Content Snare: Streamlining the Document Collection Process
Mission
Content Snare identified areas for improvement in the user experience for clients filling out forms. Specifically, they wanted to enhance the submit workflow, form field validation, and navigation within forms.
Outcome
Our design resulted in significant enhancements including:
-A two-pronged approach to error validation with inline messages and a final check banner.
- Improved side navigation with a strategic use of color patterns for consistent hierarchy.
The refined forms, error validation, and navigation have demonstrably improved the user experience for their clients. This translates to a more efficient and easier information-gathering process for Content Snare's clients.
Impact
Background
Content Snare is a leading platform that empowers businesses to effortlessly collect information from their clients. Their innovative approach streamlines the process of gathering essential details, saving both businesses and their clients valuable time and frustration.
Content Snare's core customer base spans a wide range of industries, including accounting, legal, finance, education, and many more. Prioritizing exceptional user experience is paramount to Content Snare's mission, ensuring a smooth and efficient information-gathering process for businesses and their clients alike.
I definitely recommend Tenscope. It's been really nice working with the team simply because we finally found a designer that we like working with. We love their designs.
The Process
We embraced the challenge with a collaborative and iterative approach.
The project commenced with a comprehensive user experience (UX) audit, meticulously evaluating the entire user journey from the client's perspective. Through this in-depth analysis, we identified key areas for improvement, focusing on form fields, side navigation, and submit flow.
Next, we collaborated closely with Content Snare to establish clear design goals and user needs. Working within the framework of Content Snare's existing design system, we explored various design solutions, constantly iterating based on feedback and user testing.
The Outcome
Our design expertise resulted in significant enhancements to the user experience for Content Snare's clients filling out forms.
A key improvement involved the implementation of a two-pronged approach to error validation.
First, inline error messages appear upon clicking out of a field, providing immediate feedback to users.
Secondly, a prominent alert banner with links to error fields appears above the submit button for a final check before submission. This comprehensive approach empowers users to identify and address any issues with ease.
Furthermore, we addressed navigation challenges by refining the side navigation within forms. By employing a strategic use of color patterns, we ensured a consistent and accessible visual hierarchy, even within Content Snare's customizable interface.
This solution allows Content Snare's clients to maintain their brand identity while providing a clear and intuitive navigation experience for end-users.
Furthermore, we addressed navigation challenges by refining the side navigation within forms. By employing a strategic use of color patterns, we ensured a consistent and accessible visual hierarchy, even within Content Snare's customizable interface.
This solution allows Content Snare's clients to maintain their brand identity while providing a clear and intuitive navigation experience for end-users.
The Impact
Content Snare is thrilled with the results of our design efforts. The refined form fields, enhanced error validation, and improved navigation have demonstrably improved the user experience for their clients.
By streamlining the information-gathering process and minimizing user frustration, these design solutions empower Content Snare's clients to collect essential data with greater efficiency and ease.
This case study serves as a testament to our ability to partner with forward-thinking companies like Content Snare and deliver user-centric design solutions that elevate the user experience and drive positive business outcomes.
While user feedback consistently praised Content Snare's overall functionality, there was a growing desire to enhance the user experience for clients filling out forms. Specifically, Content Snare identified areas for improvement in the submit workflow, form field validation, and navigation within forms. Recognizing the potential to further elevate the user experience, Content Snare approached us, a UX design studio with a proven track record of creating user-centric solutions.
