UX Case Study

AI-Driven Vendor Intake Experience

Transforming a lengthy vendor submission process into a faster, more accessible, and easier-to-complete digital experience through UX strategy, AI-assisted prototyping, and progressive disclosure.

Role
Lead UX Designer
Tools
Claude AI • HTML • CSS • JavaScript
Focus
Accessibility • Responsive UX • Information Architecture
Modern workspace displaying a responsive Vendor Intake Form on a laptop and smartphone, demonstrating a multi-step vendor registration process with contact information fields, progress indicators, and a clean, user-centered interface for desktop and mobile devices.

Responsive vendor contact information experience designed for desktop and mobile users.

Interactive UX Case Study

AI-Driven Vendor Intake Prototypes

Three live prototypes showing how I transformed a long vendor intake process into clearer, more accessible, and more interactive digital experiences using Claude AI and UX design principles.

Why These Demos Matter

Many organizations still collect vendor information through static PDFs or outdated forms. These experiences can create friction, increase errors, and make complex submissions harder to complete. I explored three interaction patterns that use progressive disclosure, guided steps, mobile behavior, and immediate feedback to make the process easier to understand and complete.

The Design Challenge

Transforming a Complex Process into a Better User Experience

Vendor onboarding often requires collecting a significant amount of information. The challenge was finding a way to simplify a lengthy intake process while maintaining accessibility, improving usability, and preserving the business requirements behind the form.

Challenges

⚠️
Long, overwhelming forms

Traditional vendor forms present too much information at once, increasing cognitive load and abandonment.

📄
Legacy PDF workflows

Static documents provide little guidance, limited validation, and poor accessibility support.

📱
Inconsistent mobile experience

Large desktop forms often become difficult to navigate on smaller screens.

UX Response

✓
Progressive disclosure

Break complex information into manageable sections that reduce visual overload.

✓
Guided interaction patterns

Explore accordions, step-by-step workflows, and responsive layouts to improve navigation.

✓
Accessibility-first design

Support keyboard navigation, logical focus order, and clear content hierarchy throughout the experience.

Design Process

From Research to Interactive Prototypes

Rather than redesigning a form visually, I focused on understanding how users move through complex workflows and explored multiple interaction models to reduce friction while preserving the business requirements.

1

Research

Reviewed the existing vendor intake workflow to understand the information users needed to provide and where friction typically occurred.

2

Organize

Grouped information into logical sections using progressive disclosure to reduce cognitive overload and improve navigation.

3

Prototype

Created multiple interactive concepts including accordions, guided wizards, and responsive layouts to compare different user experiences.

4

Refine

Iterated on content hierarchy, accessibility, interaction patterns, and mobile responsiveness to improve usability.

5

Evaluate

Compared each prototype based on clarity, navigation, accessibility, and overall user experience to identify the strengths of each approach.

Interaction Exploration

Why Explore Three Different Approaches?

Rather than assuming one interaction pattern would work best, I developed three concepts to compare how different layouts affect clarity, navigation, accessibility, cognitive load, and responsive behavior.

1

Accordion Navigation

Keeps the experience on one page while revealing information in manageable sections through progressive disclosure.

2

Guided Wizard

Leads users through a structured sequence of steps with clear milestones, navigation, and progress feedback.

3

Responsive Guided Intake

Prioritizes smaller screens, touch interaction, flexible layouts, and contextual guidance throughout the submission process.

Prototype One

Accordion Navigation

A single-page experience that organizes vendor information into expandable sections, helping users focus on one content group at a time without losing access to the full workflow.

Interaction Approach

This concept uses progressive disclosure to reduce the amount of information visible at one time. Users can open, close, and revisit sections while remaining on the same page.

Best suited for: Users who want flexibility, quick review, and direct access to previously completed sections.

Experience Prototype One

Interact with the live accordion-based vendor intake form.

Live Prototype

What to Observe

  • Progressive disclosure
  • Logical section grouping
  • Keyboard interaction
  • Reduced visual overload
  • Flexible section review
  • Responsive resizing
Prototype Two

Guided Wizard

A milestone-based experience that breaks the intake process into a sequence of focused steps, helping users understand where they are and what comes next.

Interaction Approach

This concept introduces one primary task at a time and uses visible progress indicators, Next and Back controls, validation, and review opportunities to guide users through the process.

Best suited for: Complex applications where users benefit from structure, sequencing, and visible progress.

Experience Prototype Two

Interact with the live step-by-step vendor intake wizard.

Live Prototype

What to Observe

  • Step-by-step guidance
  • Visible progress
  • Focused task completion
  • Back and Next navigation
  • Validation feedback
  • Review before submission
Prototype Three

Responsive Guided Intake

A mobile-aware concept designed around flexible layouts, touch-sized controls, clear feedback, and contextual assistance throughout the vendor submission process.

Interaction Approach

This concept explores how the intake experience can adapt across desktop and smaller screens while preserving hierarchy, readable forms, accessible navigation, and user control.

Best suited for: Users completing or reviewing vendor information from multiple devices and screen sizes.

Experience Prototype Three

Interact with the live responsive vendor intake form with a visual status bar.

Live Prototype

What to Observe

  • Mobile-first behavior
  • Touch-friendly controls
  • Responsive field layouts
  • Readable content hierarchy
  • Contextual feedback
  • Consistent desktop and mobile flow

Let’s build your next UX solution

I bridge UX research, content strategy, and front-end prototyping now with AI acceleration. If you’re tackling complex forms, I can help streamline them without sacrificing compliance or accessibility.