Seamless & scalable B2B merchant onboarding: A UX-driven approach
Seamless & scalable B2B merchant onboarding: A UX-driven approach
Seamless & scalable B2B merchant onboarding: A UX-driven approach
INTRODUCTION
INTRODUCTION
Business context
Business context
Target Audience: All B2B merchants.
Goal: Streamline and optimize the onboarding process for B2B merchants across multiple regions
CHALLENGES
CHALLENGES
Inefficiency in current onboarding workflows.
Regional compliance complexities.
Poor user experience leading to onboarding drop-offs.
PROBLEM STATEMENT
PROBLEM STATEMENT
Delays in merchant registration.
Complicated verification processes.
Inconsistencies across different countries.
Reduced merchant engagement and retention.
Difficulty navigating key sections.
Lack of intuitive interaction and poor discoverability of features.
The old design lacked a cohesive narrative, making it difficult for users to follow a clear journey or understand the platform's value proposition.
The current layout feels static and visually unappealing.
Inconsistent branding and lack of modern aesthetic.
High bounce rates and low engagement with CTAs.
SOLUTION NEEDED
SOLUTION NEEDED
A scalable, user-friendly onboarding experience tailored for each country.
UX APPROACH & FEATURES
UX APPROACH & FEATURES
Country-Specific Customization
Country-Specific Customization
Research and analyze legal and regulatory requirements for each country
Adapt registration steps based on regional compliance (e.g., tax IDs, business licenses, etc.)
Difficulty navigating key sections.
Lack of intuitive interaction and poor discoverability of features.
The old design lacked a cohesive narrative, making it difficult for users to follow a clear journey or understand the platform's value proposition.
The current layout feels static and visually unappealing.
Inconsistent branding and lack of modern aesthetic.
High bounce rates and low engagement with CTAs.
Structured Data Collection & Verification
Structured Data Collection & Verification
Capture essential merchant details:
Basic Details: Name, Business Type, Category, Contact Details
Verification Details: Proof of Address (POA), Proof of Identity (POI), Proof of Business (POB)
Implement automated validation mechanisms to prevent fraud and errors
Difficulty navigating key sections.
Lack of intuitive interaction and poor discoverability of features.
The old design lacked a cohesive narrative, making it difficult for users to follow a clear journey or understand the platform's value proposition.
The current layout feels static and visually unappealing.
Inconsistent branding and lack of modern aesthetic.
High bounce rates and low engagement with CTAs.
Third-Party Integrations
Third-Party Integrations
Identity verification providers (e.g., Aadhaar, Emirates ID validation)
Payment gateways (for seamless financial verification)
Document management systems (for faster approvals)
Difficulty navigating key sections.
Lack of intuitive interaction and poor discoverability of features.
The old design lacked a cohesive narrative, making it difficult for users to follow a clear journey or understand the platform's value proposition.
The current layout feels static and visually unappealing.
Inconsistent branding and lack of modern aesthetic.
High bounce rates and low engagement with CTAs.
UX/UI Design Considerations
UX/UI Design Considerations
Simple & Guided Onboarding Flow
Step-by-step progress indicators
Inline error handling for better form completion rates
Tooltips and hints to guide users
Difficulty navigating key sections.
Lack of intuitive interaction and poor discoverability of features.
The old design lacked a cohesive narrative, making it difficult for users to follow a clear journey or understand the platform's value proposition.
The current layout feels static and visually unappealing.
Inconsistent branding and lack of modern aesthetic.
High bounce rates and low engagement with CTAs.
Manual Approval Feature
Manual Approval Feature
Dedicated admin panel to manually approve/reject merchant documents
A centralized dashboard for reviewing submissions
Automated flagging of potential fraudulent applications
Difficulty navigating key sections.
Lack of intuitive interaction and poor discoverability of features.
The old design lacked a cohesive narrative, making it difficult for users to follow a clear journey or understand the platform's value proposition.
The current layout feels static and visually unappealing.
Inconsistent branding and lack of modern aesthetic.
High bounce rates and low engagement with CTAs.
In-Scope Features
In-Scope Features
Support for India, USA, UAE, and KSA
Comprehensive data collection tailored for each country
Platform tab for manual document approvals
Standardized verification workflows
Difficulty navigating key sections.
Lack of intuitive interaction and poor discoverability of features.
The old design lacked a cohesive narrative, making it difficult for users to follow a clear journey or understand the platform's value proposition.
The current layout feels static and visually unappealing.
Inconsistent branding and lack of modern aesthetic.
High bounce rates and low engagement with CTAs.
GOALS
GOALS
Simplify and standardize onboarding across multiple countries.
Improve data collection and verification.
Design intuitive UI/UX for merchants with clear instructions.
Integrate automation and third-party services for seamless verification.
Difficulty navigating key sections.
Lack of intuitive interaction and poor discoverability of features.
The old design lacked a cohesive narrative, making it difficult for users to follow a clear journey or understand the platform's value proposition.
The current layout feels static and visually unappealing.
Inconsistent branding and lack of modern aesthetic.
High bounce rates and low engagement with CTAs.
WEBSITE INSIGHTS
WEBSITE INSIGHTS
Explore My Design
Solutions
Explore My Design
Solutions
Explore My Design
Solutions
CONCLUSIONS & EXPECTED IMPACT
CONCLUSIONS & IMPACT
Faster merchant approvals with reduced manual intervention
Higher completion rates with a frictionless UX
Compliance-friendly onboarding tailored for different regions
Improved trust & engagement for B2B merchants
NEXT STEP
NEXT STEP
Conduct usability testing to refine UX
Implement A/B testing on different onboarding flows
Collect merchant feedback for continuous improvements
Scale the onboarding system for additional countries
