Smart Data Mapping

Smart Data Mapping

Challenge

Customers were struggling with an error-prone, manual process for importing crucial CSV data into our insurance system. Files arrived in inconsistent formats with mismatched column names, leading to processing delays of 1-2 days, high error rates, and numerous support tickets.
Approach

  • Interviewing 12 customers and analyzing 22 sample CSV files to identify common pain points

  • Developing a step-by-step guided workflow with intelligent column mapping

  • Creating an intuitive interface with real-time validation and feedback

  • Implementing predictive matching that automatically suggests the correct field mappings

  • Adding inline preview capabilities so users could verify data before submission

Results

  • Reduced data processing time by 80%, from days to minutes

  • Achieved 90% decrease in formatting errors

  • Reduced CSV-related support requests by 75%

  • Onboarded 80% of existing customers within one month

This project demonstrates how thoughtful UX design can transform tedious technical processes into intuitive experiences that save time, reduce errors, and improve customer satisfaction.

Challenge

Customers were struggling with an error-prone, manual process for importing crucial CSV data into our insurance system. Files arrived in inconsistent formats with mismatched column names, leading to processing delays of 1-2 days, high error rates, and numerous support tickets.
Approach

  • Interviewing 12 customers and analyzing 22 sample CSV files to identify common pain points

  • Developing a step-by-step guided workflow with intelligent column mapping

  • Creating an intuitive interface with real-time validation and feedback

  • Implementing predictive matching that automatically suggests the correct field mappings

  • Adding inline preview capabilities so users could verify data before submission

Results

  • Reduced data processing time by 80%, from days to minutes

  • Achieved 90% decrease in formatting errors

  • Reduced CSV-related support requests by 75%

  • Onboarded 80% of existing customers within one month

This project demonstrates how thoughtful UX design can transform tedious technical processes into intuitive experiences that save time, reduce errors, and improve customer satisfaction.

Challenge

Customers were struggling with an error-prone, manual process for importing crucial CSV data into our insurance system. Files arrived in inconsistent formats with mismatched column names, leading to processing delays of 1-2 days, high error rates, and numerous support tickets.
Approach

  • Interviewing 12 customers and analyzing 22 sample CSV files to identify common pain points

  • Developing a step-by-step guided workflow with intelligent column mapping

  • Creating an intuitive interface with real-time validation and feedback

  • Implementing predictive matching that automatically suggests the correct field mappings

  • Adding inline preview capabilities so users could verify data before submission

Results

  • Reduced data processing time by 80%, from days to minutes

  • Achieved 90% decrease in formatting errors

  • Reduced CSV-related support requests by 75%

  • Onboarded 80% of existing customers within one month

This project demonstrates how thoughtful UX design can transform tedious technical processes into intuitive experiences that save time, reduce errors, and improve customer satisfaction.

Services

Services

UX/UI Design

UX/UI Design

User Research

User Research

Duration

Duration

6 months

6 months

Role

Role

Lead Designer

Lead Designer

Key Skills

Key Skills

Data Visualization

Data Visualization

Information Architecture

Information Architecture

Interaction Design

Interaction Design

Impact

Impact

80% Faster Processing

80% Faster Processing

90% Error Reduction

90% Error Reduction

75% Fewer Support Tickets

75% Fewer Support Tickets

Platform

Platform

Web Application

Web Application