Deloitte · 2017 — 2020

A form platform that let government teams deploy without engineering.

US government programs — child welfare, benefits, case management — run on complex data collection. Deloitte was rebuilding those forms from scratch for every client. I built the platform that let Deloitte configure and deploy those forms without starting from scratch each time. The platform had two sides: a drag-and-drop form builder for Deloitte teams to configure and deploy, and a rendered form experience for the case workers and citizens filling them out.

Role

Product Designer

Year

2017 — 2020

01

The World

Government forms aren't a UI problem. They're what stands between a person in need and the system that's supposed to help them.

Benefits applications, child welfare assessments, case management intake. These forms are often the first interaction between a vulnerable person and a government program. A wrong answer has real consequences. The forms are long, conditional, and complex by design.

Deloitte was building these forms custom for every client. Every engagement started with a blank Salesforce project. Every form needed its own development, testing, and maintenance. Nothing carried over. Everything took longer than it should.

The opportunity: build one platform that any Deloitte team could configure and deploy for any government program, without writing code each time.

02

The First Version

The Conversational UI was a good idea. It just didn't fit every room.

The first version of the platform — called DCF — was built around a Conversational UI. One question at a time, linear, focused. For the right use case, it worked well. Data quality was high, shorter forms felt effortless, and several clients adopted it.

But it was built on an assumption: that the person filling out the form could answer each question before seeing the next one. For citizen-facing forms — someone applying for benefits from home — that held. For complex, multi-page government assessments, it didn't.

Conversational UI in action: one question at a time, clean and focused. For the right use case, it genuinely worked.

03

The Moment It Broke

A client meeting ended in five minutes. That was the turning point.

A US State told us the product wouldn't work. Their case workers sit across from children. They cannot fill out a form one question at a time.

We were demoing to a US State client. We thought we'd sold it.

Their feedback was immediate: case workers operate in the field, meeting families in difficult situations. They need to see the whole form so they can plan the conversation — what questions are coming, what sections are next, how much is left. Asking one question, waiting, then asking the next would break the conversation. The meeting ended.

Case workers aren't filling out a form. They're having a conversation — in person or on the phone — while a form happens to be open.

Conversational UI

One question at a time. Right for simpler forms.

Works when the person can answer sequentially without needing to see what's ahead. Great for citizens applying online. Breaks for case workers who need to plan the whole conversation before it starts.

Traditional UI

Full form visible. Built for people managing a conversation at the same time.

Designed for case workers and intake specialists who need to plan ahead, track progress, and navigate non-linearly — all while talking to the person in front of them.

04

The Redesign

Developers had already built a traditional UI. Without design involved. It showed.

The dev team had moved quickly after Indiana and built their own version: multiple columns, no clear hierarchy, no sense of flow. Functional in the way a spreadsheet is functional.

I rebuilt it around one question: what does a case worker actually need when they glance at the screen?

The answer — from watching day-in-the-life videos of case workers — was as little as possible, as clearly as possible. Every second they spend looking at the screen is a second they're not looking at the person across the table. When they do look, they need to know where they are, what's next, and how much is left. Instantly.

Traditional UI in action: single column, persistent progress panel on the left. Case workers always know where they are and what's coming next.

Two major decisions that shaped the form

01

Single column, top to bottom

Eliminates left-right scanning. Case workers glance at the screen and back — one column means they never lose their place. Every question flows straight down.

02

Progress panel, always visible

Every section listed on the left, with question counts and completion status. Case workers can plan the next five questions before asking any of them. Conversation first, form second.

The decision that defined the platform

Two modes, one platform. Conversational for citizens. Traditional for case workers. A toggle gives the choice to the person doing the work — not the designer, not the configuration.

The same form, two modes. Project teams decide which interface their users get — Conversational for citizens applying online, Traditional for case workers managing a live conversation.

05

What It Became

I never met a single user. The chain from me to the families filling out these forms ran five layers deep: India office, US office, state government, case worker, citizen. I designed for people I only knew through videos and secondhand notes.

The platform is still running. Still being expanded. Still rolling out to new clients. I found that out from colleagues after I'd already left.

06

What Came Next

The MVP shipped. Then the real work started.

Once the two-mode platform was stable, we built the features that made it production-ready for government scale.

Features built after MVP

01

Conditional Logic Builder

A visual rule builder that let non-technical Deloitte teams configure which questions appear based on previous answers — without writing a line of code. Answer 'No' and entire sections collapse in real time. The form adapts to the person, not the other way around.

02

Themes

State government clients needed forms that looked like their own product, not a Deloitte tool. A theming system let teams customise colours, typography, and branding per deployment — one platform, many faces.

03

Multi-Language Support

Government programs serve communities that don't always speak English. Multi-language support let form content be configured in any language, with the UI adapting automatically. No separate builds. One form, any language.

+

government programs deployed, still rolling out to new clients

+

RFPs won using a working platform demo instead of a proposal deck

other designers on the project — every visual decision was mine to make

That project made me the designer I am. Reading every night, building the next day. For real people, at real scale. The thing I built is still being used.

Walkthrough on request

Want to see the project in detail?

I'm happy to walk through the work live — covering process, decisions, and designs.