FlexPoint

Modernizing payments automation and building a financing platform that is simple and easy to use.

Role

Product Design

Platform

Desktop

Timeline

March 2023 – May 2023

Deliverables

Design System, UI Re-design

More money, more problems

Billing management systems can contain various issues for managed service providers (MSPs), whose job is to handle day-to-day management services, so that businesses can focus on improving their services without stressing about downtimes or interruptions.

Finding an all-in-one solution is difficult because it needs address challenges like automation, scalability, and customization.

With all this in mind, we set out to completely re-design every aspect of the product.

Change starts from the ground up

To approach the re-design, we needed to embody the traits of “modern and approachable”.

With a new brand color palette and logo in tow, it was important to keep the familiarity of the product features intact, while striking a balance between professional and playful in the look and feel.

Refining invoice filters

We understand that managing invoices can sometimes be overwhelming, so we've made it easier to find exactly what users are looking for.

You can now search for specific customers, making it a breeze to locate their invoices in no time. Additionally, we've added status tags to help quickly identify whether additional action needs to be taken for an invoice. To top it off, users can now set custom due date periods to narrow down their search even further.

Streamlined Client Portal

Managing payments should be hassle-free, and that's why we've made it easier than ever for clients to settle invoices.

The revamped portal gives clients the flexibility to choose what works best for them, with payment options like credit card, bank transfer, and FlexLine Financing. We understand that large purchases may require a little extra flexibility, so now clients can easily explore financing plans that suit their needs, spreading out payments over time.

Who turned out the lights?

For those late nights sorting through invoices, or those who prefer the dark side, we wanted to design a Dark Mode version of the product that would be easier on the eyes.

A new color palette was created and implemented thoughtfully for a different experience.

Ready for launch 🚀

We ushered in the new product by updating the landing page with playful graphics and a fun color palette alongside descriptions of features.