Designing for Faster Collections in Autonomous Collection with AI
Overview
HighRadius is a leader in AI-driven finance solutions, helping businesses streamline their operations and boost productivity. Our cutting-edge products optimize working capital, automate processes, and reduce manual tasks.
Project
HighRadius helps businesses automate their receivables. One of the 5 products. The collections product was used by Autonomous Receivables (AR) teams to follow up with clients nearing payment due dates.
Idea about B2B Collections
Think of it like using your credit card. You make a purchase, get your monthly statement, and if you forget to pay on time, your bank doesn’t stay quiet. You’ll get reminders via email, maybe a text, and eventually a call nudging you to clear the dues.
Now scale that to the B2B world. Instead of a credit card, it’s an invoice. One business delivers a product or service, and the clock starts ticking. If the payment doesn’t come in, a collections team steps in, sending reminders and following up, often manually tracking who said what and when.
This is the heart of the collections process:
A cycle of reminders, prioritization, and persistence until the payment lands.
The Problem
Analysts were juggling multiple systems and manual trackers to handle follow-ups. This caused:
- Missed action items post-call
- Manual repetition in updating summaries
- Delays in resolving payment disputes
- Inefficient prioritisation of accounts
The goal: Streamline the end-to-end collection workflow with AI support to reduce DSO and manual effort.
Goals
- Centralize follow-ups & actions
- Automate reminders & escalations
- Reduce time to collect
- Automate Low Priority actions
Brand
HighRadius
Category
Fintech & AI, SAAS, B2B
Contribution
UX Research, UI Design, Prototype, Design Handoff, Developer Session
Team
1 × product designer, 2 × product manager, 4 × engineer
Year
2019
Impact
Process
To dive deeper, we ran a 5-day UX workshop involving product, dev, and internal consultants who work directly with end users.
This was the turning point. We didn’t just validate early assumptions, we exposed the operational cracks.
We uncovered:
- Over 5 manual steps in every follow-up cycle
- No clear logic for prioritization
- Zero competitive focus on UX from platforms like SAP, PayU, or Oracle
Competitors had
- Dense, legacy UIs
- No AI
- No contextual support
That’s when we realized, we could stand out by:
- Leading with actionable clarity
- Designing with automation in mind
- And building trust into the experience
