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2026

Redesigning Funds Platform for VW ecosystem into AI-assisted governance platform (PoC)

Redesigning Funds Platform for VW ecosystem into AI-assisted governance platform (PoC)

MY ROLE

Lead UX Design

TIMELINE

6 Months

RESPONSIBILITIES

UX Research

UX Research, Stakeholder Presentations, Prototyping, User Testing, UI Design, Data Visualization Design.

Stakeholder Presentations

Data Visualization Design

Prototyping

User Testing

UI Design

A talent acquisition platform seeking a compelling UX approach and immersive experience.

BMW STEP is amongst the most extensive technician training schemes across North America. They are recognized for their practical methodology and thorough enhancement of technical skills. Yet, their official website seemed antiquated and overloaded with content, lacking a narrative to support its value proposition. As a result, the site faced increased bounce rates, diminished traffic, and reduced page duration.

A Fragmented Workflow That Ignored the Reimbursement Lifecycle

Volkswagen’s Marketing Development Funds process connects two interdependent audiences:

  • Dealerships requesting reimbursement for marketing investments

  • OEM reviewers validating brand compliance and approving claims

The existing tools were functionally complete but structurally fragmented.

Submission relied on static PDF uploads. Compliance validation required multiple manual review cycles. Dashboards focused on retrospective reporting rather than forward-looking planning.

The system processed requests, but it did not reflect the real lifecycle of reimbursement.

A Fragmented Workflow That Ignored the Reimbursement Lifecycle

Volkswagen’s Marketing Development Funds process connects two interdependent audiences:

  • Dealerships requesting reimbursement for marketing investments

  • OEM reviewers validating brand compliance and approving claims

The existing tools were functionally complete but structurally fragmented.

Submission relied on static PDF uploads. Compliance validation required multiple manual review cycles. Dashboards focused on retrospective reporting rather than forward-looking planning.

The system processed requests, but it did not reflect the real lifecycle of reimbursement.

MY ROLE

Senior Product Designer

TIMELINE

1 Month

RESPONSIBILITIES

Competitive research

UX/UI Design

Data Visualization Design

Stakeholder Presentations

Prototyping

A Fragmented Workflow That Ignored the Reimbursement Lifecycle

Volkswagen’s Marketing Development Funds process connects two interdependent audiences:

  • Dealerships requesting reimbursement for marketing investments

  • OEM reviewers validating brand compliance and approving claims

The existing tools were functionally complete but structurally fragmented.

Submission relied on static PDF uploads. Compliance validation required multiple manual review cycles. Dashboards focused on retrospective reporting rather than forward-looking planning.

The system processed requests, but it did not reflect the real lifecycle of reimbursement.

A Fragmented Workflow That Ignored the Reimbursement Lifecycle

Volkswagen’s Marketing Development Funds process connects two interdependent audiences:

  • Dealerships requesting reimbursement for marketing investments

  • OEM reviewers validating brand compliance and approving claims

The existing tools were functionally complete but structurally fragmented.

Submission relied on static PDF uploads. Compliance validation required multiple manual review cycles. Dashboards focused on retrospective reporting rather than forward-looking planning.

The system processed requests, but it did not reflect the real lifecycle of reimbursement.

Main Goals

Main Goals

Main Goals

  • Model the natural lifecycle:
    Pre-Approval → Claim → Reimbursement

  • Create a shared pattern system for Dealership and OEM users

  • Introduce forward-looking financial intelligence

  • Reduce compliance iteration cycles through AI assistance

  • Preserve human authority over final approval decisions

Competitive Research

Competitive Research

Analyzed comparable OEM reimbursement platforms to identify structural gaps, workflow patterns, and missed automation opportunities.

Analyzed comparable OEM reimbursement platforms to identify structural gaps, workflow patterns, and missed automation opportunities.

User Interviews

User Interviews

Interviewed two roles:

  • An operator responsible for submissions

  • A manager responsible for oversight and financial planning

Insight: existing tools supported transactions, but not decision-making.

Interviewed two roles:

  • An operator responsible for submissions

  • A manager responsible for oversight and financial planning

Insight: existing tools supported transactions, but not decision-making.

System Framing

System Framing

Structured the ecosystem into two interconnected domains:

  1. Operational Intelligence (Data & Reporting)

  2. Submission & Compliance Lifecycle

Both roles share the same interaction language, but visibility and controls adapt to responsibility boundaries.

