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Caixa + CESAR: Scaling Design Across Strategic Innovation

Role: Design Manager

Industry: Finance

Duration: 24 Months

Leadership Highlights:

  • Led and mentored a team of 15+ designers across multiple strategic initiatives.
  • Built alignment between Design, Business, Engineering and Data teams.
  • Established shared design practices while preserving team autonomy.
  • Supported designers through coaching, feedback and career development.
  • Introduced AI into design research workflows to improve insight generation and decision-making.

Since mid-2024, I’ve been leading the design effort for Caixa’s innovation program in partnership with CESAR.

Rather than focusing on a single product, the program operates as a continuous innovation capability, exploring opportunities across multiple strategic domains. To date, the initiative has delivered more than 15 innovation projects, covering topics such as customer acquisition, Open Finance, investments, housing, product modernization and AI-powered services.

About my Role

As Design Manager, I lead a team of more than 15 designers working simultaneously across multiple initiatives, as well as hands-on experience with rapid prototyping, facilitating discovery and validation workshops, and defining scope using customized Lean Inception.

My role combines people leadership, design strategy and delivery management. I mentor designers, support project teams, align design quality across initiatives and help multidisciplinary teams make better decisions while maintaining autonomy and delivery speed.

The Challenge

Every initiative addressed a different business problem, customer profile and organizational context.

The challenge was not simply delivering products, but scaling a design practice capable of supporting continuous innovation across multiple strategic fronts while maintaining consistency, collaboration and high-quality outcomes.

My Approach

I focused on building shared ways of working rather than standardized outputs.

Alongside mentoring designers and strengthening collaboration between Design, Business and Engineering, I encouraged the use of artificial intelligence whenever it could improve learning, accelerate synthesis or support decision-making.

One example of where AI acted as an extension of the team’s collective intelligence was in analyzing usability testing sessions, transforming qualitative feedback into actionable insights more efficiently.

Outcomes

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Banco do Brasil: Leading Cross-functional Design Teams to Accelerate Innovation

Role: Design Manager

Industry: Finance

Duration: 18 Months

Leadership Highlights:

  • Led 10 designers across 3 cross-functional teams.
  • Aligned design strategy across multiple innovation initiatives.
  • Mentored designers while supporting delivery quality and consistency.
  • Facilitated collaboration between Design, Data, Cloud and AI specialists.
  • Helped create an environment for rapid experimentation and continuous learning.

Outcome: Two initiatives from this program were later featured among the innovation cases that contributed to Banco do Brasil being awarded Bank of the Year 2023 by The Banker, part of the Financial Times Group.

Banco do Brasil partnered with CESAR to accelerate innovation across strategic business challenges through a multidisciplinary initiative combining Design, Cloud, Data and Artificial Intelligence.

As part of this program, multiple solution tracks were developed simultaneously, addressing different customer segments and business opportunities while maintaining a common vision of innovation.

About my Role

I led three cross-functional design teams working across distinct solution spaces, coordinating a team of ten designers throughout the initiative.

Beyond managing delivery, my role involved aligning design strategy across projects, supporting decision-making, mentoring designers, facilitating collaboration between disciplines and ensuring consistency in quality while enabling each team to move with autonomy.

The Challenge

Leading multiple design teams in parallel required balancing different business goals, stakeholder expectations and delivery timelines without losing strategic alignment.

Rather than optimizing individual products, the challenge was creating an environment where several teams could make good decisions independently while contributing to a shared innovation vision.

Selected Deliveries
  • Business Coach — Financial assistant for small businesses.
  • Gamified Financial Missions — Engagement experience for young customers.
  • Investment Aggregator — Unified investment portfolio experience.
  • Innovation Speedboats — Rapid experimentation framework combining Design, Cloud, Data and AI.

My Approach

I focused on building alignment before execution.

This included defining common design principles, facilitating collaboration across teams, supporting prioritization, removing delivery obstacles and creating opportunities for knowledge sharing throughout the program.

Outcomes

The initiative delivered multiple digital solutions addressing different strategic audiences within Banco do Brasil, including experiences for small businesses, young customers and investors.

