OvationCXM
Problem Statement
There had been several development teams working on the forms area over time and they were able to implement a lot of functionality including conditional statements and linked data fields, however the user satisfaction level was low.
OvationCXM needed to improve the general usability but they also had a large client using the forms in a unique way. We wanted to design something intuitive and scalable, that satisfied the needs of both large and small clients without too much single client customization.
Current Forms Grid
Our goal was to redesign the forms area and create an easy to use interface that had a high amount of complexity. We had to also keep in mind that the forms area would interact with reporting and share data with other software and CRM's.
Proposed Forms Grid
Relocated row controls to kebab menu
Linked report names
Reprioritized column order and grouping
Visually clear status and tags
Easy share URL
Current Form Builder
We wanted to Creating a visual form builder that allowed users to view complex form creation in one panel, provide users with conditional and branching options, provide users with customization and branding options and allow users to easily duplicate large chunks of the form for repetitive group questions.
Proposed Form Builder
Visually clear question types
Drag a drop fields
Hover to change question & section location
Added customization panel
Ability to save as draft
Current Forms
Proposed Forms
Added sections for question grouping and duplication
Identified questions with conditional statements
Collapsable field sections for additional focus
