CASE STUDY 04

Improving Enterprise Workflows Through Internal Tools

Designing dashboards, forms, and internal portals to support operational workflows for one of Brazil’s largest dairy companies.

© 2026 Albertine Felipe

Problem

Piracanjuba had several internal workflows spread across different operational needs, including customer, supplier, employee, logistics, transportation, and invoice-related processes. Interfaces were dated, some functions were broken, and extracting information quickly was hard for the roughly 300 employees who used these tools every day. The company needed clearer interfaces that followed enterprise standards.

My Role

As the only designer, I led the product front initially and later shared it with a P.O., working directly with stakeholders to redesign forms, portals, and dashboards on SAP Fiori principles. Before designing, I audited every legacy tool first-hand to guarantee functional parity and identify improvements.

Outcome

After launch, support tickets about these tools nearly disappeared; the ones that remained were technical issues, not usage questions. Client satisfaction with the first contract led to an expanded scope, including new tools built from scratch.

The PROBLEM

Understanding the challenge

Piracanjuba already had several internal tools supporting important operational workflows, but many were built on older systems that no longer reflected the clarity and usability teams needed in their daily work. The interfaces felt dated, visually dense, and often lacked clear hierarchy, making information harder to scan and tasks less intuitive to complete.


Because these tools were tied to established business processes, the challenge was not to reinvent the workflows, but to improve how they were presented and used. The redesign also needed to align with SAP Fiori principles, bringing more consistency, structure, and enterprise usability to the experience.

FIG. 1

Legacy tools with dense layouts and limited hierarchy.

The PROCESS

How I got there

Since the workflows were already defined by Piracanjuba's internal business rules, my process focused on understanding the requirements directly with stakeholders and translating them into clearer enterprise interfaces. Research ran through key users, the leaders and managers of each area, who centralized the needs and feedback of their teams.


I used SAP Fiori principles as a reference to redesign forms, dashboards, and portals with more structure, consistency, and usability. The goal was to keep the tools aligned with enterprise standards while making daily operational tasks easier to complete and information easier to scan.

FIG. 2

SAP Fiori guidelines as the design reference.

The Solution

What we shipped

I worked across different internal tools used by Piracanjuba's teams and partners: 32+ corporate management forms, five monitoring tools, and operational dashboards built from scratch, used daily by around 300 employees.

01

Maestro Operational Dashboard

Maestro was the most important internal tool in this project. I designed dashboard views to help teams monitor invoice issuing, monthly goals, order volume by branch, and operational status in a more visual and organized way. Where a chart type hit a technical limitation, I adapted the visualization with the developers rather than forcing the original choice, keeping the information intact.

FIG. 3

New Dashboard overview

FIG. 4

Expedition schedule

FIG. 5

Transfer monitoring

Faster insight scanning

Clear dashboard hierarchy

Operational visibility

02

Request Portal Forms

The request portal supported different internal demands involving customers, suppliers, employees, and logistics. Many employees filled the same forms dozens of times a day, so I grouped correlated information to reduce the cognitive load of repetition: for someone on their thirtieth submission, structure is not refinement, it is the product.

FIG. 6

New Request Form Examples

Clearer form structure

More organized fields

Easier request creation

03

Transporter Portal Experience

The transporter portal supported logistics teams and partners in managing transportation-related demands. I focused on making operational status, task context, and next actions easier to understand, so users could follow each occurrence and act with more clarity inside the workflow.

FIG. 7

New Transport Requests Overview

FIG. 8

Occurrence details

FIG. 9

Activity and status history

More structured logistics workflows

Clearer transport status visibility

Easier access to operational actions

REFLECTION

Lessons from this project

What worked

Working directly with stakeholders helped me understand the business rules behind each internal workflow and translate them into clearer enterprise interfaces. Even without a long discovery phase, this close collaboration made the redesign more aligned with the company’s real operational needs.

What I'd improve

Looking back, I would document more of the process and keep stronger before/after evidence. A lot of the project’s value came from improving internal workflows, and having more artifacts would make that impact easier to communicate later.

Key lesson

This project taught me that enterprise design is about clarity and structure. When someone fills the same form dozens of times a day, reducing cognitive load is not refinement: it is the product itself.

“What started as a set of interface improvements became an opportunity to make complex internal workflows clearer, more structured, and easier for teams to use every day.”

next project

GOEXPLOSION

Event Creation Platform for Creators

Impact

What changed

Support tickets nearly disappeared

Remaining tickets were technical, not usage questions.

Information became faster to find

Operators stopped digging through dense legacy screens.

Repetitive form work got lighter

Restructured forms eased filling them dozens of times a day.

