Arquivei - Monetization

Background

Arquivei, a leading SaaS platform for managing electronic fiscal documents, expanded significantly following a financial boost. The company needed a redesign of its self-service checkout to support this growth, address technological issues, standardize the user experience across different regions, and increase conversion rates for trial users to paid plans.

Challenges

• Support accelerated growth in Brazil and international markets.
• Resolve the lack of standardization across different regional versions of the self-service experience.
• Increase low conversion rates for trial users to paid plans.

Solutions

• Transitioned from a CMS platform to a proprietary architecture.
• Established global design and UX standards.
• Customized content and design based on user profiles (B2B clients, B2B partners, B2C users).
• Addressed specific localization requirements for each region.

Results

• Significant reduction in support calls.
• Increase in trial conversions.
• Improved user satisfaction and engagement with the self-service checkout.

Tools and Processes

• Documented Business and Technical Requirements.
• Conducted Benchmarking of International Standards.
• Performed Quantitative and Qualitative Data Research.
• Mapped Personas and User Flows.
• Utilized tools such as Notion, Confluence, Miro, Amplitude, Google Analytics.

Team and Responsibilities

• A multi-functional team of over 30 members from Growth, Product, Marketing, and Branding areas was assigned to this project.
• My role as the Growth Designer, operating under the Growth area umbrella, focusing on optimizing the self-service experience.

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Learnings

• Effective stakeholder management is crucial in complex projects.
• Transparent and regular communication with all project participants is essential.
• Understanding variables and refining time estimates are fundamental to ensuring deadlines and milestones are met.
• International projects require extra attention to cultural, legislative, and technical aspects.

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