Convenios Tracking Platform - MINVU
I led the design and implementation of an internal convenios management system: replacing scattered spreadsheets with formal approval flows for the Informal Settlements Department.
The project
MINVU's Informal Settlements Department (DAP) manages housing work convenios across Chile's informal settlements. In 2023, a first modernisation stage digitised tracking into scattered spreadsheets, with no traceability or formal approvals.
As the second of three stages modernising the department, I led the design and implementation of its internal convenios management system alongside a development team and the area's key stakeholders. After going live, other teams kept adding modules and the platform was adapted to cover the ministry's Neighbourhoods and Small Localities programmes.
100,000+
households in informal settlements
6
modules implemented
20+
development sprints
How we built it
Multiple iterations to validate the conceptual and graphic design
As project lead, I ran requirements-gathering sessions with DAP and the Finance Division (DIFIN): what information was critical, how data should flow between regions and the central level, and what formal controls the system had to enforce.
From there we designed the views and validated prototypes with the central level, using MoSCoW as a prioritisation framework so the platform would be adoptable under urgency, not just technically correct. The main challenge was building a system that met the operational continuity expected in the absence of standardised processes within the department.
Deployment included a cycle of training sessions and iterative adjustments until a stable version for nationwide use, at which point I handed the baton to stage 3, which addresses the technological overhaul of the full programme.
Requirements-gathering session with key stakeholders and platform users: mapping the renditions flow.
The platform
From scattered spreadsheets to a nationwide accounting system
The system manages the full accounting cycle of the works: every operation passes through a formal approval flow before being recorded, enabling process tracking for each convenio assigned to different institutions across the country, from the ministry's central authority (under-secretariat) or auditors who require it.
Key stakeholders defined the modules the system had to cover, in line with current regulations; my role was to translate those definitions into a working solution and lead its implementation, standardising a previously informal process. That translation took shape in the following modules:
- Convenios: Management of resource-transfer convenios.
- Transfers: Quota control and financial flows per convenio.
- Renditions: Consolidation of expenditures into each convenio's central pool.
- Redistributions: Reallocation of amounts between convenios where permitted.
- Audit log: Traceable record of all operations across the system.
- Accounting close: Formal monthly and annual close of the financial cycle, enabling or restricting actions on convenios as needed.
- Access control: Role and permission management linked to the PSSIM system.
Contact
Let's talk: drop me an email or connect on LinkedIn.