GOLDEN CHARTER
GOLDEN CHARTER
Designed a custom Form Builder Tool for Golden Charter, a leading funeral plan provider, to replace manual paperwork and streamline partner onboarding. The solution modernized compliance processes, reduced errors, and improved staff adoption.
Objective
Objective
Build a flexible digital form builder that simplifies long-form onboarding, ensures compliance, and provides Golden Charter with a scalable tool for managing multiple partner and due diligence forms.
Build a flexible digital form builder that simplifies long-form onboarding, ensures compliance, and provides Golden Charter with a scalable tool for managing multiple partner and due diligence forms.
Objective
Build a flexible digital form builder that simplifies long-form onboarding, ensures compliance, and provides Golden Charter with a scalable tool for managing multiple partner and due diligence forms.
Challenges
Challenges
Replacing manual, paper-heavy workflows with a user-friendly digital solution.
Structuring long and complex forms with clear information architecture to reduce user fatigue.
Designing branching logic and version management while keeping the interface intuitive.
Balancing compliance requirements with usability for non-technical staff.
Replacing manual, paper-heavy workflows with a user-friendly digital solution.
Structuring long and complex forms with clear information architecture to reduce user fatigue.
Designing branching logic and version management while keeping the interface intuitive.
Balancing compliance requirements with usability for non-technical staff.
Challenges
Replacing manual, paper-heavy workflows with a user-friendly digital solution.
Structuring long and complex forms with clear information architecture to reduce user fatigue.
Designing branching logic and version management while keeping the interface intuitive.
Balancing compliance requirements with usability for non-technical staff.
Research
Research
Conducted weekly workshops with Golden Charter’s team to identify pain points and requirements.
Mapped the form-filling journey for staff and partners to minimize friction.
Benchmarked existing digital form systems to identify best practices in branching rules, field types, and version control.
Conducted weekly workshops with Golden Charter’s team to identify pain points and requirements.
Mapped the form-filling journey for staff and partners to minimize friction.
Benchmarked existing digital form systems to identify best practices in branching rules, field types, and version control.
Research
Conducted weekly workshops with Golden Charter’s team to identify pain points and requirements.
Mapped the form-filling journey for staff and partners to minimize friction.
Benchmarked existing digital form systems to identify best practices in branching rules, field types, and version control.
Solutions
Solutions
Developed a modular form builder with customizable sections, field types, and branching rules.
Designed a clean form structure view for easier navigation of long forms.
Added features for draft saving, publishing, and version tracking.
Integrated response management for compliance checks, approvals, and error reduction.
Developed a modular form builder with customizable sections, field types, and branching rules.
Designed a clean form structure view for easier navigation of long forms.
Added features for draft saving, publishing, and version tracking.
Integrated response management for compliance checks, approvals, and error reduction.
Solutions
Developed a modular form builder with customizable sections, field types, and branching rules.
Designed a clean form structure view for easier navigation of long forms.
Added features for draft saving, publishing, and version tracking.
Integrated response management for compliance checks, approvals, and error reduction.
Impact
Impact
Fewer errors and smoother compliance tracking.
Significant reduction in manual paperwork and onboarding delays.
Higher staff adoption, thanks to intuitive UI and simplified workflows.
Improved ability to scale onboarding across multiple partner firms.
Fewer errors and smoother compliance tracking.
Significant reduction in manual paperwork and onboarding delays.
Higher staff adoption, thanks to intuitive UI and simplified workflows.
Improved ability to scale onboarding across multiple partner firms.
Impact
Fewer errors and smoother compliance tracking.
Significant reduction in manual paperwork and onboarding delays.
Higher staff adoption, thanks to intuitive UI and simplified workflows.
Improved ability to scale onboarding across multiple partner firms.
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