Survey Creation Tool Revamp

Aimed to enhance and simplify the usability of survey creation tool to accommodate diverse use cases across various procurement modules. This involves tackling challenges such as providing clear onboarding guidance, improving navigation ease, and resolving issues related to Drag and Drop question creation.

 
 

<a href="https://storyset.com/user">User illustrations by Storyset</a>

The Product:

Survey Creation Tool

Allows Admin to create Questionnaire for multiple modules: TPRM, Score Card, RFx
TPRM is currently handles the most complex use case between the 3 modules

Challenge

  • 3 different Modules
    3 different UI

Goal

  • Redesign and improve the Survey Component to have 1 consistent UI

 
 
 

User Flow

 
 

User Journey

 
 

Research

Affinity Mapping

 

User Quotes

 
“Registration is long and then another step to actually log in seems really labor intensive”
“After landing on Home page not sure what to do, where to go”
 
 
 

Pain Point 1:

Multiple steps are required to log in for 1st-time users

 
 

Pain Point 2:

First-time users do not require a Home page or Client specific landing page

No “Tasks Assigned” in initial setup

 

Pain Point 3:

Too many steps are required to set up a Supplier Profile without clear instructions and or communication

 

Problem Statement

The GEP Business Network connects suppliers and buyers, enhancing collaboration and efficiency. However, its onboarding process can be cumbersome.


How might we streamline the onboarding flow to directly log in new users, bypass redundant steps, and allow immediate access to personalize their profile and engage with the network?

 

Insights

 
 

Solution

 
 

New Login Screen

By reevaluating the minimum information required for first-time users, we reduced the number of steps needed during the initial registration process.

This allowed us to combine a two-screen process with many unnecessary steps and information into one cohesive login form.

 

New Landing Page

As new users, they will be directed to fill out their supplier profile, with a pop-up providing easy guidance.

The profile will be editable, and a stepper will guide users through the step by step process.

 

Old Vs New

 
 

Usability Test

  • Users liked redesigned onboarding architecture for GEP's business network

  • Users liked the Reduced total onboarding time simplified and streamlined the onboarding process

  • Provided a positive and welcoming first experience for new members

 
 
“It’s simpler, cleaner, nice, bright, and clean. The previous version had too many steps and was very confusing.”
“It goes straight to the point, easy straight forward registration and log-in ”
 
 
 
 

Final Outcomes

By simplifying onboarding, new sign-ups are likely to complete the process faster and become active members sooner:

  • Accessing network benefits and features quickly

  • Enhances member satisfaction, and reduces reliance on direct support leading to fewer help desk tickets

  • Encourages current members to attract new sign-ups through referrals.

 

Next Steps

Planning Phase:

  • Conduct additional user research and collect feedback through surveys, interviews, etc to further understand pain points.

Development Phase:

  • Work closely with the engineering team to develop new user-friendly interfaces leveraging the latest technologies.

  • Build in analytics to monitor drop-offs and identify problem areas.

Launch Phase:

  • Roll out to a pilot user group first to test at scale before full launch.

  • Monitor adoption, and user sentiment closely after launch.