Different roles
Owners, requesters and administrators needed different views.
Ambev HERA Portfolio Management
HERA supports Ambev’s sales & marketing teams in managing projects, fund movements and budget vaults. The portal gives owners, requesters and administrators tailored homes, clear approval queues and real-time visibility of available budget.
Budget decisions spread across tools.
Project creation, fund transfers, WBS requests and approvals happened in different places, making it hard to know what was approved, committed or still available.
Financial clarity
Received, allocated, committed and available amounts had to read instantly.
Connected ecosystem
Approvals and requests linked to the wider ServiceNow and Click environment.
Role-based by design.
01
Profiles
Home experiences defined for owner, requester and admin.
02
Flows
New project, fund movement, WBS and budget insertion journeys.
03
Prototype
High-fidelity screens including skeleton loading states.
04
Handoff
Detailed specifications for development.
Every project and every dollar, visible.
A dashboard summarizing projects by status, quick actions for the most common requests, approval and request lists, and budget vaults with a currency switch.
Faster, more confident budget decisions.
Clear status
Open, closed, in approval and in execution at a glance.
Self-service actions
The most common requests one click from the home.
Performance-minded
Skeleton screens improve perceived speed.