sydney tong.
The Forms module is a core part of Teamworks Hub. Immediate goals for the form builder include improving usability, accessibility, and adding new features, while long-term goals include advanced features, integrations, automations, and reducing reliance on third-party services.
My Role
Research, Design, PrototypeTimeline
Oct ‘22 - March ‘23, July ‘23 - Oct ‘23Platform
App & WebappTools
Figma, MazeSpecial shoutouts
I have to thank the Forms squad for their expertise, insight and energy. Special thanks to our customer support team for helping with the user interviews and testing. Another big thank you to my design team for honest feedback and suggestions.
Confidential information
This case study contains sensitive information. Please reach out to me for the full case study. Case study includes diagrams, user journeys, wireframes, brainstorming sessions, audit analysis, and mockups.Overview
Forms is a core module within the Teamworks Hub ecosystem, generating millions of dollars in revenue for the company each year. Administrators create forms to send to athletes, staff, or parents, and can download results or pin them to an athlete's profile.
Immediate goals for the form builder include improving usability, accessibility, and adding new features. Long-term goals include setting up more advanced features, integrations, and automations. Another long-term goal is to reduce reliance on problematic third-party services.
The Problem
Administrators would like to be able to add conditional logic to forms so that certain questions appear or disappear based on the answers to previous questions. To accommodate this, we needed to update our existing form builder structure.
The Goal
Design a form builder that can help our users create forms with conditional logic, attach files to a users profile and promotes product stickiness.
Other Considerations
Discussions were underway to create a new design system to be implemented across the seven products we recently acquired. The new form builder design needed to work well with both the old and new design systems.
In planning the structure, we prioritized growth. Since larger projects would rely heavily on the form builder, it needed to be flexible enough to accommodate those needs.
Takeaways
Impact
All of the functionality and feature requests during this project was linked to over $1.5 million in revenue. It is also an important step to moving away from a third party service that is totaling over $250k per month.
What I learned
Customer supper feedback and iterative usability tests were the most important step within this whole process. This module is heavily used and users and Super Users know exactly how they want it to function. Usability tests, customer interviews and reading our User Voice tickets made designing lightyears earlier.
Next Steps:
1
Automations
Forms is foundation for many of our products automations and process workflows. 2
Intermodule integrations
Using forms to populate data in other modules. 3
More data population
Make forms smarter to know when to pre-populate information for our assignees. 4
Get off third party services
Improve interactions and functionality so we may save big bucks. 
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Designing out of
San Diego, California.
San Diego, California.
I'm always open to hearing about new project ideas and possibilities for collaboration. If you have an idea that you'd like to bring to life or if you're in need of a passionate product designer to be part of your team, I'd love to have a conversation.
hello@sydneytong.com
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