Simplifying form creation so anyone on your quality team can quickly and easily build forms for your complex audits.
Problem Statement.
Our software has been built for internal quality audits, yet our customers also qualify their suppliers. Does our solution work for this use case or do we need to build something new?
My Role.
Project Lead for research and design efforts to understand MVP requirements. Collaboration from PM, UX Intern, and developers as available.
How We Work
Project Process.
Basic outline of the steps we took to make the project successful.
Discovery.
Talking with our customers on-site, on conference calls, and through surveys to better understand how they use our software.
Research Findings
What Our Customers Said.
“ The form builder is too complex for me to train my team, so I end up doing all the form work. “
System Administrator
L Brands
“ I love the power of the form builder, but I have to travel through hundreds of pages to update a form. “
System Administrator
Denny's
We love the way the form builder works, but our junior employees spend hours using it.
Quality Manager
InterContinental Hotels Group
What We Found
How big are their forms?
To give clarification to our process, we looked across our customer base to see how big their forms were and average those to help us make better choices.
823.1
Questions
per Audit
16.2
Sections
per Audit
1,200+
Audits
per form/Year
Too Many Clicks
Building 1 Section with 2 Questions.
We realized how many different pages you have to travel to just to make a couple questions.
Ideation and Prototyping.
Taking the research learnings to brainstorm ideas to empower our users.
Exploring Concepts
Sketch Ideation.
We gather Product, Design, and Development to sketch out ideas and concepts.
Prototyping Concepts
Wireframes.
As part of exploring solutions, we test our design concepts with our users. We do this through GoToMeeting or in-person visits.
Some details removed per NDA.
Testing Concepts.
Allowing our Design Partners to try the new tool in context for better feedback.
Design Partner Usability Testing
Old vs. New Form Builder.
Old Design
36.6m
Group 1
31.4m
Group 2
26.1m
Group 3
New Design
6.1m
Group 1
5.4m
Group 2
3.2m
Group 3
Final Designs.
After final learnings we cleaned up the UI and code and shipped it to our customers.
Final Design
UI Designs.
The final product allows our users to quickly create forms so they can spend their time on more important things.
