Company
DE
Platform
Web and Mobile
Role
Sole Product Designer
Timeline
Feb - April 2025
Forms are a part of our daily life
Forms are everywhere — from booking tickets, making a purchase, signing up for a service to submitting proposals. Though often overlooked, their design plays a key role in user experience and efficiency. This case study explores the redesign of a proposal form, focusing on simplifying the flow and integrating AI to make the process faster and more intuitive.
Historical Context
DE, a leading solar energy consultaning company, faced challenges with its outdated project management system. The system was difficult to navigate, lacked essential features, and did not meet the needs of its diverse user base. To address these issues, we conducted user research and redesigned the system to improve usability, enhance functionality, and streamline operations.
Inspiration and Reference
When I started designing a Proposal & Payment Management System, I knew one thing—I didn’t want to create just another complex, rigid form. Instead, I wanted a system that felt intuitive, effortless, and human-centered. This book made me completely rethink how forms should be designed.
User Persona
User personas of essentially two types of users who would be using the proposal dashboard
Key Problems
How might we?
User personas of 3 types of users who would be using the tracker
Information Architecture
Take aways
Initial Designs
After reading the book and compartmentalising the form and creating an IA for the form elements the next part was to design the same
Looking at various examples and keeping in mind the mobile responsiveness We decided to have a single column clean layout
where the user can fill in the sections one by one
A/B Testing
An A/B testing was conducted between two versions of the form,
one being a two column layout and the other was a longer single column layout
Contrary to my expectations the double column layout function better as it needed lesser scroll time and also induced lesser anxiety than the
single column layout
Final Design
Final Designs were created to be much lighter and cleaner on the eye as well as to create a smooth and direct experience
✅ Added progress indicators - Stepper at the top (1-2-3) gives a sense of progress and encourages completion
✅ Instead of overwhelming users, forms are structured to reveal only what’s needed at each step.
✅ Broke down the form into thematic clusters (like Organization Details, Installation & Energy, Personal Info), which improves readability.
✅ Created a clean, minimal layout using ample white space and aligned fields for faster scanning.
✅ Simplified the CTA with a bold, single “Next” button to keep the experience action-focused and reduce friction
Mobile Version
Initial Wireframe
A wireframe was designed for the mobile view having a card layout which looked clean and mobile friendly
But once tested with the users and stakeholders,
❌ The additional click element on the cards seemed to be blocker as the users couldn't parallely compare different proposals
❌ Hard to read the table as information is scattered
Revised Design
The Dashboard was redesigned to have a scrolling dashboard as
✅ It displayed more lines of items
✅ Easier for clients to compare proposals
✅ Easier for system admins to look at all the pending proposals
Final Version
A mobile version was created for users ease of access
