Shaping a smoother financial journey
A Home for Financial Information
Getting start
Getting start
Getting start
about the product
BEES é uma plataforma global de e-commerce B2B criada pela AB InBev para transformar a maneira como pequenos e médios varejistas se conectam com grandes fornecedores.
problem
Low visibility of financial information and payment options was limiting credit activation and slowing down digital payment adoption — two critical levers for driving growth and revenue within the Bees ecosystem.
Main goal
Make financial information more accessible and actionable to drive payment adoption and reduce credit-related friction.
Approach
Benchmark
To kick off the project, I started by looking outward. I ran a benchmark focused on how other players approached financial information flows and screen structures. This helped me identify common patterns, gaps, and opportunities that could inform our direction.
Co-creation session with Tetris
With the market insights in hand, I brought together key stakeholders from business, product, and engineering to align expectations and surface constraints early. To guide the conversation beyond UI decisions, I led a Tetris-style co-creation exercise that helped each team focus on what truly mattered from a strategic and product perspective. This approach allowed me to manage different viewpoints effectively and build alignment around a shared vision.
Usability test & Card sorting
To ensure the experience truly resonated with users, I conducted usability tests and card sorting sessions. These methods helped me validate both structure and content, revealing how people interpreted financial information and what they expected to find. The insights gathered were key to refining the experience and making it more intuitive and actionable.
Approach
Benchmark
To kick off the project, I started by looking outward. I ran a benchmark focused on how other players approached financial information flows and screen structures. This helped me identify common patterns, gaps, and opportunities that could inform our direction.
Co-creation session with Tetris
With the market insights in hand, I brought together key stakeholders from business, product, and engineering to align expectations and surface constraints early. To guide the conversation beyond UI decisions, I led a Tetris-style co-creation exercise that helped each team focus on what truly mattered from a strategic and product perspective. This approach allowed me to manage different viewpoints effectively and build alignment around a shared vision.
Usability test & Card sorting
To ensure the experience truly resonated with users, I conducted usability tests and card sorting sessions. These methods helped me validate both structure and content, revealing how people interpreted financial information and what they expected to find. The insights gathered were key to refining the experience and making it more intuitive and actionable.
Outputs
With the strategy aligned and validated, I translated the insights into tangible solutions. Below are selected screens that showcase key features and design decisions.
Approach
Benchmark
To kick off the project, I started by looking outward. I ran a benchmark focused on how other players approached financial information flows and screen structures. This helped me identify common patterns, gaps, and opportunities that could inform our direction.
Co-creation session with Tetris
With the market insights in hand, I brought together key stakeholders from business, product, and engineering to align expectations and surface constraints early. To guide the conversation beyond UI decisions, I led a Tetris-style co-creation exercise that helped each team focus on what truly mattered from a strategic and product perspective. This approach allowed me to manage different viewpoints effectively and build alignment around a shared vision.
Usability test & Card sorting
To ensure the experience truly resonated with users, I conducted usability tests and card sorting sessions. These methods helped me validate both structure and content, revealing how people interpreted financial information and what they expected to find. The insights gathered were key to refining the experience and making it more intuitive and actionable.
Outputs
With the strategy aligned and validated, I translated the insights into tangible solutions. Below are selected screens that showcase key features and design decisions.
Seamless seller navigation
Switching between sellers was made seamless, giving users full visibility into the financial information of each selected partner, with just one click.
Credit Clarity, Simplified
Credit usage is displayed through a clear progress bar, giving users instant visibility into their total limit, what’s been used, and what’s still available for their next purchase.
A Clear Path to What You Owe
The finance summary gives users a clear view of their total amount due, with quick access to top payment methods and amounts grouped by due date.
Check What You’ve Paid
A transaction history was added to the finance summary, allowing users to revisit past payments and easily access their corresponding receipts.
Feature Awareness Made Easy
A contextual banner was added inside the credit card module to highlight new features, making them discoverable without requiring users to navigate deeper into the experience.
Seamless seller navigation
Switching between sellers was made seamless, giving users full visibility into the financial information of each selected partner, with just one click.
Credit Clarity, Simplified
Credit usage is displayed through a clear progress bar, giving users instant visibility into their total limit, what’s been used, and what’s still available for their next purchase.
A Clear Path to What You Owe
The finance summary gives users a clear view of their total amount due, with quick access to top payment methods and amounts grouped by due date.
Check What You’ve Paid
A transaction history was added to the finance summary, allowing users to revisit past payments and easily access their corresponding receipts.
Feature Awareness Made Easy
A contextual banner was added inside the credit card module to highlight new features, making them discoverable without requiring users to navigate deeper into the experience.
Seamless seller navigation
Switching between sellers was made seamless, giving users full visibility into the financial information of each selected partner, with just one click.
