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SaaSPropTechProduct Design2023 - Now15 min read

Report Writing Ecosystem

This case study covers how we moved 10,000+ home inspectors in US off a decade-old legacy platform onto an ecosystem we built from scratch without breaking a single day of their work.

~43 mins

Reporting Time

down from ~4 hrs on ISN (Legacy Platform)

*Measured via SmartLook and Database

12,397

Inspectors Migrated

before the sunset date, 0.2% rollback

1,113

Daily Inspections

conducted over 40+ states across the US currently

A house being inspected
0.1Report Writing App - LIVEPROTOTYPE

THE 60s VERSION

Project Timeline

MVP → v1 → v2 → Current

  1. Jul 2023
  2. Aug 2023
  3. Sep 2023
  4. Oct 2023
  5. Nov 2023
  6. Dec 2023
  7. Jan 2024
  8. Feb 2024
  9. Mar 2024
Legacy tool (used ~10 years)ISN
Legacy tool (used ~10 years)ISN

Discovery

  • Legacy workflow audit
  • Competitor Research
  • Surveys
  • 1-1 & Focus Group Interviews

Discovery

  • Legacy workflow audit
  • Competitor Research
  • Surveys
  • 1-1 & Focus Group Interviews
1.1Project Process within TimelineSCROLLER

THE DISCOVERY

First we investigated the source. Then we went to the people who lived in it.

ISN's report writer: a decade of accumulated structure. Every one of these fields is someone's habit.

ISN's report writer: a template's section tree down the left, and the Air Conditioning section open on the right with its type, manufacturer, location and operation fields, each with its own remarks search
2.1ISN's Product Sneak-peekIMAGE

The ISN(Legacy) Audit

Before designing anything, we mapped what ten years of accumulated structure actually looked like: 29 templates, 500+ sub-categories, 7,016,823 remarks. Understanding what inspectors would lose mattered more than imagining what they'd gain.

Then the inspectors

1031

Feedbacks collected

Survey

To size the pain: which parts of report writing cost the most time, at scale.

74

Users interviewed

1-1 & Group Interview

To find the workflow beneath the workflow: the notepads, workarounds and personal systems inspectors built around ISN's gaps.

3

Go-Pro Inspections Studied

GoPro

To see what nobody reports in an interview: where hands are full, gloves are on, and the phone goes in a pocket.

A GoPro frame from an inspection in a basement: the inspector has gloves on, his phone pocketed and a paper checklist out, and there is no signal down thereGoPro
2.2In the fieldGO PRO RECORDING

THE SYNTHESIS

This wasn't a redesign. It was a migration with no safety net.

The reframe

We went in assuming inspectors hated ISN. They didn't. They hated the friction — the lag, the 500-category scavenger hunt, the web app that crashed on an iPad mid-inspection. The structure itself had become muscle memory they relied on. That distinction rewrote our brief. We weren't designing an escape from ISN. We were designing a faster body for habits that already worked to bring the inspectors over, to then ship other things that’d complement the workflow that already worked.

A pile up of constraints

Moving 2,172 inspectors to an entirely new product meant designing inside a tight timeline with feedback loops, onboarding, data recovery and training running in parallel. I argued for, and we committed to an offline-first mobile app as the MVP. It was the harder engineering path, but it was the only one that matched how inspections actually happen. That decision came with its own pile-up:

  • A decade of muscle memory, inspectors had spent over 10 years using the legacy platform. The redesign had to improve efficiency without forcing users to relearn how they inspected homes.

  • Offline wasn't optional, inspections often happened in areas with unreliable connectivity. Reports, photos and remarks needed to work locally first and sync reliably once a connection became available.

  • Flexible inspection workflows, no two inspectors followed the same sequence. The product had to support multiple ways of documenting an inspection rather than enforcing a rigid workflow.

  • Fixed migration timeline, the legacy platform had a defined sunset date. We needed to ship a stable MVP quickly, then improve the experience through production feedback and phased rollouts.

  • Complex inspection ecosystem, the mobile app wasn't the only product. Every decision had to align with template management, reporting, interactive reports, CRM integrations and future web support.

  • Multiple stakeholders, every feature balanced feedback from inspectors, SMEs, engineering, product managers and executive leadership, each with different priorities, expectations and opinions which we had to prioritise and say NO to.

  • Template & remarks. Our biggest challenge. Managing 29 different templates with remarks from 40+ states with different requirements for each.

Three themes from 1,031 responses and 74 interviews

Time pressure is commercial, not personal.

Clients expect same-day reports; every hour of writing time is business risk.

My clients want the report on the same day, and it brings a negative impact on my business when i’m not able to do so.

1-1 InterviewZoom

It’s so difficult to train my additional inspectors. I get so many inspections calls but have to turn them down as it takes so long to complete even two in a day.

SurveyGoogle Forms

The tool loses people mid-task.

Inspectors got lost navigating 500+ categories while physically walking a house.

I messed around with it during beta testing…hated it. Wasn’t intuitive and it felt clunky. I’m not sure if they worked out the kinks or not.

Redditr/HomeInspectors

I often find myself getting lost within the application, it becomes frustrating after a point. I have 500+ categories to go through for each inspection report.

1-1 InterviewZoom

One thing that really surprised us was that we were considering the inspectors as not tech-savvy but it changed the minute we entered the first interview. The workflows they maintained and learnt to work around for over 10 years surprised us.

THE PRODUCTS & their jobs

Winspect’s evolution into an ecosystem

MVP: Adapting to the inspectors

With a fixed sunset date, the question was never "what can we build?", it was "what can we responsibly not build yet?" Two inputs drew the line: what the market had already solved, and where the field work actually happens. Instead of introducing something new, we gave the inspectors a familiar playground.