Givinga

The Internal Tool to streamline customer and product creation

UX Research

UX/UI

Prototyping

Information Architecture

The Ask

Our Implementation Team requested a streamline process for the customer onboarding process.

Business Objective:

  • Reduce the 10 days set up to a single day

  • Enhance operational efficiency and provides a clear, accessible fee structure

  • Seamless integration of additional programs

The Solution

As the Lead Product Designer, I collaborated closely with the Product Manager and Lead Developer to design a user-friendly internal tool.

Through the discovery & strategy phase I meticulously analyzed the intricate fee structures within customer creations to ensure accurate calculations and a seamless user experience.

My responsibilities included crafting the user flow for both the internal tool and the end-to-end customer creation process.

Key Improvements

  • Accelerated Customer Onboarding: Reduce turnaround time for new customer and product creation from 10 days to 1 day.

  • Streamlined Operations: Enhance operational efficiency through a simplified customer and product creation process.

  • Transparent Fee Structure: Provide a clear and easily understandable fee structure for customers.

  • Expanded Customer Management: Integrate Grant Management programs to facilitate seamless customer management.