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Product Case

System renewal for a financial asset valuation agency

A Brazilian risk rating company sought to modernize its core system and create a more efficient, clear, and scalable experience for its analysts.

Reference image — project under confidentiality
The operation was supported by an outdated legacy system that prevented the organization's growth.

Context

The company used a legacy system that no longer kept up with the operation's growth needs. Besides limiting business scalability, the system made document processing and analysis slower and hindered information visualization and management.

The challenge was to create a new core system that allowed analysts to work with more speed, precision, and autonomy, while preparing the operation to grow.

Approach

As part of a multidisciplinary team, I participated in the conception of the new system. We conducted qualitative interviews with internal teams and company partners, as well as market research, to understand the operation's and users' needs.

From the insights, opportunities were identified related to processing speed, information standardization, data management, navigability, and scalability.

In the Design process, I created a PoC/prototype of the new BackOffice, structuring the main journeys and proposing improvements to the user experience. I also conducted usability tests to validate hypotheses before development and guide product decisions.

Outcome

The new BackOffice modernized the operation's core and brought significant gains in speed, productivity, quality, and scale. One of the main impacts was reducing the time to import analysis files: a task that previously took about three hours became a matter of minutes.

Beyond operational gains, improving data visualization and the user experience expanded the analysts' analytical capacity, creating room for new techniques and contributing to the business's evolution.

Insight

The gain did not come from a new screen, but from reorganizing how data arrived, were processed, and visualized by analysts.

From process to new operation

Understanding the existing flows guided the structure of the new system.

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