Smart Logistics / Registration for B2B clients
Take a minute to write an introduction that is short, sweet, and to the point. If you sell something, use this space to describe it in detail and tell us why we should make a purchase. Tap into your creativity. You’ve got this.
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Jack Douglas – Art Director
Sarah Paulhus – Senior VD
Sarah Paulhus – Senior VD
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March-April 2023
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
Introduction
Smart Logistics is an IT company, a developer of professional platforms for automating transport logistics, united in an ecosystem. Users - thousands of companies involved in FTL transportation: cargo owners, forwarders, carriers with their own fleet.
TASK
The task was to study the current business process Registration of new customers (B2B), find problem areas and eliminate them. It was also required to develop an interface for registration in several stages.
PROBLEM
The main problem was the large amount of data that a new client needs to fill.
It was not possible to simplify the registration steps by reducing the information that the new client must indicate, since according to the data received from the R&D & Support departments in the segment, it was obvious that the majority of new users (53%) abandoned the Sign Up process, which means that they did not choose and pay for a subscription plan, as a result, this turned into lost profits and loyalty of newcomming clients (B2B Cargo companies)
In addition to the basic typical information (Name, contact details, company name), the user was required to:
Specify the contact information of the manager (representative of the client)
Specify company registration data
Select friendly B2B companies and choose first partners (contractors), that previously registered in the system
Choose and set up a tariff plan for your company
Pay for the selected subscription and upload a document confirming payment (invoice)
Download company registration documents
INVOLVING AND MY ROLE
In this company, I was the Product Designer of the most prioritized and main product (Smart Logistics Cargo&Trans).
I have worked on many aspects of company SaaS products, including shaping new features, implementing design system, brand guidlines update and service all marketing activities. Here, I will talk about the shaping and design creation for Sign Up process for B2B clients
During my work, I constantly interacted with next departments:
Owners and stakeholders (Employees)
Marketing department (Digital Media)
Product Development Team (Development)
Customer Support Team (Support)
New Business Department (Sales)
GOALs
I worked closely with all company departments (R&D, Developers, Marketing, Client Service and Support) to identify top needs, goals, and pain points for our all types of users (clients&contractors)
Create consistency
Too many different versions, slows down design and development
Improve usability for new clients
Prevent new clients from giving up the sign up steps.
Create user friendly non-typical Sign Up steps
Custom sign up steps, that depends on clients information and optimized subscribtion plan, that the last step of sign up.
KEY FEATURES
EASY DASHBOARDAdd your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
HEAVY THINGS - SIMPLEOur focus was on creating interactive and visually appealing charts and graphs, making data exploration more engaging.
Smart Insights and RecommendationsWe incorporated machine learning algorithms to provide users with intelligent insights and recommendations based on their data, helping them uncover meaningful patterns and trends.
RESULTS
The launch of Databar.ai received positive feedback from users. Our user-friendly interface and intuitive features reduced the learning curve for data analysis, enabling users to derive valuable insights from their data more efficiently. We observed increased user engagement and a decrease in support requests, indicating the success of our design approach.
SOME NUMBERS…
Working as a Senior Product Designer on Databar.ai was an exciting opportunity to simplify the complexities of data analysis. By adopting a user-centric approach and implementing intuitive design principles, we created a powerful tool that makes data analysis accessible to everyone.
LETS WORK TOGETHER!
Interested in Working Together?
Reach Out and Let's Discuss