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Old Mutual Tenant Portal

Scaling B2B Partnerships Through Design

Role

Lead Designer

Timeline

2 Months

Services

Dashboard DesignData VisualizationB2B SaaS
Old Mutual Tenant Portal Hero

The Problem: Drowning in Paperwork

Muzukuru’s partnership with Old Mutual Funeral Services was a massive win, but the operational execution was stuck in the past. The team was tracking stream allocations on physical paper.

At the end of every stream, we had to spend hours manually exporting data and designing PDF reports in Canva to send to Old Mutual stakeholders. It was unscalable, prone to human error, and meant the client was always looking at historical data rather than real-time insights.

The Solution: A Centralized B2B Hub

We crafted a fully customizable plug & play system—a dedicated B2B tenant dashboard built on top of the existing Muzukuru Memorial Management System (MMS).

It serves as a centralized self-service hub for Old Mutual to manage bookings, view live streams, and auto-generate analytics without requiring constant manual intervention from our team.

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Experience Audit

I mapped out the flow to identify where the highest friction occurred between both parties. The research revealed three core bottlenecks:

  • Quota Anxiety

    Administrators never knew exactly how much they used, leading to hesitation in offering streams to grieving families.

  • Logistics Black Hole

    On days of streams, there were constant calls to ask, 'Has the camera crew arrived yet?'

  • Data Lag

    Viewer engagement data in the backend was unable to provide immediate value for their own use.

UX Decisions & Execution

By making the most critical elements visible on page one, users could cross-reference data seamlessly without navigating through complex menus.

  • Curing Quota Anxiety

    We solved the uncertainty around priority limits. Both parties wanted an easy way to check usage for specific months, alongside previous performance trends.

    Feature Detail
  • Eliminating Phone Calls via AI

    To prevent draining resources bridging field workers ('Pixel Pilots') and office staff, I drew inspiration from ride-share apps to create a live status tracker (Setup, Shooting, Wrapping).

  • Automating the Workflow

    We created a digital interface for metrics, including a platform breakdown (Website, YouTube, Facebook) and geographic viewer data.

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