Fighting the Paper War as a Team

Anyone who has ever gone through a public tender knows the feeling: forms on forms, references to other forms, appendices that depend on annexes, and fields that must be filled exactly as specified somewhere on page 37 of a different document. This is not a task; it is a paper war.

Trying to fight this war alone is a mistake.

We learned that the most effective way to survive such bureaucratic battles is to treat them like a team sport. Not a big team—three people are enough—but with clearly defined roles.

The Problem with the Lone Warrior

The naive approach is simple: one person sits down, opens all documents, and starts filling things out.

This person must:

  • understand the overall structure of the process,
  • search for the right documents and sections,
  • enter data correctly and consistently,
  • double-check everything afterward.

That is a lot of cognitive load. The result is usually slow progress, rising frustration, and errors that only show up when it’s already too late.

The paper war doesn’t reward heroics. It rewards coordination.

A Three-Person Setup

We had much better results by splitting the work into three distinct roles, all active at the same time.

1. The EXECUTOR

The executor is the only person who actually enters data into the forms.

This role is deliberately narrow:

  • type exactly what is agreed upon,
  • do not search,
  • do not interpret,
  • do not “improve” anything on the fly.

The executor’s job is flow. By removing all other responsibilities, they can focus on speed and accuracy.

2. The Navigator

The navigator owns the overview.

They know:

  • which document is relevant right now,
  • where a specific field is defined,
  • which appendix explains which requirement.

While the executor is typing, the navigator is already preparing the next reference: “Next field is in document B, section 4.2, and it depends on the value we used earlier in A.3.”

This prevents context switching for the executor and keeps the process moving forward.

3. The Checker

The checker validates everything live.

They verify:

  • numbers,
  • names,
  • dates,
  • consistency with previous entries,
  • alignment with external sources (contracts, invoices, registers).

This is crucial: checking after the fact is expensive. Checking while data is entered is cheap. Errors are caught immediately, while the context is still fresh.

Like a Car Driving Lesson

This setup is not unfamiliar if you think about a car driving lesson.

The executor is the driver. They focus entirely on operating the vehicle: steering, braking, accelerating. They don’t decide where to go next; they just execute cleanly and safely.

The navigator is the driving instructor sitting in the passenger seat. They know the route, anticipate upcoming turns, and give timely instructions so the driver can react without stress.

The checker plays the role of the driving examiner in the back seat. Quiet but attentive, they observe everything, immediately spotting mistakes, inconsistencies, or rule violations before they become real problems.

Just like in a driving lesson, separating these roles creates confidence, flow, and control—exactly what you need when navigating bureaucratic traffic.

Why This Works

This setup mirrors patterns we already know from software development:

  • separation of concerns,
  • reducing cognitive load,
  • fast feedback loops.

Each person has a clear responsibility, and overlaps are intentional but limited. Nobody is idle, and nobody is overwhelmed.

Most importantly, the process becomes predictable. Instead of a chaotic scramble through documents, you get a steady, almost mechanical flow from field to field.

Paper Wars Won’t Disappear

Bureaucratic processes are unlikely to become simpler anytime soon. Digital forms often just move the paper war onto a screen without changing its nature.

But how we approach them can change.

Treating a public tender as a collaborative, real-time effort instead of a solitary endurance test turns frustration into something manageable—and sometimes even efficient.

You may not win the war forever.
But at least you’ll win this battle.

Discount UX

Creating a better user experience does not need to be expensive, you don’t need fancy tools like eye tracking or facial expression detection to make a difference. Here are some tools I use to get a better understanding of what users need.

Creating a better user experience does not need to be expensive, you don’t need fancy tools like eye tracking or facial expression detection to make a difference. Here are some tools I use to get a better understanding of what users need.

Sketching

The universal tool to communicate besides words are sketches. Whether I draw an idea for a user interface, use a state diagram to discuss transitions or draw boxes and arrows to show connections, sketches at the heart of everyday working and thinking. What you need for this? Paper and a pencil.

Observation

In order to understand a human using your system you not only need to talk to him but you have to observe him doing his work. This is not just playing the fly on the wall. These sessions are interactive in nature, resulting in a back and forth. The user shows you how he works, you ask questions, he goes into more detail, you wonder about certain points, he explain his reasoning (or sometimes has wonders himself). Again paper and pencil is great. Having the option to take screenshots or (permission provided) a photo is even better. The most crucial is an open mind. You need to go in with a beginner’s mind: do not assume anything and wonder about almost everything.

Card sort

Observation is a pretty direct way to learn about the user doing his work. But even then some part of the mental model is hidden. To dig deeper into what kind of concepts and words he uses and how these are interrelated, a card sorting session can be helpful. Together with him we draw those words onto cards and let him sort them into groups and give them priorities. Here often discussions arise about the exact words you write on the paper. Some words need to be in more than one group, two different words mean the same, another word means something different in a different context. Here you also can take a glimpse at (sub-)domain bounds. Again cards, a pencil and paper to take notes is all you need.

Design studio or crazy 8

Sketching is so helpful you can do it even in a group. If you need to brainstorm for a user interface you take a sheet of paper and divide into 8 sections. Then you draw 8 very simple sketchy version of the UI in 8 – 16 minutes. After that you evaluate them in the group against your goals. The first round produces divergent sketches after seeing each other drawings, you will see that the next round converges into a common direction. You probably guessed it already: paper and a pencil is all you need.

Paper Journey Mapping

The last one in this group is more of an analyzing and communicating results tool. A journey map is a way to show the user (his thoughts, feelings and actions) along the steps he takes in his daily work. This map can highlight different aspects of your findings: the many applications he has to use to get his job done, the critical parts which mostly affect his mood, the frustrations, the many points for failure, the different people involved and so on. A large (DIN A3 or bigger) piece of paper is helpful and different colors of pencils help to highlight aspects.

Summary

All these methods use (almost only) pen and paper but are very helpful in getting to a better user understanding and therefore a better user experience. What are your tools for understanding?
If you have any questions or need more details please feel free to comment. I am at the starting point of the user experience journey and like to learn from others.