Digitizing more than 70% of users' internal processes on the platform.
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Company: Trinus
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Role: Product Designer
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Product: Internal Plataform desktop​​
Challenges
Digitalizar todas as esteiras das áreas de Novos negócios, DD jurídica e financeira da empresa.
Melhorar a gestão de documentos da empresa.
Garantir o lançamentos de novas features voltada aos usuários de
Due Diligence.
Manter o coeficiente do CSAT acima de 6 pontos.
Process
Strategy: Combine methods to obtain rich insights and balance user vision and technical feasibility, always aligned with the business objective and product OKRs.
Discovery: The research objective, the product stage, and the resources and time available will be analyzed to choose the best user research method.
Communication: Creation of a weekly meeting with stakeholders to align expectations, priorities and understand major pain points.
Dual Track model design sprints. Always ahead of delivery sprints.
Pesquisa com usuários
Person
It was developed based on the platform's main active users, including professionals from the areas of New Business, Legal and Financial Due Diligence.
User journey
It was developed based on interviews and document analysis.
Discovery:
Identifying opportunities for improvement
Discovery planning
During the planning process, it was decided to use the research methodologies of Continuous Use Diary and Qualitative Interviews to gain a deeper understanding of the user's day-to-day life.
I created the research script and selected the participating users.
Survey Responses and Categorization
The results were computed in Google Forms and categorized in Figjam.
Matrix GUT and conclusions
The GUT matrix was applied to prioritize the categories identified in the usage diary survey. Based on the results, we defined the objective for the next quarter and established KPIs to measure the success of the feature.
Mats view
Modernizamos e melhoramos a visão de esteiras, essencial para a plataforma, que possibilita o usuário ver o fluxo de itens da esteira, em suas fases e status, em dois tipos de visão: quadros (kanban) e lista.
Before and after modernization
New feature: Dynamic forms
We launched dynamic forms that are fully customizable by the user and can be added to a task or document, allowing the centralization and organization of information on the platform.
The user can drag the fields they want onto their form, configure and organize them as they wish.
It is possible to create field groups and add lines that can be divided according to the user's needs.
Impact
The platform has evolved significantly since the start of the conveyor belt digitalization, maintaining the average CSAT score and increasing user retention.
70%
Digitalization of the process
6
Average of CSAT score
30%
Increased retention rate
Learnings
The best way to build trust with your users is to maintain frequent communication and allow them to participate in the process, making them feel safe and included.
​Collecting a variety of data is essential to ensure that you are making informed decisions about your path. Conducting research and evaluating results allows for a clearer and more accurate understanding to effectively direct your actions, minimizing risks and maximizing opportunities.