Role: Principal Designer, Builder CMS • Mobile apps iOS/Android

Introduction

The Guidebook platform enables event organizers to create their own unique surveys and embed them across several parts of their guide for tailored information gathering. From the product standpoint, surveys add essential value and extend a guide's life cycle.

According to metrics shared with me from the product team, the survey feature is the second most utilized feature on the Guidebook platform. Because of this, continual development and refinement is a priority. We identified the problems affecting our users (event organizers and end-users) and we got to work solving them.

As the principle designer on this project my role was to design all the UIs and associated flows for the Guidebook app (iOS and Android) and the Builder, Guidebooks in house CMS. I worked closely with our Project Managers and Developers to solve these problems and ensure a great survey experience.

Problems solved

1. Surveys were frustrating for end users to complete, and unavailable offline.
2. Event organizers could easily misuse the survey builder and generate confusing reports.
3. Event organizers had few options to build the surveys they wanted.

1. Making surveys better for end users

The biggest hurdle preventing end users from filling out a survey was connectivity. The Guidebook app doesn't require an internet connection to function - this comes in handy inside a crowded conference venue. However, surveys were built as a web view. An internet connection was required to access, fill out, and then submit a survey.

Rebuilding surveys as a native component solved all of these connectively issues. It also opened the door for new functionality and gave me the opportunity to design the UI on both iOS and Android.

Native survey deliverables

• Surveys can now be cached, allowing end users to exit a survey and return right where they left off. In the past exiting a survey pre submittal would clear out your answers.
• Surveys can now access local storage allowing answers to be stored and later submitted when the device detects a stable internet connection. This is done as a background process without any user intervention.
• As a native component of the Guidebook app, surveys question can now be themed and are more responsive.

Seeing it in action:

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/14752679-58c0-4555-a5df-7ef14a0e30b6/taking_it_edit.mp4