Enterprise Digital Platform Transformation

Role

Lead — Business Analyst, CX Lead

Team

Product, Engineering, Data, CX, CI, Key Account Sales, Customer Support

Tools

Figma, BRDs, Systems integration, CRM, CMS, Transaction systems

Philosophy

Empower enterprise partners with transparency, control and insight — and commercial outcomes follow

01

Context

Geidea's business model includes leasing payment terminals to banks who then deploy them to merchants. Operations — installation, support, maintenance — remain with Geidea, while banks handle settlement.

The legacy portal allowed only basic transaction lookup, creating blind spots for banks and merchants and increasing support dependency.

Challenge

Key account partners lacked:

This created friction, delayed support, and increased terminal churn.

Pre-State

  • • 30% adoption
  • • Fragmented views across systems
  • • No centralized service tools
  • • Manual queries to support teams
02

Problem

Analysis pointed to 3 core experience gaps preventing enterprise partner success.

Platform Experience Gap Analysis

Enterprise portal experience gaps: visibility, interface, and engagement challenges

Core Experience Gaps

  • Limited visibility: Banks couldn't track terminals, transactions, stores, or users holistically
  • No unified interface: Transaction tool separate from ticketing and device management
  • Low engagement: Platform not designed around bank/enterprise workflows

The result: support burden + pull-outs + missed expansion opportunities.

"We were forcing banks to work around our systems instead of building systems around their workflows."

— Product Team Insight

03

Ideation

Vision: Turn the platform into a command center for enterprise partners.

01

Visibility

Real-time terminal, store & transaction dashboards for complete fleet oversight.

02

Control

Self-service user & terminal management without dependency on support.

03

Support

Embedded chatbot + ticketing + FAQs for instant issue resolution.

04

Financial Insight

Reconciliation + analysis views for transparent financial tracking.

05

Scalability

Multi-profile access (bank, merchant, Geidea teams) with role-based permissions.

Designed architecture and UX around enterprise personas, not system constraints.

04

Process

A structured approach combining discovery, design, and systems integration.

Product & Experience Design

Enterprise Portal Figma Prototype

Figma prototype showing unified dashboard, terminal management, and support integration

Systems Design

Integrated with:

Execution

"Experience wasn't just built — it was adopted and operationalized."

— Implementation Reflection

05

Implementation

Execution combined technical platform development with organizational enablement and change management.

Technical Implementation

Enterprise Portal Dashboard

Live enterprise dashboard showing fleet management, financial insights, and support tools

Organizational Implementation

Platform Capabilities

  • Dashboard: Real-time terminal status, transaction volume, financial reconciliation
  • Fleet Management: Terminal provisioning, user management, store hierarchy
  • Support: Integrated chatbot, ticketing, FAQ knowledge base
  • Analytics: Transaction insights, performance metrics, financial reporting
06

Results

The platform transformation delivered measurable impact across adoption, retention, growth, and operational efficiency.

90%
Adoption
Usage vs 30% prior
25%
Retention Improvement
Fewer terminal pullouts
20%
Portfolio Growth
Partner expansion
↓ Support Load
Reduced Dependency
Self-service enabled

Strategic Outcome

This was not a UI refresh — it was a business model enabler:

"When enterprise partners can manage their portfolio end-to-end with confidence, they scale with you — not away from you."

— Strategic Impact

Enterprise Perception: Platform now seen as a strategic differentiator, transforming from a basic tool into a competitive advantage.

Next Project

P&L Impact Analysis