To reduce drop-out rates in the compliance-heavy process of adding Paybilt as a Shopify payment option, I aimed to make each step feel tangible and material.
SaaS Onboarding for Paybilt
Wireframing
Internal research greatly influenced my approach. The compliance team relayed the regulatory needs, the CS team explained frequent user issues, and Sales explained the intended perception of the brand. This culminated in a user flow:
Design Details
I selected a new colour palette based around Paybilt’s signature purple, and designed new skeuomorphic assets for selections and progress.
Service Prototype
Below is an interactive implementation of the “Details” section from the user flow. If you’re on mobile or have any issues with the embed, you can access it at this link.
Supplemental Emails
Communications in tandem with the user flow keep merchants in the loop of where they are in the process. They’re designed to adhere to brand values, while conveying clarity and security.
