Edilar2025 — PresentHead of Design / UX Lead

Portal de asesores

A mobile-first PWA unifying the tools Red Magisterial's sales force runs on — CRM, contracts, scholarship calculator and manuals.

6
Stakeholder groups interviewed: 5
Modules designed for the MVP

Context

The asesores are Edilar's sales force for Red Magisterial: they sell the platform to teachers and offer the scholarships that come with it, backed by regional and territorial managers. Their tools were scattered across several internal systems sitting on an Oracle backend, none of them built for the phone they actually work from.

The brief that came down was tactical — make tutorial videos to unblock asesores on digital contract signing, and improve the CRM they already had. The goal behind it was to accelerate asesor recruitment. Because the work cut across contracts, sales, direction and the field, we ran interviews with every group involved and worked from transcripts and insights rather than opinions. That research is what changed the scope: the bottleneck wasn't the CRM, it was that nothing lived in one place.

Shipped

5 initiatives

Initiatives launched inside Portal de asesores. Where the product is public, the link goes to the real thing.

Shipping soon

Unified portal shell

The dashboard and app directory that turned several internal systems into one entry point, mobile-first on a 390px baseline.

Defined the architecture and designed the shell — navigation, dashboard and directory; handed off to the portal dev.

Shipping soon

Mis Ingresos

Commissions, advances and bonuses — the module asesores open most, and the one where the Oracle data needed the most translation to be readable.

Designed the module and defined how raw Oracle records map to something an asesor can act on.

Shipping soon

Contract-signing tutorials

Short tutorial videos walking asesores through digital contract signing — the quick win shipped while the portal was still in research.

Scoped and directed them as an immediate unblock, without letting them substitute the structural fix.

Shipping soon

Tabulador de becas

A calculator for the scholarships asesores offer teachers, replacing manual math done in the field.

Defined the calculation UX so it holds up on a phone, mid-conversation with a teacher.

Shipping soon

Kit de Trabajo

The operations manual as a digital product: tabs per section, persistent search, numbered steps, document lists and APTO / NO APTO tables — instead of a PDF.

Designed it end to end and defined the content model behind it.

Team

I lead UX on the portal in a hybrid role: I design in Figma, coordinate with the dev team, and build front-end components myself — which is why this project became the pilot for a Figma → code handoff the company wants to replicate. The portal dev built the income, dashboard and CRM modules from the designs; a second dev picks up expenses in phase two. All development routes through IT, so part of the work was negotiating a direct approval channel instead of passing through intermediaries.