Form and Content Platform

Restaurant and retail verticals leverage digital checklists to drive operations and procedures. 

Digital forms are valuable for driving compliance, health and safety food check and Covid health requirements. Human error occurs often using paper to audit or perform product inventory. Data recorded in forms can be used for visibility of outliers, decision making and other purposes.

Project was in desperation with deployed and untested designs. Was a very development-driven project, which presented challenges, difficulties and misteps in the design direction. Imposing massive impact on customers! 

Undisclosed in the project was a goal to refactor an existing product called Mach Forms. Replicating its function and streamlining an improved experience and to make offline. Customers were already struggling with this 3rd party tool.

I recommended adjustment of designs after research with a few customers to cipher specific pain points. Was able to recommend and produce solid new design direction. The project was a long one to roll out, but is now in production and sold regularly as a valued product to customers and prospects. 

The new design also provided future roadmap for expansion to other controls and features.

Wireframes Left Panel Solution

Wireframes Inline Solution

Hands on design

• • created prototypes for testing with customers the admin and end user consumption experiences

  • provided interactive designs, requirements and specs to development and business teams

  • incorporated collapsible content areas

  • designed for administrative feature to connect to content dynamically

  • solution included connecting to internal and external content

  • designed all features as rich experiences with drag n drop/move 

  • designed for playlists and packaged tracks with dependencies