Home About Work Services Writing Contact ES
BACK TO PROJECTS
ID: 28 // Dashboard // Design

SISTEMA DE COBRANZAS

UIFINTECHDASHBOARDENTERPRISE
SISTEMA DE COBRANZAS
MY ROLE
Fintech UICRM PipelineEnterprise
IMPACT
-3h/día Search time
4 Pipeline columns
MISSION

Collections Management System is an enterprise interface for accounts receivable management that enables agents to track debts, communicate with delinquent clients, and record payments from a single panel. The system replaces manual workflows based on shared spreadsheets with a centralized platform featuring real-time delinquency analysis. Its design targets collections teams that manage portfolios with hundreds of active accounts and need to prioritize actions based on debt age and amount.

CATEGORY

Design — Dashboard

SOURCE behance ↗
DIAGNOSIS
 _ 
SOLUTION

The interface organizes accounts in a visual pipeline similar to a CRM, with columns by management status (pending, in negotiation, payment commitment, recovered). Client cards consolidate the complete history of payments, communications, and promises in a single view. The managerial dashboard displays recovery metrics broken down by agent, portfolio age, and agreement compliance rate. Advanced filters allow segmentation by amount, days overdue, and assigned priority.

WORKFLOW
01
01 · DISCOVERY

Discovery

Brief · Stakeholders · Goals

02
02 · RESEARCH

Research

Benchmark · Users · Competition

03
03 · UX ARCH

UX Architecture

User Flows · Wireframes · IA

04
04 · UI DESIGN

Visual Design

Tokens · Layout · Components

GALLERY
SISTEMA DE COBRANZAS screenshot