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MEFISTO

Industrial Operations & Invoicing Platform

​A centralized platform designed to support complex operational workflows and enable efficient management of structured business data

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PROJECT OVERVIEW

As part of the company’s digital transformation, a new internal system was developed to replace a legacy invoicing tool.

The goal was to support industrial operations by integrating production and logistics processes into a unified platform.

Role

Lead Product Designer

Year

2018-2021

Project type

B2B SaaS (Internal Enterprise Tool)

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PSA GROUP INTRODUCTION

PSA is a leading global automotive manufacturer, operating across international markets with complex systems spanning production, logistics, and financial management.

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Car Dealership Scene

PROBLEMS IN THE LEGACY SYSTEM

Users faced challenges navigating complex data and completing key invoicing operations efficiently

01

Fragmented & Unreliable System

The legacy system was unstable and prone to bugs, which affected critical workflows such as invoice validation and data processing.

02

Lack of Data Transparency

The system lacked clear visibility into how data was processed, making it difficult for users to understand pricing calculations, validation rules, and system states.

03

Poor Localization & Configuration

Inconsistent translations and lack of centralized configuration made content difficult to manage and maintain, design lacks of clarity.

04

Inefficient Data Interaction

Users struggled to efficiently search, filter, and navigate large volumes of data, making daily operations time-consuming and error-prone.

OLD SYSTEM SHOWCASE 1

Misaligned with the corporate brand

reducing perceived consistency and professionalism.

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OLD SYSTEM SHOWCASE 2

Dense and unstructured layouts made key information difficult to scan and prioritize.

Work method

DESIGN CHALLENGES

Balancing complexity, system constraints, and evolving business needs

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Complex and evolving business logic

complex industrial workflows that were not fully defined at the start and evolved continuously over time.

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Data-heavy & multi-system Integration

The platform relied on data from multiple systems, requiring the design to support high data density and complex relationships.

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Balancing usability with constraints

Limited development resources required prioritizing core functionality and usability over visual refinement.

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Multi-role and permission complexity

Different user roles with varying permissions introduced complexity in interface behavior and access to features.

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Scalability of the visual system

The system needed to scale from invoicing to additional operational modules, requiring a flexible design approach.

WORK METHODOLOGY

Combining MVP strategy, iterative design, and agile delivery to manage complexity and evolving requirements

Due to the scale and complexity of the system, we adopted an agile approach, breaking the product into iterative sprints to deliver a functional MVP early.

This enabled continuous expansion of features while allowing users to gradually transition from the legacy system to the new platform.

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MVP was essential to manage the system’s complexity, allowing core workflows to be delivered early while progressively refining business logic and expanding features.

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DESIGN APPROCHE

Use double diamond to explore and define complex business problems, helping structure the understanding of workflows, data, and user needs

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System Understanding and Key Workflow

A structured workflow that converts operational events into validated invoicing outputs

The platform converts industrial operational data into validated invoices through a multi-step workflow involving pricing, rule checks, and document generation, the flow is like:

Operational Data → Valuation → Validation → Invoice → Transfer 

Design flow

The platform converts industrial operational data into validated invoices through a multi-step workflow involving pricing, rule checks, and document generation, the flow is like:

Source data

Operational data enters the internal system

Transfer price

Internal pricing between business entities is determined

Valutation

Pricing, rules, and validations are applied

Industril invoice

Final invoices are generated and recorded

Tracking

Invoices are monitored, updated, and archived

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The platform converts industrial operational data into validated invoices through a multi-step workflow involving pricing, rule checks, and document generation, the flow is like:

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USER UNDERSTANDING AND USER RESREARCH

Research focused on operational roles, daily workflows, and recurring pain points in the legacy system

"Every day, I spend a lot of time switching back and forth between several different software programs. Some of them are really hard to use—the text is tiny, the translations are inaccurate, and what’s even more troublesome is that it’s difficult to automatically import and align data across different programs."
Team Applauding Leader

After communicating with users and conducting research, I have gained a better understanding of their needs and pain points. This approach ensures that the design is more effective and targeted, allowing users to quickly get the hang of our product.

