Objective

The objective of this project is to audit the existing survey creation functionality using UX principles, conduct usability testing directly on the progressive new design prototype and propose a redesign from the insights gathered.

Challenge

Survey as a process is called primary research where data is colleceted directly from a user. The complexity lies in adding more complex workflows/features to the existing design. This adaptation was difficult as the existing design had usability and adaptability issues and not compliant with the UX guidelines.

BH Survey Overview

SECTION 1

You have the ability to send surveys style questions including wellness check-ins, satisfaction surveys, polls, etc. We currently offer these surveys to be sent via SMS or Voice (Email is currently in development). 


Older adults can respond to the questions by plugging in the number relevant to their answer of choice for text and voice calls, and filling out the Google Form for emails. When they answer the first question, the second question will be presented to them. Older adults have 24 hours to respond to a survey.

BH Survey Overview

SECTION 1

You have the ability to send surveys style questions including wellness check-ins, satisfaction surveys, polls, etc. We currently offer these surveys to be sent via SMS or Voice (Email is currently in development). 


Older adults can respond to the questions by plugging in the number relevant to their answer of choice for text and voice calls, and filling out the Google Form for emails. When they answer the first question, the second question will be presented to them. Older adults have 24 hours to respond to a survey.

SECTION 2

UX Audit

1

Audit 1

Heuristic Evaluation

Discovery

Conducted a thorough evaluation based on Nielsen's 10 usability heuristics, focusing on aspects such as visibility of system status, user control and freedom, consistency, and error prevention.

2

Audit 2

User Testing

Insights Gathered

Engaged older adults as participants in usability testing sessions to gather insights into their interaction with the current survey creation page. Observed their behaviors, difficulties faced, and collected direct feedback.

3

Audit 3

Competitor Analysis

Analysis

Analyzed survey creation interfaces of competitors in the health tech sector to identify best practices, common trends, and areas of improvement. Major Inspiration: Google Forms

The idea of building the hybrid prototype is to capture user feedback in the usability testing directly on the hybrid version of the existing design and new design.

The idea of building the hybrid prototype is to capture user feedback in the usability testing directly on the hybrid version of the existing design and new design.

SECTION 3

Prototyping

Prototyping

Made using

Hybrid Prototype

SECTION 4

Usability Testing

The task was structured in such way that all the issues that came to light in the audit would be re-enforced. We had one scenario with 2 tasks to be performed. The scenarios were designed by our Product team under the guidance of our CTO, Naman Gupta.

The task 2 was structured in such way to incorporate our new feature called conditional branching into the presented prototype as a radio button option. The branching lets users define custom survey flows based on the Older Adults responses. We also presented testers with Open ended question option.

Carey Skelton is a registered dietitian with the Chautauqua County Office of the Aging Services. Chautauqua County Office is one of the other offices which use Blooming Health's services.

Chautauqua

Carey Skelton, Registered dietitian

Carey Skelton

Registered dietitian

Proficiency with technology in general

7 /10

Proficiency with creating surveys

8 /10

Power User

Power User

Victoria Lepore

Yonkers OFA

Victoria is a Office Manager | Corporation Counsel at City of Yonkers. She has done her bachelors degree in liberal arts and has been with City of Yonkers over 5 years.

Yonkers OFA

Victoria Lepore, Office Manager

Intermediate User

Proficiency with technology in general

7 /10

Proficiency with creating surveys

6 /10

Beginner User

Wendy Campbell, Family Services Supervisor

Merced County

Wendy Campbell is a program manager having 10+ years of experience at Merced County.M erced County is Human Services Agency situated in California and they are one of our major program centres with us.

Proficiency with technology in general

6 /10

Proficiency with creating surveys

4 /10

  • The task was structured in such way that all the issues that came to light in the audit would be re-enforced. We had one scenario with 2 tasks to be performed. The scenarios were designed by our Product team under the guidance of our CTO, Naman Gupta.

