B2B SaaS for corporate travel management

Situation

A redesign challenge for a corporate travel management software. The goal was to modernize the main home/dashboard to reduce friction between users and management actions on the platform.
The original product had a confusing architecture, low visual hierarchy, and a lack of basic design standards.

Task

I was responsible for understanding the current structure of the product according to the received reference prototype, proposing a new information architecture, creating a base for style guide, and designing the main screens of the dashboard with a focus on visual consistency and efficiency.

Alinhar as iniciativas e idéias do projeto com todas as áreas internas da empresa, facilitando um roadmap mais organizado, acompanhar as tendências do mercado e se orientar aos interesses da companhia.

Actions

The project went through 6 non-linear stages. The entire project reflected not only a market-level experience but also a competitive product at the international level. We will go through each of these stages in this case. If you want to see the results, click here.

  1. Mapping of current information achitecture

  1. Mapeamento da arquitetura da informação

  1. Benchmarking UI and AI references

  1. Benchmarking e análise competitiva.

  1. Creation of core tokens and global UI styles, and components

  1. Criação de core tokens e estilos globais de UI.

  1. Definição de fluxos principais solicitados.

  1. Definition of requested main flows

  1. Prototipagem das telas principais em alta fidelidade

  1. Prototyping the main screens in high fidelity

  1. Teste e validação de harmonia visual e consistência do projeto.

  1. Testing and validation of visual harmony and project consistency

AS-IS mapping of information architecture

I documented the current state of the product (AS-IS) to identify navigation noise, function duplication, and areas of low visibility. Based on this diagnosis, I defined the desired architecture (TO-BE) focusing on clarity, hierarchy, and reduction of clicks.

Why?

Why?

To identify where users waste time and which screens cause confusion.

For what?

For what?

To identify incongruities in organization and navigation structure, as well as to refine the product MVP.

What did it result in?

What did it result in?

In a more organized and cohesive structure regarding task prioritization and the general use and navigation of the product.

Creation of core tokens and global UI styles

I researched B2B platforms and UI patterns for dashboards and approval workflows. I used market references and "vibe-coding" tools (GPT + Lovable) to accelerate iterations and validate visual directions.

Style guide

I mapped font patterns, spacings, grids, recurring effects, and iconography to define the foundation of the UI Kit, ensuring consistency across screens and flows.

Primitive tokens

I defined primary and secondary color tokens, documenting state and contrast variations. I based it on WCAG readability and accessibility standards.

Atoms components

Atoms

I built the first atoms of the system — buttons, inputs, toggles, and selects — defining spacing, radius, and typography variables to facilitate scalability.

Major components

I evolved into composite components (cards, tables, modals, and sidebars), ensuring standardization of layers, tokens, and visual hierarchy within Figma.

Why?

I noticed visual inconsistencies and a lack of standardization in the system components, which made alignment between teams difficult and increased the delivery time of new screens.

For what?

The goal was to build a solid design system foundation, with tokens and reusable components, ensuring scalability, visual consistency, and greater efficiency in development.

What did it result in?

With the atoms and components consolidated, I reduced the iteration and prototyping time, as well as increased visual consistency and clarity between the product flows.

Definition of core workflows

I mapped and built the main flows of the application, defining steps, rules, and interactions to represent the actual functioning of the system and support product decisions.

AS IS

Set up approving members

Defined the travel approval process, indicating which members needed to authorize requests before the reservation.

Set travel policies

I established the rules that determine which trips could be booked without approval and which required prior validation (e.g., flights above a certain value limit).

High-fidelity prototyping

AS IS

Home - Current Dashboard

Current policies screen

TO BE

Home - Dashboard projetado

Tela de políticas projetada

Final validation

I conducted a round of tests focused on visual harmony, consistency, and functional clarity of the product.

In addition to reviewing standards and tokens, I validated critical flows with the product manager to ensure alignment between usability, feasibility, and business objectives.

The result was a scalable visual system that reduced rework and increased the team's confidence in the upcoming iterations.

Results

Enhanced clarity and
consistency

Enhanced clarity and consistency

Enhanced clarity and consistency

The new visual language has reduced ambiguities between screens and strengthened the consistency of the experience in complex flows.

40% Reduction in iteration
and review time

40% Reduction in iteration and review time

With validated tokens and components, the team was able to develop new screens in a more agile and predictable manner.

Solid foundation for
product evolution

Solid foundation for product evolution

The style guide served as a framework for future expansions and journey optimizations, facilitating A/B testing and iterations on new features.

AS-IS mapping of information architecture

I documented the current state of the product (AS-IS) to identify navigation noise, function duplication, and areas of low visibility. Based on this diagnosis, I defined the desired architecture (TO-BE) focusing on hierarchy, and reduction of clicks.

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