UX Design
Interface Design
ABOUT THE client
Drip Capital is a YC-backed trade financing company
Drip Capital provides advances to exporters against their trade receivables. Exporters can receive financing within 24 hours of shipping their goods, helping them access working capital while their payments are still in transit, instead of waiting weeks or months for buyer payouts.
Inside the Redesign
A complete user experience overhaul of the client portal
Opportunity
Drip Capital already had a functioning client portal for onboarding, invoice creation, and tracking. But the experience needed a significant overhaul.
To make the platform itself a compelling reason to choose Drip Capital as a trade partner by giving exporters a clearer and more dependable way to manage financing.
OBJECTIVES
The redesigned portal needed to simplify invoice creation while giving exporters clear visibility, alerts and guidance for each request as it moved through the financing process.
Had to be intuitive for users unfamiliar with digital tools, helping them respond to requirements quickly on their own, and be less reliant on customer support.
Areas of focus
We started by identifying and reworking
crucial aspects of the portal
the VISUAL DESIGN OF MODULES remains internal
How the financing process flows through Drip
Inside the Financing Module
Exporters raise invoices on the platform for individual shipments against specific buyers. Each invoice represents a financing request to Drip. Once an invoice is submitted, Drip runs a series of checks and verifications around the shipment and the client before issuing the advance against it.
Invoices are the fundamental unit of communication between Drip and its clients
To make invoice creation clearer and easier to follow, the process was broken down into four simple steps. This structure introduced a familiar rhythm to the workflow, helping exporters complete submissions confidently and build a consistent habit of using the platform.
Invoice creation was streamlined into four clear, familiar steps to build user habit.
Submitted invoice details
Once an invoice is submitted, exporters can review all the information they’ve provided in a structured summary. Here, they can verify details and edit anything that might need correction.
Invoice detail modules
xxx
Wire Transfers
xxx
Invoice progress tracker
xxxx
Juan
Superhost
710
Reviews
4.82
Rating
12
Years hosting
Juan
Verified since April 2019
Trust is the cornerstone of Airbnb's community, and identity verfication is part of how we build it.
Click to view Notifications
ASYNCHRONOUS COMMUNICATION
Alerts organized by urgency
At any given time, a client could have multiple invoices moving through different stages of processing. Verification often required additional documents or clarifications between Drip and the exporter. To reduce manual follow-ups, the portal generated automated alerts (also shared through SMS and email) whenever an action was required, to facilitate a quick response.
This helped exporters spot bottlenecks and quickly submit the required information. Meanwhile, a separate notification module shared important updates that did not require any action.
Adding buyers and viewing their limits
Exporters typically work with a set of existing buyers, but they can also add new buyers directly through the portal. Each buyer is reviewed by Drip and assigned a financing limit, making it easy to track available credit against every buyer.
redesigning the analytics module
The Passbook: Transactions and Statements made easier to monitor
The Passbook forms a part of the analytics view of the portal. It essentially presents financial activity on the platform through two views: Transactions and Statements.
The Transactions view resembles a bank statement, where each row corresponds to a financial entry linked to invoices raised on the platform. The Statement view, on the other hand, reflects the broader movement of funds as different invoices move through the financing process.
Alerts remain visible in this view as planned earlier, so clients can stay aware of any actions required. The Passbook also includes filters such as currency, transaction type, and timeline, allowing exporters to narrow down the activity they want to examine.
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