User research
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QUALITATIVE INPUTS
  • Stakeholder workshops

  • User interviews

  • Shadowing daily tasks

  • Reviewing support issues

  • Observing legacy workflows

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KEY FINDINGS
  • Users handled repetitive high-volume tasks

  • Data accuracy was critical

  • System feedback was unclear

  • Search & filtering were inefficient

  • Different roles needed different levels

Roles
Main modules
Core tasks
Key needs
UX focus
Manager
Search, Source Invoice, Tracking
Process daily records, monitor status
Speed, clarity
Fast navigation
System Administrator
Valuation, Invoice, Export
Validate amounts, issue invoices
Accuracy, traceability
Clear data review
Operations Coordinator
Invoicing, Pricing, Tracking, Reports
Manage local billing, monitor market activity, coordinate with HQ
Flexibility, visibility
Local adaptation
Finance Specialist
Permissions, Translation, Settings
Manage users, maintain configuration
Control, efficiency
Scalable admin tools
Filiale / Local Entity
Dashboard, Reports
Monitor KPIs, approvals
Visibility
Summary & insights

DESIGN SHOWCASE

The following design solutions were shaped by user research, workflow analysis, and a deep understanding of system complexity

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Design showcase

LOGO AND VISUAL REDESIGN

Users faced challenges navigating complex data and completing key invoicing operations efficiently

I used the letter M as the main creative point in the design, MEFISTO is an invoicing system, so I merged the invoice element into the letter, in using the shape of three invoices to form the letter M

CREATION OF DESIGN SYSTEM

A unified design system was created to ensure consistency, scalability, and efficiency across a growing enterprise platform

01. COLOUR

PRIMARY COLORS:

SECONDRARY COLORS:

Palette grey

Palette blue

Hight-light colors

Background, table

02. TYPE-FACE

FONT-FAMILY: 'HELVETICA', 'LATO' :

Helvetica Regular

Lato Bold

Lato Regular

03. ICONS

These icons are specifically designed for MEFISTO system, they will be used in different situation. All icons MEFSTO design based on grid, the standard size is 24x24.

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By leveraging visual cues, users can quickly identify functionalities and take precise actions without relying on textual explanations.

MAIN MODULES ICONS:

Small icons in the product

ICON LIST:

04. LAYOUT UTILITIES

The arrange component is a utility for laying out elements side by side. Elements can either be only wide enough to contain its content or they can take up the remaining space in the row

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05. OTHER ELEMENTS IN THE DESIGN SYSTEM

Standardized components and guidelines, paired with corresponding code, create a shared language between design and development for efficient implementation.

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LEARN MORE ABOUT MEFISTO DESIGN SYSTEM

The Mefisto design system includes all visual elements and corresponding code for the product, ensuring that the product can continue to evolve within a standardized visual framework. This guarantees the project’s smooth operation even if the development team changes.

DESIGN CREATION SHOWCASE

A curated selection of key interfaces, highlighting visual consistency, usability, and product thinking

EFFICIENCY AND FRIENDLY

Reduce friction in high-frequency operational tasks.

CLARITY THROUGH STRUCTURE

Organize dense information into  scannable layouts.

ACCURACY AND VALIDATION

Prevent errors through clear rule-based validation.

ROLE-BASED CONTROL DESIGN

Adapt interfaces and permissions to different user responsibilities.

SCALABLE FOUNDATIONS DESIGN

Build modular patterns that support future modules and growth.

Log in to the product

Search result

Consultation

Event journal

Functional pages

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ENTRY FLOW AND NAVIGATION

From login to module selection and search interface, this flow highlights how users quickly reach key functionalities.

