The platform was starting to show signs of friction for users managing everyday data tasks. Teams responsible for creating, updating, and approving records were running into common roadblocks: long, scroll-heavy forms, unclear field structure, and a lack of feedback on progress or accuracy. These issues slowed down submissions and often led to confusion, especially when multiple roles were involved.
 

The broader challenge was to streamline how different users interacted with complex data workflows without compromising clarity or control. The goal was to make the experience less overwhelming, more efficient, and better aligned with how real teams work in high-volume, data-sensitive environments.

some of the issues:

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High drop-offs during data entry tasks
Users often abandoned forms due to overwhelming layouts and dense data entry requirements, making task completion time-consuming and frustrating.

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Difficulty navigating long multi-section forms
In workflows with multiple sub-sections, users struggled to locate and complete all required sections efficiently, often missing key data fields.

 

Lack of prioritization in frequently used forms
Users couldn't easily identify or access the most commonly used forms, causing delays and reducing task efficiency across high-traffic workflows.

 

No visibility into change history or task journey
Users had no way to track who made updates or when, creating friction when resolving errors or reviewing task status with collaborators.

 

Unclear data accuracy scores and field-level quality indicators
Accuracy scores were confusing or missing altogether, leaving approvers uncertain about data reliability and increasing rejections.

 

Cognitive overload due to visually similar form types
Without distinct visual cues, users had difficulty distinguishing between create, update, and approve workflows leading to mistakes and slower processing.