业务系统用户体验优化调研问卷 Business System User Experience Optimization Survey

Q1:您的主要办公地点与日常系统语言偏好是？What is your primary work location and preferred system language?

内地（简体中文） / Mainland China (Simplified Chinese)

香港（繁体中文） / Hong Kong SAR (Traditional Chinese)

香港（英文为主） / Hong Kong SAR (English primary)

混合使用（视对接客户/海外数据源切换） / Mixed / Multilingual (Switches based on clients or overseas data sources)

Q2:您日常办公主要的屏幕配置是？What is your primary screen setup for daily work?

笔记本自带小屏（13-14寸，常需分屏） / Laptop display (13-14", often split-screen)

笔记本自带大屏（15-16寸） / Laptop display (15-16")

外接单显示器（标准 1080P 或 2K 宽屏） / Single external monitor (Standard 1080P or 2K widescreen)

双屏/多屏办公（常驻两个窗口对比数据） / Dual or multi-monitor setup (Side-by-side data comparison)

Q3:您目前最常使用的系统是？（多选） Which of the following systems do you use most frequently? [Multiple Choice]

CMT

CTH

汇查

雇员

MAP

COPC

其他

Q4:您日常使用当前业务系统的主要工作场景是？What are your main work scenarios when using the current business system on a daily basis?

订单录入与主体尽调发起（表单填报较多） / Order placement & subject due diligence initiation (Heavy form entry)

征信/合规报告审核与交付（长文档阅读、对比校对） / Credit & compliance report review and sign-off (Long-text reading, proofreading)

进度监控与任务分配（列表筛选、状态流转） / Progress tracking & task dispatching (Data filtering, workflow status handling)

异议处理与多方协同（附件核对、跨部门沟通） / Exception handling & case collaboration (Attachment checks, internal communication)

Q5:针对数据列表（表格）的信息密度，您更倾向于：For the information density of data lists (tables), which style do you prefer?

紧凑型（Compact）：行高较矮，单屏展示 15-20 行以上数据，适合高频批量审查。 / Compact: Shorter row height, 15-20+ rows per screen, optimized for bulk screening.

舒适型（Default）：行高适中，保留呼吸感，单屏展示 10-12 行，降低视觉疲劳。 / Default: Moderate row height, 10-12 rows per screen, balanced readability and comfort.

支持自定义：默认适中，但允许用户自行切换“紧凑/适中/宽松”。 / Customizable: Default moderate spacing, with options to toggle between Compact, Default, and Relaxed.

Q6:对于数据表格，您更倾向于？ For data tables, which layout style do you prefer?

一屏展示尽可能多的信息 / Display as much information as possible on a single screen

信息适中，保持较好的阅读体验 / Balanced density that maintains comfortable readability

每行信息较少，但页面更加简洁 / Fewer fields per row with a cleaner, minimal layout

根据不同场景自动调整 / Dynamically adapt density based on different business scenarios

Q7:您认为目前系统使用过程中，哪些方面存在问题？（多选） What issues do you frequently encounter when using the current system? [Multiple Choice]

页面信息过于复杂 / Page information is overly complex

信息太分散 / Information is too fragmented and scattered

信息层级不清晰 / Information hierarchy lacks clear structure

页面信息太多 / Too much clutter and information overload

页面信息太少 / Insufficient information provided on the screen

查找功能不方便 / Search and lookup functions are inefficient to use

筛选功能不方便 / Data filtering and refinement options are cumbersome

操作步骤太多 / Too many redundant steps to complete a workflow

不知道下一步该做什么 / Unclear next steps or missing process guidance

按钮/操作入口不明显 / Action buttons and interactive entries lack visibility

状态不容易理解 / Status indicators and badges are confusing or ambiguous

表格难以阅读 / Data tables are difficult to read and scan

弹窗过多 / Excessive popup modals interrupting workflow

页面跳转较多 / Frequent page redirects and context switching

视觉风格不统一 / Visual styling and layouts are inconsistent across modules

其他 / Other

Q8:您希望首页优先展示哪些内容？（多选）What content would you prioritize seeing on the home dashboard? [Multiple Choice]

待办任务 / Pending Tasks & Action Items

常用功能快捷入口 / Quick Access & Frequently Used Shortcuts

数据概览/仪表盘 / Data Overview & Metrics Dashboard

公告/通知 / Announcements & System Notifications

其他 / Other

Q9:当一个页面包含较多信息时，您更喜欢：When a page contains a large volume of information, which layout pattern do you prefer?

一次性展示全部信息 / Display all information on a single, continuous page

分成多个Tab / Divide content into multiple category Tabs

折叠部分次要信息 / Keep core data visible while collapsing secondary information in accordions

分步骤展示 / Break information into sequential, step-by-step flows

Q10:在处理跨国主体名称或长文本时，您希望表格单元格如何处理？When handling cross-border entity names or long text, how would you prefer table cells to display the content?