Beyond the individual products, the program strengthened collaboration across multidisciplinary teams and demonstrated how design could operate as a strategic capability for innovation.

Two initiatives developed within this program were later highlighted among the innovation cases contributing to Banco do Brasil being awarded Bank of the Year 2023 by The Banker, part of the Financial Times Group.

Meet the PJ panel, which is the solution that includes the Business Coach delivered by our speedboat initiative.

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Designing Better Healthcare Experiences

Redesigning the hospital experience for healthcare professionals, helping them spend less time on administrative tasks and more time caring for patients.

Role: Senior Product Designer

Industry: Healthcare

Duration: 1 Year

Outcome: Improved healthcare workflows by reducing administrative effort and supporting better patient care.

Context

Healthcare professionals work under constant pressure.

Every minute spent navigating fragmented systems or repetitive administrative tasks is a minute taken away from patient care.

The challenge wasn’t simply designing another healthcare application. It was creating digital tools that supported healthcare professionals in delivering better care under demanding conditions.

This is the previous main screen and we knew that we need to do it better

My Role

As Senior Product Designer, I collaborated with a multidisciplinary team throughout the entire product lifecycle.

My work included user research, workshop facilitation, interaction design, rapid prototyping, usability validation and implementation support, working closely with healthcare professionals and technical teams.

Main patient’s dashboard

The Challenge

Healthcare environments are highly regulated, operationally complex and time-sensitive.

Design decisions needed to balance usability, clinical workflows and technical constraints while minimizing interruptions to professionals already working under pressure.

The objective wasn’t simply improving efficiency—it was helping professionals dedicate more of their time and attention to patients.

Our Approach

We started by understanding clinical workflows before designing interfaces.

Through research sessions, observation and collaborative workshops, we identified friction points affecting healthcare professionals during their daily routines.

The solution evolved iteratively through rapid prototyping, usability validation and close collaboration with engineering, ensuring each design decision addressed real operational needs.

Drag to compare version Adobe Flex with the version HTML designed

Outcomes

The redesigned experience simplified daily workflows, reducing administrative effort and improving the usability of critical healthcare systems.

Beyond improving operational efficiency, the project helped healthcare professionals spend less time interacting with software and more time focused on patient care.

The resulting solution became part of the company’s healthcare platform, supporting hospitals across Latin America certified by KLAS.

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Enabling Healthcare Teams to Build Their Own Protocols

Redesigning a complex form builder to reduce dependency on technical teams and empower healthcare professionals.

Role: Senior Product Designer

Industry: Healthcare

Duration: 1 year

Outcome: Reduced form creation time, which became more intuitive, allowing for better use of resources and reduced patient service time.

Context

Healthcare professionals relied on technical teams whenever they needed to create or update clinical protocols. Over time, this dependency generated an ever-growing backlog of requests, workarounds, usability issues and increasing maintenance costs.

The challenge wasn’t simply redesigning an interface. It was enabling healthcare professionals with limited technical skills to configure their own workflows safely and efficiently.

My role

As Senior Product Designer, I worked alongside Daniela Falcone and I contributed throughout the entire product lifecycle, from research and workshop facilitation to interaction design, prototyping, usability validation and implementation support.

The Challenge

The existing solution had evolved over several years through incremental feature requests.

Different user profiles had different expectations, support teams had created operational workarounds and engineering had accumulated significant technical debt.

Rather than adding new functionality, we first needed to understand how the product had become so complex.

Our Approach

We started by listening before redesigning.

Together with support, engineering and healthcare professionals, we mapped existing pain points, identified four distinct user profiles and prioritized the problems with the highest impact.

Instead of designing for expert users, we deliberately focused on making the experience accessible to healthcare professionals with limited experience with complex software while preserving the flexibility required by more advanced users.

Some artifacts generated on research and ideation phases: flows, personas, support to decision matrix and insights for research.
Some artifacts generated on research and ideation phases

Outcomes

The new WYSIWYG form builder significantly simplified protocol creation, reducing the time required to configure forms and decreasing the dependency on technical support.

