2025
Design lead
Docusketch
Redesigned the sketch request form to include exterior sketches, catering to web, iOS, and Android platforms
Docusketch is a leading technology company that simplifies property documentation with AI-powered sketching and 360° virtual tours. Their platform enables professionals to create accurate floor plans quickly, enhancing efficiency and accuracy in the insurance and restoration industries.
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The problem
The existing sketch request form only supported interior sketches. The form required significant modifications to accommodate these new options, including the introduction of exterior sketches with three subtypes. Additionally, several business rules had to be considered, such as contract restrictions, eligibility for overnight delivery, and automatic sketch generation limitations.
The process
For this feature, I began by collecting all critical information, including user needs, technical limitations, and business or contractual constraints. This helped establish a clear understanding of the project scope from the start.
Next, I mapped out the complete set of use cases, paying close attention to edge scenarios such as mixed orders with interior and exterior sketches, file format compatibility issues, and restrictions based on user roles. This allowed me to anticipate potential friction points early in the design process.
With a solid foundation, I defined the user journey and collaborated closely with the product and engineering teams to validate feasibility and ensure alignment across teams. This phase was crucial for balancing user needs with technical realities.
Finally, I refined the experience by detailing essential interaction elements, such as mandatory fields, error handling, and delivery rules. The result was a solution that felt consistent, user-friendly, and scalable, designed to handle complexity without compromising clarity.
The approach
To simplify a complex process, my design strategy focused on clarity, relevance, and adaptability. I aimed to reduce cognitive load while preserving the necessary depth of functionality by designing a form experience that responded intelligently to user input.
Dynamic Field Visibility
To avoid overwhelming users with unnecessary inputs, I implemented dynamic field visibility. Fields would appear or become mandatory only when relevant options were selected, keeping the interface clean and intuitive. This minimized distractions and helped users focus on what mattered in their specific context.
Conditional Options
To reduce errors and support different user roles, I applied conditional logic that adjusted available options based on system configurations and permissions. By dynamically showing or hiding inputs, the form prevented invalid combinations and made the process feel more personalized. I also embedded contextual guidance to highlight key requirements or constraints, guiding users without relying on trial and error.
Clear Information Hierarchy
At the end of the form, I introduced a structured summary table to reinforce clarity and confidence. It displayed order details, credits used, and expected delivery timelines, enabling users to review their request before submitting. This final step helped reduce mistakes and supported transparency.
Prototyping & feedback
To enhance the user experience, I developed an interactive prototype in Figma that allowed stakeholders to test the form's new structure and functionality, showcasing:
A simplified selection process for sketch types.
Real-time visibility adjustments for required fields.
Their feedback confirmed that the overall flow was clear, but it also revealed a significant issue with automatic sketch generation. Due to development constraints, the system could not generate exterior sketches automatically. As a result, users who had this option enabled would never see exterior sketch options, which could lead to potential confusion.
Solution
As a designer, my role was to effectively communicate these limitations to users. To achieve this, I incorporated clear and timely explanations within the app at key interaction points. For example:
Before submitting a tour in the menu, users were informed that sketch generation would be triggered automatically. While they were already aware of this process, they were also notified that, as a result, exterior sketch options would no longer be available in the future.
Within the sketch generation settings, a notification was added to clarify its functionality and constraints.
By proactively providing these explanations, users could make informed decisions while navigating the app, ensuring a seamless experience that aligned with both business requirements and technical limitations.
Reflections & next steps
The redesign ensured a logical, user-friendly experience while adhering to business constraints. If further improvements were needed, I would consider creating a user test with customers to validate usability and comprehension.
By balancing user needs with business logic, this redesign significantly improved the efficiency and clarity of the sketch request process.
