Customise your User Journey and Unleash Productivity with PaygOps' User Journey Editor

The PaygOps team is proud to unveil its latest innovation: the User Journey Editor. Designed to empower users with unmatched control over their user interface (UI), this upcoming functionality allows businesses to further tailor their PaygOps experience to align with their unique needs and preferences.

The User Journey Editor is an intuitive no-code editor within PaygOps that grants users the ability to customise their UI to a significant degree. With this exciting addition, users can effortlessly create/design their own processes and tasks within the platform, without the need of IT consulting or developers. This comprehensive feature allows users to:

✅ Add new items to the menus of the desktop app

✅ Fully design the steps of any given process within PaygOps

✅ Adjust the order of field and buttons 

✅ Assign quick accesses to key tasks

✅ Guide field agents by adding messages or instructions that appear on the web app 

One of the key benefits of the User Journey Editor is its ability to save time for end users. By enabling them to configure parts of their interface according to their specific requirements, this feature drastically reduces the need to navigate through cluttered menus or perform repetitive actions to access critical tasks. Instead, users can create a personalised environment that caters to their processes, allowing them to focus on their core responsibilities without unnecessary distractions.

While this game-changing feature allows organisations to seamlessly bring their most crucial processes to the very front end of PaygOps, it also empowers them to structure processes in multiple steps or screens, and with specific messages or cues that will appear to conveniently guide their field agents when performing the more complex and demanding processes, such as filling in lengthy registration forms or performing intricate actions that require further guidance. This flexibility not only streamlines operations but also boosts productivity by ensuring that critical functions are easily accessible and understandable for users at all levels, with reduced margins for human error.

"PaygOps' User Journey Editor transforms processes - even complex ones - into a delightful experience by guiding users step by step through the journey. More importantly, it drastically reduces the risk for human error and the need for training, while making the execution much, much faster. During field tests, we found that the time to enrol a client or to register an order pickup was reduced by almost 70% when using the editor.”

Benjamin David, CTO and Co-Founder of PaygOps

PaygOps features are comprehensively designed to be adaptable and serve multiple industries with different needs. However, there are common use cases that would benefit greatly from being able to design their own processes and customise the user interface.

Let's explore how! ⏬

Custom Process for EUDR Compliant Offtaking 

Typically, distributors of agricultural inputs and services who engage in offtaking agreements  (buy produce from smallholder farmers) log into their PaygOps platform, go through 2 or 3 different sections, to eventually reach the specific function that allows them to enter the necessary data and register the offtaking agreement. Even for experienced users, this process can naturally take several minutes. 

Now, thanks to PaygOps' User Journey Editor, distributors can easily set up and anchor a quick access in the PaygOps main menu called, for instance, “Receive goods”.

This will allow their field agents to simply log into the web app, click this button and fill out the fields of the registration form in a matter of seconds -when receiving the products from the farmer-, without the need to navigate through the sections and subsections of the platform where the offtaking functionality is located per default, thus drastically speeding up this crucial registration process for offtakers.

Custom Process for Client Enrolment

PaygOps allows companies in all industries to fully customise their Know Your Customer (KYC) processes through custom forms and offers. However, the standard process usually requires agents to select the correct fields (offers) to access the right forms, so it could lead to errors or agents getting confused with too much information on their screen at once. 

With PaygOps' User Journey Editor, agents can now be sure that they are following the correct process and filling in the right questions/fields. What’s more, the distributor can even design and arrange the process within PaygOps in multiple steps/screens to better guide agents when carrying out the client enrolment. 

When testing the User Journey Editor with our clients who make the most exhaustive and highly detailed use of KYC processes, the client enrolment time was reduced from an average of 12 to 14 minutes to 3 to 4 minutes, clearly representing immense gains in efficiency and productivity for last-mile businesses using PaygOps. 

Custom Process for Product Pickup

Distributors usually offer end users the option to pick up purchased products from nearby pick-up points/shops. To register the order pickup, they typically have to log into PaygOps and navigate through several sections of the platform, taking multiple steps until they reach the specific order pickup registration section. 

By harnessing PaygOps' User Journey Editor, distributors can now easily tailor the interface to bring the product pickup function to the forefront of the platform and streamline this crucial action. They can configure specific processes tailored to pick-up operations, organise menu items to prioritise pickup-related tasks, and add quick access buttons for functions like scheduling pickups and updating inventory levels. With these customisations, the distributor minimises the time spent navigating the system, ensuring efficient pickups and timely inventory updates. As their business evolves, they can seamlessly adjust the interface to accommodate changes in pickup schedules or supplier arrangements, maintaining flexibility and responsiveness in their operations 

When testing the User Journey Editor with some of our clients, the average time for order pickup registration (excluding receipt writing) was reduced from ~3.5 minutes to ~1.5 minutes, and the average cash sale registration in shops went from ~2 minutes to just ~1 minute.

Custom Process for Impact Survey

Distributors and social enterprises aiming to conduct impact surveys to assess the effectiveness of their social impact initiatives can now leverage PaygOps' User Journey Editor and customise the UI to fasttrack the access of field agents to such resources on the web app. They can configure specific survey processes, organise menu items to prioritise survey-related tasks, and add quick access buttons for launching surveys and analysing results. With such a tailored process, the distributor can easily collect feedback, measure impact, and identify areas for improvement in their distribution efforts. As they evolve their survey methodology or introduce new impact assessment criteria, they can easily adapt the interface to meet changing requirements, ensuring ongoing effectiveness and relevance of their survey initiatives. 

PaygOps' User Journey Editor represents an immense leap forward in user-centric design and customisation. We keep building on PaygOps' flexibility so that, in the near future, these custom processes and UI customisation capabilities can seamlessly integrate with third-party tools and custom workflows.

By putting the power to tailor the interface into the hands of users, this feature enhances the way last-mile businesses interact with their management software. From optimising processes to enhancing productivity, the User Journey Editor empowers organisations to keep unlocking the full potential of PaygOps, driving efficiency, innovation, and success. 

The User Journey Editor is coming soon for all PaygOps’ users. For more information, book a demo of PaygOps or contact us here. 

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About PaygOps:

Solaris Offgrid’s flagship fintech software, PaygOps, enables credit to be provided to the bottom of the pyramid for essential products like solar home systems, agri-inputs, water pumps. The end customers pay incrementally via mobile money under a PAYGO model. PaygOps provides the software infrastructure to manage the contracts, payments and related communication for the local retailers of such products. Our affordable modular and interoperable solution connects energy and payment methods (Pay-as-you-go, mobile money) to a suite of enterprise applications that allows the smooth management of lease financing and field operations, while providing key financial data and metrics to investors.