Emburse / Product / Sign up Redesign
Sign up Redesign
Platform Web Tooling Figma Year 2024 Status Shipped
Context
Today we have multiple ways for customers to get a Spend account (self-serving signup, partner-led or sales-driven accounts), and it’s getting confusing which URL needs to be used and when, and the end states from a feature/billing plan perspective.
Goals & Success Metrics
- Unify onboarding under one entry point and handle all the different use cases from there.
- We want to support customers signing up in a self-service manner from the web and have them choose what type of Spend account they want to open: With or without Emburse Cards.
- We want to support customers signing up in a self-service manner after they have been sold Spend from our sales team - the type of Spend account will be passed by Salesforce (Spend+Cards, Spend+BaaS, Spend-Abacus-like) - I think we will also want to receive the information on if the customer wants to self-implement or guided.
- We want to support customers signing up in a self-service manner after they have been referred by a financial institution partner, like AMEX for example.
Users
- Admins
- CFOs
Wireflow
Lofi Wireframes
Final Design & Key Screens
