Improving account record organization and user experience with dynamic form layouts
Challenges
1- Difficulty in sorting and organizing ACR records based on roles in account layouts.
2- Users faced inefficiencies due to a static, one-size-fits-all form layout.
3- Account information was not dynamically displayed according to different user roles, causing confusion.
Solutions
1- Implemented dynamic form layouts with customized conditions based on user roles.
2- Developed rules to sort ACR records dynamically based on the account layout.
Results
1- Reduced user navigation time by 40%.
2- Improved user satisfaction by 30%.
3- Increased data accuracy by 25% due to streamlined forms.
Our client is a leading enterprise in the tech industry, managing a vast portfolio of customer accounts and services. They deal with a variety of user roles accessing account data, and the need for an efficient, role-specific view of customer records is critical to their business success.
The client was struggling with a static form layout on their CRM platform, leading to inefficiencies and errors when accessing account-related information. Users, depending on their roles, were seeing irrelevant data or were unable to quickly find necessary information due to the disorganized account layout. The client needed a solution that would adapt dynamically to different roles, ensuring that only relevant data was presented based on specific criteria.
We implemented a customized solution by designing dynamic form layouts that changed depending on the user’s role. By creating specific rules to sort ACR records, we ensured that each role would have a tailored view of the account layout. This adjustment allowed the platform to adapt and display relevant information only, optimizing user experience and operational efficiency.
- The previous layout was fixed, meaning all users, regardless of their role, saw the same fields and information, which led to irrelevant data being displayed.
- Users had to manually sort through data or search for specific records, which was time-consuming and prone to errors.
- Different roles required different data, but the static layout did not adjust dynamically, creating unnecessary clutter and complexity for end users.
- The inefficiencies and confusion around data led to frustration, reducing user satisfaction and adoption of the CRM platform.
- We implemented dynamic form layouts that adjusted to the user's role within the organization. Each role had customized fields and data relevant to their specific tasks.
- We introduced automated rules that sorted ACR records based on roles, reducing the need for manual adjustments and speeding up the process of finding relevant information.
- By developing conditions to display only the necessary data based on the user’s role, we ensured users were not overwhelmed with unnecessary information.
- We provided comprehensive training for all users on the new features, ensuring smooth adoption and effective use of the platform.
40%
Reduction in navigation time
Users were able to access relevant account information more quickly, thanks to the customized role-based layout and automated sorting of records.
30%
Improvement in user satisfaction
With a more intuitive and streamlined interface, users reported higher satisfaction, with fewer complaints about inefficiencies or irrelevant data.
25%
Increase in data accuracy
By reducing the amount of irrelevant data visible, users made fewer errors when interacting with account records, leading to a more accurate and reliable data set.
Improved CRM adoption
The new dynamic layout increased user engagement with the platform, resulting in improved usage rates across the company.
