader than producing screens — setting the architectural direction while managing two senior designers and keeping the work coherent across the product:

  1. Understanding the domain rather than starting from UI patterns.
  2. Mapping the major business objects and their relationships.
  3. Challenging the existing navigation where it did not reflect user responsibilities.
  4. Establishing the role-based product model.
  5. Defining the relationship between functional areas and business objects.
  6. Driving a mobile-first hierarchy that could also scale to web.
  7. Creating reusable patterns and a shared visual language.
  8. Reviewing design decisions across two senior designers to maintain consistency.
  9. Balancing product complexity with usability instead of hiding complexity that users genuinely need.
  10. Thinking through edge cases, permissions, and future scalability before treating the architecture as finished.

The outcome

Before

Features → Screens → Tasks

After

Role → Domain → Business Object → Context → Action

120
Property managers
Supported by the platform, overseeing more than 2,000 units (project-reported).
2,000+
Units managed
Analytics and an internal feedback system tracked experience and satisfaction (project-reported).

That shift matters because property management is inherently relational. A maintenance request is not just a “maintenance feature” — it is connected to Property → Unit → Tenant/Owner → Vendor → Work Order → Communication → Financial consequence. The IA needs to preserve that relationship.

Section 14

Reflection

Principles for enterprise products

Information architecture is a product decision, not a navigation decision.

The better question

“What is the user’s relationship to maintenance, property, people, leases, and work — and how should the product reflect that relationship?”

01

Understand the domain before designing the menu

If the business model is unclear, the navigation will usually be unclear too.

02

Separate objects from actions

A property is an object. A work order is an object. “Assign vendor” is an action. Keeping those concepts distinct makes the architecture easier to scale.

03

Design for the smallest meaningful context first

Mobile forces prioritization. That is useful even when the final product is primarily used on desktop.

04

Do not remove complexity that users actually need

Instead, organize it.

05

Make trade-offs visible

A good IA is not one with no complexity. It is one where the complexity is intentional, explainable, and manageable.