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Sicredi is a cooperative financial institution committed to the growth of its 4 million members and the development of the regions where it operates. The company is present nationwide in 22 states and the Federal District, with more than 1,700 branches, and offers more than 300 financial products and services.
Sicredi is a prominent cooperative financial institution deeply rooted in Brazil's economic landscape. Established in 1902, Sicredi operates on the foundation of cooperation and community values, fostering financial well-being and progress for its members. With a vast network of branches and a diverse portfolio of banking and financial services, Sicredi serves individuals, businesses, and agricultural communities, offering tailored solutions to meet their financial needs. The institution's commitment to sustainability, social responsibility, and local development has made it a trusted partner for fostering economic growth and financial empowerment across Brazil.
As the lead UX Designer, I had the unique opportunity to spearhead a time-sensitive project within a specialized team formed explicitly for this initiative. Tasked with a demanding timeline of just 2 weeks to present the project at the Expointer fair, I collaborated within a tight-knit squad comprising a lead UX Designer(that'd be me!), a Product Manager, and a Fullstack Developer. My role encompassed the complete end-to-end process, where I leveraged methodologies like design sprint. Working hand-in-hand with the Product Manager and Fullstack Developer, I ensured a seamless blend of design and functionality. This involved maintaining a constant dialogue with the company's local directors and sponsors, underscoring a commitment to synergy and effective communication throughout the journey.
It's an undeniable fact that trade fairs play a crucial role in the pursuit of new clients and the reinforcement of business relationships. Expointer stands as an illustrious spectacle that extends beyond its physical presence, profoundly impacting entities like Sicredi within the agribusiness realm. This fair isn't just an event; it's a fulcrum for growth, innovation, and relationship-building that reverberates far beyond its duration.
By participating in these events, Sicredi can physically present its financing solutions, addressing specific needs and concerns of potential clients face-to-face. This tangible presence instills confidence, allowing potential customers to understand the offerings better and fostering trust in the brand. Moreover, trade fairs facilitate networking, enabling Sicredi to build relationships with key players in the agricultural sector, gain insights into market trends, and even receive immediate feedback on its financing products.
Sicredi booth for business realization, particularly financing, at the Expointer fair.
However, within this landscape, a formidable challenge surfaced - the framework that underpinned these events. The very foundation that should have propelled us forward had become a bottleneck. The existing modus operandi was ensnared in an Excel-and-paper labyrinth, ensnaring efficiency, and crippling the potential for swifter, more effective interactions.
Problem statement: Farmers and agricultural stakeholders require a streamlined method to access financing for machinery and goods due to insights revealing that current processes are convoluted and eligibility requirements often hinder their ability to expand and modernize their operations.
For a financial institution like Sicredi, deeply embedded within the agribusiness landscape, the Expointer becomes a pivotal conduit that bridges aspiration with actualization. Here's why:
1. Agribusiness Nexus: The Expointer serves as a rendezvous of the best and the brightest within agribusiness. For companies like Sicredi, which operate at the intersection of finance and agriculture, this gathering presents an unparalleled opportunity to forge connections with both prospective and existing clients. It's a melting pot of industry leaders, emerging players, and innovators, offering a unique chance to fortify Sicredi's position as a key partner in the financial growth of the agricultural community.
2. Showcasing Expertise: Sicredi's involvement in the Expointer isn't just about displaying financial services; it's a platform to showcase expertise. The fair provides an arena to demonstrate how Sicredi understands the nuanced financial needs of the agribusiness sector. It's a showcase of tailored solutions, financial literacy initiatives, and strategies that resonate with the agricultural community's unique financial challenges.
3. Catalyst for Future Ventures: While immediate business transactions certainly occur at the fair, the impact is often far-reaching. Many visitors, unable to finalize deals on-site, depart the Expointer with aspirations for future collaborations. Sicredi becomes a beacon of possibility—a financial partner that not only aids in the present but also nurtures dreams of growth beyond the fair's boundaries.
To surmount the mentioned challenge, a comprehensive restructuring was imperative. We embarked on a journey to overhaul the outdated system, striving not just for a cosmetic facelift, but a transformation that would revolutionize how we engage with prospects and seize opportunities at trade fairs.
The intricacies of our financing protocol were anchored in a series of steps that mirrored the client's journey towards securing their financial aspirations. This journey, however, was ensnared in a labyrinth of antiquated practices that needed a radical transformation.
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Guided by the mandate to bring modernity and efficiency to this process, we embarked on an ambitious mission: to metamorphose this cumbersome protocol into a seamless, technology-driven experience.
The financing process was initiated through negotiations finalized at the reseller stands. However, after purchase pre-approval, all necessary documentation needed to be filled out manually and submitted physically at the Sicredi booth, where the process would then commence - a process that didn't always yield positive outcomes for all parties involved. Several points deserve highlighting within this context: manual form-filling consumed valuable time for resellers, the physical submission of documentation required a walk of 5 to 10 km within the fairgrounds, financing data was often outdated due to process delays, and customers who completed all stages only to receive a negative response were left feeling frustrated.
To sum it up: A potential customer would set foot into the realm of a machinery vendor. Negotiations would ensue, culminating in the crucial decision to make a purchase. This pivotal moment would then segue into a process that was manual, time-consuming, and susceptible to errors.
In the flow, the financing process in which resellers only submit the protocols physically.
After a few days of discovery, comprehending the process that had been utilized during previous events, conducting interviews with internal stakeholders - employees of the institution itself, and external stakeholders - potential customers for agricultural goods financing, we gained some significant insights that would guide our solution:
In the flow, the new financing process through the mobile application allowed for the exchange of information swiftly and efficiently, benefiting both the customer, the reseller, and Sicredi itself.
The intricacies of the transaction, once transcribed laboriously onto paper, were now meticulously captured within the application. A few keystrokes yielded an intricate tapestry of data that didn't merely dwell in isolation. Instead, this data embarked on a transformative journey, transitioning from local storage to digital expanses.
But the story doesn't end there. The application deftly harnessed the power of connectivity. When an internet connection came into play, these meticulously detailed requests embarked on a digital pilgrimage, finding their way to the respective cooperatives responsible for further processing.
In essence, what was once a cumbersome process fraught with manual intervention was revolutionized by innovation. Our application served as the beacon of change, catalyzing a paradigm shift in how financing protocols were initiated, executed, and ultimately, translated into tangible financial empowerment.
Enter our innovative solution—a user-friendly mobile application. Developed in tandem with adept colleagues who had shepherded the tool in previous iterations, this application seamlessly bridged the gap between traditional and contemporary.
With the application, Sicredi staff members became empowered change agents. They could, on-site, initiate financing requests directly at sales outlets. No longer constrained by paper-based protocols, the process was streamlined to a few intuitive steps on a digital interface.
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By developing the mobile application and enhancing the experience, we successfully expedited and transformed the institution's financing process. Following a week at Expointer, the reverberations of our efforts are vividly evident, as reflected in the following key accomplishments:
Take a glimpse into how I've crafted innovative solutions and brought meaningful experiences to life. Uncover the stories behind each creation and explore the boundless possibilities of design.