Instead of extending the single-config model, we re-architected the system to support:

  • Multiple configurations per VIN

  • Scoped rule-based application

  • Permission-based overrides

Visualized impact before deployment

This shifted the platform from static assignment to dynamic logic orchestration. The design challenge became one of containment — shaping complexity instead of hiding it.

SOLUTION

SOLUTION

SOLUTION

TRADE-OFFS

TRADE-OFFS

TRADE-OFFS

Decision

Why

Risk

Mitigation

AI assists but does not approve

Preserve governance authority and accountability

Over-reliance on automation

Human reviewers remain final decision-makers

Shared pattern library across roles

Reduce learning curve and semantic drift

Oversimplifying OEM complexity

Role-based aggregation layers and scoped visibility

Live asset integration instead of PDFs

Eliminate duplication and improve traceability

Higher integration overhead

Single source of truth reduces long-term operational load

Forward-looking dashboards

Shift perception from reporting to planning

Forecast misinterpretation

Clear contextual explanations and benchmark references

Decision

Why

Risk

Mitigation

AI assists but does not approve

Preserve governance authority and accountability

Over-reliance on automation

Human reviewers remain final decision-makers

Shared pattern library across roles

Reduce learning curve and semantic drift

Oversimplifying OEM complexity

Role-based aggregation layers and scoped visibility

Live asset integration instead of PDFs

Eliminate duplication and improve traceability

Higher integration overhead

Single source of truth reduces long-term operational load

Forward-looking dashboards

Shift perception from reporting to planning

Forecast misinterpretation

Clear contextual explanations and benchmark references

Decision

Why

Risk

Mitigation

AI assists but does not approve

Preserve governance authority and accountability

Over-reliance on automation

Human reviewers remain final decision-makers

Shared pattern library across roles

Reduce learning curve and semantic drift

Oversimplifying OEM complexity

Role-based aggregation layers and scoped visibility

Live asset integration instead of PDFs

Eliminate duplication and improve traceability

Higher integration overhead

Single source of truth reduces long-term operational load

Forward-looking dashboards

Shift perception from reporting to planning

Forecast misinterpretation

Clear contextual explanations and benchmark references

Overview (video)

Overview (video)

Overview (video)

Pre-Approval/Compliance (video)

Pre-Approval/Compliance (video)

Pre-Approval/Compliance (video)

HIGHLIGHTS

HIGHLIGHTS

HIGHLIGHTS

Lifecycle-First Architecture

Pre-Approvals and Claims were redesigned as stages within a continuous system rather than separate tools. Result: reduced ambiguity and improved accountability across stages.

Parameters Screen

Integrated Asset Portal

This enables: • Real-time asset updates • Multi-asset selection • Elimination of resolution issues • A single source of truth The creative being reviewed is the same creative used in live campaigns.

AI-Assisted Compliance Boundaries

The system accelerates operational cycles on both sides while maintaining governance integrity, turning compliance from a bottleneck into a structured control layer.

Lifecycle-First Architecture

Pre-Approvals and Claims were redesigned as stages within a continuous system rather than separate tools. Result: reduced ambiguity and improved accountability across stages.

Parameters Screen

Integrated Asset Portal

This enables: • Real-time asset updates • Multi-asset selection • Elimination of resolution issues • A single source of truth The creative being reviewed is the same creative used in live campaigns.

AI-Assisted Compliance Boundaries

The system accelerates operational cycles on both sides while maintaining governance integrity, turning compliance from a bottleneck into a structured control layer.

Lifecycle-First Architecture

Pre-Approvals and Claims were redesigned as stages within a continuous system rather than separate tools. Result: reduced ambiguity and improved accountability across stages.

Parameters Screen

Integrated Asset Portal

This enables: • Real-time asset updates • Multi-asset selection • Elimination of resolution issues • A single source of truth The creative being reviewed is the same creative used in live campaigns.

AI-Assisted Compliance Boundaries

The system accelerates operational cycles on both sides while maintaining governance integrity, turning compliance from a bottleneck into a structured control layer.

LEARNINGS

LEARNINGS

LEARNINGS

Lifecycle first

When the structure of a system mirrors how work actually happens, friction drops naturally. In this project, aligning the interface to the real reimbursement flow created more clarity than adding features ever could. Architecture shaped behavior more than UI refinements.

