On PJ Business, there are two account types: a simpler version, granting access solely to sales solutions like PJ Business QR Code and payment links, and a more comprehensive option encompassing banking features such as transfers and Pix alongside sales solutions. Currently, companies with multiple partners are limited to the simpler account. This flow aims to enable these companies to open the complete account. The process for the simpler account is less bureaucratic with fewer validations, while the complete account entails biometric steps and document submission. Here, I present the integrated flow that makes possible the opening of complete accounts for multiple partners.
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As a Product Designer in this project, I faced challenges in enhancing the process of opening business accounts. Among them:
The central challenge was balancing alignment with stakeholders and agility in development, ensuring an efficient solution for the opening of business accounts.
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Throughout the project development, I embraced a straightforward and transparent process to ensure expected outcomes. Below, I outline the steps I followed, from understanding business rules to monitoring the flow's implementation.
