Case study

Forms Designer — When the real product is the system behind the screen

Turning a 3–4 week development cycle into a 2–3 day scalable configuration workflow.

  • Enterprise SaaS
  • Product Strategy
  • Systems Thinking
  • Configuration
  • Workflow Architecture
Company
Imagility
Product
Admin-facing form configuration system
Before: Requirements → Design → Development → Integration → Testing, ≈3–4 weeks per form. After: Configure → Map → Review → Publish, ≈2–3 days per form. Reduces manual work, improves accuracy, better collaboration and faster delivery.
Development cycle before and after Forms Designer

01

The business problem

We couldn't build forms fast enough.

Every new immigration form created a dependency on requirements, design, development, integration and testing. A single form could take approximately 3–4 weeks from requirement to completion.

The problem was not just efficiency. It created a product scalability constraint.

"How might we enable the product team to create and configure new forms without rebuilding the underlying experience every time?"

02

Rethinking the model

From individual forms to a reusable system.

We looked for patterns shared across forms: reusable fields and components, administrator configuration, flexible form structures, backend mappings and a manageable setup-to-publishing workflow.

"How do we build a system that can build many forms?"

03

The solution

A visual system for building forms.

Forms Designer became an admin-facing workflow for creating digital forms from existing paper/PDF forms, with two starting points: convert an existing form, or build from reusable components.

Form Setup
Upload or Build
Construct Steps
Step Sequencing & Visa Mapping
Field Mapping
Generate Letters
Review Summary
Publish

04

Reusable building blocks

Create once. Reuse across forms.

The model separated the complexity of the technical foundation from the complexity of configuration. Administrators could focus on what the form needed rather than how every field needed to be built.

Reusable components
Predefined backend mappings
Visual form configuration
Digital form

05

Constructing the form

Turning a complex document into structured steps.

The interface allowed fields to be selected and grouped into meaningful steps, with a live preview of the resulting structure. The design question was not simply how to reproduce the PDF — it was what information belongs together, what should be one step, how the sequence should work and how the resulting digital form should be experienced.

Employee 001VerifiedEmployee 002Pending Section 2Employee 003Missing signatureEmployee 004VerifiedEmployee 005Expiring soon
Forms Builder configuration — reusable fields, step grouping and preview

06

Step sequencing & visa mapping

Build the structure once. Configure its applicability where needed.

Administrators could organise generated steps, reorder them, edit names, create steps and associate them with visa types — avoiding an entirely separate form experience for every scenario.

07

Field mapping

Connecting the form to data already in Imagility.

Available data included petition, beneficiary, petitioner and attorney-related fields. The technical mapping was part of the reusable component architecture so administrators could focus on configuration.

Existing Imagility data
Form fields
Generated digital form

08

Review before publishing

Make the final configuration visible before it reaches users.

The Review Summary brought together Form Details, Form Mapping and Letter Details, creating a final checkpoint before publishing.

Build
Configure
Map
Review
Publish

09

The system behind the experience

The most important design decision wasn't the drag-and-drop interaction. It was the system behind it.

  • Reusable components
  • Backend mapping
  • Visual configuration
  • Structured workflows
  • Reusable form logic
  • Review and publishing

Together, these created a configuration layer between the product team and the development team.

10

My role

I worked across the UX team to shape the overall experience and establish the design direction for Forms Designer.

  • Product & UX strategy
  • System thinking
  • Workflow architecture
  • Interaction design
  • Design system thinking
  • Cross-functional collaboration
  • Complex information design
  • Design leadership
  • Usability and validation

11

Impact

From a development bottleneck to a scalable configuration model.

Before: Requirements → Design → Development → Integration → Testing, ≈3–4 weeks per form. After: Configure → Map → Review → Publish, ≈2–3 days per form. Reduces manual work, improves accuracy, better collaboration and faster delivery.
Measured impact — development cycle before and after Forms Designer

This reduced manual effort and dependency on developers for every new form configuration. More importantly, the team moved from building forms one at a time to creating a system capable of producing many forms.

12

Bigger design lesson

"The real product wasn't the form builder. It was the ability to scale the product without scaling development effort at the same rate."

When a business repeatedly creates the same type of thing, the opportunity may not be to make creation faster. It may be to change who creates it and how the system enables them to create it.

Working on something similarly complex?