Case study
Community Impact Statement
Helping management companies prove their value to HOA boards with data-driven reports
- Role
- Senior Product Designer
- Timeline
- 2025 – Present
- Company
- Vantaca
The problem
Management companies do incredible work for their communities, but HOA boards often have no idea what's happening behind the scenes. Board members don't see the maintenance issues that were caught proactively, the collections handled without legal action, or the dozens of homeowner inquiries resolved within hours. Without visibility into this work, boards undervalue their management company, leading to lost contracts and revenue.
The vision
I designed a concise, visually compelling report that management companies can deliver to their HOA boards showcasing their most impressive accomplishments. The report is not a data dump. It's a carefully curated highlight reel that auto-selects the strongest metrics and frames them to demonstrate clear value.
How it works
Smart metric selection
The system evaluates performance data and promotes the strongest metrics to the top of the report. If collections success rate is above 85%, it leads. If response time is under 24 hours, that gets featured. Weak metrics are reframed or omitted.
Narrative + data
Each section combines hard numbers with editable narrative text, so management companies can add context to their data. Scout AI integration helps users refine their messaging.
Board-ready design
The report is designed to be 1-2 pages, scannable, and visually impressive. Large hero metrics at the top, supporting details below, and an optional deep-dive appendix for detail-oriented board members.
Challenges
The biggest challenge was determining the right level of user control. Leadership wanted a locked-down experience where users could only toggle sections on or off and edit narrative text, rather than manipulating the data directly. I worked closely with stakeholders to define these boundaries and designed the Scout AI integration as the path for users who needed to correct underlying data issues.