    Survey Dashboard

    Create new survey

    Create Question

    Add Options

    Goto Task 2

    Enter Survey Description

    Enter Survey Name

    No. of Q’S

    =

    3

    No

    Yes

  • The task 2 was structured in such way to incorporate our new feature called conditional branching into the presented prototype as a radio button option. The branching lets users define custom survey flows based on the Older Adults responses. We also presented testers with Open ended question option.

    Find Branching option

    Enable Branching

    Identify Options

    Define custom branching

    Enable Branching on Open

    Ended question

    Enable Open Ended

    Branching

    defined for

    all 3 Q’s

    No

    Yes

    Exit

    Task 2

Legend

Performed With Ease

Expressed Complexity

Did Not Perform

Observations

The task was structured in such way that all the issues that came to light in the audit would be re-enforced. We had one scenario with 2 tasks to be performed. The scenarios were designed by our Product team under the guidance of our CTO, Naman Gupta.

Followed the ideal way of

following the context and task lists provided

Took a while to identify and get Conditional Formatting right in the first attempt

Had never used other

survey creation tools like Google Forms

Enabled open ended question option the right way.

(Meaning: All testers had enabled open ended option after defining the options.)

Followed the ideal way of

creating the form

Couldn't complete tasks

The task 2 was structured in such way to incorporate our new feature called conditional branching into the presented prototype as a radio button option. The branching lets users define custom survey flows based on the Older Adults responses. We also presented testers with Open ended question option.

6/6

4/6

3/6

3/6

0/6

5/6

1/6

Conditional Branching

The people who will be performing the task are given the following form flow. The flow consists of a conditional formatting where the the branching lets users define custom survey flows based on the Older Adults responses. We also presented testers with Open ended question option..

The people who will be performing the task are given the following form flow. The flow consists of a conditional formatting where the the branching lets users define custom survey flows based on the Older Adults responses. We also presented testers with Open ended question option.

All the testers had a an issue enabling the open ended question as they created options for the question first and then enabled open ended option which is an error in the flow that we had to fix.

Have to click on Save each time

Had to search where is

Add Question button

Expected a pre populated

auto text for options

Took a while to review Task 2

How to create Open ended

Question

Took a while to enable

conditional branching

Why there is branching

provided even for Open Ended

A lot better than existing design

Missed to enable Open ended

option before actually creating one

Individual Pain Points

Had to create Open ended

Question again

Bigger Fonts

Hard to notice Open ended

before creating questions

Hard to see Question

Options

Bigger Fonts

Should be able to find

created survey list

No pre populated option text

Clicking Save button

everytime

Identifying task difficulty

not aware of

Conditional Branching

Had to re create Open ended

Question

Bigger Fonts

Bigger Fonts

Hard to identify Options

Clicking Save everytime

is annoying

Have to click Save

button everytime

Couldn't find where is the

Question 2 after scrolling

Hard to find Add question

button

Design Brief

Design Brief

The people who will be performing the task are given the following form flow. The flow consists of a conditional formatting where the respondent must be taken to a different question

SECTION 5

Redesign

The task was structured in such way that all the issues that came to light in the audit would be re-enforced. We had one scenario with 2 tasks to be performed. The scenarios were designed by our Product team under the guidance of our CTO, Naman Gupta.

The task 2 was structured in such way to incorporate our new feature called conditional branching into the presented prototype as a radio button option. The branching lets users define custom survey flows based on the Older Adults responses. We also presented testers with Open ended question option.

Color Pallette

Font Family

#00A080

#FFFFFF

#FFFFFF Border 42%

#121212

#00A7F9

Aa

Ee

Rr

.

.

Roboto

Bold

100%

87%

60%

Medium

Regular

Roboto

Roboto

Designs

Designs

Before

After

Before

After

Before and After

Survey

Forms

FORM EDITOR REDESIGN