BNP Paribas · B2E web app

Redesigning collaboration to speed up credit approvals

  • Co-design workshop facilitation
  • User experience design
  • User interface
  • Usability testing

Redefining the credit process to make teamwork seamless and intuitive, by connecting Sales, Analysts, and Officers through one unified interface.

The experience streamlined collaboration, reduced friction and accelerated decision-making.

Credit Pro interface on desktop
Credit Analyst dashboard on mobile and desktop
Request status chips: new, draft, awaiting sign-off, signed-off, rejected
1200

employees use the internal tool

−70%

credit request processing time

3 weeks

instead of 2.5 months per request

Challenge to impact

Why and how we redesigned BNP’s Credit Pro

1Challenge

  • An outdated internal tool used by 1,200 employees.
  • Complex workflows, slow processes, fragmented teamwork.
  • Needed to modernize, simplify, and reconnect teams.

2Process

  • Led the UX/UI redesign with an iterative, user-centered approach.
  • Co-design workshops with Sales, Analysts & Officers.
  • Brought UX methods to the team for the first time.

3Impact

  • The platform became faster, clearer, and more collaborative.
  • Request time cut from 2.5 months → 3 weeks.
  • Teams gained visibility, confidence, and smoother teamwork.
“I can finally see where each request stands.”Credit Pro user

User journey

From request to approval

Showing how each role collaborates in the workflow: from Sales initiating a request to Officers validating it.

01
Sales personaSales persona

Request creation & tracking

Faster request creation from a complementary tool

A request creation button integrated in the simulations tool enables faster, more accurate request creation with the Credit Pro credit line request form.

Track requests & get notified with the Sales dashboard

It’s never been easier to track requests.

Track request progress and get real-time notifications on the selected counterparties.

Credit Pro app icons
Sales end-to-end dashboard listing credit requests and their status
02
Credit Analyst personaCredit Analyst persona

Accept & analyze

Receive the request with the Credit Analyst dashboard

Assign the new request to yourself and start an analyst draft.

Credit Analyst dashboard with a new incoming request

Search & add counterparties

Prepare the request before submitting it for sign-off.

Submit for sign-off and restore to draft

Collaborate live with Credit Officers instead of going back and forth.

03
Credit Officer personaCredit Officer persona

Review & sign-off

Notify, review & validate

Credit Officers receive a notification in the dashboard, open the request for review, then provide feedback or approve it instantly. Full traceability, no duplicate files, everything in one place.

Credit Officer dashboard with requests awaiting sign-off

Design process

From sketch to system, shaping a cohesive experience

Sketches

Sketch of the Sales request form
Sketch of the Sales dashboard
Sketch of the Credit Analyst dashboard
Sketch of the add counterparties screen

Wireframes

Wireframe of the Sales request form
Wireframe of the Sales dashboard
Wireframe of the Credit Analyst dashboard
Wireframe of the add counterparties screen

Colors & typography

The company’s typography and colors reflect its distinct personality and brand identity while keeping a simple and modern touch.

Credit Pro color palette
Credit Pro typography

Design system

Quick overview

Overview of the Credit Pro design system components

Outcomes & learnings

Driving measurable impact through design clarity.

Credit Pro displayed on desktop and mobile

Outcomes

  • Reduced credit request processing time by 70% (from 2.5 months to 3 weeks).
  • Unified Sales, Analysts, and Officers under one shared workflow.
  • The process became faster, clearer, and more human.
  • Established a scalable design system for future updates.

Learnings

  • True collaboration begins when everyone sees the same data.
  • Continuous testing accelerates trust and alignment.
  • Small UX refinements can lead to major organizational change.
  • When users feel heard, adoption happens naturally.
“Now every team is notified and knows exactly where each request stands. It’s a game changer!”
Credit Pro user

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Let’s work together

Turning complex workflows into intuitive digital products. Based in France, working globally.

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