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hero · b2b platform

Designing a multi-sided platform for supply & partners

I redesigned Civitatis's three B2B platforms, suppliers, agencies, and affiliates, around a shared booking entity, from system model to shipped screens.

Reading mode
9 min read

specs

Role Principal Product Designer
Company Civitatis (travel tech)
Scope B2B ecosystem, supply & partners
Year 2024–2025

hero-visual

B2B Supply Platform, Civitatis affiliates dashboard on laptop
# b2b-hero.jpg · image · fill · 21:9

context

A growing ecosystem hitting its limits

At Civitatis, the marketplace operates through a complex ecosystem of suppliers, agencies and affiliates.

As the company scaled, the internal tools and partner platforms became a bottleneck: fragmented experiences, inconsistent logic and increasing operational friction.

I redesigned all three platforms: availability, quota and booking management for suppliers; booking creation and invoicing flows for agencies; and conversion dashboards, reports and marketing tools for affiliates.

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why-this-mattered

This was not a UI problem

It was a business scalability problem.

01

Suppliers struggled to manage operations efficiently

02

Agencies faced friction in booking and invoicing workflows

03

Affiliates lacked visibility into performance

These inefficiencies directly impacted: supply quality, conversion, and operational cost.

my-role

Designing the system, not just the screens

→

Defined the shared booking entity and its state machine, used by all three platforms

→

Designed the supplier availability calendar, quota editor and operations-first homepage

→

Designed the agency booking-creation flow, bookings table and invoice views

→

Designed the affiliate conversion dashboard, reports and banner generator

reframing-the-problem

From isolated platforms to a connected system

The initial approach was to improve each platform independently. That would have failed, all three platforms operate on the same bookings, so fixing them in isolation would have reproduced the inconsistencies.

Instead, I reframed it as:

The reframe

Designing a system that connects supply, distribution and demand through shared logic and differentiated interfaces.

the-system

System model

How the ecosystem connects

At the core of the ecosystem, three concepts drive everything: Availability creates supply. Bookings connect supply and demand. Revenue validates the system.

Actor Primary goal Interaction
Suppliers Operate activities Manage availability & bookings
Agencies Sell Create & manage bookings
Affiliates Acquire traffic Track conversion
Suppliers Agencies Affiliates Availability Traffic Bookings Revenue

All actors converge on bookings, the shared entity that drives revenue.

designing-the-system

Bookings as the core entity

Bookings became the single source of truth across all platforms.

This meant aligning three different interactions around a shared object:

01

Creation, agencies create bookings through a streamlined flow optimized for speed and accuracy

02

Management, suppliers manage bookings alongside availability, with tools designed for daily operations

03

Tracking, affiliates track how their traffic converts into bookings

one-entity-three-perspectives

One entity, three perspectives

How each actor sees the same booking

Supplier view

Operations & fulfillment

  • Booking status & details
  • Traveler information
  • Availability management
  • Operational actions

Agency view

Sales & invoicing

  • Booking creation flow
  • Pricing & commission
  • Invoice management
  • Client communication

Affiliate view

Performance & conversion

  • Traffic attribution
  • Conversion metrics
  • Revenue tracking
  • Campaign performance

Shared booking entity, differentiated interfaces.

availability-and-operations

The most complex domain

Suppliers needed to manage four things at once:

01

Dates & time slots, complex scheduling across multiple activities with different frequencies and durations

02

Capacity (quotas), managing available spots per session while preventing overbooking

03

Cancellations & changes, handling modifications without disrupting downstream bookings

04

Upcoming activities, a real-time operational view of what's happening today and this week

The key challenge: balancing flexibility with operational safety, enough control to run a business, not enough to break it.

sales-and-distribution

Two types of partners, two interaction models

Agencies (power users)

Booking management

Invoicing

Operational workflows

Affiliates (lightweight users)

Conversion tracking

Performance insights

Marketing resources

key-decisions

Every design decision has a cost

I navigated four deliberate trade-offs: an operations-first homepage over an exploratory dashboard, constrained availability configurations over full flexibility, desktop-first delivery for agencies, and impact-first mobile coverage for affiliates. The full case study covers the reasoning, and the cost, of each.

key-decisions

Every design decision has a cost

Four key trade-offs I navigated, and the reasoning behind each.

1. Operational focus vs. dashboard exploration

Suppliers didn't need insights. They needed to get work done fast. I replaced an exploratory, data-heavy dashboard with an operations-first homepage.

Trade-off

Lost: visibility and navigation

Gained: speed and clarity

Result: reduced time-to-action and fewer missed operations.

2. Flexibility vs. reliability

A fully flexible availability system increased error risk. I constrained configurations to protect operational integrity.

Trade-off

Lost: edge-case flexibility

Gained: predictability and trust

Result: fewer operational mistakes and support issues.

3. Desktop-first vs. coverage

Agencies work on desktop, so I designed desktop first, prioritizing real usage over theoretical completeness.

Trade-off

Lost: mobile access

Gained: faster delivery of critical workflows

Result: faster adoption among core users, at the cost of UX debt.

4. Impact-first vs. consistency

I prioritized key mobile use cases for affiliates over full system coverage.

Trade-off

Lost: consistency

Gained: faster impact

Result: improved access to performance data in high-value contexts.

retrospective

What didn't work, and what I'd change

Some trade-offs were conscious decisions, not oversights, but they still created long-term costs.

!

Desktop-first created lasting UX debt. I'd invest earlier in a fully responsive system, avoiding fragmentation across devices from the start

!

Availability constraints locked out advanced use cases. I'd introduce progressive complexity, more flexibility for advanced users without compromising usability for the majority

!

Affiliate tools stayed fragmented. I'd define clearer product boundaries between agencies and affiliates, reducing overlap in the system model

outcome

What shipped

Three redesigned platforms, running on one shared booking entity and state machine.

✓

Suppliers, operations-first homepage, availability calendar, quota editor and bookings management

✓

Agencies, booking-creation flow, bookings table, invoicing and an embeddable booking widget

✓

Affiliates, conversion dashboard, comparative reports and a banner generator

contact

Complex platforms,
simple conversations.

Fernando Giménez · Product · Brand ·  &