Coca-Cola LatAm
Turning complexity into clarity for better promo planning
UX Strategy
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Tool Design
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B2B Communication
2025
@RedBox
Coca-Cola’s Revenue Management team in LatAm needed to enable bottler managers with smarter, insight-driven promo planning. However, their accumulated knowledge lived in scattered decks and long-form reports. There was no scalable or user-friendly way to apply that knowledge across the region.
Challenge
How might we transform layers of complex, region-specific data into a usable, scalable tool for planning promotions, without relying on heavy tech infrastructure?
Approach
I led the project from discovery to delivery, working closely with the internal strategy team to identify their key bottlenecks. Although the original ask was for a training program, I uncovered a more strategic opportunity: a reusable, logic-driven tool that could be updated and shared internally. Due to internal bureaucracy, building a digital platform was not viable in the short term. I designed and prototyped an interactive Excel-based tool that worked like a product — dynamic, intuitive, and scalable.
Outcome
The Promo Toolkit became a widely adopted asset across multiple countries in LatAm. It improved knowledge transfer, reduced operational complexity, and accelerated decision-making. The tool was later extended into multiple versions and became a foundation for the upcoming digital platform.
Process Highlights
User research & reframing
Early conversations revealed that recurring training would fall short.I proposed a self-serve tool accessible by bottler managers across countries, reducing dependency on emails and long reports.
Designing logic & structure
I mapped inputs, rules and outputs manually, structuring a system with dropdown variables, conditional logic, and natural language results. The tool could generate actionable insights across seven key categories (e.g. best promo month, shopper insights, material recommendations).
Balancing simplicity vs depth
The biggest challenge was translating statistical models into plain language outputs while predicting future usage scenarios.
Prototype & validation
I built working versions step-by-step in Excel while prototypingfront-end flows in Figma to test usability.
Documentation & onboarding
Delivered clear admin guides, short video walkthroughs, and user-facing materials to support onboarding and long-term use.
Coca-Cola LatAm
Turning complexity into clarity for better promo planning
UX Strategy
+
Tool Design
+
Internal Enablement
2025
@RedBox
Coca-Cola’s Revenue Management team in LatAm needed to enable bottler managers with smarter, insight-driven promo planning. However, their accumulated knowledge lived in scattered decks and long-form reports. There was no scalable or user-friendly way to apply that knowledge across the region.
Challenge
How might we transform layers of complex, region-specific data into a usable, scalable tool for planning promotions, without relying on heavy tech infrastructure?
Approach
I led the project from discovery to delivery, working closely with the internal strategy team to identify their key bottlenecks. Although the original ask was for a training program, I uncovered a more strategic opportunity: a reusable, logic-driven tool that could be updated and shared internally. Due to internal bureaucracy, building a digital platform was not viable in the short term. I designed and prototyped an interactive Excel-based tool that worked like a product — dynamic, intuitive, and scalable.
Outcome
The Promo Toolkit became a widely adopted asset across multiple countries in LatAm. It improved knowledge transfer, reduced operational complexity, and accelerated decision-making. The tool was later extended into multiple versions and became a foundation for the upcoming digital platform.
Process Highlights
User research & reframing
Early conversations revealed that recurring training would fall short.I proposed a self-serve tool accessible by bottler managers across countries, reducing dependency on emails and long reports.
Designing logic & structure
I mapped inputs, rules and outputs manually, structuring a system with dropdown variables, conditional logic, and natural language results. The tool could generate actionable insights across seven key categories (e.g. best promo month, shopper insights, material recommendations).
Balancing simplicity vs depth
The biggest challenge was translating statistical models into plain language outputs while predicting future usage scenarios.
Prototype & validation
I built working versions step-by-step in Excel while prototypingfront-end flows in Figma to test usability.
Documentation & onboarding
Delivered clear admin guides, short video walkthroughs, and user-facing materials to support onboarding and long-term use.