Scaling consistent payment systems
Redesigned and scaled Efí Bank’s Payment Link experience, improving visual consistency, usability, and cross-platform performance across web, mobile, and tablet.
Year
2024
Duration
12 weeks
Role
UI designer
Overview
Efí Bank (formerly Gerencianet) is a Brazilian digital bank and financial technology (Fintech).
Problem statement
Efí Bank recently upgraded to version 7, but key features were still on the outdated v6, causing inconsistencies and technical debt.
13
flows (web, tablet and mobile) were designed and delivered
+
3
Products were convered in this batch of updates
Flows and e-mails
Update the payments link and your e-mails to v.7 (visual standards, components, interactions, colors, information architecture, etc).
New components
Web and mobile
Handoff process
UX process
I followed a non-linear process, so I had the flexibility to work on several phases simultaneously. We had some surprises during the ideation phase, which I will explain below.
Ideation process
New layout (email and flows)
Now understanding the flow to be updated and the complexity of the work, I started hi-fi prototyping to save time for delivery. This was the first proposal presented:
Email redesign
As expected, the redesign extended to the Payment Link emails. Several presenting sessions involving design, CX and PM teams were held to validate the final proposal.
Flow evolution
Naturally, new screens were added to the flow (payment confirmed, denied, canceled, etc).
Deliverables (web, tablet and mobile)
Handoff
The third month was specifically about meetings with the development team. After the implementation, I finalized my process by applying 2 stages of Design review to analyze whether there were points that needed adjustments, ensuring Pixel perfect delivery.
Key Learnings & Insights
• Keeping alignment with PMs and devs was essential to adapt to scope changes and handle surprises like the tablet version efficiently.
• Starting with process and organization first, using component-based flows, helped scale and reuse designs across multiple features.
• Design review remained essential, even under tight deadlines, ensuring quality despite new products being added during the process.
• Learning about the e-commerce payment model clarified key concepts, and early delivery respected dev team workflows and timelines.
