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How to Win Customers through Smarter Form Filling?

3 minutes read
How to Win Customers through Smarter Form Filling?

During the pandemic, an online form was a necessity for businesses to continue their operation. Digital forms, however, are today much more than just a tool for data collection. Organizations now want to get information from the customers quickly without making them write too much. They are trying to shorten the tedious form-filling process and win customers through smarter form-filling.

Why is it necessary to shorten the overlong customer journeys?

Gen Z and older millennials are the biggest motivators pushing insurers to create smarter forms for these consumers. Why? Because of their shorter attention span. Yes. Gen Z typically has an attention span of merely 8 seconds. They are ready to pay more for a great experience and convenience. They want faster services and appealing visuals and designs.

Organizations are already using Auto-filling (to fill out forms automatically with saved info, like addresses or payment info) and OCR scanners where customers can fill in the information asked in the forms by just scanning their id cards/ business cards. Data on the card gets auto-populated in the appropriate fields.

How AI can fix boring forms?

Artificial intelligence (AI) has been helping organizations assess risk, detect fraud and reduce human error in the application process. It can do so by: 

  1. Verifying the document in real-time
  2. Giving Instant feedback
  3. Improving Operational efficiency
AI can fix boring forms.

For example, if a customer uploads the Aadhar Card instead of a Driving License while uploading the document, the manual process would take a lot of time. In the case of AI-driven tools, customers can get notified instantly that the uploaded document is incorrect and users will be able to upload the correct document immediately avoiding the delay in the process. This will save time and effort for the customer and the company, both. 

How can you design a smart form to win customers?

AI is transforming customer experience (CX) across all businesses. However, industry stalwarts need to keep in mind the User Interface (UI) perspective as well in order to make the form filling smarter and faster. A smart form should be designed so that it requires the least effort from the user. Here are a few rules that companies need to keep in mind when designing the form for their customers. 

  1. Vertical Design: A vertically designed form is more convenient to read and easily scanned if needed.
Vertical Design

Vertical Design

  1. ‘F’ Pattern Layout: People like to read in an F reading pattern meaning the reading pattern is left to right, top to bottom. They pay most attention to the screen’s top, upper left corner, and left side, only occasionally looking towards the right side of the display. Content should be placed at the center. 
F-design Layout

F-design Layout

  1. Shorter Questions: Too long questions can make the form-filling process more tedious. Questions asked in the form should be short and crisp.
  2. Question Sequence: Make sure the questions are in a logical order and relevant as it will give better content clarity to the reader.
  3. Avoid complex words: Easy words should be used in the form so that it is convenient for the reader to understand and also can be easily scanned.
  4. Readable Font Size: Big font size will lead to more no. of pages making the filling process boring for the user. There should be a perfect balance between the length of the form and the number of questions with readable font size. 
  5. Categorizing Questions: Divide similar questions into groups for better understanding.
  6. More Objective and less subjective questions: Focus should be on keeping your user engaged during the process. Form should have more objective questions so that users are able to answer questions without writing too much. 
  7. Users should sense achievement, especially on pages that require a little more patience.
How can you design a smart form to win customers?

Conclusion: 

The new normal is all about CX. Businesses are in a race to win customers who are more detail-oriented than ever. They observe their experience at every step of the journey to evaluate and decide whether or not to stay with the brand. 

Organizations can shorten the mundane form-filling process: a) by leveraging technology like AI in the workflow and in the minutest of processes to achieve efficiency and excellence and b) by keeping UI perspective in mind while designing to make the process more user-friendly. Great CX will ultimately lead to higher conversion. After all, it’s all about winning customer loyalty. 

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Why Netflix Broke Itself: Was It Success Rewritten Through Platform Engineering?

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Let’s take a trip back in time—2008. Netflix was nothing like the media juggernaut it is today. Back then, they were a DVD-rental-by-mail service trying to go digital. But here’s the kicker: they hit a major pitfall. The internet was booming, and people were binge-watching shows like never before, but Netflix’s infrastructure couldn’t handle the load. Their single, massive system—what techies call a “monolith”—was creaking under pressure. Slow load times and buffering wheels plagued the experience, a nightmare for any platform or app development company trying to scale

That’s when Netflix decided to do something wild—they broke their monolith into smaller pieces. It was microservices, the tech equivalent of turning one giant pizza into bite-sized slices. Instead of one colossal system doing everything from streaming to recommendations, each piece of Netflix’s architecture became a specialist—one service handled streaming, another handled recommendations, another managed user data, and so on.

