Pico -improve data gathering process
Enhance the user experience with an easy-to-use interface and improve the data collection process during activations that reach thousands of users.
One of the services the company offers is the capability to collect, store, and deliver data and information.
During an activation, data is gathered from thousands of end users, but this data collection process did not follow a design process and did not have the intended impact.
User experience improvements were required both for end-users and platform users who built the activation on the platform.
The high level goals were to:
1. Give users a better experience in filling out forms in order to collect quality data.
2. Make the form creation process as easy as possible for platform users.
User Research, Visual design,
Prototyping & Testing
Jun 21 - Ongoing
I began by defining the problem and the main pain points.
My next step was to research online forms and read articles related to the topic. I found out that it is a very popular topic and that there is a lot of information on it being tested by users.
Then, I mapped out the information I collected and drew conclusions from it in order to design the new user interface. I will elaborate on this part in the research section
My next step was to create an interactive prototype and invite colleagues to test and explore it. With their feedback in mind, I then made some changes and repeated the process with as many participants as possible. I did a few more iterations of this process.
There are several types of inputs for gathering data on the platform. Each requires a different interface, research, and testing.
My work and research had two parts.
1. Input field structure, e.g. what is the best way to show the header, is it under the field, above it or maybe inside the field?
What is the best way to show a placeholder, does a placeholder actually help?
How should I show error messages ?
What is the best way to help correct user mistakes?
2. Second, I had to define the interfaces for the various data input types available on the platform e.g. postal code, email, phone number, etc. What interface is easier to understand from the user’s point of view?
What is the best interface for inputting date ? for example, is it a dropdown or an open text field?
1. Text field anatomy
Text fields have multiple components, some of which are only visible depending on the state they are in, such as default, active, inputted, etc.
What are the best ways to build a user-friendly text field?
"The text in an input field can tell users what content is expected. Placeholder text is not required for simple fields, but it can be extremely valuable for fields that require data in a specific format."
"Placeholder text gives a user more context as to what information they need to input. Sometimes it seems a bit superfluous, but it can help hint as to what is needed."
"The text in a placeholder can guide users to input correct data and improve the completion or conversion rate. Unfortunately, user testing shows, placeholder texts often hurt usability than helping it. As users type in the field the hint disappears and if users forget the hint, they need to clear the text to see it again."
During my interviews and research, I gained a preliminary understanding of the target users' networking motivations, goals, and barriers. I also raised questions and issues about which interface better suits the goals and objectives of the product limitations.
Listed below are a few examples of insights I have gained that helped me make design decisions
“Error message should be helpful It’s not enough to write that something went wrong. Show the users the way how to fix it as soon and easy as possible."
“If the error message is ambiguous and the user is not able to find the reason for the message, then it is of no use. Users cannot do anything to fix the problem and it badly impacts the experience of the product.”
Form validation errors are inevitable and part of the data entry process. When a user makes an error, how do you make it as simple as possible to recover?
I conducted user usability tests on different participants and co-workers to evaluate the efficiency of the flow process on both sides (operators and end users).
Iterating & Validating Assumptions
Through feedback loops with the Product, Marketing Sales and development team, I learned that the new interface is more user-friendly, but there are still some improvements that would create a more coherent user experience and increase efficiency.
Additionally, I worked closely with the marketing team on shaping and polishing the product experience. By creating clear, friendly copy, the marketing team helped users understand better what was expected of them.
The teams and I kept collaborating for feedback. Testing our design solutions through user testing especially helped us become confident about our decisions.
User interface improvements
To make the user experience easier and friendly, I also focused on improving the visibility of the interface by setting better spacing, colors, font sizes and more accurate components for all three platforms, including mobile, tablet and desktop.