B2B Solution
Document Storage & E-Signature for Security Companies
The Role
UX/UI Designer
End-to-end execution: Market Research, User Journey Mapping, Information Architecture, and High-Fidelity Prototyping.
Team & Timeline
Mario Pinardi
12 Weeks · Delivered Dec 2025
The Context
Security firms currently manage hundreds of high-stakes contracts using generic, fragmented tools. This creates massive compliance risks and blocks their access to lender financing. We partnered with Loyva to design the industry’s first purpose-built ecosystem—a single source of truth that turns document chaos into a scalable business asset.
0.0 Dashboard Concept: Centralizing complex security operations.
0.1 Core Value Proposition: Efficiency, Compliance, and Growth.
A B2B software solution for seamless contract signing and document storage.
Built for the speed of a growing startup.
Working with Loyva’s founders, we turned a 10-hour weekly filing burden into a "zero-friction" workflow. We streamlined creation, e-signing, and vaulting so that retrieving critical documents now takes seconds, not hours.
0.2 B2B Client Card concept
0.3 B2B Client List concept
0.4 Intelligent Tracking: Mapping the end-to-end signing timeline.
Centralized Creation & Management
We simplified the workflow so users are always one click away from drafting, sending, or signing high-stakes agreements.
0.5 Global Search: Instant retrieval of any contract across the database.
Audit-Ready Asset Vaulting
We designed The Vault to ensure all original documentation is secure, encrypted, and immediately accessible for lender audits.
0.6 The Vault: Protecting original assets with bank-grade security.
A massive, underserved market ready for a specialized solution.
1.0 USA Market Research landscape -IBISWorld data
1.1 Texas Market — IBISWorld data.
1.2 Pinpoint Market Opportunity
1.3 Target landscape.
1.4 5-year revenue growth projection.
Why generic solutions fall short for security firms.
The market is vast, but it is currently served by generalist tools. While competitors focus on the act of signing, Loyva fills the gap by managing the high-stakes compliance lifecycle that happens after the signature.
1.5 Market Landscape: Direct vs. Indirect Competitors.
1.6 Feature Comparison: Specialized vs. Generic.
Security firms are drowning in document silos and generic tools.
The Impact is companies waste valuable time navigating between systems, resulting in lost audit trails and significant regulatory risks. The Gap is a lack of a unified, compliant repository that handles the entire contract lifecycle in one place.
2.0 Problem Statement
2.1 card sorting — problem definition.
2.2 problem qietions
Designing for the person carrying the risk.
To build a solution that actually sticks, We focused on "Mike"—a mid-size security owner represents our primary user archetype. Our research revealed that the transition from paper to digital isn't just a technical challenge; it’s an emotional one rooted in compliance anxiety and operational overwhelm.
3.0 User Archetype: Mike, "The Strategist" Founder.
Mapping the internal and external struggle.
Understanding Mike's mindset was critical. While he thinks about ROI and insurance savings, he feels overwhelmed by 800+ paper contracts and the fear of lender rejection.
3.1 Empathy Map: Identifying the emotional hurdles of digital adoption.
3.2 Customer Journey: From "Drowning in paperwork" to "Confident & Growing."
Interview Highlight: Mike’s biggest pain point is the 10+ hours spent weekly on manual filing. The solution had to be simple enough to adopt without disrupting daily operations, or he would never use it.
Blueprinting a compliant, "zero-friction" ecosystem.
Before moving to high-fidelity, We mapped out the contract lifecycle to ensure Mike could move from "Upload" to "Vaulted" in under three clicks. The goal was to eliminate the 10-hour weekly filing burden identified in our research.
5.0 Logic Flow: Mapping the journey from creation to secure lender sharing.
Bringing the vision to life.
The final MVP focuses on three core pillars: Speed of Creation, Unbreakable Compliance, and Instant Retrieval.
6.0 High-Fidelity MVP: The "Vault" and "Dashboard" interfaces.
Presented to Loyva's founding team, December 2025.
Industry specialization wins. Design for the ecosystem, not just the user. Speed is the feature.
Skills Applied