Project background

Questionnaires are used to administer annual government-mandated forms to directors, reporting any interests, holdings, or ownership stakes they may have. They are lengthy and consistent year to year.

Goal

Redesign an existing app with an outdated design using a new design system and improve ux. Not only did the app look outdated, but it was also challenging to use.

My role

Lead Product Designer

Visual design

UX flow mapping

User research

Team

Product Management team

Engineering team

QA team

Timeline

October 2019 - October 2020

Solution

The questionnaire builder is used to build a questionnaire and is used primarily by admins.

User research

“It took me a while to get used to Diligent products. I’ve only used excel before, so there was definitely a learning curve. ” - Research participant

Competitive analysis

I did a competitive analysis to identify the areas that could be improved in our product. I made a list of the features of three other competitors and compared it against Questionnaires.

User Testing

I conducted moderated usability testing with existing customers and internal stakeholders for the first iteration. The goal was to get their feedback on a new design of Questionnaires.

Based on the test I learned that there were few usability issues. Mainly around the question creation process.

First iteration test results

Testing found some problems in the new design:

  • The card is too small

  • The drag and drop feature doesn’t work correctly

  • There is too much wasted space

Iterations

End result

I redesigned a previous design based on the user feedback. The previous design was using an outdated design system that didn’t take into consideration the use case for this app thus creating usability issues.

Before and after