Lifecycle first

When the structure of a system mirrors how work actually happens, friction drops naturally. In this project, aligning the interface to the real reimbursement flow created more clarity than adding features ever could. Architecture shaped behavior more than UI refinements.

Lifecycle first

When the structure of a system mirrors how work actually happens, friction drops naturally. In this project, aligning the interface to the real reimbursement flow created more clarity than adding features ever could. Architecture shaped behavior more than UI refinements.

Lifecycle first

When the structure of a system mirrors how work actually happens, friction drops naturally. In this project, aligning the interface to the real reimbursement flow created more clarity than adding features ever could. Architecture shaped behavior more than UI refinements.

Automation needs a boundary

AI accelerated obvious work — detecting violations, drafting structured feedback — but never crossed into decision authority. The value was not in replacing judgment, but in protecting it from repetitive tasks.

Automation needs a boundary

AI accelerated obvious work — detecting violations, drafting structured feedback — but never crossed into decision authority. The value was not in replacing judgment, but in protecting it from repetitive tasks.

Automation needs a boundary

AI accelerated obvious work — detecting violations, drafting structured feedback — but never crossed into decision authority. The value was not in replacing judgment, but in protecting it from repetitive tasks.

Automation needs a boundary

AI accelerated obvious work — detecting violations, drafting structured feedback — but never crossed into decision authority. The value was not in replacing judgment, but in protecting it from repetitive tasks.

Shared language prevents silent misalignment

Dealerships and OEM reviewers operate at different levels of visibility, but they rely on the same concepts. Designing one coherent semantic system reduced interpretation gaps and improved how both sides understood status, compliance, and accountability.

Shared language prevents silent misalignment

Dealerships and OEM reviewers operate at different levels of visibility, but they rely on the same concepts. Designing one coherent semantic system reduced interpretation gaps and improved how both sides understood status, compliance, and accountability.

Shared language prevents silent misalignment

Dealerships and OEM reviewers operate at different levels of visibility, but they rely on the same concepts. Designing one coherent semantic system reduced interpretation gaps and improved how both sides understood status, compliance, and accountability.

Shared language prevents silent misalignment

Dealerships and OEM reviewers operate at different levels of visibility, but they rely on the same concepts. Designing one coherent semantic system reduced interpretation gaps and improved how both sides understood status, compliance, and accountability.

Reporting informs; forecasting influences

Dashboards that only show the past rarely change behavior. Introducing forward visibility shifted the product from operational tracking to financial planning. The perception of value moved from control to enablement.

Reporting informs; forecasting influences

Dashboards that only show the past rarely change behavior. Introducing forward visibility shifted the product from operational tracking to financial planning. The perception of value moved from control to enablement.

Reporting informs; forecasting influences

Dashboards that only show the past rarely change behavior. Introducing forward visibility shifted the product from operational tracking to financial planning. The perception of value moved from control to enablement.

Reporting informs; forecasting influences

Dashboards that only show the past rarely change behavior. Introducing forward visibility shifted the product from operational tracking to financial planning. The perception of value moved from control to enablement.

NEXT PROJECT

Designing a Scalable Monitoring System for 10,000+ Employees

NEXT PROJECT

Designing a Scalable Monitoring System for 10,000+ Employees

NEXT PROJECT

Designing a Scalable Monitoring System for 10,000+ Employees

NEXT PROJECT

Designing a Scalable Monitoring System for 10,000+ Employees

Let's connect

Happy to hear about your new project, idea or opportunity.

Mentorships

If you're a Product Designer looking for guidance or help on your next career steps, reach out to discuss your current challenge.

CURRENTLY LIVING IN SAO PAULO, BR
Let's connect

Happy to hear about your project, idea or new oppotunity

Mentorships

If you're a Product Designer looking for guidance or help on your next career steps, reach out to discuss your current challenge.

CURRENTLY LIVING IN SAO PAULO, BR
Let's connect

Happy to hear about your project, idea or new oppotunity

Mentorships

If you're a Product Designer looking for guidance or help on your next career steps, reach out to discuss your current challenge.

CURRENTLY LIVING IN SAO PAULO, BR
Let's connect

Happy to hear about your new project, idea or opportunity.

Mentorships

If you're a Product Designer looking for guidance or help on your next career steps, reach out to discuss your current challenge.

CURRENTLY LIVING IN SAO PAULO, BR