Enterprise Planning /

Enterprise Planning /Enterprise Planning /
Role:
Solo Senior Product Designer
Scope:
Problem framing → Interaction design → Rule system.
Timeline:
6 months
Context:
Suez × Board

How a homepage redesign became a coordination system for finance teams, and a reusable foundation for the work that followed.

Annual budget coordinated€1.2B24 regions · 186 agencies · one dependency chain
01
The diagnosis

The brief described a UI problem.
The work exposed a coordination problem.

Every calculation existed. Every approval existed. Every workflow existed.

And yet the finance teams responsible for keeping the cycle moving still coordinated it through email. One task stalled upstream held twenty-four regional leads downstream. The only mechanism for detecting that stall was somebody asking.

The data was all there.
What was missing was any way to act on it.

A menu, not a coordination tool.

Original Board homepage shown inside its editorial frame
Evidence 01 / Existing experience

Everything was available. Nothing was prioritised.

First attempt

My first answer was the one they asked for.

Metro-map workflow view shown inside its editorial frame
First approach

The brief said make it more visual, show the workflow. So I mapped the whole budget process into a single visual flow — every phase, every step, in sequence.

But it showed where the stops were. It could not show you where your train was. A user could trace the process end to end and still not answer: where am I right now, and what is waiting on me?

The problem was never that the process was hard to see. A user’s own state inside it was invisible.

The reframe

This was not a UI problem.
It was a workflow architecture problem.

BriefImprove consistency and navigation.

InsightUI inconsistency was a symptom.

ChallengeMake workflow state visible.

Four questions the
system never answered.

Users held the operating model in memory. Mapping made the gap concrete.

01

Progress

Where am I, and what is complete?

02

Ownership

Who approves this? Who owns next?

03

Dependencies

What is blocking me?

04

Next steps

What should I do now?

02
The system

Rules first. Screens second.

  1. 01Visibility before navigation.
  2. 02Context must survive execution.
  3. 03Dependencies are product.
  4. 04Workflow state is never optional.
  5. 05Actionable before informational.
  6. 06Roles coordinate. Interfaces should too.
Primary craft evidence

The coordination layer
that was missing.

The persistent status bar survives every screen — the coordination layer that was missing.

What shaped the new workflow experience
01

Persistent workflow status

A coordination layer follows the user through the entire process.

02

Priorities ordered by consequence, not time

The system surfaces the work with the greatest downstream impact.

03

Dependencies as first-class objects

Every blockage reveals its owner, consequence and recovery path.

What I considered and didn’t build

The senior decision is often the thing you choose not to ship.

01

Status inside existing screens

The state would disappear as users moved through the workflow.

02

A breadcrumb instead of dependencies

It explained location, but not what was blocked or who owned the next move.

03

A configurable dashboard

Required coordination would become optional. I traded flexibility for a guarantee.

Roles tested

They read the state
off the screen —
without prompting.

3 roles

I turned three local perspectives into one operating model.

National Finance, regional controllers and agency users walked through the same dependency chain. Each role could identify current state, owner and next action without explanation.

03
From product to system

The most durable
output wasn’t a screen.

24Design rules
3Roles modelled
06Reusable patterns

The rule library connected workflow principles, screen behaviour and acceptance criteria — giving future projects proven patterns instead of a blank page.

AI as a consumer of the system

The 24 rules became more valuable than the screens they produced.

Once decisions were expressed as roles, states, dependencies and exceptions, they could constrain AI-assisted exploration instead of relying on prompts alone. I later applied the same principle in TAP Mindset: stable rules provide the context that makes generated work reviewable, repeatable and safer to ship.

See how this principle evolved in TAP Design System ↗
Rule system knowledge base
Validation

Tested in the context of the real workflow.

Role-based walkthroughs

Three roles tested the same hand-off, dependency and exception scenarios.

A platform ceiling

55+ limitations were documented as constraints, not presented as outcomes.

What this was actually aboutAdopted by SUEZ for the FY2026 budgeting cycle

People don’t coordinate work through screens.

They coordinate through shared understanding.

The product’s job is to make that understanding visible.

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