The Challenge
NexaFlow was gaining traction in the B2B payments space, but their growth was bottlenecked by a legacy onboarding flow that averaged 14 steps and required manual document verification. Drop-off rates hovered around 78%, and compliance teams were overwhelmed by inconsistent data entry.
They needed a solution that wouldn't just polish the UI, but fundamentally restructure how businesses connected, verified, and began transacting. The constraints were strict: maintain SOC 2 compliance, support multi-currency flows from day one, and deploy within a two-quarter window.
Our Approach
We started with a two-week discovery sprint. Instead of jumping into wireframes, we shadowed their support team, analyzed 40+ user session recordings, and mapped every friction point in the existing funnel. The data was clear: users weren't abandoning the product—they were abandoning the paperwork.
- Radical Simplification: Reduced the onboarding flow from 14 steps to 4 progressive disclosure stages.
- Automated Verification: Integrated OCR and AI-powered KYC/AML checks to cut manual review time by 90%.
- Design System First: Built a scalable component library to ensure consistency across web, mobile, and partner APIs.
- Performance-Driven Architecture: Migrated to a serverless event-driven backend to handle traffic spikes without over-provisioning.
We ran weekly design sprints with their product team, shipping incremental prototypes that were stress-tested with real beta users before full development began.
The Impact
Within 12 weeks of launch, the new platform delivered measurable results across every key metric. The engineering team reported a 40% reduction in technical debt, while leadership saw a direct correlation between the smoother onboarding and accelerated revenue recognition.
"That Is A Q didn't just redesign our product—they redesigned our operating model. The way they balance rigorous compliance with delightful user experiences is unmatched. We've signed three enterprise deals directly attributed to the new onboarding flow."
What We Built Next
With the foundation secure, we partnered with NexaFlow to architect their partner API marketplace and real-time analytics dashboard. The same design system and performance standards carried over, proving that scalable innovation isn't about building bigger—it's about building smarter.
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