Problem:
The form below in UI-Screen 1 presents the following user pain points.
1) Depending on the amount of data that can be loaded, the page often has a delay in opening and hangs on scrolling/user interactions.
2) The form is too long and users often forget what plans they have selected.
3) Too much data is presented to the user to fill out, often users forget to fill in required fields.
UI SCREEN 1
Solution:
Users are now presented with a wizard that gives them a step by step approach on how to achieve the desired task. The following enhancements were added.
1) A wizard format has been added to easily break down data into sections for proper management.
2) The wizard allows the user to know what sections need to be configured, and what sections have validation errors.
3) Each step in the wizard now shows the user what fields are required and alerts them when fields are missing.
4) Users can move through the quote creation process and save the quote as a draft per section.
