Benefits
APP (B2C)
Product Designer Lead
UXR, UXD & UI Designer
I was responsible for leading the design team. I also learned and applied the company’s business needs. I led the end-to-end Product Design process: co-creation with stakeholders, UX research, problem mapping, insights and ideation, wireframes, prototyping, high fidelity UI Design screens, developing the user map flows and scenarios.
Context
SmartMEi
A startup founded five years ago, which helps contractor MEIs (individual micro-entrepreneur) manage their company: accounting and finances.
Some relevant topics
• Has experience and technological structure to make bulk payments (in the thousands)
• More than 365,000 contractor MEIs have been paid by SmartMEi
• Has made more than 3.3 million payments in more than 4,700 municipalities across Brazil
• The main customer is Rappi, working for all their contractors, motorcycle couriers, and bikers from all over the country
• Offer companies help with their accounting, invoicing, and taxes (including Federal Income Tax)
Scenario
• There is a growing movement of hiring contractors in Brazil
• Companies do not offer benefits to contractors
• Benefits are typically offered to employees
• Compared to contractors, employees have a different relationship with companies
SmartMEi’s challenge
To be the biggest partner to contractors MEI
My Challenge as a Product Designer
Designing the SmartMEi APP Benefits section
Goal
Design the benefits section experience in a simple and intuitive way
Method | Discovery
The working method is based on the double diamond.
This is the moment when the investigation process begins.
UX Research | Interview with the contractor MEI
Goal:
Understand the contractor MEI necessities
Interviewee profile:
• An individual legal entity without partners or contractors
• Service provider
• MEI
Which areas will benefit from the investigation:
• Product and Innovation sector
• Contractor as the end-user
What is the expected result?
User adherence
Number of interviews: 23
Where: SEBRAE's entrepreneur event, São Paulo
Tab - Google Sheets:
Analyzing the contractor MEIs necessities:
Problems | Insights
Prioritization is decided by the designer and the Head of Products | CEO present in the weekly product meeting.
The contractor MEI's problems highlighted below are the ones prioritized, as it impacts the business and the user the most:
Mapping
By mapping the relationship between the companies and the contractor MEI, we understand where SmartMEi stands.
• APP for contractors: offering benefits and credit to purchase
Goal | Keep in mind
Design the benefits section experience in a simple and intuitive way
UI Design
High fidelity screens
Problem
Contractors feel helpless because they don’t have company benefits
Assumption / Possible solution
SmartMEi would be the intermediary of benefits between the contractor and the company
Problem
Difficulty getting credit at the bank
Assumption / Possible solution
Offer credit with a payroll discount
Problem
Does not have health insurance due to the high price charged
Assumption / Possible solution
Offer low-cost health plans
Design System
High fidelity UI screens and Design System in Figma:
Prototype
The prototype helps us to better understand navigation and interaction.
High fidelity in Marvel APP:
User Map Flow
• Documentation for stakeholders with the UI screens
• Browsable streams separated by sessions
• Usage scenarios: normal, success, go back and error
• Notes to developers with business and product rules
Benefits Overflow with all flows:
