SaaS Recurring Payments

Toku is a B2B fintech that helps companies automate the management and collection of recurring payments. I worked full-time for 18 months as a Product Designer, leading the complete redesign of their web platform (SaaS), also known as the back office. This platform is used by organizations to visualize, configure, and monitor their entire collection process.

As the first designer on the team, I not only redesigned the user experience but also laid the foundation for product design, documented key processes, and created scalable systems that helped structure the design area for future growth. My role was end-to-end: from research and ticket analysis to designing and validating each flow, collaborating closely with both the product and development teams.

Year:

2023-2024

Industry:

FinTech

Tools:

Notion, Figma, Maze, Amplitude, Metabase, Hubspot, Jira, Slack

Challenge:

When I joined, the platform lacked a clear structure, visual consistency, and defined processes for continuous product improvement. The challenge was to transform a fragmented and complex system into an intuitive, scalable, and user-centered experience—while laying the groundwork for design processes and documentation to support product and team growth.

Goals:

Redesign the SaaS platform using a scalable design system
Establish clear design and research processes for every improvement
Improve each key flow with a focus on clarity and efficiency
Reduce operational load and support tickets through UX improvements
Build onboarding structure for future designers
Validate design decisions with interviews, tickets, Maze, and product metrics

Solution:

I fully redesigned the web app by applying a new design system and optimizing every section—from data uploads, campaigns, and transactions, to messaging, extensions, and support cases. Each improvement was driven by deep research (interviews, HubSpot tickets, Maze tests, Amplitude data), prioritized with the product team, and validated with users. I documented all flows and processes in Notion, fostering a design culture rooted in evidence and collaboration. This enabled product scalability and made design-dev handoff much smoother.

Results:

The SaaS redesign significantly improved the user experience and product efficiency, reducing support tickets and increasing user autonomy. Clear design processes were implemented, making collaboration with developers easier and allowing new designers to onboard quickly. Thanks to continuous research and validation, every improvement had real impact on client operations. The product evolved into a more modern, robust, and scalable platform.