OvationCXM
An overall CX solution to flawlessly orchestrate complex, multi-provider customer journeys efficiently and effectively.
OvationCXM is committed to empowering businesses with the technology and tools they need to ensure their customers feel valued and deeply appreciated.
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.
Forms Grid | Before
Forms Grid | After
We wanted to Creating a visual form builder that allowed users to view complex from 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.
Form Builder | Before
Form Builder | After
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.
Form Builder | Before
Form Builder | After
