3 min read

Making Merchant Onboarding Simple

Making Merchant Onboarding Simple

Boosted completion rates by 62% with an in-portal experience

Boosted completion rates by 62% with an in-portal experience

Situation

Borderfree’s merchant onboarding process was complex and disjointed. Merchants were redirected to external websites to complete forms, making progress tracking difficult, increasing friction, and leading to higher abandonment rates.

Borderfree’s merchant onboarding process was complex and disjointed. Merchants were redirected to external websites to complete forms, making progress tracking difficult, increasing friction, and leading to higher abandonment rates.

Company

Company

Borderfree

Borderfree

Type

Type

Revamp & Enhancement

Revamp & Enhancement

Platform

Platform

Web Application

Web Application

Task

Task

Redesign and streamline the onboarding experience to:

Redesign and streamline the onboarding experience to:

Keep the entire process within the merchant portal
Keep the entire process within the merchant portal
Improve clarity, reduce drop-offs, and increase merchant satisfaction
Improve clarity, reduce drop-offs, and increase merchant satisfaction
Ensure compliance with payment, legal, and technical requirements

Action

Research

Analyzed competitor onboarding flows (PayU, Razorpay, Stripe) to identify best practices and gaps & also finalizing user flow

Competitive Analysis

Design

Designed a 4-step onboarding flow with progress indicators, save-and-resume functionality, contextual tooltips, and explainer videos.

Some Screens from the Flow

Result

  • Reduced onboarding time by 50%, making the process faster and easier for merchants.

  • Boosted completion rates by 62% with an in-portal experience

This project was a big deal for me, the second-biggest task in my design career so far. It involved diving into APIs and figuring out the step-by-step process.

One of the main challenges was making sure the merchant's journey was easy and stress-free. We wanted to stand out from the big players in the industry by offering a more user-friendly experience.

Open to Work

Amit Sharma

❤️ I design with intent, ship with care

Made with ❤️, 100% laziness, and just the right amount of last-minute panic.

Open to Work

Amit Sharma

❤️ I design with intent, ship with care

Made with ❤️, 100% laziness, and just the right amount of last-minute panic.

Open to Work

Amit Sharma

❤️ I design with intent, ship with care

Made with ❤️, 100% laziness, and just the right amount of last-minute panic.