The transition from traditional offline forms to digital versions posed several challenges. Firstly, the new forms needed to be user-friendly and optimised for both desktop and mobile devices to ensure seamless usability across all screen sizes, providing a consistent experience for all users. Additionally, due to the sensitive nature of the customer data being processed, it was essential to implement robust security measures, including data encryption, access controls, and secure hosting, to ensure compliance with privacy regulations and protect customer information.

Another challenge was the need for a flexible system capable of handling a variety of forms with different requirements. This called for a solution that allowed for dynamic form creation with tailored logic, validation, and data sources, all without the need for additional development. The complexity of multi-section forms also required careful consideration, as smooth navigation, inline validations, and a preview feature were necessary to enhance the user experience and ensure accuracy in submissions. Finally, the bank required a system to manage form submissions efficiently, with role-based access controls that enabled staff to track, update, and manage submissions, ensuring proper workflow management and accountability across the branches.