The design process utilized for this B2B project followed a user-centric methodology and involved iterative cycles with microteams. Initially, we focused heavily on the UX for the overall design of the B2B product. This phase encompassed understanding the context, conducting competitor research and analysis, defining user stories and flows, and conducting style research to establish the visual aspect of the product.

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For each individual feature, I proceeded with creating specific wireframes, designing UI tailored to unique needs, and prototyping and testing to verify the usability and effectiveness of the proposed solutions.

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The daily design process for new features followed the same phases, with a specific focus on understanding the feature's context, conducting dedicated research and analysis, ideating user stories and flows, creating appropriate wireframes, designing the UI, and prototyping and testing to optimize the user experience and gather feedback for further improvements.

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Here are the design process stages used for each feature:

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1. CONTEXT UNDERSTANDING

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In collaboration with the microteam, comprehensive documentation was created, detailing tasks, and providing thorough descriptions, specifications, and work steps.

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2. RESEARCH AND ANALYSIS

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For each feature and task within the product, I adopted a detailed and specific approach during the research and analysis phase. This process included competitors analysis and targeted benchmarking of specific features under study, which were then shared with the team on Miro. I studied existing solutions and user interfaces (UI) related to each feature, seeking to identify best practices and strengths to inspire and improve our proposal.

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During the analysis phase, we found that certain features had not yet been implemented by competitors. For this reason, I deemed it necessary to delve deeper into the study of such functionalities, such as the subtotal feature in cash flow scenarios. This phase required careful attention and detailed analysis to ensure the development of effective features seamlessly integrated into the product's user experience.

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3. USER STORIES AND FLOWS

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Starting from personas (in this case created by an external agency), I outlined all possible user paths within the features. This allowed me to better understand user needs and behaviors. I collaborated with the team to analyze information architecture, highlighting critical points and reaching a common understanding.

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4. WIREFRAME

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During the wireframing phase, I developed various design proposals to share with the entire team. Together, we evaluated the options and selected the most promising solutions for each feature. Subsequently, we initiated an iterative cycle of continuous improvement, refining wireframes based on collected feedback and specific user needs. This collaborative approach yielded optimal results, ensuring accurate design aligned with the team's and users' expectations.

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5. USER INTERFACE

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After validating the wireframes, I enthusiastically launched the user interface (UI) design for each feature, maintaining a consistent style with the design system I created.

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Initially, we underestimated the implementation of the design system, aiming to accelerate product launch and outpace competitors. However, we quickly realized that the design system was a fundamental pillar for creating a cohesive user experience and high-quality interface. The main goal was to create an intuitive and engaging interface, carefully defining essential elements such as colors, typography, spacing, grids, and shadows using dedicated tokens to ensure consistency and flexibility throughout the product. With these foundational elements in place, I designed the "molecules," basic components of the interface, including buttons, icons, modals, and cards.

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This approach facilitated a consistent design throughout the product. Once implemented, we noticed a significant improvement in efficiency and collaboration among team members.

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6. PROTOTYPING AND INTERACTION

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I created several prototypes, which were presented to the team to gather valuable feedback and test interactions with external users. These prototypes were also valuable tools during fintech events, where they attracted the attention of potential clients and investors. To engage users and enhance the overall experience, I designed custom microinteractions. For instance, I implemented interactions to facilitate transaction categorization and provided visual feedback, such as Lottie animations, for empty states and loading screens.

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These microinteractions made the interface more appealing and intuitive, significantly improving user interaction. My prototyping approach was highly appreciated by the development team, as it provided them with a clear and tangible understanding of how the product's various features worked. This streamlined their work, enabling them to have a concrete vision of interactions and animations and identify potential critical points before entering the actual development phase.

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Overall, the use of prototypes added value for both the design team, who could validate their solutions interactively, and the development team, who gained a clear view of the features to be implemented, ensuring a more efficient and satisfactory development process for everyone. Thanks to this iterative approach and constant team feedback, the final product was optimized to offer a high-quality user experience and meet specific user needs.

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7. DELIVERY AND DEVELOPMENT

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Once the design phase was complete, I managed the delivery of assets to the development team, using tools like Zeplin to facilitate collaboration and ensure an efficient workflow. During the development process, I closely monitored the product to ensure the designed solutions were accurately implemented and aligned with established quality standards.

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Additionally, I conducted a series of tests to verify the functionality and usability of the new features, ensuring they fully met user needs and delivered a high-quality experience. My careful oversight during this phase contributed to optimizing the final product, ready for market launch.

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8. TESTING

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During the design process, we followed an iterative approach that included internal testing with interactive prototypes to evaluate and improve the user experience from the early development stages. After the "alpha" development phase, we conducted further internal tests to gather feedback from the team and make improvements. Subsequently, we conducted interviews with some users to better understand their needs and opinions. These processes helped us optimize the user experience and deliver a high-quality product tailored to user needs.

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Through this daily working method, I managed to enhance the product's features, creating an engaging and intuitive user experience. I will continue to use this iterative approach to ensure the design remains aligned with user needs and adapts to market changes.

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