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Mobile Optimization for Inquiry Forms

All Star Directories offers non-traditional students the ability to connect with educational institutions. Their legacy Request For Information (RFI) system, used primarily on desktop, had not been updated in over a decade. Despite the growing mobile usage among their target audience, the mobile experience had simply scaled down the desktop version.

Goals

  • Redesign and optimize the mobile experience to increase user engagement and conversion
  • Streamline the user flow for improved task completion
  • Validate the effectiveness of the new design through A/B testing

Challenges

The Legacy Design

The outdated CX wasn’t optimized for mobile, leading to high drop-off rates and decreased conversions. Users were abandoning the process from cognitive overload and poor mobile optimization. End-to-end CX was not meeting the needs of mobile-first users.

Research & Discovery

Comparing User Flows

A review of competitor sites revealed a significant difference in the user flow. Most used a streamlined multi-step process, gathering all necessary information before submitting to schools, while All Star’s system had a more cumbersome single-form submission per school.

This discovery pointed to an opportunity to simplify the process and reduce friction for users.

Competitor Flow

All Star Flow

User Insights

Heatmap & Session Recordings (via Hotjar) showed that users were abandoning the process after scrolling through a long page, likely overwhelmed by the amount of information and poor usability.

Users struggled with small buttons and difficult-to-read text on mobile, leading to frustration and higher abandonment rates.

Solution

A Streamlined Wizard Flow

Inspired by our competitors, I introduced a wizard-style flow that broke the form into smaller, more bite-sized steps.The new design focuses on progressive disclosure, guiding users through one question at a time to reduce cognitive overload and make the process more manageable.

Mobile Optimization

I redesigned the interface to be touch-friendly with larger buttons, more readable text, and improved input fields. I added a progress bar to give users a sense of forward movement. Each screen transition was designed with clear feedback to maintain a sense of control for the user.

UI and Interaction Updates

  • A Responsive Design ensured that the layout was optimized for both small and large mobile screens
  • Clear Conversational Prompts: Text was simplified to help users understand what was needed at each step, making the experience feel more like a guided interaction
  • Forward Progress Transitions: Smooth transitions between steps to keep users focused on completing the task.

Results & Impact

A/B Test Success

  • A/B testing showed a 7% increase in conversion rates with the new wizard-style flow compared to the legacy design.
  • This 7% lift in conversions demonstrated that the new design was both more usable and more effective in driving user action.

Stakeholder Confidence & Next Steps

The success of the redesign and A/B test gave leadership confidence in the team’s ability to deliver impactful solutions.

As a result, we were able to secure approval for further updates to the broader RFI experience, including improvements to the school listings and pre-filtering processes.

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