But microservices alone weren’t enough. What if one slice of pizza burns? Would the rest of the meal be ruined? Netflix wasn’t about to let a burnt crust take down the whole operation. That’s when they introduced the Circuit Breaker Pattern—just like a home electrical circuit that prevents a total blackout when one fuse blows. Their famous Hystrix tool allowed services to fail without taking down the entire platform. 

Fast-forward to today: Netflix isn’t just serving you movie marathons, it’s a digital powerhouse, an icon in platform engineering; it’s deploying new code thousands of times per day without breaking a sweat. They handle 208 million subscribers streaming over 1 billion hours of content every week. Trends in Platform engineering transformed Netflix into an application dev platform with self-service capabilities, supporting app developers and fostering a culture of continuous deployment.

Did Netflix bring order to chaos?

Netflix didn’t just solve its own problem. They blazed the trail for a movement: platform engineering. Now, every company wants a piece of that action. What Netflix did was essentially build an internal platform that developers could innovate without dealing with infrastructure headaches, a dream scenario for any application developer or app development company seeking seamless workflows.

And it’s not just for the big players like Netflix anymore. Across industries, companies are using platform engineering to create Internal Developer Platforms (IDPs)—one-stop shops for mobile application developers to create, test, and deploy apps without waiting on traditional IT. According to Gartner, 80% of organizations will adopt platform engineering by 2025 because it makes everything faster and more efficient, a game-changer for any mobile app developer or development software firm.

All anybody has to do is to make sure the tools are actually connected and working together. To make the most of it. That’s where modern trends like self-service platforms and composable architectures come in. You build, you scale, you innovate.achieving what mobile app dev and web-based development needs And all without breaking a sweat.

Source: getport.io

Is Mantra Labs Redefining Platform Engineering?

We didn’t just learn from Netflix’s playbook; we’re writing our own chapters in platform engineering. One example of this? Our work with one of India’s leading private-sector general insurance companies.

Their existing DevOps system was like Netflix’s old monolith: complex, clunky, and slowing them down. Multiple teams, diverse workflows, and a lack of standardization were crippling their ability to innovate. Worse yet, they were stuck in a ticket-driven approach, which led to reactive fixes rather than proactive growth. Observability gaps meant they were often solving the wrong problems, without any real insight into what was happening under the hood.

That’s where Mantra Labs stepped in. Mantra Labs brought in the pillars of platform engineering:

Standardization: We unified their workflows, creating a single source of truth for teams across the board.

Customization:  Our tailored platform engineering approach addressed the unique demands of their various application development teams.

Traceability: With better observability tools, they could now track their workflows, giving them real-time insights into system health and potential bottlenecks—an essential feature for web and app development and agile software development.

We didn’t just slap a band-aid on the problem; we overhauled their entire infrastructure. By centralizing infrastructure management and removing the ticket-driven chaos, we gave them a self-service platform—where teams could deploy new code without waiting in line. The results? Faster workflows, better adoption of tools, and an infrastructure ready for future growth.

But we didn’t stop there. We solved the critical observability gaps—providing real-time data that helped the insurance giant avoid potential pitfalls before they happened. With our approach, they no longer had to “hope” that things would go right. They could see it happening in real-time which is a major advantage in cross-platform mobile application development and cloud-based web hosting.

The Future of Platform Engineering: What’s Next?

As we look forward, platform engineering will continue to drive innovation, enabling companies to build scalable, resilient systems that adapt to future challenges—whether it’s AI-driven automation or self-healing platforms.

If you’re ready to make the leap into platform engineering, Mantra Labs is here to guide you. Whether you’re aiming for smoother workflows, enhanced observability, or scalable infrastructure, we’ve got the tools and expertise to get you there.

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