Timeline
2018-2019
Team
PM, 1 designer, 3 Engineers, and myself
Highlights
Released for an existing user base of 10k+ users, delivered a UX manual and complete prototype, plus worked on Front-End in XCode.
The docDigitales mobile app was designed to help small and medium-sized businesses in Mexico easily create, manage, and send digital invoices in compliance with national regulations.
Before this app, billing was often done manually or through clunky desktop systems, making it hard for independent professionals and field workers to issue or track invoices in real time.
How can we simplify digital billing and make it accessible to people who work outside of an office?
We ran early discovery interviews with small business owners and solo professionals to understand what slowed them down. We mapped the existing journey, from logging into the docDigitales desktop portal to tracking unpaid invoices, and identified key friction points, including the ones in the SAT website.
We also conducted competitive analysis and reviewed the full SAT documentation to align the app’s logic with compliance requirements.
Most users relied on desktop software or government portals, which weren’t optimized for mobile or on-the-go use.
Users had to comply with complex SAT (Mexican tax authority) rules for digital billing, which were hard to interpret and easy to get wrong.
Users didn’t know what to input or where, especially when faced with legal and tax terms unfamiliar to them.
A hypothesis
Make billing easy, mobile-first, and compliant by default.
We hypothesized that clean visuals, step-by-step flows, and real-time validation could lower the barrier for users unfamiliar with billing systems.
Invoice Builder
Designed a form flow that guided users through invoice creation with contextual support for legal fields.
Invoice Sharing and Payment Requests
Added features that allowed users to share invoices and request payments directly from their mobile device, streamlining follow-up and improving cash flow.
Account Plans
Designed flows for viewing, purchasing, and changing subscription plans within the app, giving users more control over their billing needs.
Dashboards
Created lightweight dashboards that surfaced account status, pending invoices, and activity history in a quick-glance format.
Mobile-First Design
Optimized layouts and interactions for use on smaller screens, keeping the experience fast and focused.
With a clear vision in place, the design and engineering teams collaborated to bring the mobile app to life. The implementation involved front-end work by designers, including myself. While we didn’t need to manage backend systems, we worked directly in Xcode and Android Studio to support development and testing.
We also created a UX manual to guide the interaction model, including how gestures mapped to actions, how screens transitioned, and how users would navigate across key features.
A built-in tutorial helped new users onboard quickly and confidently. We paired this with clear explanations of account plans, capabilities, and pricing, ensuring users knew what to expect and how to get started.
Click Here to check out the Manual
Reflection
Explorers taught me how to design for context and scale. Working closely with people in the field made it clear that great UX isn’t about perfection, it’s about making space for flexibility, speed, and human error.
The dataPlor Explorers app made its debut on the Play Store in 2018, ushering in a revolutionary approach to collecting data from Latin American businesses lacking an online presence.
Kuebiko, an internal tool designed to streamline the processing and cleanup of data sourced from various channels.
