UX Design
Interface Design
BUILDING & SHIPPING
ABOUT THE COMPANY
Drip Capital is a YC backed company.
Drip Capital is a YC-backed trade financing company offering exporters advances against receivables within 24 hours through a fully paperless experience.
Their goal was to digitize the traditionally offline export process, financing, documentation, tracking, and payments into a seamless self-service platform.
why redesign
Why was Canvs brought in?
Opportunity
Drip Capital already had a functioning client portal for onboarding, invoice creation, and tracking, but the experience needed a major overhaul.
To make the platform itself a compelling reason to choose Drip capital.
OBJECTIVES
The redesigned portal needed to offer a simple, transparent invoice process with clear status visibility, alerts, and guidance.
Had to be intuitive enough for users unfamiliar with digital tools, encouraging them to shift from customer support reliance to a self-service online workflow.
VISUAL DESIGN OF MODULES
process
The Financing Module
Invoices are raised by Clients (businesses) to Drip for their individual shipments against their individual buyers. These invoices allow Clients to receive the advance amount that Drip as a business promises based on various checks and verifications that Drip does at their end around the Client and for the shipment.
Invoices: The fundamental unit of communication between drip and it’s clients.
Invoices are raised by Clients (businesses) to Drip for their individual shipments against their individual buyers. These invoices allow Clients to receive the advance amount that Drip as a business promises based on various checks and verifications that Drip does at their end around the Client and for the shipment.
Invoice creation was streamlined into four clear, familiar steps to build user habit.
Submitted invoice details
Multi year projects spanning hundreds of people and dozens of teams become increasingly complex to observe. Hence a tactical abstraction of information
Invoice detail modules
Multi year projects spanning hundreds of people and dozens of teams become increasingly complex to observe. Hence a tactical abstraction of information
Wire Transfers
Multi year projects spanning hundreds of people and dozens of teams become increasingly complex to observe. Hence a tactical abstraction of information
Invoice progress tracker
Multi year projects spanning hundreds of people and dozens of teams become increasingly complex to observe. Hence a tactical abstraction of information
ASYNCHRONOUS COMMUNICATION
Alerts and Notifications
Clients often had multiple invoices in different processing stages. To reduce manual back-and-forth, we introduced automated alerts for any action or documents needed. These were also shared via SMS and email to ensure quick response.
This system helped clients spot bottlenecks and respond quickly, while a separate notification module shared updates that required no action.
Individual Limits and Buyer Details
While exporters have some existing buyers they are supposed to be able to add buyers from Drip’s portal as well. New buyers added through Drip’s portal are underwritten by Drip and provided Limit’s against.
Passbook
The Analytics Module
The Passbook forms a part of the analytics view of the portal. It essentially has two views, bank transactions and statement. Transactions reflects a transactions statement from what a bank would look like with each row item being attached to Invoices raised on the platform. Conversely, the Statement view reflects the movements done by the various invoices created on the platform.
Impact and Reception
Proficient execution
and knowledge transfer.
Canvs rebuilt the platform, set up end-to-end design processes, and delivered a complete online project archive with all assets and documentation.
“Canvs helped us fill an important gap at the right time. They did a great job considering the limited context and remote setting. We had a great working relationship, good processes in place along with great response time and project management. It was a pleasure working with Canvs.”
Rahul Sheth
Product Manager, Drip Capital