Creating a One-Stop Shop for Merchants


Company: Safra National Bank of New York (Safrapay)
Role: Lead Designer / Team Lead
Tools: Paper, Sketch, Figma


Situation:

I was tasked with creating a "Square-like" app, and I had a two-month window to finalize the design and ship the UX to IT to start the development process.

Competitive comparison - Square, Paypal, Sumup

Competitive comparison - Square, Paypal, Sumup


TASKS & Challenges

  • Not enough time

  • Lack of Resources

  • Pandemic impact


ACTIONS I TOOK

  1. Implemented a workshop culture to gather/validate requirements

  2. Open a small “Merchant Store” inside the office

  3. Leveraged the internal Knowledge

  4. Got out of the building to interview Merchants

  5. Invited Merchants to use the competitor’s products

  6. Built a prototype

  7. Run Usability tests with Merchants (moderated and unmoderated)

  8. Adapted the experience after the Pandemic to incorporate E-commerce

Gathering requirements from Consultants, PMs, Risk and Legal teams

Gathering requirements from Consultants, PMs, Risk and Legal teams


Understanding the competitor’s offerings
Understanding the competitor’s fees

Screen Shot 2020-12-01 at 2.12.15 PM.png


“In person Credit Card payment is a thing of the past”

How I handle pivoting the product due to changes in "behavior after the pandemic.



Flow (2).png

OUTCOMES

  • Delivered “Onboarding” in 4 weeks so Dev team could start the project.

  • Delivered Design Syleguides and Components so Banking and Merchant app could use the same components (in collaboration with Visual Designer)

  • Delivered the Digital Banking and it’s currently on Pilot

  • Delivered UX of both apps UX in 3 months

  • Recipient of “Collaboration Award” in March/2020

  • Delivered E-commerce solution with low dev impact


The final result…

Screen Shot 2020-12-08 at 2.14.21 PM.png
 

Pivoting to include an E-commerce solution


”I had the pleasure of working with Marta on the Digital Banking project at Safrapay and I was always amazed by her integrity, teamwork, ability to mentor others, and optimism that she spreads around. She has exceptional knowledge of Human-Centered Design with a great understanding of the different personas involved in every step of the process; Very goal-oriented, Marta was always easygoing.
She was very much a people person
— Gerardo Hernandez, Banking PM