Overview

Symplr's Survey Management tool was a critical resource for hospital compliance teams, but its outdated design posed significant challenges. Users found it overly complex, especially when building surveys that dynamically generated compliance forms based on responses. Despite having robust features, the tool was difficult to navigate, leaving compliance officers frustrated and inefficient. The feedback was clear: they needed a solution that was simple, intuitive, and powerful enough to handle the complexities of compliance workflows.

This redesign wasn’t just a refresh—it was a complete overhaul to simplify survey creation, support large-scale audits, enable anonymous data collection, and seamlessly integrate into Symplr’s Connected Enterprise suite.

My Role: Owning the Vision

As the Lead Designer, I was responsible for the strategy and vision behind the redesign. My focus was on balancing the complexity of compliance requirements with the simplicity users needed.

Here’s how I approached it:

• Understanding the Tool: I quickly learned how compliance teams used the system for everything from organization-wide surveys to targeted, form-generating questionnaires.

• Collaborating Across Teams: I partnered with researchers, stakeholders, and engineers to align technical capabilities with user expectations.

• Designing the Experience: Using research insights, I developed workflows and interfaces that turned complex processes into intuitive, manageable tasks.

The Process

Listening to Users
I worked directly with compliance departments from over 10 hospitals, participating in stakeholder meetings to uncover the frustrations and needs of daily users. Their feedback guided every aspect of the redesign.

Learning from the Best
Competitive analysis showed how leading survey tools handled logic-building, and form-building tools like TurboTax inspired new ways to simplify complex workflows. These examples shaped the design approach, ensuring both functionality and ease of use.

Designing the Vision
The new design prioritized clarity and usability, making it easy for compliance officers to build surveys with dynamic logic while ensuring participants had a smooth, straightforward experience. Wireframes and prototypes went through multiple iterations to meet the needs of both user groups.

Focusing on Accessibility
Accessibility was a central consideration throughout the redesign. The tool met WCAG standards, ensuring it was usable for everyone, including those with disabilities.

The Solution

This redesign was more than an update—it was a transformation. By listening to users, leveraging best practices, and collaborating across teams, we delivered a tool that empowered compliance officers and streamlined critical workflows.

Before:

Screens from the new redesign:

The Results

Faster Workflows: Survey creation time was reduced by 30%, making compliance officers more efficient.

Scalability: The tool handled large-scale audits with unlimited users and multiple iterations, without performance issues.

Improved Reporting: Anonymous data collection enabled reprisal-free responses, giving organizations a clearer view of risks.

Seamless Integration: Survey Management became a core part of Symplr’s Connected Enterprise suite, enhancing its value to users.

The Impact

This redesign transformed Survey Management into a modern, intuitive tool that addressed the real challenges compliance teams faced. It wasn’t just a product update—it was a step forward in making compliance simpler, smarter, and more effective.

Next project: Texas Department of Insurance (TDI)