Visual Design Not Form Filling

Visual Design Not Form Filling

Transition away from mundane data capture

Visual Design Not Form Filling

Simon Sinek said, “Over 90% of people go home at the end of the day feeling unfulfilled by their work and I won't stop working until that statistic is reversed.”

We believe a large proportion of work dissatisfaction comes from professional employees having to complete long, consuming and repetitive tasks. No surprise, unnecessary bureaucracy, form filling, and activity reports will all feature on the ‘too painful’ list.

Badly designed business tools can be found guilty of not improving matters. Professionals will be turned off by long pages of open fields to fill in and being asked for the same information over and over is a waste of time and mind numbing.

Here are our top five tips to ensure business tools are always a pleasure never a chore.

  1. Use multi-steps and avoid off-putting lists of open fields to fill in. A built-in progress bar helps users see how far they’ve got and motivates them to complete.

  2. Keep it simple and be ruthless.  Does your professional really have to fill in each field? Every field decreases the chances of completion. Every required action is like adding an extra hurdle, in a bad way. Consider companies like Expedia, who have saved millions by trimming down, using the power of simplicity and removing all non-essential fields.

  3. Use conditional logic. Our developers love these! Conditional logic will only display certain fields depending on how previous fields were filled out. Conditional logic streamlines the process and the more streamlined you can make the overall experience, the better.

  4. Prioritise visual over forms. Use imagery. Whenever you can, employ clickable icons and imagery as options. They’re the most engaging by far.

  5. Always be open if you’re asking for sensitive information. We are all more tech-savvy with the threat of phishing, scams and viruses. Professionals are wary of sharing their, and their customer’s, information like phone numbers and email addresses. Make it obvious for professionals to see where the information will go and it’s assured safety and protection.

The purpose of business tools is to help drive ROI, reinforce best practice and contribute to achieving an organisation’s goals. Build tools to be welcomed and used not detested and avoided.