2025
When managers take back control — Redesign of a financial management module
What?
UX/UI redesign of a management control module used across an entire organization's managers. The challenge: make a financial management tool genuinely adoptable by its operational users, by streamlining the flow and making data actionable on a day-to-day basis.
Why?
The tool existed but suffered from chronic adoption issues. The flow lacked clarity, the vocabulary didn't match business realities, and the cognitive load was too high for non-specialist users. As a result, financial controllers ended up performing the very tasks they were meant to delegate to managers. The tool wasn't fulfilling its purpose.
How?
The engagement was structured around a Discovery approach rooted in Design Thinking practices, conducted in close collaboration with stakeholders and target business users.
Research — Workshops with financial controllers and managers, producing key deliverables: personas, business scenarios, a user journey map, and hypotheses for the dashboard.
Design — Co-designed mockups incorporating insights from the research phase. Key design decisions:
Preserved the existing usability foundation to minimize disruption, enhanced with tiles to organize information
Added a homepage banner surfacing critical information: key dates and access to meeting summaries
Oriented calls-to-action toward budget, provisions, and allocation pages to encourage data entry
Personalized the language ("my," "I") to foster interface ownership
Merged pages from the previous UX to reduce cognitive load
Conducted a full vocabulary review to ensure content clarity
Added a pre-tax/tax-inclusive selector to adapt values to business realities
Highlighted editable fields and added a comments section
Outcome
A restructured flow built around managers' actual usage patterns — viewing and data entry combined on a single page, an integrated calendar for time-based orientation, and graphic indicators surfaced for quick reading. The tool, previously bypassed by its intended users, now offers an interface designed to be used without an intermediary.
Liens
Jean-François Migné, Designer
Product
UX UI
DATA
Branding