B2B Financial Platform pivot

Background

In the Fintech industry, Regulatory constraints are deemed the most priority in order to the product to be successful. The management decides to revamp to B2B disbursement platform and aligning its product flows, documentation, and operations with regulatory requirements.

In the Fintech industry, Regulatory constraints are deemed the most priority in order to the product to be successful. The management decides to revamp to B2B disbursement platform and aligning its product flows, documentation, and operations with regulatory requirements.

EXPERTISE

Scrum, Product Management, Product Design

PLATFORM

Web Desktop App

DELIVERABLES

PRD, JIRA tickets & Reports, Hi Fi UI Screens, Business Flows, User Manual, SOPs, UATs, excel template, User Access Role

TOOLS

JIRA, Figma, Postman, Katalon

The Goal

Revamp client side platform and adjust back office platform according to the regulatory rules

Revamp client side platform and adjust back office platform according to the regulatory rules

Team

[Agile Scrum]
Consists of 5 Persons:
- 1 Product Manager/Product Owner/Product Designer
- 3 Full Stack Developers
- 1 Front End Developers

[Agile Scrum]
Consists of 5 Persons:
- 1 Product Manager/Product Owner/Product Designer
- 3 Full Stack Developers
- 1 Front End Developers

Task & Workflow

Task & Workflow

As a Product Manager, I perform scrum ceremonies and report to the management about our team’s progress. Since there are limited resources, I also provide the figma file as well as automation for the Product Development Team. I collaborate with other division like Legal, IT compliance, Finance and Operation Team to ensure everything aligned.

As a Product Manager, I perform scrum ceremonies and report to the management about our team’s progress. Since there are limited resources, I also provide the figma file as well as automation for the Product Development Team. I collaborate with other division like Legal, IT compliance, Finance and Operation Team to ensure everything aligned.

Client Disbursement Platform

Client Disbursement Platform

The client platform’s B2B business model is changed to accommodate BI regulation’s

The client platform’s B2B business model is changed to accommodate BI regulation’s

Example (Bulk Transfer Disbursement)

Example (checker - approve transaction)

Example (Payment Link)

Example (Payment Page)

Integrating with Vendors - Fee Logic

User Access Role for the Back Office Platform

User Access Role for the Back Office Platform

✨Thanks for reading until the end✨

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