UI / UX Design
Project
AR Proactive’s UI/UX
Summary
Revamping Team USA’s Digital Experience for the Olympic Games
Responsibilities
UI / UX Design
Creative Direction
Art Direction
Overview
AR Proactive is a prominent accounts receivable management firm that specializes in providing B2B collections, cash flow optimization, and debtor management services. Their mission is to help businesses optimize their cash flow by improving collections efficiency and providing proactive financial solutions. As the company grew, AR Proactive needed a digital platform that reflected their expertise and provided clients with an intuitive, seamless experience for managing accounts receivable.
In 2023, we partnered with AR Proactive to redesign their user interface (UI) and user experience (UX), with the goal of improving customer engagement, streamlining access to critical data, and optimizing the platform for their B2B clients.
Client: AR Proactive
Project: UI/UX Redesign for Accounts Receivable Platform
Sector: Financial Services, B2B
Date: 2023
The Challenge
AR Proactive’s existing platform was functional but lacked the modern design and user-friendly experience that clients had come to expect in the competitive financial services sector. As their client base expanded, so did the complexity of managing accounts, payments, and reports through their digital tools. Key challenges included:
The key challenges included:
Outdated User Interface: The existing platform had a basic, dated look that didn’t convey the company’s innovative approach to accounts receivable management. The design wasn’t intuitive, making it harder for clients to quickly access important features or data.
Complex Navigation: Many clients found it difficult to navigate the platform, especially when it came to managing multiple accounts, generating reports, and tracking collections. The user flows were convoluted, which led to inefficiencies and user frustration.
Data Visualization Challenges: Clients relied heavily on data to track collections and cash flow, but the platform’s reporting features offered limited data visualization. Reports were text-heavy and lacked graphical elements that could help clients quickly understand financial performance at a glance.
The Solution
Our goal was to revamp AR Proactive’s platform to make it visually appealing, easy to use, and accessible across all devices. We focused on improving the overall UI/UX, optimizing the platform’s performance, and providing tools that made managing accounts and collections more efficient for clients.
The solution featured:
Modern, Clean Design: We completely overhauled the platform’s visual design to align with AR Proactive’s brand identity as a forward-thinking, professional services provider. The new design featured a clean, minimalistic interface with intuitive navigation, making it easier for users to manage accounts and access the features they needed. We used a combination of AR Proactive’s brand colors and typography to maintain consistency while making the platform feel more modern and approachable.
Streamlined User Flows: To address the complexity of navigating the platform, we simplified the user journey from logging in to managing accounts. Key features such as account tracking, report generation, and payment updates were moved to more accessible locations within the dashboard. We introduced a more logical menu structure and minimized unnecessary steps in the user journey, allowing clients to complete tasks faster and with fewer clicks.
Improved Data Visualization: To enhance the platform’s reporting capabilities, we integrated dynamic data visualization tools. Clients could now generate custom reports with charts, graphs, and visual summaries that provided a clear, at-a-glance view of their accounts receivable performance. These visual elements made it easier to track KPIs, understand collection trends, and spot potential cash flow issues without digging through text-heavy reports.
Client Dashboard Redesign: The client dashboard was redesigned to feature real-time updates on collections, payments, and outstanding invoices. Clients could easily monitor their cash flow, track overdue payments, and view important metrics in a single, centralized view. Key data points were now highlighted with visual cues, such as color-coded indicators, to quickly communicate the status of payments and collections.
The Results
The UI/UX redesign for AR Proactive resulted in significant improvements to client engagement, platform efficiency, and overall user satisfaction. The platform’s new look and feel, combined with improved functionality, made it easier for clients to manage their accounts and gain insights into their financial performance.
Key results included:
Enhanced User Engagement: With the modernized design and simplified navigation, user engagement increased by 35%. Clients were more likely to explore the platform and make use of advanced features, such as custom reporting and automated collections tracking.
Faster Task Completion: The improved user flows reduced the time it took clients to complete key tasks, such as generating reports or updating payment statuses, by 25%. Clients found it much easier to navigate the platform and manage their accounts efficiently.
Increased Mobile Traffic and Usage: With the mobile-optimized design, mobile usage of the platform grew by 40%, as clients could now access the platform on the go without experiencing performance issues or difficulties in navigation. The responsive design ensured that users had the same seamless experience across all devices.
Improved Client Satisfaction: Feedback from clients was overwhelmingly positive, with many praising the new interface for its ease of use, modern design, and improved reporting features. Clients reported feeling more confident in managing their accounts receivable and appreciated the visual enhancements to data reporting.
Reduced Support Requests: The intuitive design and simplified processes led to a 20% reduction in client support requests, as users were able to navigate the platform more independently and resolve issues without needing additional help from AR Proactive’s customer support team.
Design System
Conclusion
The UI/UX redesign of AR Proactive’s platform was essential in helping the company maintain its competitive edge in the accounts receivable management sector. By creating a more user-friendly, visually engaging, and responsive platform, we enabled AR Proactive to provide a superior experience for their clients, improve operational efficiency, and drive business growth. The redesigned platform now serves as a valuable tool for clients to effectively manage their collections and optimize their cash flow, all while enjoying a modern and intuitive digital experience.
Credits
Design
Eduardo Calvo – Design Manager
Rich Handler – Product Owner
Team
Rodrigo Ferrari – Project Manager
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