CREDIT
PRO
CREDIT PRO
CREDIT PRO
REDESIGNING COLLABORATION TO SPEED UP CREDIT APPROVALS
Codesign workshops facilitation
User Experience Design
User Interface
Usability Testing
Redefining credit process to make teamwork seamless and intuitive. By connecting Sales, Analysts, and Officers through one unified interface.
The experience streamlined collaboration, reduce friction and accelerated decisions-making.
CHALLENGE TO IMPACT
Why and how we redesigned BNP’s Credit Pro?
CHALLENGE
An outdated internal tool used by 1,200 employees.
Complex workflows, slow processes, fragmented teamwork.
Needed to modernize, simplify, and reconnect teams.
PROCESS
Led UX/UI redesign with an iterative, user-centered approach.
Co-designed workshops with Sales, Analysts & Officers.
Brought UX methods to the team for the first time.
IMPACT
Platform became faster, clearer, and more collaborative.
Request time cut from 2.5 months → 3 weeks.
Teams gained visibility, confidence, and smoother teamwork.
“I can finally see where each request stands.” - User
USER JOURNEY → FROM REQUEST TO APPROVAL
Showing how each role collaborates in the workflow: from Sales initiating a request to Officers validating it
REQUEST CREATION & TRACKING
01.
Sales Persona
Request creation button integrated in the simulations tool for faster, more accurate request creation with the Credit Pro - Credit Line Request Form
FASTER REQUEST CREATION FROM A COMPLEMENTARY TOOL
TRACK REQUEST & GET NOTIFY WITH SALES DASHBOARD
Track request progress and get real-time notifications on the selected counterparties.
IT’S NEVER BEEN EASIER TO TRACK REQUESTS
02.
Credit Analyst Persona
ACCEPT & ANALYZE
RECEIVE THE REQUEST WITH THE CREDIT ANALYST DASHBOARD
Assign to me the new request and start an analyst draft.
SEARCH & ADD COUNTERPARTIES
Prepare the request before Submit for Sign-off
SUBMIT FOR SIGN-OFF AND RESTORE TO DRAF
Collaborate live with Credit Officers replacing back-and-forth.
03.
Credit Officer Persona
REVIEW & SIGN-OFF
Credit Officer receive a notification in the dashboard, open the request for review, provide feedback or approve it instantly. Full traceability, no duplicate files, everything in one place.
NOTIFY, REVIEW & VALIDATE
DESIGN PROCESS
From sketch to system, shaping a cohesive experience
SKETCHES
WIREFRAMES
COLORS & TYPOGRAPHY
The company’s typography and colors reflects the distinct personality and brand identity while keeping a simple and modern touch.
DESIGN SYSTEM
Quick overview
OUTCOMES & LEARNINGS
Driving measurable impact through design clarity.
Reduced credit request processing time by 70% (from 2.5 months to 3 weeks).
Unified Sales, Analysts, and Officers under one shared workflow
The process became faster, clearer, and more human.
Established a scalable design system for future updates.
OUTCOMES
True collaboration begins when everyone sees the same data.
Continuous testing accelerates trust and alignment.
Small UX refinements can lead to major organizational change.
When users feel heard, adoption happens naturally.
LEARNINGS
“Now, every team is notify and knows exactly where each request stands easily. It’s a game changer!”