Orchestrating Onboarding & Servicing

From document drop to merchant activation, my first UX design for the dashboard streamlined the KYC process. Three teams, one seamless flow: Acknowledge, analyze, activate. Super-users see the whole orchestra at play in the Firebase-inspired Activation Overview.

🕹️ Website

📐 Behance

✏️ Medium

There are several modules to this dashboard. One of them is for servicing issues related to accounts. We facilitated this by allowing dashboard users to transfer issues to relevant stakeholders and include undo action at every step to facilitate the undoing of mistakes.