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Import Wizard - Transforming a broken data-import experience into highest-performing user flow

Import Wizard - Transforming a broken data-import experience into highest-performing user flow

Import Wizard is ACER's highest-performing user flow

Published on :
May 20, 2026
achieved task completion
80%
improved customer satisfaction
26%
-50%
reduced support quesries
30%
staff satisfaction score
Import Wizard - Transforming a broken data-import experience into highest-performing user flow

Import Wizard is ACER's highest-performing user flow

FlowWell
Position
$1,200
Budget
6 months
Duration

ACER's Import Wizard, the core mechanism for schools to bulk-upload candidate data was redesigned by engineering without UX involvement. After launch, the School Support team was overwhelmed with queries. I was brought in as Senior Product Designer to investigate, own the resolution, and prevent recurrence.

Problem

Four failure modes, one broken flow

The platform faced compounding usability failures that directly impacted trust, adoption, and operational efficiency across ACER's school clients

🗂️ Data formatting errors

Users had no clear guidance on expected CSV format, leading to repeated failed import attempts and frustration before even reaching Step 1.

🧩 Confusing field mapping

The data matching step required users to manually map spreadsheet columns to OARS fields — with no auto-detection, no contextual help, and ambiguous iconography.

👁️ No progress visibility

There was no clear indication of where users were in the process, how many steps remained, or whether their actions had succeeded.

⚙️ Technical language

System-facing terminology throughout the wizard alienated non-technical school administrators and school support staff who were the primary users.

Process

1. Analytics deep-dive & funnel analysis

Mapped exactly where users were dropping off in the existing wizard. The data confirmed Step 3 (data mapping) as the primary failure point, with a 48% drop-off rate — users were abandoning mid-task, not at the start.

2. Support ticket & error log review

Analysed 120+ monthly support tickets to identify recurring failure patterns. This gave direct signal on what users were trying to do when they got stuck — and what language and concepts were causing confusion.

3. Contextual heuristic review

Conducted an end-to-end walkthrough of the existing wizard, documenting every point of confusion, ambiguous action, and inaccessible interaction against established usability heuristics.

4. Usability testing — Round 1 (pre-redesign)

Ran moderated usability sessions with 7–9 participants including teachers and school administrators. Identified critical navigation failures, icon confusion, and conceptual mismatches in the data matching flow.

5. Design & iteration

Translated research findings into a redesigned step-by-step flow — simplifying structure, language, and visual feedback. Partnered with Product, Engineering, and Customer Support across the design QA process.

6. Usability testing — Round 2 (post-redesign validation)

Re-ran usability sessions with a new cohort to validate design decisions against the same task set. Measured perceived task difficulty, task success rate, and error rate — demonstrating clear improvement across all dimensions.

Solution

Six changes that moved the needle

Every design decision was anchored to a specific research finding. The solution was not a visual refresh — it was a structural reimagining of the entire flow.

1. Step-by-step progress flow

Converted the wizard into a clear, sequenced multi-step experience with persistent progress indicators and success feedback at each stage.


2. Auto-detection for column mapping

Introduced intelligent column mapping to reduce manual effort and eliminate the primary source of user error at Step 3.

3. Inline error validation

Real-time validation at input level, with clear human-readable error messages — preventing downstream failures before submission.

4. Example CSV templates & support materials

Contextual, downloadable templates embedded within the wizard to remove pre-import confusion about data formatting.

5. Progress indicator and success feedback

Clear visual feedback at each completed step, with a confirmation state at the end to reinforce task completion confidence.

6. Simplified technical language

Plain-language rewrites of all system-facing copy throughout the flow, optimised for non-technical school administrative staff.

Result

Two rounds of usability testing, pre- and post-redesign, confirmed the improvements were real.

80% completion rate, Up from 36% baseline
85% task success rate
50% reduction in, customer support queries
70% reduction in error rate


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