Portfolio optimized for desktop. Mobile version coming soon.
Stone
Financial technology company (NASDAQ: STNE) focused on providing innovative payment solutions and financial services to merchants, from in-store to digital channels.
out/2022 — jan/2025 | Product designer at Marco Polo (Distribution Platforms team)
Disclaimer
To protect the confidentiality of sensitive information, all data has been omitted, and the images have been blurred. Click here to see all details.
/the product
I worked as a Product Designer in the Distribution Platforms team, where I was responsible for Marco Polo, a platform designed specifically for StoneCo's field agents operating in physical hubs across Brazil and their leaderships.
Marco Polo is a tool designed to boost the productivity of Stone's commercial sales team. Key features include:
Sales Funnel Management
Track and manage each stage of the sales process.
Lead Intelligence
Access rich lead databases with decision-maker information, enabling precise, AI-driven, and highly productive sales strategies.
Proposal Generation & Client Setup
Provide hyperlocal pricing suggestions with bundled offerings, streamline client registration and simplify POS setup.
Portfolio Management & Financial Incentives
View all client information within your portfolio and track performance-based incentives.
Task & Performance Tracking:
Plan daily tasks and track individual performance over different periods.
Marco Polo is available in two versions: a responsive android app (mobile and tablet), designed for commercial agents, and a web platform for desktop, tailored for leadership and back-office teams to manage performance and optimize territory distribution.
What's crucial to understand is that Marco Polo is the backbone of Stone’s commercial operations, used daily by all sales team, including sales representatives and their leaders.
Every day in the app, agents handle tens of thousands of interactions with establishments, generate thousands proposals, and onboard a significant share of new clients, playing a critical role in StoneCo's customer acquisition.
With centralized customer data and lead intelligence, Marco Polo ensures Stone’s unmatched capillarity, making it easier to identify decision-makers and improving the productivity of the commercial team. Its technology is a key part of Stone’s success across the country.
/my design process
As a Product Designer at Marco Polo, I collaborated closely with the Product Manager and Tech Lead, leading the end-to-end design process while actively contributing to the product roadmap.
When I joined, there was no design system in place. I took the initiative to create one based on atomic design principles, providing consistent design patterns and streamlining delivery workflows. This system not only improved overall efficiency but also allowed the team to dedicate more time to tackling complex strategic discoveries.
I also created a design toolkit to refine the handoff process. The toolkit included screen flow indicators, event mapping templates for Amplitude, and detailed checklists, ensuring clear communication with developers. This reduced QA iterations and increased delivery accuracy.
My process began with idea mapping from strategic goals, user feedback, and metrics analysis. During discovery, I documented hypotheses in Confluence and applied methodologies such as user interviews, surveys, field studies, focus groups, and usability testing. Prototypes were built and validated with stakeholders and users, refining the task descriptions for Jira.
After prototyping, I componentized elements for handoff, covering all scenarios—alternate flows, errors, loading, and success states. I also tracked key metrics using dashboards in Amplitude and conducted follow-up research, including surveys and field studies, to evaluate the impact of our solutions.
This process not only optimized delivery and discovery workflows but also ensured alignment with business goals and user needs, resulting in scalable and impactful design outcomes.
#1. Idea mapping
Identifying opportunities through strategic directives, user feedback, and metric analysis.
#2. Discovery and validation
Creating and documenting hypotheses with clear objectives and metrics, utilizing key methods such as user interviews, surveys, field studies, focus groups, and data analysis.
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#3. Roadmap planning
Collaborating with the PM to prioritize deliverables and writing detailed tasks in Jira to streamline development.
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#4. Prototyping & Handoff
Validating prototypes with stakeholders and users, refining designs, and delivering detailed handoffs with complete documentation for developers.
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#5. Backlog transition
Ensuring all prototypes were reviewed by the PM, Tech Lead, and stakeholders before transitioning to development.
#6. Follow up
Tracking events in Amplitude, conducting user research, and analyzing metrics to fuel idea mapping and guide future iterations.
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Highlights from Marco Polo
All images have been blurred to protect the confidentiality of sensitive informations. Click here to see all details.
