Indy–Digitalizingindustrialappraisalandfinancing
Indy–Digitalizingindustrialappraisalandfinancing
Indy–Digitalizingindustrialappraisalandfinancing
Producto · 2022
Role
Lead Designer, Product Manager
Client
Capital Appraisal and LB Oprent help industrial organizations grow their business through digital financing solutions leveraged on their production unit or machinery.
Platforms
Mobile App + Web Back-office
Challenge
Conceptualize and implement a mobile digital product from scratch that helps plant managers and finance managers better control their production units and understand alternative financing opportunities, taking the first steps toward digitalizing their business.
Solution
Mobile app for registering and valuing machinery, as well as accessing financing options, integrating OCR, predictive ML, and geolocation.
Web back-office for managing requests and updating statuses.
Integration of APIs and cloud services for calculations and storage.
Solution
Mobile app for registering and valuing machinery, as well as accessing financing options, integrating OCR, predictive ML, and geolocation.
Web back-office for managing requests and updating statuses.
Integration of APIs and cloud services for calculations and storage.
Solution
Mobile app for registering and valuing machinery, as well as accessing financing options, integrating OCR, predictive ML, and geolocation.
Web back-office for managing requests and updating statuses.
Integration of APIs and cloud services for calculations and storage.
Impact
Reduce inspection time in industrial appraisals by more than 90%.
Transform a B2B model from manual and analog operations to a self-service B2B2C environment.
Productivize calculation programs in a cloud and mobile context, available for acquiring new clients, thus expanding their reach both in typology and geography throughout the European region.
Impact
Reduce inspection time in industrial appraisals by more than 90%.
Transform a B2B model from manual and analog operations to a self-service B2B2C environment.
Productivize calculation programs in a cloud and mobile context, available for acquiring new clients, thus expanding their reach both in typology and geography throughout the European region.
Impact
Reduce inspection time in industrial appraisals by more than 90%.
Transform a B2B model from manual and analog operations to a self-service B2B2C environment.
Productivize calculation programs in a cloud and mobile context, available for acquiring new clients, thus expanding their reach both in typology and geography throughout the European region.
My key contribution
Detailed investigation of industrial processes with plant managers, technicians, CEOs, and a factory visit.
User experience design and direct coordination with development.
Assumed Product Manager duties in advanced stages.
Detected a strategic deviation that prevented risks and gave rise to a new independent project.
My key contribution
Detailed investigation of industrial processes with plant managers, technicians, CEOs, and a factory visit.
User experience design and direct coordination with development.
Assumed Product Manager duties in advanced stages.
Detected a strategic deviation that prevented risks and gave rise to a new independent project.
My key contribution
Detailed investigation of industrial processes with plant managers, technicians, CEOs, and a factory visit.
User experience design and direct coordination with development.
Assumed Product Manager duties in advanced stages.
Detected a strategic deviation that prevented risks and gave rise to a new independent project.
Process
The project was approached following a product design process structured around research, definition, design, and development, but flexibly adapted to real-world needs.
In-depth research into the sector and processes
The critical point was to understand in detail how the assessments were carried out, what data was essential, and how they flowed within the factories. This included interviews with very diverse profiles: plant managers, technicians, CEOs, and operational staff, as well as on-site visits to factories to observe and map the actual process. This knowledge allowed us to prioritize functionalities and design a product that would add value from the first version.
Functional design and coordination with development
As a designer, I defined the user experience and ensured the product's visual consistency, while also acting as a direct link with the development team to ensure the solutions were implemented optimally and on time. In advanced stages, I also assumed Product Manager roles to evaluate and prioritize new client requests.
Detecting a Strategic Drift
In one of the final iterations, the client requested a major new feature. I detected that it was not validated and could compromise deadlines and objectives, so I initiated a strategic review and proposed a pre-analysis before developing it. This investigation led to it being treated as a separate, larger project, avoiding risks to the core product.
Process
The project was approached following a product design process structured around research, definition, design, and development, but flexibly adapted to real-world needs.
In-depth research into the sector and processes
The critical point was to understand in detail how the assessments were carried out, what data was essential, and how they flowed within the factories. This included interviews with very diverse profiles: plant managers, technicians, CEOs, and operational staff, as well as on-site visits to factories to observe and map the actual process. This knowledge allowed us to prioritize functionalities and design a product that would add value from the first version.
Functional design and coordination with development
As a designer, I defined the user experience and ensured the product's visual consistency, while also acting as a direct link with the development team to ensure the solutions were implemented optimally and on time. In advanced stages, I also assumed Product Manager roles to evaluate and prioritize new client requests.
Detecting a Strategic Drift
In one of the final iterations, the client requested a major new feature. I detected that it was not validated and could compromise deadlines and objectives, so I initiated a strategic review and proposed a pre-analysis before developing it. This investigation led to it being treated as a separate, larger project, avoiding risks to the core product.
Process
The project was approached following a product design process structured around research, definition, design, and development, but flexibly adapted to real-world needs.
In-depth research into the sector and processes
The critical point was to understand in detail how the assessments were carried out, what data was essential, and how they flowed within the factories. This included interviews with very diverse profiles: plant managers, technicians, CEOs, and operational staff, as well as on-site visits to factories to observe and map the actual process. This knowledge allowed us to prioritize functionalities and design a product that would add value from the first version.
Functional design and coordination with development
As a designer, I defined the user experience and ensured the product's visual consistency, while also acting as a direct link with the development team to ensure the solutions were implemented optimally and on time. In advanced stages, I also assumed Product Manager roles to evaluate and prioritize new client requests.
Detecting a Strategic Drift
In one of the final iterations, the client requested a major new feature. I detected that it was not validated and could compromise deadlines and objectives, so I initiated a strategic review and proposed a pre-analysis before developing it. This investigation led to it being treated as a separate, larger project, avoiding risks to the core product.
This is me, in my glamorous factory outfit, taking notes for the research on industrial valuation processes.
This is me, in my glamorous factory outfit, taking notes for the research on industrial valuation processes.
“It was very difficult for us at the beginning to conceptualize how we wanted to build this model. How we connect appraisals, digital, financing... and how we create a message that people can understand and a business that makes sense. That was the hardest part for us, and that’s where you helped us the most.”
Fernando Lozano, CEO (Capital Appraisal)
If you're interested in my work or my profile, I’d be happy to connect and have a chat, or even meet for a coffee.
reyes.palomardetena@gmail.com
If you're interested in my work or my profile, I’d be happy to connect and have a chat, or even meet for a coffee.
If you're interested in my work or my profile, I’d be happy to connect and have a chat, or even meet for a coffee.
reyes.palomardetena@gmail.com