Build a form or workflow in minutes, share, collect data in real-time.
ValeForms is a powerful web/ mobile form builder to collect and manage data in an efficient way.
See real-time results as respondent
s submit, evaluate responses, export reports, get notifications, create workflows to automate time-consuming and repetitive tasks.
Main Target: All levels of managers
Sub-Target: 125,000 employees in over 30 countries
My Roles
Lead UX Designer
Lead UI Designer
CX Designer (Customer Experience)
Team
Product Manager
Product Owner
Architect
Lead Engineer Web
Lead Engineer Mobile
3 Engineers
1 Business Analyst / Client Support
2 UX / UI Designer
Tools
Illustrator
Figma
Mural
Microsoft Office
SharePoint
Company Overview
Vale S.A. is a Brazilian multinational corporation engaged in metals and mining and one of the largest logistics operators in Brazil. Also, the largest producer of iron ore and nickel in the world.
Copyrights owned by Vale.com
OVERVIEW –
The Opportunity
In 2019 ValeForms was an enterprise tool used by +1000 employees. As the pandemic unfolds in 2020, Vale has to rely on technology to continue production by changing processes and routines for essential workers. ValeForms became the COVID screening tool, since it had integration with the secure data of all employees & vendors ID (aprox. 125 000). Any form builders off-the-shelf in the market could deliver this secure ID integration (Forms stack, Microsoft forms, Power Automate,Type Form, Google Forms, Survey Monkey).
Form submission growth rate in the last 2 years is 76%, supporting 25,000 users across all business areas (Brazil, Chile, Canada, UK, Malaysia, Japan) that rely heavily on key initiates for COVID, HS&E, Production, etc.
Recently ValeForms (3.9 v) had gone through a complete backend improvement, becoming more robust & sustainable.
The problem
End users were happy with the functionality, impressed with workflow features and performance. However, they didn’t think the app was user friendly, not allowing them to perceive much value.
0:00
Old ValeForms Interface
THE GOAL
Gain a deeper understanding of ValeForms users, needs, frustrations, wants, overall across portal and mobile. It will allow our team to identify areas of opportunities and flaws, before the launch of ValeForms 4.0.
Project Phases
Discovery –
I crafted a user research strategy. We interviewed 22 key users across (Brazil, Chile, Canada, UK, Malaysia, Japan) Admin user, respondent user for portal and respondent user for mobile, to gain a deeper understanding of users’ needs, frustrations & wants across portal and mobile app.
Definition –
We moved into brainstorming sessions , prioritization, review AI and come up with tangible wireframes.
UX Road Map for portal & web
- UX Research December 2020 (Personas, user interviews, heat maps, satisfaction surveys)
- Research competitors (Forms stack, Microsoft forms, Type Form, Google Forms, survey monkey)
- Heuristic Analysis
- Presented Research Report to ValeForms Team
- Create new brand
- Design UI Kit
Research findings
- Interface was not user-friendly. The web and mobile app were developed by different teams. Resulting in a broken UI, hard for users to recover from errors,
- Lack of help & documentation,
- Language used was very technical for end users. Therefore, request for one one training was in high demand.
- Users wanted new features just like the competitors.
- Automation for follow ups, notifications, more access control levels.
- Data visualization real time and centralized information.
- Users didn’t know the full capabilities of ValeForms. They would rather use Microsoft forms since was more user friendly.
- Help desk tickets numbers were high, due not intuitive interface.
- Users would love to have templates for forms and workflows so they don’t have to create from scratch.
Designing –
UI Road Map for portal
- Design Thinking Session with Dev Team to come up with solutions and prioritize.
- Collaborated with Architect to review IA & user flow
- Create new brand
- Design UI Kit
- Collaborated to created product roadmap, product sprint & backlog
- Lead sessions with dev team to produced low-res wireframe
- Designed high-def prototype for portal
- Test Prototype with users
- Assets hand-over to dev team
- Quality Assurance Testing
Users want the pie ready to eat, they don’t want to bake it.
-Admin end user, Brazil
Leaner Architecture Information
Brand re-design, UI kit Portal & Web (dark and light theme), custom illustration
Rapid wireframe
Ideate, Prototype &Test –
Portal interactive high- def prototype, tested with end users.
0:00
QA ValeForms Portal
A customer support system that goes beyond the interaction with a tool.
We created a community on teams were end users were engage with other, our support team were part of the channel for multilingual audiences (teams & intranet).
A product page as a repository for manuals, video demos and training in both languages was created.
As well as collateral items such as surveys, walkthroughs, digital ads, internal social media channels.
By engaging users, we strengthen stakeholder relationships, kept out backlog relevant.
In 6 months, we increased our adoption numbers, reduced tickets and training and increased customer satisfaction
Today our numbers look something like this:
Transformed complex workflows for a form builder in desktop and mobile, achieving a 32% adoption rate, reducing support tickets by 65%, and cutting training time by 83%.
