FIRST TIME PARTNER DASHBOARD EXPERIENCE
Redesigning the post Signup Journey for Partners
📋 About
Redesigning the first-time user experience of the partner dashboard in order to improve partner activity and conversion in turn increasing MTUs.
📱Status
In Development
🙋My Role & Team
1 Product Designer, 2 Project Managers. I collaborated with the PMs to identify gaps for the redesign, curate user stories, and build the framework supporting it.
⏳Duration
2 - 3 Months of Research and Designing
What dose the existing experience look like?
Understanding thy user
The Objective of the research was to identify the needs and pain points of the Partner that can improve their first-time Partner Dashboard experience while guiding them on what the next steps should be.
Understanding Customer Needs
Based on the user research and the customer persona identification, the following are the customer needs:
Identifying Opportunity Spaces
Guiding users to easy activation | communicating commission and benefits | Easy Referal links
Understanding users current Signup Journey
Due to the lack of guides on the partner welcome page post-sign-up, the current alternatives for all the actions are varied. They are quite cumbersome and break the user journey. In turn, creating an inconsistent and haphazard setup for a partner, increasing the barriers to entering and becoming an active RZP partner.
✏️ Exploring multiple styles before Final Design
DESIGN COMPONENTS
Types of Cards - Dashboard
We put together a variety of cards to enable our new vision
● Activation Card ● Detailed Referal Card ● referral flow ● Commissions card ● Payout Card ●
Activation cards
The old dashboard misses the suggestion or guiding part - It only helps when the user has a referral goal in mind.
Desktop Implementation and Prototype
Prototype displaying the entire user journey from announcement screen, referral screen to earning screen.
Mobile Web Experience
Project Impact
2.Reduced TAT of starting their KYC process
Clearly defined next steps reduced the TAT for initiating the KYC process by ~15 days for the FUX users (26 as compared to 41 days).
1.More KYC process initiations
17.5% more sub-merchants initiated the KYC signup process on Web and 10.4% more sub-merchants initiated it on mobile. Lesser friction helped more partners initiate their KYC Process
4. More Transacting sub-merchants
FUX partners had more transacting sub-merchants (21.7%) compared to Non-FUX partners (12.6%). This also resulted in more MTU per Partner with transacting Sub Merchants
at 3.74 MTUs per partner for FUX as compared to 2.89 for Non-FUX Partners.
3. Successful increase in activated sub-merchants
Activated Sub-merchant within 45 days per partner increased from 0.6% in non-FUX to 5% in the FUX flow. The positive impact was seen across both mobile and desktop.