FLEXIBLE LAYOUT AND FOCUSED EXPERIENCE

The collapsible menu on the left provides users with more space to work, while the clear icons are easy to understand, reducing the likelihood of user errors.

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CONTEXTUAL NOTIFICATION PANEL

A slide-in panel that surfaces critical alerts and system messages, enabling users to quickly identify issues and take action without disrupting their workflow.

STRUCTURED SEARCH EXPERIENCE

A cohesive set of components designed to improve clarity, maintain visual consistency, and support accurate data filtering

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Log in to the product

Result of search

Consultation

Event journal

Functional pages

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ENTRY FLOW AND NAVIGATION

A clean and structured layout ensures clear information hierarchy, while role-based interactions adapt to user needs for efficient data exploration.

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Optimized for scanning, alignment, and role-based usability

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Designed to minimize cognitive load and enhance data clarity

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Result of search

Consultation page

Event journal

Functional pages

CONSULTATION OF THE INVOICE

A usability-driven interface designed to enhance readability, accessibility, and efficiency, enabling users to confidently review and manage invoice data.

Clear & Structured Consultation 

A clean layout that highlights key information through structured grouping, combined with a readable table to support efficient data exploration.

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Anomaly Detection & Visualization

A structured and color-coded system highlights anomalies by type and severity, enabling users to quickly identify critical issues and take action.

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Controlled Data Editing Experience

A structured interface that enables precise data modification, allowing users to correct issues or bypass non-blocking anomalies.

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REFINED INTERACTIONS

Bypasse anomalies

Allows users to skip non-blocking issues directly from the top bar, ensuring a smooth and uninterrupted workflow

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Informative Status Indicators

Key data points are marked with icons to indicate status or dependencies, allowing users to access detailed information

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Log in to the product

Result of search

Consultation

Event journal

Functional pages

EVENT JOURNAL TRACKING

The event journal provides a transparent history of user actions and system events, enabling traceability, accountability, and efficient issue resolution.

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INTELLIGENT LOG FILTERING

Users can quickly filter and extract relevant events using keywords, enabling precise tracking and efficient issue investigation in event journey page.

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Log in to the product

Result of search

Consultation

Event journal

Functional pages

FUNCTIONAL ADMINISTRATION

A flexible interface that allows users to edit data directly or perform bulk updates via Excel, ensuring efficiency and scalability.

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STRUCTURED VEHICLE SEARCH

A clear and categorized layout helps users efficiently navigate across different types of vehicle-related information.

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EVENT INTEGRATION OVERVIEW

Provides a structured view of event-related data, showing the distribution of information across different applications and categories.

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APPLICATION LIFECYCLE MANAGEMENT

Visibility and control across each stage of the developement process, from design integration to validation and completion

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This process ensures consistency between design intent and final implementation
01
DEFINE REQUIREMENTS

Needs and design are documented and structured

02
DESIGN SPECIFICATION

Detailed design descriptions are added for guidance

03
DEVELOPMENT TRACKING

Progress and execution are monitored through ALM

04
VALIDATION & TESTING

The final output is reviewed to ensure consistency

EVENT JOURNAL TRACKING

The event journal provides a transparent history of user actions and system events, enabling traceability, accountability, and efficient issue resolution.

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DEVELOPMENT TRACKING

​​Stay up to date on development progress in ALM at all times to ensure that projects run smoothly and on schedule, while also raising issues and tracking updates in a timely manner.

Car Manufacturing Process

IMPACT AND OUTCOMES

Key improvement in efficiency, data visibility, and workflow clarity achieved through the redesigned system

17

Different version delivered

Update the version based on functionality and MVP

+25%

Improvement of work efficiency

Better task clarity and more intuitive workflow navigation

-20%

time takes users to complete tasks

Reduce usability barriers and improve user-friendliness

90/100

Users' satisfaction rate

Based on survey and interview scores

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THANK YOU FOR WATCHING!

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