Yape Business
B2B Finance Management Platform
Yape Business is the management solution tailored for expanding companies. Its value proposition is focused to deliver a better control and visibility over business performance.
It’s been designed to simplify business finance management ops by offering to our users a web based platform featuring key functionalities such as sales visualization, multi-store and POS management, reporting and Shop Salesmen Management.
My role
Product Designer
Project type
Responsive Web, Product
Timeline
Q3 2024 - Q1 2025
Tools & skills:
Product Discovery, User research, UX Design, UI Design, Prototyping, User Testing
Context and initial problem
Yape is the leading digital wallet in Peru, with over 17 million users (2025), including companies that already using it to accept payments. This segment represented a strong opportunity to deliver a tailored management solution that addresses their needs and high value features that justify a subscription-based model.
About the first MVP (V1.0)
We already had an initial business version of the product as a mobile App, but its scope was limited:
Problem to solve
The first version didn't create any perceived value for businesses. It became clear we need to built a more robust version that addresses real business needs.
Phase 1 - Redefining the value proposition
Why? To explore and deeply understand the problem before we jumping into solutions.
1st challenge:
Understand the value companies were expecting and how we could increase metrics as Willingness to Pay, Conversion and Retention.
Initial Research - Interviews
13 interviews were conducted with companies of different sizes and key sectors (food, restaurants, retail) that represent 73.3% of the market.
18 features concepts were tested, grouped by 4 categories aligned with pain points and business needs.
Results
Which features/concepts were the most valued?
Using a Dual Impact Matrix (User/Business) the core of the new version was finally define:
Final Value proposition
→ Web Portal with a dashboard for data y visualization and self managed reporting.
What users expected from the web portal platform?
Other findings:
Multiples QRs for different stores or POS.
Comparisons between stores.
Visualize trend data to drive decisions: Neighborhood data & spending trends.
Phase 2 - Designing the new value proposition
Ideation & Strategic Definition
Based on research findings and stakeholders prioritization, the key features for the new value proposition were defined. This phase was essential to align expectations across business, design and technology teams, ensuring the solution was viable and relevant.
Key decisions defined with stakeholders
Responsive web format
Given the volume of information and user roles (adminis, accountants), desktop access was prioritized.
Self-management dashboard
Centralizes key business data and supports intuitive navigation.
Detail reporting
Includes key information as time, amount, receipt codes to simplify financial analysis.
Visual exploration & UX structure
UI Definition & Visual Language
After validating the functional structure, next step was to define the visual system that will communicate the product and design principles:
Design principles
Clarity:
Clear and well-structured information hierarchy.
Trust:
Accurate visualization of finance data.
Simplicity:
Clean and a straightforward interface.
Professionalism:
A robust yet approachable look & feel.
Consistency:
Aligned with Yape ecosystem, but with a business focused experience.
Visual Direction
Several stylescape versions were designed to explore and define the visual direction for the business identity, this helped to guide the next steps in the UI construction.
UI Style Guide
UI Components
Final Design (Desktop and Mobile)
As an initial page, provides an overview of the key sales metrics, payment methods details, stores info and access to download reports.
A side menu allows users to easily navigate across sections without losing context.
Given the volume of data and user roles and profiles (admins, accountants etc.) it was prioritize a desktop access, offering a personalize login for each role.
Allows users to create stores and payments QRs access individual store data, and compare performance across locations.
Sales data will be shown in a detail report (including amount of purchase, date, time, voucher code) with option to download reports.
We kept the Shop staff feature, allowing users to add up to 70 helpers and generate individual payment QRs for each.
Mobile version
User testing & analysis
It was conducted two round of usability tests with 10 companies (agroindustry, textiles, construction, etc.), focusing on Stores and Sales sections.
Insight & Resultados
Stores section:
Satisfaction:
98%.
Feedback:
Include onboarding tutorials and visual reference to improve the first-time experience.
Sales section:
Satisfaction:
96%.
78% consider the given information was enough good.
Suggestions:
Add sales codes, date filters and payment methods distinctions.
Impact
After launching the new platform for a small group of user companies, results and early feedback showed product improvements.
Next Steps
The next phase will focus on visibility, marketing, and advertising, a recurring need highlighted during interviews:
Personalized promotions & reporting:
Self-managed publication and performance tracking.
Branding in Yape Promos:
Featured spaces with the company’s logo.
Advertising within Yape:
Paid options inside the app with associated reporting.
Key learnings
Validating the value proposition from early stages makes a difference
Involving users from the beginning helped us focus the design effort on what truly delivers value. Interviews enabled effective prioritization and strengthened long-term strategic decisions.
Co-creating with stakeholders reduces rework
Including business and tech teams early in defining key features was essential to align expectations and minimized rework. This collaboration led to a realistic, viable and impactful MVP.
Designing with scalability in mind
While some features weren’t implemented in the first release due to development effort, the strategic work done let a clear roadmap for future iterations, ensuring product consistency and growth.
