Cacti
Create an accessible and scalable path to sustainability for a full ecosystem of audiences and industries — starting with bankers and their mid-market clients
Client
Confidential
Role
Senior Experience Designer
Responsibility
Product Design, UX/UI Design, User Research, Usability Testings, Design System
Timeline
2022 July
Project Structure
Project Timeline
There's no doubt that climate change is now affecting every country on every continent. It is disrupting national economies and affecting lives, costing people, communities and countries dearly today and even more tomorrow. The greenhouse gas emissions from human activities are now at their highest levels in history. The whole human race needs to make an action immediately.
Team Structure
Banks play a critical role in mobilizing capital on climate. Upto 110 global banks have made Net Zero commitments, while regulators are rapidly expanding climate disclosure requirements for public companies, and banks specifically.
Summary
Cacti is a platform designed for relationship managers in large banks and their mid-sized enterprise clients. Its focus is on measuring, monitoring, and acting on sustainability initiatives to reduce carbon emissions.
Cacti keeps users informed about climate and sustainability topics, while also presenting optimal finance options from the bank to support their sustainability efforts.
In my role as Senior Experience Designer, I supervised two associate designers and was responsible for UI design, prototyping, testing, and refining the design system to ensure scalability.
Background
1. Tackle Climate Issues - Why Now?
Climate change is impacting every country, disrupting economies, and affecting lives globally. Greenhouse gas emissions from human activities are at record highs, demanding immediate action from all of humanity.
(source: https://www.un.org/sustainabledevelopment/climate-action
2. Financial Institutions
Banks play a critical role in mobilizing capital on climate. Upto 110 global banks have made Net Zero commitments, while regulators are rapidly expanding climate disclosure requirements for public companies, and banks specifically.
3. Medium Size Businesses
Mid-market clients play a critical role in achieving global decarbonization and will face building pressure from multiple sources to act.
Research
1. Tackle Climate Issues - Why Now?
There's no doubt that climate change is now affecting every country on every continent. It is disrupting national economies and affecting lives, costing people, communities and countries dearly today and even more tomorrow. The greenhouse gas emissions from human activities are now at their highest levels in history. The whole human race needs to make an action immediately.
(source: https://www.un.org/sustainabledevelopment/climate-action
2. Financial Institutions
Banks play a critical role in mobilizing capital on climate. Upto 110 global banks have made Net Zero commitments, while regulators are rapidly expanding climate disclosure requirements for public companies, and banks specifically.
3. Medium Size Businesses
Mid-market clients play a critical role in achieving global decarbonization and will face building pressure from multiple sources to act.
Persona & User flow
1. Tackle Climate Issues - Why Now?
There's no doubt that climate change is now affecting every country on every continent. It is disrupting national economies and affecting lives, costing people, communities and countries dearly today and even more tomorrow. The greenhouse gas emissions from human activities are now at their highest levels in history. The whole human race needs to make an action immediately.
(source: https://www.un.org/sustainabledevelopment/climate-action
2. Financial Institutions
Banks play a critical role in mobilizing capital on climate. Upto 110 global banks have made Net Zero commitments, while regulators are rapidly expanding climate disclosure requirements for public companies, and banks specifically.
3. Medium Size Businesses
Mid-market clients play a critical role in achieving global decarbonization and will face building pressure from multiple sources to act.
Solution: Cacti
Cacti is a dual-sided, platform that equips bankers and their mid-market clients to achieve net-zero, together.
Value Propositions
Relationship Manager from the Bank (RM)
• Educational contents and key talking points tailored to clients
• Use client portfolio and risk profiles to prioritize work stream
• Financial solutions to help facilitate client climate action
Mid Market Clients (MMC)
• Progress tracking of carbon emissions while gaining a competitive edge with climate-conscious buyers
• A personalized set of decarbonization recommendations
• Access to financial solutions and subsidies
Epics and Features
Information Architecture for MVP
Information Architecture for MVP
Screen Design
Relationship Manager Platform
Mid-size Market Client Platform
Cacti
Create an accessible and scalable path to sustainability for a full ecosystem of audiences and industries — starting with bankers and their mid-market clients
Client
Confidential
Role
Senior Experience Designer
Responsibility
Product Design, UX/UI Design, User Research
Timeline
2022 July
Summary
Cacti is a platform designed for relationship managers in large banks and their mid-sized enterprise clients. Its focus is on measuring, monitoring, and acting on sustainability initiatives to reduce carbon emissions.
Cacti keeps users informed about climate and sustainability topics, while also presenting optimal finance options from the bank to support their sustainability efforts.
In my role as Senior Experience Designer, I supervised two associate designers and was responsible for UI design, prototyping, testing, and refining the design system to ensure scalability.
Background
1. Tackle Climate Issues - Why Now?
Climate change is impacting every country, disrupting economies, and affecting lives globally. Greenhouse gas emissions from human activities are at record highs, demanding immediate action from all of humanity.
(source: https://www.un.org/sustainabledevelopment/climate-action
2. Financial Institutions
Banks play a critical role in mobilizing capital on climate. Upto 110 global banks have made Net Zero commitments, while regulators are rapidly expanding climate disclosure requirements for public companies, and banks specifically.
3. Medium Size Businesses
Mid-market clients play a critical role in achieving global decarbonization and will face building pressure from multiple sources to act.
Research
1. Tackle Climate Issues - Why Now?
There's no doubt that climate change is now affecting every country on every continent. It is disrupting national economies and affecting lives, costing people, communities and countries dearly today and even more tomorrow. The greenhouse gas emissions from human activities are now at their highest levels in history. The whole human race needs to make an action immediately.
(source: https://www.un.org/sustainabledevelopment/climate-action
2. Financial Institutions
Banks play a critical role in mobilizing capital on climate. Upto 110 global banks have made Net Zero commitments, while regulators are rapidly expanding climate disclosure requirements for public companies, and banks specifically.
3. Medium Size Businesses
Mid-market clients play a critical role in achieving global decarbonization and will face building pressure from multiple sources to act.
Persona & User flow
1. Tackle Climate Issues - Why Now?
There's no doubt that climate change is now affecting every country on every continent. It is disrupting national economies and affecting lives, costing people, communities and countries dearly today and even more tomorrow. The greenhouse gas emissions from human activities are now at their highest levels in history. The whole human race needs to make an action immediately.
(source: https://www.un.org/sustainabledevelopment/climate-action
2. Financial Institutions
Banks play a critical role in mobilizing capital on climate. Upto 110 global banks have made Net Zero commitments, while regulators are rapidly expanding climate disclosure requirements for public companies, and banks specifically.
3. Medium Size Businesses
Mid-market clients play a critical role in achieving global decarbonization and will face building pressure from multiple sources to act.
Solution: Cacti
Cacti is a dual-sided, platform that equips bankers and their mid-market clients to achieve net-zero, together.
Value Propositions
Relationship Manager from the Bank (RM)
• Educational contents and key talking points tailored to clients
• Use client portfolio and risk profiles to prioritize work stream
• Financial solutions to help facilitate client climate action
  • Educational contents and key talking points tailored to clients
  • Use client portfolio and risk profiles to prioritize work stream
  • Financial solutions to help facilitate client climate action
Mid Market Clients (MMC)
  • Progress tracking of carbon emissions while gaining a competitive edge with climate-conscious buyers
  • A personalized set of decarbonization recommendations
  • Access to financial solutions and subsidies
Epics and Features
Information Architecture for MVP
Screen Design
Relationship Manager Platform
Mid-size Market Client Platform