WorkCase study 03 / 03

UX research · Product design · Internal operations

Reimagining the
gift redemption workflow

Replacing handwritten forms with a clearer digital process for staff, approvals and centralised record keeping.

Role
Lead Designer
Employer
Challenger Technologies
Platform
Tablets & Google Apps Script
Scope
UX & digital transformation
Challenger's digital gift redemption form displayed on a tablet
A digital workflow replacing paper-based gift redemption forms

A routine internal process was creating unnecessary work for staff and managers.

Challenger managed internal gift redemptions with handwritten paper forms. Over time, the process created missing records, delayed submissions and a growing administrative burden.

The opportunity was to replace that manual workflow with a digital experience that was efficient, secure and centralised while remaining simple enough for any staff member to use with minimal instruction.

My role

As lead UX designer, I handled staff research, wireframing, prototyping, usability testing and the final implementation of the redesigned digital workflow.

Paper forms made a simple redemption process difficult to track, verify and maintain.

Staff had to complete and manage handwritten forms, while managers lacked a clear view of approvals, records and redemption activity.

Problem statement

How might we replace paper-based gift redemptions with a simple digital workflow that improves accuracy, visibility and administrative efficiency?
01

Misplaced records

Paper forms could be lost, delayed or difficult to retrieve when needed.

02

Manual workload

Repeated data entry and record management created unnecessary administrative work.

03

Limited visibility

Managers had little transparency into approvals, audit history and redemption activity.

Staff interviews revealed where the existing process was breaking down.

We interviewed staff at Challenger's flagship store to understand the practical frustrations of managing redemptions through paper forms.

Method 01Staff interviews
Method 02Workflow mapping
Method 03Prototype testing
Paper forms were stacking up, making them difficult to store and retrieve while making the process feel outdated.
Based on feedback from Ben Lim, Head of Customer Service

What the research revealed

  1. 1

    Forms were often misplaced or delayed. Physical records were cumbersome to store, retrieve and follow through the process.

  2. 2

    Redemptions were difficult to audit. Managers lacked a centralised view of submissions, approvals and past activity.

  3. 3

    Form completion was unnecessarily tedious. Manual inputs increased the chance of inconsistent information and avoidable errors.

The redesigned workflow replaced repetitive manual steps with structured automation.

We created a Google Form integrated with Google Apps Script, using conditional logic, centralised records and automated confirmations to simplify the entire redemption process.

01

Research insight

Paper redemption forms were misplaced, delayed and difficult to retrieve.

Design decision

Replace handwritten forms with a tablet-friendly digital form connected to a central record.

What changed

Each submission was captured immediately and synced to a shared, searchable system.

02

Research insight

Manual input created inconsistent information and increased the administrative workload.

Design decision

Use dropdown menus and conditional fields to collect only the information relevant to each redemption.

What changed

Staff made fewer input errors and completed the process with less guidance.

03

Research insight

Managers lacked visibility into approvals, redemption activity and audit history.

Design decision

Automate approval records, confirmation emails and backend storage with Google Apps Script.

What changed

Managers gained clearer oversight while repetitive follow-up and record keeping were reduced.

Tablet showing Challenger's simplified digital gift redemption experience
The redesigned workflow connects digital submission, approval and automated record keeping.

Key features introduced

01

Tablet-friendly form

Staff could complete redemptions digitally without relying on paper forms.

02

Conditional fields

Relevant questions appeared based on the details of each redemption.

03

Structured inputs

Dropdown menus improved consistency and reduced avoidable input errors.

04

Approval workflow

Staff and manager approvals were included in the redesigned process.

05

Automated records

Submissions synced with Google Sheets and were stored centrally.

06

Email confirmations

Google Apps Script automatically triggered confirmation emails.

Usability testing confirmed the workflow was easier, while revealing where guidance was still needed.

Challenger staff tested the prototype across the core redemption journey. Dropdown menus helped reduce input errors, while some users needed additional guidance around conditional fields.

Based on that feedback, we streamlined the instructions and added tooltips to make the experience clearer without adding unnecessary complexity.

Task 01

Complete a digital redemption form

Easier to use
Task 02

Select the correct redemption details

Fewer input errors
Task 03

Understand conditional questions

Clearer guidance
Task 04

Capture approvals and confirmations

Automated records

A simpler internal workflow produced a substantial operational improvement.

80%reduction in administrative processing time

Digitising gift redemptions reduced administrative effort, eliminated missing entries through automated syncing, improved data quality and helped staff adopt the process with minimal training.

80% less time

Administrative processing time compared with paper forms.

Zero missing entries

Automated backend syncing created a complete central record.

Faster onboarding

Staff needed minimal training to complete the new workflow.