How We Brought Agile Product Design to Enterprise Banking: A BPI Case Study

UI/UX Design
Mobile Application
2025

How We Brought Agile Product Design to Enterprise Banking: A BPI Case Study

This project will enable the availability of BPI products as rewards that can be redeemed using BPI Rewards Points through the VYBE App.

Background:

Loyalty Quarter 3 Enhancements

This project will enable the availability of BPI products as rewards that can be redeemed using BPI Rewards Points through the VYBE App. The BPI products offered will include investment optionssuch as UITFs, Mutual Funds, and BPI Investment Products for new clients. Additionally, it will feature BPI MS Insurance Redemption for insurance products.

With the extensive new features introduced in the VYBE revamp for the third quarter, I will highlight at least one of these key enhancements. Additionally, I will discuss the BPI MS Insurance revamp.

The Design Process:

The Design System:

Components:

Business Requirements Document:

BPI Products as Rewards Insurance and Investment

This use case provides a step-by-step guide for redeeming a BPI MS Insurance Voucher using BPI Rewards Points

The user selects their BPI Rewards Points on the main page, navigates to the BPI Rewards Page, and chooses the BPI MS Insurance Voucher. After viewing the reward details, the user clicks "Redeem" and completes a form with basic information. Upon successful redemption, they receive an in-app notification, and the reward appears in the "My Rewards" section. The user can view their insurance voucher, including a Voucher ID and Code, which serve as a reference and Certificate of Coverage. Once used or expired, the reward moves to the "Redeemed/Expired" section, and the Certificate of Coverage is sent within 24-48 hours.

Detailed Requirements Document:

Prepared by: Carl Josh Natividad (Business Analyst)

High Fidelity Wireframe:

Detailed High Fidelity Wireframe:

Feedback / Comments:

Conclusion:

I am pleased to report that the stakeholders at BPI have expressed their satisfaction with the outcome of the wireframe, which has received formal approval. Our Indonesian development team is currently in the process of coding the design. We have successfully completed all deliverables for the third quarter and are now focusing on the upcoming deliverables for the fourth quarter as we approach the end of the year.

I would like to take this opportunity to express my gratitude for the collaboration with my diligent lead and exceptional business analyst throughout this project. Their guidance and expertise have been invaluable, and I look forward to continuing this productive partnership as we move into the next phase of our work.

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