BAM Web & App
Impact
- Designed a reporting dashboard that automated and simplified decision-making for stakeholders across the banking agent network, replacing a process that relied on manually consolidating information.
- Received positive feedback from the Product Owner, the client (Districol), and the bank (BAM), validating the value of what was delivered.
- Delivered 17 complete flows to production over a 10–12 month period, plus ongoing maintenance for existing flows.
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Context
- Districol is a company focused on growing, maintaining, and training banking agents across Guatemala.
- Two products: an internal web platform for administration (creating, approving, and managing banking agents) and an app for Telpo handheld terminals where agents handle end-customer transactions — balance inquiries, deposits, loan payments, bill payments, phone payments, credit card payments, remittances, withdrawals.
- The client was BAM (Banco Agromercantil de Guatemala), part of Grupo Bancolombia.
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Challenge
- Complex role and permission system: at Districol, the user who creates a banking agent can't be the same one who approves it (maker/checker setup). BAM only had read access to reports.
- Designed an interactive dashboard with two view levels — general and specific — that consolidated multiple metrics clearly enough to support strategic decisions, with no internal precedent to compare.
- Had to maintain consistency with Bancolombia's established visual identity.
- Joined the project mid-flight, continuing another team's work coherently while adjusting flows already in development due to the bank's technical decisions.
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My role
- UX/UI Designer for 10–12 months, responsible for reporting, the dashboard, authentication for both the internal channel and the Telpo app, in-app notifications, and internal messaging.
- Worked from detailed user stories provided by the client, collaborating with the Product Owner to validate fields, data, and copy.
- Sprint-based methodology: UI planning → UI design → reviews and testing → handoff to development.
- Tools used: Figma (design, prototypes, documentation, UI kit), Miro (user flows and documentation), Microsoft Teams, ClickUp, Plane.
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Solution
- Dashboard with two views: a general view (aggregated metrics: total transactions, volume, gross revenue, monthly charts, breakdowns by department, municipality, and agent, transaction type charts, data table, customer segmentation) and a specific view (same metrics filtered by agent, manager, department/municipality, or segment).
- 10 individual reports, selectable and filterable depending on whether the user was from Districol or BAM.
- Authentication flows for both the internal channel and the Telpo app, plus in-app notifications and an internal messaging system.
- 17 complete flows delivered to production, with documentation in Figma throughout, staying consistent with Bancolombia's visual identity.
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Results
- Positive feedback from the Product Owner, the client (Districol), and the bank (BAM) on the solutions delivered.
- Automating reporting significantly simplified decision-making for stakeholders by centralizing and visualizing data that hadn't been consolidated that way before.
- 17 complete flows delivered to production over a 10–12 month period, plus ongoing maintenance for existing flows.
