UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
More Projects
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Design and prototyping
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
Final Outcome
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
More Projects
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Ideation and planning
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
More Projects
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
More Projects
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Design and prototyping
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
Final Outcome
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
More Projects
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Ideation and planning
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
More Projects
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
More Projects
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Design and prototyping
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
Final Outcome
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
More Projects
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Ideation and planning
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.
A key aspect of the design process was the implementation of functionality for managing PDFs containing the organizational standards manuals. The system was designed to allow users to view these manuals directly within the platform, download them for offline use, or upload new manuals, depending on their user hierarchy. This feature was critical for ensuring that managers and end users had seamless access to the most up-to-date standards while maintaining control over who could edit or add new content.
High-fidelity designs were created directly in Figma, leveraging the predefined design system to maintain visual consistency and scalability. The visual style emphasized clarity and simplicity, ensuring that the final design was both functional and aesthetically aligned with CAIXA’s branding. Collaboration with the front-end team was essential to ensure that the designs were implemented effectively and adhered to the design system’s guidelines.
Final Outcome
Summary :
The final solution was a centralized system that streamlined the management, recording, and validation of organizational standards across CAIXA’s service networks. The platform provided users with the ability to view, download, and upload manuals in PDF format, ensuring that the most up-to-date standards were always accessible.
By aligning the application’s architecture with CAIXA’s design system, the project delivered a consistent and user-friendly experience. The impact of the project was substantial, improving operational efficiency and enabling better oversight for managers while empowering end users to track and validate adjustments effectively.
More Projects
UX/UI Design
Pattern system - CAIXA
The main objective of the operational standards system project was to centralize and manage organizational standards across CAIXA’s service networks.
Year :
2021
Industry :
Banking
Client :
Caixa Econômica Federal - CAIXA
Project Duration :
4 months
Problem or Challenge
The management of organizational standards across CAIXA’s service networks was decentralized and inefficient, making it difficult to track adjustments and ensure compliance. Users lacked a streamlined way to submit records with images, and managers faced challenges accessing and editing standard manuals. The hypothesis was that a centralized system with intuitive workflows and modern tools would significantly improve the management and validation of organizational standards.
Research and discovery
The research phase focused on understanding the workflows and pain points of both managers and end users. Interviews with 2 managers and 6 end users revealed the importance of providing seamless access to organizational standards manuals and the ability to manage them within the platform. These insights directly influenced the decision to implement PDF functionality, allowing users to view, download, and upload manuals based on their user hierarchy. Additionally, the research highlighted the need for a centralized system that streamlined the submission and validation of adjustments.
Ideation and planning
The ideation phase involved planning the application’s architecture to ensure that it supported the workflows identified during the research phase. User journeys were mapped to define how different user roles would interact with the system, particularly in relation to the management of PDFs.
Brainstorming sessions explored ways to simplify the process of accessing and managing manuals, resulting in a clear hierarchy of actions based on user roles. Functionalities were prioritized to ensure that the most critical features, such as viewing and uploading manuals, were implemented first.
Design and prototyping
The design phase for the SIMPD project focused on structuring the application’s architecture and applying CAIXA’s predefined design system to ensure consistency and usability. Since the design system was already established, the effort was directed toward adapting its components to meet the specific needs of the platform and aligning them with the workflows of the users.