Credit Clarity, Simplified
Credit usage is displayed through a clear progress bar, giving users instant visibility into their total limit, what’s been used, and what’s still available for their next purchase.
A Clear Path to What You Owe
The finance summary gives users a clear view of their total amount due, with quick access to top payment methods and amounts grouped by due date.
Check What You’ve Paid
A transaction history was added to the finance summary, allowing users to revisit past payments and easily access their corresponding receipts.
Feature Awareness Made Easy
A contextual banner was added inside the credit card module to highlight new features, making them discoverable without requiring users to navigate deeper into the experience.
Seamless seller navigation
Switching between sellers was made seamless, giving users full visibility into the financial information of each selected partner, with just one click.
Credit Clarity, Simplified
Credit usage is displayed through a clear progress bar, giving users instant visibility into their total limit, what’s been used, and what’s still available for their next purchase.
A Clear Path to What You Owe
The finance summary gives users a clear view of their total amount due, with quick access to top payment methods and amounts grouped by due date.
Check What You’ve Paid
A transaction history was added to the finance summary, allowing users to revisit past payments and easily access their corresponding receipts.
Feature Awareness Made Easy
A contextual banner was added inside the credit card module to highlight new features, making them discoverable without requiring users to navigate deeper into the experience.
Seamless seller navigation
Switching between sellers was made seamless, giving users full visibility into the financial information of each selected partner, with just one click.
Credit Clarity, Simplified
Credit usage is displayed through a clear progress bar, giving users instant visibility into their total limit, what’s been used, and what’s still available for their next purchase.
A Clear Path to What You Owe
The finance summary gives users a clear view of their total amount due, with quick access to top payment methods and amounts grouped by due date.
Check What You’ve Paid
A transaction history was added to the finance summary, allowing users to revisit past payments and easily access their corresponding receipts.
Feature Awareness Made Easy
A contextual banner was added inside the credit card module to highlight new features, making them discoverable without requiring users to navigate deeper into the experience.
Seamless seller navigation
Switching between sellers was made seamless, giving users full visibility into the financial information of each selected partner, with just one click.
Credit Clarity, Simplified
Credit usage is displayed through a clear progress bar, giving users instant visibility into their total limit, what’s been used, and what’s still available for their next purchase.
A Clear Path to What You Owe
The finance summary gives users a clear view of their total amount due, with quick access to top payment methods and amounts grouped by due date.
Check What You’ve Paid
A transaction history was added to the finance summary, allowing users to revisit past payments and easily access their corresponding receipts.
Feature Awareness Made Easy
A contextual banner was added inside the credit card module to highlight new features, making them discoverable without requiring users to navigate deeper into the experience.
Seamless seller navigation
Switching between sellers was made seamless, giving users full visibility into the financial information of each selected partner, with just one click.
Credit Clarity, Simplified
Credit usage is displayed through a clear progress bar, giving users instant visibility into their total limit, what’s been used, and what’s still available for their next purchase.
A Clear Path to What You Owe
The finance summary gives users a clear view of their total amount due, with quick access to top payment methods and amounts grouped by due date.
Check What You’ve Paid
A transaction history was added to the finance summary, allowing users to revisit past payments and easily access their corresponding receipts.
Feature Awareness Made Easy
A contextual banner was added inside the credit card module to highlight new features, making them discoverable without requiring users to navigate deeper into the experience.
Seamless seller navigation
Switching between sellers was made seamless, giving users full visibility into the financial information of each selected partner, with just one click.
Credit Clarity, Simplified
Credit usage is displayed through a clear progress bar, giving users instant visibility into their total limit, what’s been used, and what’s still available for their next purchase.
A Clear Path to What You Owe
The finance summary gives users a clear view of their total amount due, with quick access to top payment methods and amounts grouped by due date.
Check What You’ve Paid
A transaction history was added to the finance summary, allowing users to revisit past payments and easily access their corresponding receipts.
Feature Awareness Made Easy
A contextual banner was added inside the credit card module to highlight new features, making them discoverable without requiring users to navigate deeper into the experience.
Full solution
Full solution
Outcomes
The success of the new finance page was tied to clear, measurable outcomes focused on increasing adoption, reducing credit-related risk, and improving product performance. While other metrics will also be monitored, the ones below represent the most critical indicators of success.
Digital Payment Conversion Rate : Increase adoption of the digital payment method by 15%
Bad Debt Rate: Keep the bad debt rate below 0.21%
Finance Page Access: Increase access to the Finance Page by 50%
Outcomes
The success of the new finance page was tied to clear, measurable outcomes focused on increasing adoption, reducing credit-related risk, and improving product performance. While other metrics will also be monitored, the ones below represent the most critical indicators of success.
Digital Payment Conversion Rate : Increase adoption of the digital payment method by 15%
Bad Debt Rate: Keep the bad debt rate below -0.21%
Finance Page Access: Increase access to the Finance Page by 50%