ProjectCompleted

Konfío POS

Designing the point-of-sale experience for Konfío merchants.

Company
Konfío
My Role
Lead Designer
Period
Dec 2023
Start
Konfío POS

Team

  • Patt Caballero (Product Designer)
  • Alejandro López (Product Designer)
  • Joel Sales (Product Designer)
  • Luis Arellanos (Product Designer)
  • Victor Islas (Product Designer)
  • Jenn McNamara (UX Writer)
  • Carolina Gomar (UX Researcher)

Used Tools

Figma

Highlights

The Sr. Pago integration strengthened Konfío's position as Mexico's leading fintech platform for businesses. The new experience unified hardware, software, and app under one brand, establishing the continuous improvement pillars: simplified payment journey, contextual feedback at each transaction step, and full visual consistency between the physical POS and the mobile app.

Problem

In Q3 2021, Konfío acquired Sr. Pago — one of Mexico's most complete MPOS platforms — to expand its offering into card payments for SMEs. The inherited platform had no user-centered design, fragmented experiences across the mobile app and physical hardware, no visual consistency with the Konfío ecosystem, and zero design documentation. The team had to redefine the full experience — from unboxing to first payment — with nothing to build on.

Research

With zero inherited documentation from Sr. Pago, we built understanding from scratch. I planned and ran Usability Testing and Thinking Aloud sessions with researchers to develop new user archetypes. We ran a three-axis benchmark — competitive (Square, iZettle, Clip, Billpocket, Verifone), functional (hardware ergonomics and technology), and internal (pain points in the current payment journey) — focused on the critical moments of Activation, Onboarding, and Payment Process. The heuristic analysis followed a 5-step methodology: Cognitive walkthrough → Identification → Evaluation → Analysis → Proposal. With archetypes validated, I used empathy mapping and a value proposition canvas to define the new product direction.

Solution

I led the UX integration of the payment experience into the Konfío ecosystem, focusing on Activation and Onboarding. I reduced 5 inherited terminal types to 2 — PIN PAD Mini and Smart Pad — aligned to the SME user profile. I designed the roles and permissions system for the B2B product's three user types (Owner, Admin, Operator), mapped the complete transaction journey with contextual feedback messages for both sides of the payment, and extended Konfío's Design System with dedicated payment flow components. The rebrand covered hardware, packaging, native iOS/Android app, and graphic materials in collaboration with marketing and agency frog.

Learnings

Leadership

The project that most contributed to my growth as a leader. I learned to unify a divided team, practice active listening, and share experience to drive collective growth.

Resilience

Every obstacle became a learning opportunity. When ideas didn't match user needs, I treated it as a signal to adjust, not to give up.

Adaptability

Regardless of business objective or technical feasibility, I maintained a solid methodological foundation to deliver value at every phase. I designed and negotiated with senior leadership to improve the product.

The biggest takeaway

How to keep moving on projects beyond product shutdowns, team layoffs, and platform migrations. Separating personal attachment from professional work is what allows you to keep building with energy for every new challenge.

Overview

Konfío POS is a point-of-sale product designed for Konfío merchants. The project covered the end-to-end design of both the hardware device experience and the companion mobile application.

Process

The process included research with merchants, flow definition, sketches, wireframes and prototyping through to the final app designs and the hardware experience.

Miro benchmark of the terminal collection journey
Miro benchmark of the terminal collection journey
Payments journey and project scope: Activation and Onboarding
Payments journey and project scope: Activation and Onboarding
5-step heuristic analysis methodology
5-step heuristic analysis methodology
Payment process diagram in Miro
Payment process diagram in Miro
Wireframes to validate the information architecture
Wireframes to validate the information architecture

Solution

Design of the complete system: the POS mobile app + the hardware experience of the Konfío device, under the brand identity.

Payment terminal and mobile app
Payment terminal and mobile app
Roles and permissions: Owner, Admin and Operator
Roles and permissions: Owner, Admin and Operator
Payment flow components in the app
Payment flow components in the app
Key screens of the payment flow in the app
Key screens of the payment flow in the app
Terminal experience: amount, PIN and approved payment
Terminal experience: amount, PIN and approved payment
Konfío terminals: Smart Pad and PIN PAD Mini
Konfío terminals: Smart Pad and PIN PAD Mini