By reducing dependency on technical teams, the redesign allowed healthcare professionals to update clinical protocols more quickly while freeing engineering resources for higher-value work.

The solution became part of the company’s healthcare platform and continues to support hospitals across Latin America.

The main form builder interface design by me and Daniela
Form builder interface
Document explorer window created by me and Daniela
Document Explorer
New Document Window
New Document Window
The boolean builder interface in detail, designed by me and Daniela.
The boolean builder
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Building Confidence Through Validation

Role: Senior Product Designer

Industry: Electronics

Duration: 6 months

Outcome: Increase customer engagement in satisfaction surveys by providing more data that helps improve service.

Context

A team was about to launch an MVP for a customer satisfaction experience.

Because of tight deadlines, usability validation had been removed from the project plan.

Despite the pressure to deliver quickly, we believed that validating a key design assumption before launch would reduce the risk of making the wrong decision.

The Assumption

We assumed that a color-coded Likert scale would make it easier for customers to evaluate the quality of the service they had received.

It sounded reasonable.

But we didn’t know whether it was actually true.

A mobile interface showing a satisfaction quiz with numbers from 1 to 5 with different colores for each item.
This is our the first idea about the interface.

My Role

As Senior Product Designer, I proposed and conducted a lightweight validation study that could fit within the project’s limited timeline.

A new version of previous image where all options have the same blue color and change numbers from 1 to 5 for letters from A to E.
After validation with users, we used a version where all options have the same color and change numbers from 1 to 5 for letters from A to E.

What We Learned

Instead of making decisions easier, colors unintentionally influenced participants’ choices.

Users consistently reported that letters felt more neutral than numbers and colors, allowing them to focus on their real perception of the service rather than on visual cues.

We also ensured the study included a color-blind participant, reinforcing accessibility considerations from the beginning.

Outcome

The interface was redesigned before release, replacing colors and numeric scores with a neutral letter-based scale.

A small validation effort prevented a flawed interaction from reaching production and increased the team’s confidence in an important product decision.

I wrote and publish about this process in the portuguese page of uxdesign.cc too.

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Simplifying the Hospital Check-in Experience

Designing a mobile check-in experience that reduced waiting time and administrative friction during one of the most stressful moments of a patient’s journey.

Role: Senior Product Designer

Industry: Healthcare

Duration: 6 months

Outcome: Reduced emergency admission time while improving the patient experience.

Context

Arriving at a hospital is rarely a calm experience.

Patients often need immediate care, yet the first minutes are usually spent filling forms, confirming insurance information and waiting for administrative approval before receiving treatment.

The challenge wasn’t simply creating a mobile application. It was reducing friction during one of the most stressful moments of the patient journey.

Insights categorized
A business plan drew on witheboard.
First version of business plan

My Role

As Senior Product Designer, I collaborated with a multidisciplinary team throughout the entire product lifecycle.

My responsibilities included user research, workshop facilitation, product definition, interaction design, rapid prototyping, usability validation and implementation support.

The Challenge

Hospital admission involved multiple stakeholders, regulatory requirements and insurance validation processes.

The objective wasn’t to digitize paperwork, but to redesign the check-in experience so patients could receive care more quickly while reducing administrative effort for hospital staff.

Our Approach

We started by understanding patients before designing screens.

User research helped us identify pain points throughout the admission journey, transforming observations into prioritized user stories.

Working closely with business and product teams, we facilitated workshops to define the MVP, balancing patient needs, business constraints and technical feasibility.

The solution evolved through rapid prototyping, validation and continuous collaboration with engineering until the first production release.

Outcomes

The mobile check-in experience reduced emergency admission time from a lengthy administrative process to just a few minutes.

Beyond improving efficiency, the redesign allowed patients to spend less time completing paperwork and more time receiving the care they needed.

The solution was deployed in private hospitals across Latin America as part of the company’s healthcare platform.

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A remote prioritization of product backlog

Creating a shared decision-making process that helped distributed teams prioritize work with confidence during the COVID-19 pandemic.

