Australian Finance Group
In this project case study, I’ll share my experience redesigning the Broker Fact Find Form, a tool used to collect essential client information. The aim was to modernise the form, enhance usability, and introduce features like a progress tracker while eliminating the need for a third-party platform to reduce maintenance challenges.
As the lead designer, I worked with product and business teams to define the MVP and key workflows. I collaborated closely with developers to create reusable components and ensure the final implementation was both consistent and accessible.
Client
Australian Finance Group
Type
Product Design
Year
2023
Process
Identifying Gaps in the Existing Form
The first step involved analysing the current Fact Find Form to identify pain points and areas for improvement. I reviewed existing online forms for inspiration and created wireframes to address usability issues. These were presented in reviews to gather feedback and refine the design.
Reducing Cognitive Load
Research revealed that the current form displayed too much information on a single screen, mimicking a paper form. This overwhelmed users and created frustration. To resolve this, I broke the content into smaller subsections, introduced ample white space, and restructured the layout to improve readability and reduce cognitive load.
Adding a Progress Tracker and Enhanced Navigation
To improve the user experience, I designed a progress tracker within the navigation that allowed users to track their completion status and easily revisit incomplete sections. This feature ensured users could pause and resume their work without losing track, enhancing usability.
Outcome
The redesigned Broker fact find form provided a streamlined and modern experience, enabling users to:
Navigate and complete the form more efficiently with the help of a progress tracker.
Benefit from reduced cognitive load through an intuitive layout and improved readability.
Enjoy a seamless experience without reliance on third-party platforms, simplifying maintenance.
This redesign not only improved user satisfaction but also ensured consistency, accessibility, and alignment with the organisation's long-term goals.
