FlexTecs acts as a financial “safety net” for enterprise clients, managing over $1 trillion in transactions annually. Moving beyond the “recovery audit status quo,” they leverage global expertise and technology to protect profit margins and drive innovation.
Project Framework & Capabilities
1. Discover →
- Stakeholder Interview,
- User Interviews,
- UX Research,
- On-site Sketching
2. Define →
- UX Design,
- Information Architecture,
- Brand Style Guide,
- Figma Prototypes,
- Project Management
3. Delight →
- Periodic Feature Enhancement Request,
- Creative Direction,
- Brand Refresh,
- Illustration,
- Usability Testing,
- Copywriting
4. Design →
- Graphic Design,
- UI Inventory,
- UI Design,
- Wireframing,
- Figma Prototyping,
- Design System
5. Deploy →
- UI Developed Prototypes,
- Design System,
- Coding,
- Visual QA,
- Manual QA
The Challenge & Solutions
The goal was to align the digital experience with the company’s philosophy: Catch, Correct, and Prevent. We executed this through three targeted initiatives:
- FlexTrap Platform Evolution
- Scope: User Research, Branding Refresh, and New UI/UX.
- Insight: FlexTrap, the company’s AI-enhanced payment accuracy platform, needed an interface that matched its sophisticated backend. We modernized the visual language to help users get closer to “payment perfection” without the cognitive load.
- Design System & Dev Optimization
- Scope: UI Development Optimization and Design System Creation.
- Insight: To move beyond the limitations of traditional development cycles, we built a scalable design system. This streamlined hand-offs to the engineering team, ensuring that feature delivery was as accelerated and accurate as FlexTecs’ recovery services.
- “Inbox Assistance” Feature
- Scope: User Research, UX Design, and Development Optimization.
- Insight: Addressing the chaos of Accounts Payable, this module was designed to catch “unprocessed credits” and communication gaps. We focused on a proactive UX that helps teams “prevent the preventable” rather than just reacting to errors.
On-site Sketches
On-site Sketches
User Flow Legend
User Flow Intro Wizard
User Flow Overview
“Sweet! Thanks for making this happen!”
– John, CTO, in response to an update that branding updates, email templates, and a UI Design Query were 100% complete.
The Outcome & Value
By shifting from reactive tools to a proactive, user-centric ecosystem, we helped FlexTecs strengthen financial oversight for their clients. The refreshed UX empowers users to move faster—reducing financial risk and turning complex audit data into clear, actionable insights.
