

Reimagining the onboarding & verification experience



Reimagining the onboarding & verification experience




Reimagining the
onboarding &
verification
experience



Reimagining the
onboarding &
verification
experience
Project overview
Project overview
Project overview
The team
The team
The team
Team : 1 UX designer , 1 UI designer, 2 UX researchers
My role : UX designer
Date : May 2021 - June 2021
Team : 1 UX designer , 1 UI designer, 2 UX researchers
My role : UX designer
Date : May 2021 - June 2021
Team : 1 UX designer , 1 UI designer, 2 UX researchers
My role : UX designer
Date : May 2021 - June 2021
About Udaan
About Udaan
About Udaan
Udaan is a B2B trade platform, designed specifically for small & medium businesses in India. It brings traders, wholesalers, retailers, manufacturers, and brands in India onto a single platform. The platform enables supply chain & logistics operations, which is based on sound technology, for daily delivery across 900 cities and 12,000 pin codes. Learn more
Udaan is a B2B trade platform, designed specifically for small & medium businesses in India. It brings traders, wholesalers, retailers, manufacturers, and brands in India onto a single platform. The platform enables supply chain & logistics operations, which is based on sound technology, for daily delivery across 900 cities and 12,000 pin codes. Learn more
Udaan is a B2B trade platform, designed specifically for small & medium businesses in India. It brings traders, wholesalers, retailers, manufacturers, and brands in India onto a single platform. The platform enables supply chain & logistics operations, which is based on sound technology, for daily delivery across 900 cities and 12,000 pin codes. Learn more



The problem
The problem
The problem
Udaan's onboarding process begins with mobile number registration, followed by a KYC verification step to separate B2B from B2C users and meet legal requirements. However, this additional step has led to a drop in conversion rates and has been perceived as cumbersome by some buyers.
Udaan's onboarding process begins with mobile number registration, followed by a KYC verification step to separate B2B from B2C users and meet legal requirements. However, this additional step has led to a drop in conversion rates and has been perceived as cumbersome by some buyers.
Udaan's onboarding process begins with mobile number registration, followed by a KYC verification step to separate B2B from B2C users and meet legal requirements. However, this additional step has led to a drop in conversion rates and has been perceived as cumbersome by some buyers.
The goal
The goal
The goal
We aimed to enhance the onboarding and KYC verification process by removing roadblocks and making the journey more informative and supportive. Our goal was to reduce user dropout rates by streamlining and clarifying each step.
We aimed to enhance the onboarding and KYC verification process by removing roadblocks and making the journey more informative and supportive. Our goal was to reduce user dropout rates by streamlining and clarifying each step.
We aimed to enhance the onboarding and KYC verification process by removing roadblocks and making the journey more informative and supportive. Our goal was to reduce user dropout rates by streamlining and clarifying each step.

Error-Free KYC with OCR-Enhanced Document Upload
Error-Free KYC with OCR-Enhanced Document Upload
Leverage OCR technology which scans your documents submissions for issues, guaranteeing a hassle-free and accurate verification process.
Leverage OCR technology which scans your documents submissions for issues, guaranteeing a hassle-free and accurate verification process.





Guided and Assisted KYC Process
Guided and Assisted KYC Process
Simplify your KYC journey with the enhanced KYC process. From understanding the process to gathering required documents, we provide expert guidance to make every step seamless.
Simplify your KYC journey with the enhanced KYC process. From understanding the process to gathering required documents, we provide expert guidance to make every step seamless.


Solution
Solution
Dynamic Hero Section with Contextual Guidance
Dynamic Hero Section with Contextual Guidance
Stay informed and on track with our reimagined hero section. Featuring contextual status banners and helpful resources, it provides clear, step-by-step guidance to ensure you know exactly what to do next.
Stay informed and on track with our reimagined hero section. Featuring contextual status banners and helpful resources, it provides clear, step-by-step guidance to ensure you know exactly what to do next.

Watch this video for
step-by-step instructions
Need help with
completing your KYC?

Step 2: Complete KYC

Watch this video for
step-by-step instructions
Need help with
completing your KYC?

Step 2: Complete KYC

Error-Free KYC with OCR-Enhanced Document Upload
Leverage OCR technology which scans your documents submissions for issues, guaranteeing a hassle-free and accurate verification process.




Guided and Assisted KYC Process
Simplify your KYC journey with the enhanced KYC process. From understanding the process to gathering required documents, we provide expert guidance to make every step seamless.


Solution
Dynamic Hero Section with Contextual Guidance
Stay informed and on track with our reimagined hero section. Featuring contextual status banners and helpful resources, it provides clear, step-by-step guidance to ensure you know exactly what to do next.

Watch this video for
step-by-step instructions
Need help with
completing your KYC?

Step 2: Complete KYC

Watch this video for
step-by-step instructions
Need help with
completing your KYC?

Step 2: Complete KYC