OTR Solutions - Self Service Onboarding

In my role as a digital product designer, I was tasked with revitalizing the technology infrastructure of a major logistics factoring company facing the challenge of growth with cumbersome legacy systems. The vision was clear - to modernize their tools, starting with the transformation of their customer onboarding process.

Project Highlights:

Problem - Overcoming Technological Obstacles: The logistics factoring company found itself constrained by antiquated technology, limiting its potential for rapid growth. These unscalable legacy applications were impeding progress.

Vision - Embracing Modernization: Our vision was to modernize the company's operations, commencing with a complete overhaul of how they onboarded new customers.

Approach - Streamlining and Efficiency: To achieve this vision, we initiated a series of internal workshops aimed at mapping existing business processes. Our objective was to identify and eliminate redundant actions, allowing us to create a streamlined and more efficient workflow.

Solution - User-Centric Self Service Portal: The result of our efforts was the creation of a user-centric self-service portal. This solution not only provided a clean and simple user experience but also seamlessly integrated with the company's internal processes. This alignment fostered a more efficient and fluid workflow, enhancing the overall efficiency of the organization. Moreover, this self-service portal held the promise of limitless potential for new sales, positioning the company for future growth and success.