Cavipertrol

Transactional Portal

  • Implementation of new features that increased user satisfaction with the brand by 60%.
  • Revamp of the look and feel.
  • Usability improvement by 45%.

1.5 years

Time of project

UX/UI Desginer

Rol in the project

Bits Americas

Company Dev

Scrum

Metodology

Change, solution and impact

To improve the lives of users like Fausto, the interface was redesigned with a clearer visual structure, tailored to his level of familiarity with technology.

A unified design system and a responsive approach were implemented, optimizing the experience on mobile devices and allowing him to complete transactions without the need to travel (just like in Fausto’s case).

Additionally, transactional flows were simplified, reducing the steps for payments, transfers, and inquiries.
We introduced more intuitive forms with auto-complete and real-time validations, making operations easier and providing autonomy and convenience. This significantly improved Fausto’s experience, making his life much easier.

Change to solve

Design a transactional user flow for an employee fund portal, allowing members to seamlessly perform key operations such as managing their FAI accounts, applying for a credit card, updating personal information, and tracking the card’s delivery status—ensuring a smooth and frictionless experience.

Understanding the problem

The payment process was complicated and sometimes nonexistent for users like Fausto. Many users felt overwhelmed, leading to transaction abandonment and unnecessary trips to physical branches.

Problem solution

Simplify and optimize the flow without sacrificing functionality, ensuring that all users, regardless of their digital experience, can successfully complete transactions without issues. This way, Fausto no longer had to visit the offices, as he clearly understood how to make transactions from home.

Impact of client

The solution to this usability problem had a positive impact on the user experience, reducing operational costs—such as the need for some physical branches—while improving Cavi Petrol’s efficiency and reputation. This directly enhanced the company’s profitability and competitiveness.

Screens
Mobile y Desktop

Tools

Adobe XD

Design and prototyping tool

Figjam

Map of site

Miro

Card sorting, 5 Why,

Azure

Team management tool