超出固定宽度直接截断（...），鼠标悬停（Hover Tooltip）查看全称。 / Truncate with ellipsis (...) and reveal the full text via hover tooltip.

允许内容自动换行撑开行高，保证一眼看全所有文本（表格行高会不一致）。 / Auto-wrap text across multiple lines to show all content without hover (Variable row heights).

允许自由拖拽列宽，并记忆保存当前视图偏好。 / Resizable columns with persistent state saving per user view.

Q11:对于系统的色彩基调偏好：What is your preferred color tone for the system?

严谨专业风：沉稳深蓝与中性灰底色，低饱和度，界面无多余修饰。 / Professional & Formal: Deep corporate navy and neutral grays, low-saturation backgrounds.

现代轻量风：清爽明亮白底，微弱投影与细分割线，强调视觉清晰度。 / Clean & Modern: Crisp white canvas, delicate borders, minimal shadows for clarity.

状态高对比风：整体中性，但对风险状态标签（通过/关注/高危/异常）使用高饱和度警示色。 / High Status Contrast: Neutral layouts paired with vivid, high-contrast risk badges (Pass/Review/High Risk/Alert).

Q12:在日常录入与查询中，以下哪些操作最让您感到效率低下？（最多选3项）In daily data entry and query tasks, which of the following operations cause the most inefficiency for you? (Select up to 3)

复杂表单必填项过多，弹窗（Modal）过长滚动不便。 / Overloaded modal windows with excessive fields requiring tedious internal scrolling.

列表筛选条件多且分散，经常需要重复选择重置。 / Scattered, repetitive search filters that reset frequently between navigations.

报告预览或附件（PDF/扫描件）无法在系统内并排对照，需要频繁下载切换窗口。 / Inability to preview PDFs or scanned files side-by-side inside the browser, forcing repeated downloads.

错误提示不明确（只报“保存失败”，不知道哪一项格式或逻辑有误）。 / Vague validation errors (e.g., generic "Save Failed" without highlighting the offending field).

批量操作体验差（如批量派单、批量导出时响应卡顿或缺少状态反馈）。 / Clunky batch operations (Laggy responses or missing progress feedback when bulk dispatching or exporting).

中英文/繁简切换后，字段排版错位或专业术语翻译不准确。 / Layout misalignment or inaccurate domain terminology after switching between EN, SC, and TC.

Q13:关于常用数据筛选栏的交互形式，您更习惯：For the interaction style of frequently used data filters, which do you prefer?

表格顶部平铺 3-4 个核心条件 + “更多筛选”展开抽屉。 / Top-bar row: 3-4 primary fields visible with a drawer/dropdown for advanced filters.

表格表头内置筛选（类似 Excel 点击表头图标即时过滤）。 / In-column header filters: Click column headers directly to filter, mimicking Excel.

左侧固定树状/多级过滤栏（适合按部门、地区、风险等级深层筛选）。 / Collapsible left filter tree: Persistent vertical panel for hierarchy, jurisdiction, or status trees.

Q14:对大型表单（如复杂的背调下单），您更接受哪种流程引导？For complex, multi-field entry forms (such as background check order placement), which workflow pattern do you prefer?

步骤条向导（Step Wizard）：分步清晰，逐步校验，减小单步心理压力。 / Step-by-step wizard: Sequential sections with stepwise validation to reduce cognitive load.

分折叠卡片（Accordion）：汇总在同一页，自由展开需填写的卡片，支持跳跃填写。 / Single-page collapsible cards (Accordion): All sections on one page, expandable on demand with non-linear navigation.

弹窗分步向导（Modal Wizard）：聚焦当前主流程，以弹窗遮罩方式逐步完成录入 / Focused modal wizard: Overlay modal guiding through sequential steps without leaving the current screen

Q15:请选择最喜好的一个风格Please select your most preferred style.

极简专注工作风 / Minimalist focus work style

敏捷轻量现代风 / Agile, lightweight, modern style

理性严序商业风 / Rational and disciplined business style

经典企业效率风 / Classic corporate efficiency style

深色指针分析风 / Dark dial analysis style

Q16:请写下当前使用的系统中，您最希望立即改掉的 1-2 个“反人类设计”或高频卡点：（例如：某个按钮位置太隐蔽、返回上一页会清空已填数据、日期选择器不好用等）Please write down 1–2 “anti-human designs” or high-frequency pain points in the system you are currently using that you most want to see fixed immediately: (for example: a button is too hidden, going back to the previous page clears already-entered data, the date picker is hard to use, etc.)

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Q17:有没有哪些功能/页面是您觉得“特别好用”的？为什么？ Are there any specific features or pages in current systems that you find particularly efficient or user-friendly? Why?

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Q18:在您日常使用过的其他行业软件或协作工具中，有哪一款的界面布局或交互让您觉得效率特别高？最吸引您的功能点是什么？Among other industry software or collaboration tools you use daily, which one has an interface layout or interaction design that feels especially efficient? What feature attracts you most?

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业务系统用户体验优化调研问卷 Business System User Experience Optimization Survey

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