Case 04 / 04La Positiva · Fidelidade
Lima · 2017–2019
Insurance · Digital Transformation · Peru

La Positiva ·Fidelidade.

The first digital transformation and innovation department in Peru's insurance industry. The hardest part wasn't building the product — it was convincing the organisation it was possible.

Role
Innovation Analyst → UX/UI Lead
Industry
Insurance · Fintech · Peru
Output
Mobile App · 5 modules · Innovation Dept
Status
First of its kind in the industry
Mobile app · process walkthroughThe product, in motion
5 steps · interactive
01 — Context

The app was the easy part. The organisation was the real design challenge.

When the board approved the digital transformation initiative, the technical roadmap was clear. What nobody had mapped was what was underneath: teams that didn't understand why their legacy systems needed to change, staff afraid of being replaced, legal and IT departments with significant internal influence and deep resistance to anything that touched the existing infrastructure.

The conflict between IT and our area wasn't technical — it was political. And navigating it required the same discipline as designing the product itself.

02 — Challenge

A 70-year-old insurance company learning to move like a startup.

01

Teams organised around legacy processes, not user needs.

Internal teams were organised around legacy processes — not around user needs or product workflows.

02

The gap between digital expectation and delivery capacity.

The gap between what customers expected digitally and what the organisation could deliver was significant.

03

Every research finding was a political negotiation.

Design thinking was new to the organisation. Every research finding had to be defended.

03 — Approach

The product was a proof of concept. Every meeting was a negotiation.

Three years inside a single transformation. The product shipped. The harder thing — getting an institution to believe a different way of working was possible at all — took longer.

I — No precedent

First in the industry — every step had to be justified before it could be taken.

We were the first innovation and digital transformation department in Peru's insurance industry. That meant we had no precedent to point to — every decision, every methodology, every tool had to be justified from scratch.

II — IT and Legal

Proofs of concept in their language — not “this is better,” but “nothing breaks.”

The biggest battle was with IT and Legal. Moving from legacy systems to AWS wasn't just a technical migration — it was a challenge to how the organisation understood risk, ownership, and control. I ran proof of concepts specifically designed to speak their language: not “this is better,” but “here is evidence that nothing will break, no data will be lost, and your position in the organisation is safe.”

III — Quick wins as currency

Quick wins became our currency. Internal ambassadors became our strategy.

When the design thinking phase came under pressure — because research produces insights, not prototypes — we held our ground. We brought back findings that senior managers had never considered. That was the turning point.

From the case file

The process covered the full double diamond — from field research and stakeholder interviews, through wireframes and prototypes, to validated solutions. In an organisation that had never worked this way, every phase had to be justified.

Process · Double diamond · La Positiva · Fidelidade
Proyecto Mobility · Versión 2Field sessions · Lo-Fi prototype · Lima
04 — Outcome

The product shipped. Then the department became the model.

At company events, our work started being recognised not just for what it built, but for how fast it created value. Other departments began allocating budget to us for their own challenges.

We didn't just deliver a product. We demonstrated that this kind of work was possible here — and that changed what the organisation believed it could do.

Retention
+0%
Policy retention following app launch.
New revenue
$0M
In new distribution channels unlocked.
Adoption
0K
Downloads in first 3 months.
Service
0K
Service requests processed digitally.
End of case · 04 / 04

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