the problem
Too much paperwork
A complex ERP for B2B/B2C micro-credits that anyone can use and manage
ID Financiero is a Mexican corporation that aims to provide micro-credits for rural areas to improve people in need lives. They already had market traction and required an ERP-automated SaaS to manage all their complex operations.
A complex ERP for B2B/B2C micro-credits that anyone can use and manage
To understand the pain points, I interviewed 6 team members and 4 customers that are already on the platform.
They needed to remove bottlenecks and reduce errors and data loss, all while increasing transparency, communication across departments, and processing speed.
The internal validation process for each loan was very complex, with several team members interacting. Automatisation of the validation process will give the optimisation they needed.
Adding a dashboard allows data to be summarized visually and easy to digest and share with other stakeholders.
A quoter was added to narrow the process into steppers.
The platform will register every time a team member validates any of the determined tasks
The main feature that the platform needed was the validation journey.
