Briffkase S.A.
Briffkase is a financial service platform designed to support freelancers and small businesses with easy access to expert advice. Through this project, I aimed to redesign the experience to feel less corporate and more human—making financial support feel approachable, flexible, and personalized.
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Overview
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client
Personal Project -
My Role
Research, UX Design, UI Design, User Testing, Prototyping -
Duration
65 hours
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The Problem
Freelancers and small business owners often feel overlooked by traditional financial tools, which are usually built for large corporations. These users need tailored, timely support—but current platforms are often too rigid, complex, or impersonal.
The Goal
- Simplify access to financial services
- Personalize the experience based on business needs
- Streamline scheduling and communication with experts
My goal was to redesign Briffkase with three priorities in mind:
Research
Methodologies
- Compartive
- Cualitative
User Interviews
To better understand the needs of freelancers and small business owners, I conducted user interviews with 5 participants. I asked them about their financial challenges, their current financial tools, and their expectations from a financial service platform.
Affinity Map
- Users crave guidance, not just tools: Many feel overwhelmed managing finances on their own and want expert support that's easy to access and understand.
- Booking should be seamless: Users expressed frustration with traditional scheduling methods. They want fast, self-guided booking options that fit their time and preferences.
- One-size-fits-all doesn't work: Business owners and freelancers need flexible services tailored to their specific goals, structures, and financial stages.
- Trust and clarity are essential: Clear pricing, transparent services, and professional presentation are vital for building long-term relationships.
- Digital experience matters: Users expect platforms to be intuitive, organized, and helpful—especially when dealing with something as sensitive as finances.
I gathered insights from user interviews and mapped out patterns using an affinity diagram.
Competitor Analysis
A competitive review revealed that leading firms primarily serve large clients and lack flexible, digital-first services. This highlighted an opportunity for Briffkase to stand out by offering tailored, tech-friendly solutions for smaller businesses.
User Persona
Design
User Flow
- A recommendation flow that offers users tailored service packages based on a short questionnaire
- A direct booking flow that lets users request expert guidance and schedule meetings easily
I mapped out two user flows:
These flows were designed to prioritize clarity, reduce friction, and support user decisions with confidence.
Wireframe Low Fidelity
The low-fidelity wireframes mapped out the core structure of Briffkase's platform, focusing on the questionnaire flow, service package selection, and scheduling process. These early sketches helped define layout, navigation, and user interactions before moving into high-fidelity design.
High Fidelity and Prototype
This high-fidelity prototype brings the Briffkase user experience to life, focusing on two main flows: the finance questionnaire and the scheduling process.
The questionnaire screens guide users through a step-by-step flow to gather financial needs, while the scheduling interface allows them to select time blocks and confirm meetings—all with a clean, professional, and approachable design.
The visual style uses a calming color palette and clear typography to promote trust, clarity, and ease of use for busy freelancers and small business owners.
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Testing
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Participants
5 Users -
Method
Remote moderated sessions -
Test Duration
About 15 minutes per user
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What Went Well
- Users found the platform clean, easy to navigate, and professional.
- The single-page booking flow was smooth and well-received.
- The recommendation questionnaire was appreciated for its personalization.
- Asynchronous communication options (email/WhatsApp) were preferred.
- Removing the checkout step streamlined the booking process.
Pain Points
- The questionnaire was hard to find; users wanted it more visible and clearly labeled.
- Dropdown menus lacked clarity and intuitive structure.
- Recommended packages weren't visually distinct enough.
- The scheduling flow lacked a strong confirmation step or visual feedback.
Iterations
Replaced both with a single, clearer CTA — “Empieza con una recomendación” — to drive attention and improve feature visibility.
Visually emphasized the recommended option by dimming others, highlighting the suggested one, and adding hover effects to encourage easy exploration of alternatives.
“Empieza con una recomendación”, a more action-oriented phrase that clearly communicates its benefit and is consistently used across navigation and headers.
Improved clarity by moving input labels closer to dropdown titles and adding a filled background to highlight active dropdowns.
Final Project and protoype
The final Briffkase prototype showcases a streamlined, mobile-first experience tailored for freelancers and small business owners.
The design focuses on clarity, accessibility, and trust—using clean layouts, soft tones, and improved micro interactions to guide users smoothly from discovery to booking
This project taught me the importance of pairing clarity with flexibility—especially when designing for users navigating complex topics like finances. I'm proud to have created a solution that feels human, supportive, and approachable for those who need it most.