Innovative Modularization of Complex Forms for Better Usability
This case study showcases how I transformed long forms into a seamless modular experience.
My Role
Senior UX Designer
Duration
8 months
Tools
Figma, Jira, Confluence, Miro
About CPR
Educate users to use filters and find out if there is any matching record already present in the system. Every filter was having a weightage to find the most perfect matching record in the system.
Educate users to use filters and find out if there is any matching record already present in the system. Every filter was having a weightage to find the most perfect matching record in the system.
Problem Statement
Solution
Educate users to use filters and find out if there is any matching record already present in the system. Every filter was having a weightage to find the most perfect matching record in the system.
Qualitative Research
Our research revealed a strong user preference for a more interactive and user-friendly application. Key insights highlighted the need for simplified navigation, intelligent duplicate data suggestions, and a more intuitive way to complete long forms with reduced risk of errors.
"Each Business Area inputs their data separately, and often we end up with the same PEP entered multiple times, sometimes with different ID numbers. Then we spend hours cleaning up the mess."
David Morgan – Product Admin, GPR
"I started filling out the form for adding a PEP, but after the third page, I just gave up. It felt like it was never-ending. I thought I was almost done, but then another section popped up. Why can't they just show how many steps there are from the beginning?"
Carlos Rivera – Analyst, GPR
"As soon as I landed on the homepage, there were like ten different menus with confusing labels. I didn’t know where to start. It felt like I had to play detective just to find what I needed."
Thomas N. – Client Representative, GPR
Insights
1
Users always look for the prompts to let them know of the duplicate records.
2
Too many pop-ups create confusion for the users.
3
Lack of proper navigation makes it difficult to accomplish the task.
Persona
Chloe Roberts
Analyst
Age: 29
Location: New York City
Tech Proficiency: Moderate
Gender: Female
[Goal]
Find if there is already a similar record present in the system.
A seamless interface to enter user details.
An intuitive menu to navigate the site.
[Frustrations]
No prompt while entering a duplicate record.
Too many pop-ups create confusion while entering user details.
A poor navigation menu makes it hard to find the required page.