Role: Design Lead

Industry: Electronics

Duration: 6 months

Outcome: Increase team alignment, enabling faster delivery of value to the end customer in each agile cycle.

Context

During the COVID-19 pandemic, a distributed product team needed a better way to prioritize an increasingly complex backlog.

Business stakeholders lacked visibility into the product roadmap, while the development team needed clearer priorities and a shared understanding of where the product was heading.

The challenge wasn’t simply running a remote workshop. It was creating a decision-making process that aligned everyone around the same product vision.

Three post-its on the Miro board, one blue, one purple and one orange to define short, medium and long term goals

My Role

As Design Lead, I facilitated a series of remote prioritization workshops involving product, business and engineering stakeholders.

My role included designing the collaboration process, facilitating discussions, structuring decision-making activities and translating a fragmented backlog into a shared roadmap.

The Challenge

The backlog had grown over time without a clear prioritization strategy.

User stories had been written by different people, business expectations had evolved and technical complexity varied significantly across features.

Before deciding what to build next, the team first needed a common understanding of priorities, dependencies and long-term goals.

Our Approach

We began by establishing a shared product vision before discussing individual user stories.

Using Miro as a collaborative workspace, we organized the backlog into a prioritization matrix balancing business value and implementation complexity.

Instead of treating prioritization as a one-time activity, we created a lightweight framework that the team could revisit every week as priorities evolved.

The wave planning model introduced clear constraints around capacity, dependencies and risk, making roadmap decisions more transparent and collaborative.

An image that explains the rules to prioritize user stories in waves
The rules of the waves
The waves board on Miro on green rectangles representing waves.
The waves board on Miro

Outcomes

The workshops transformed a fragmented backlog into a shared planning process.

The team gained:

  • greater alignment between business and engineering;
  • improved visibility into upcoming releases;
  • clearer prioritization criteria;
  • a living roadmap that could evolve continuously as new information emerged.

Rather than producing a static plan, the process established a shared decision-making practice that supported ongoing product development.

I wrote and publish about this process in the portuguese page of uxdesign.cc.

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Reducing Energy Loss Through Better Decisions

Role: Senior Product Designer

Industry: Energy

Duration: 4 months

Outcome: Reduced energy losses by more than 20%.

Context

A large energy company was looking for ways to reduce operational energy losses, one of its most critical business challenges.

Initial assumptions suggested the solution would require improvements to existing operational processes. Before proposing changes, however, we needed to understand how field teams actually worked and where losses originated.

My Role

As Senior Product Designer at CESAR, I worked as part of a multidisciplinary team throughout the discovery, facilitation and validation process.

My role included field research, workshop facilitation, Design Sprint activities, interaction design, rapid prototyping and solution validation.

A person work in a computer with 2 screens. A window and the view of the street in background.
I was there taking this photo while this person showed her work process to recover electric energy

The Challenge

Energy loss involved multiple teams, disconnected processes and operational constraints accumulated over many years.

Rather than optimizing isolated activities, the challenge was identifying which parts of the recovery process would generate the greatest impact if redesigned.

Most importantly, we discovered that the real problem wasn’t exactly the one stakeholders initially believed they had.

Some sketches in a grey wall.
Some sketches generated by the team along one of Design Sprints

Our Approach

We started with field research.

By observing employees in their daily work, interviewing specialists and mapping existing workflows, we uncovered pain points that weren’t visible from inside the organization.

Based on these insights, we selected two high-impact opportunities and explored them through consecutive Design Sprints involving company employees as active participants.

Instead of validating ideas in isolation, the process combined mapping, ideation, rapid prototyping and user validation to quickly test alternative ways of improving the energy recovery process.

Outcomes

The redesigned processes contributed to reducing energy losses by more than 20%.

Beyond the measurable business impact, the project demonstrated the value of combining field research with collaborative experimentation before investing in larger operational changes.

Following the engagement, the client expanded its partnership with CESAR through additional innovation projects.

I described a little bit of this process, in portuguese, in a CESAR Medium publication.