Gabriela García

All cases

02 / Mobile banking · Mexico City · 2023

BX+

Reorganizing the product to align teams and tasks.

I facilitated a workshop with teams across Banco Ve por Más to rethink mobile banking navigation. Together, we turned their input into a shared information architecture and mockups.

Architecture and mockups · 2023

  • BX+ home: greeting, Transfer, Pay and Invest shortcuts, account, credit and promotions.
  • Transfer screen with source and destination accounts, amount, reference and description.
Mobile banking mockups developed with the team in 2023.
Project
Banco Ve por Más · mobile banking
My contribution
Facilitation + architecture
Methods
Workshop, card sorting and collaborative journey mapping
Year
2023

The challenge

A shared structure for the bank’s offering

Organize banking services and tasks into coherent navigation while incorporating priorities from different teams across the bank.

My contribution

Facilitating the conversation and giving it structure

I facilitated the session with bank stakeholders in Mexico City. The group interview and workshop activities made each team’s priorities explicit. I adapted the questions as we worked to connect services with tasks; we then developed the information architecture together and translated it into mockups.

  • 01 · Benchmarking as a starting point

    We reviewed other banking apps, including BBVA, to establish shared references before the activities.

  • 02 · Card sorting to organize the offering

    We grouped services and tasks to discuss what should stand out and how to organize it.

  • 03 · Mapping journeys together

    We mapped journeys live, drawing on the knowledge of the bank’s teams.

  • 04 · From agreements to mockups

    We translated the architecture developed in the session into the project’s screens.

Value proposition

One structure connecting the offering and customer tasks

A shared structure connecting the bank’s offering to customer tasks and turning cross-team agreements into screens.

Decisions and evidence

From card sorting to architecture and screens

Workshop record

Card sorting photo: service and transaction cards grouped on a table.
Services, transactions and settings Groups explored in the session: transactions, access settings and the main screen.
Photo of another card sorting grouping with sticky notes by category.
An alternative way to organize the offering A different grouping of the digital card, transactions, investments and settings.

Giving key tasks a clear place on Home

The new structure highlights Transfer, Pay and Invest on Home and groups Profile and Branches under Menu. The original maps show how that reorganization took shape.

Original 2023 “Arquitectura” map with eight top-level branches.
“Arquitectura” map · 8 top-level branches Home · Debit accounts · Investment accounts · Credit accounts · Profile · Help · Branches · Menu.
Original 2023 “Arquitectura V2” map with five top-level branches.
“Arquitectura V2” map · 5 top-level branches Home · Debit accounts · Investment accounts · Help · Menu. Profile and Branches are grouped under Menu.

Original maps from 2023 (Spanish). Counts and annotations are an editorial reading of the documents.

The architecture took shape in the screens

The Home mockup presents Transfer, Pay and Invest as prominent shortcuts next to accounts and the bank’s offering: an organizational decision you can follow from the map to the interface.

BX+ home: greeting, Transfer, Pay and Invest shortcuts, account, credit and promotions.
Home
Transfer screen with source and destination accounts, amount, reference and description.
Transfer
Recipient selection grouped into own accounts, same bank and other banks.
Recipient
Transfer confirmation with accounts, amount, reference and description, plus an edit option.
Confirmation

Mobile banking mockups from 2023 developed with the team (Spanish UI).

Impact and actual scope

A shared architecture, translated into screens

The team had a shared structure for turning workshop priorities into navigation decisions. Across the original maps, the structure changed from 8 to 5 top-level branches: Transfer, Pay and Invest became explicit on Home, and Profile and Branches moved under Menu.

Together, we translated that structure into the mobile banking mockups shown in this case.

Learnings

Alignment doesn’t replace validation

My main contribution was facilitating the conversation across teams and, together with the team, turning it into architecture and screens.

Cross-team alignment supports a shared architecture, but it doesn’t replace customer validation. Next, I would test comprehension, findability and success on priority tasks.

What can’t be claimedwithout measurement

A documented reorganization, not a measured improvement

  • The move from 8 to 5 branches is architecture evidence, not a measured usability improvement.
  • No customer testing is documented, and there are no adoption, usage or conversion data linked to this work.
  • The case documents the 2023 proposal; it does not establish which parts reached production.