B2B Client Portal
VisitReducing churn with UX/UI
Making intake & onboarding easier by simplifying complex forms, clarifying steps and boosting trust.
Client
Year
Services
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from insight to impact
Users struggling with dev-lead design
Users were overwhelmed: confusing account setup, unclear application flows, and complex onboarding. Admins got many help requests and usability complaints piled up.
Talking to users clarifies the path forward
A series of usability testing and depth interviews revealed key user behaviors and expectations. Analysis revealed clear and actionable solutions.
Complete redesign a total success
User flows at the forefront
Designing for key user behaviours and expectations
Emphasizing help and support
Introducing information hierarchy, inline validation, tooltips, and FAQs to guide users through the portal without requiring admin assistance.
Increasing client trust by communicating progress
Progress indicators allow applicants to clearly understand each stage of their journey, building confidence and trust in the process.