Users started being heard

A new in-product feedback channel, absent in legacy tools.

role

Lead Product Designer

timeline

~14 months

team

1 Product owner, 6 Developers, Q.A.

tools

Figma, FigJam

platform

B2B2C Web Platform

CASE STUDY 04

Improving Enterprise Workflows Through Internal Tools

Designing dashboards, forms, and internal portals to support operational workflows for one of Brazil’s largest dairy companies.

role

Lead Product Designer

timeline

~14 months

team

1 Product owner, 6 Developers, Q.A.

tools

Figma, FigJam

platform

B2B2C Web Platform

Problem

Piracanjuba had several internal workflows spread across different operational needs, including customer, supplier, employee, logistics, transportation, and invoice-related processes. Interfaces were dated, some functions were broken, and extracting information quickly was hard for the roughly 300 employees who used these tools every day. The company needed clearer interfaces that followed enterprise standards.

My Role

As the only designer, I led the product front initially and later shared it with a P.O., working directly with stakeholders to redesign forms, portals, and dashboards on SAP Fiori principles. Before designing, I audited every legacy tool first-hand to guarantee functional parity and identify improvements.

Outcome

After launch, support tickets about these tools nearly disappeared; the ones that remained were technical issues, not usage questions. Client satisfaction with the first contract led to an expanded scope, including new tools built from scratch.

The PROBLEM

Understanding the challenge

Piracanjuba already had several internal tools supporting important operational workflows, but many were built on older systems that no longer reflected the clarity and usability teams needed in their daily work. The interfaces felt dated, visually dense, and often lacked clear hierarchy, making information harder to scan and tasks less intuitive to complete.


Because these tools were tied to established business processes, the challenge was not to reinvent the workflows, but to improve how they were presented and used. The redesign also needed to align with SAP Fiori principles, bringing more consistency, structure, and enterprise usability to the experience.

FIG. 1

Legacy tools with dense layouts and limited hierarchy.

The PROBLEM

How I got there

Since the workflows were already defined by Piracanjuba's internal business rules, my process focused on understanding the requirements directly with stakeholders and translating them into clearer enterprise interfaces. Research ran through key users, the leaders and managers of each area, who centralized the needs and feedback of their teams.


I used SAP Fiori principles as a reference to redesign forms, dashboards, and portals with more structure, consistency, and usability. The goal was to keep the tools aligned with enterprise standards while making daily operational tasks easier to complete and information easier to scan.

FIG. 2

SAP Fiori guidelines as the design reference.

The Solution

What we shipped

I worked across different internal tools used by Piracanjuba's teams and partners: 32+ corporate management forms, five monitoring tools, and operational dashboards built from scratch, used daily by around 300 employees.

01

Maestro Operational Dashboard

Maestro was the most important internal tool in this project. I designed dashboard views to help teams monitor invoice issuing, monthly goals, order volume by branch, and operational status in a more visual and organized way. Where a chart type hit a technical limitation, I adapted the visualization with the developers rather than forcing the original choice, keeping the information intact.

FIG. 3

New Dashboard overview

FIG. 4

Expedition schedule

FIG. 5

Transfer monitoring

Faster insight scanning

Clear dashboard hierarchy

Operational visibility

02

Request Portal Forms

The request portal supported different internal demands involving customers, suppliers, employees, and logistics. Many employees filled the same forms dozens of times a day, so I grouped correlated information to reduce the cognitive load of repetition: for someone on their thirtieth submission, structure is not refinement, it is the product.

FIG. 6

New Request Form Examples

Clearer form structure

More organized fields

Easier request creation

03

Transporter Portal Experience

The transporter portal supported logistics teams and partners in managing transportation-related demands. I focused on making operational status, task context, and next actions easier to understand, so users could follow each occurrence and act with more clarity inside the workflow.

FIG. 7

New Transport Requests Overview

FIG. 8

Occurrence details

FIG. 9

Activity and status history

More structured logistics workflows

Clearer transport status visibility

Easier access to operational actions

Impact

What changed

Support tickets nearly disappeared

Remaining tickets were technical, not usage questions.

Information became faster to find

Operators stopped digging through dense legacy screens.

Repetitive form work got lighter

Restructured forms eased filling them dozens of times a day.

Users started being heard

A new in-product feedback channel, absent in legacy tools.

REFLECTION

Lessons from this project

What worked

Working directly with stakeholders helped me understand the business rules behind each internal workflow and translate them into clearer enterprise interfaces. Even without a long discovery phase, this close collaboration made the redesign more aligned with the company’s real operational needs.

What I'd improve

Looking back, I would document more of the process and keep stronger before/after evidence. A lot of the project’s value came from improving internal workflows, and having more artifacts would make that impact easier to communicate later.

Key lesson

This project taught me that enterprise design is about clarity and structure. When someone fills the same form dozens of times a day, reducing cognitive load is not refinement: it is the product itself.

“What started as a set of interface improvements became an opportunity to make complex internal workflows clearer, more structured, and easier for teams to use every day.”

next project

GOEXPLOSION

Event Creation Platform for Creators

© 2026 Albertine Felipe

CASE STUDY 04

Improving Enterprise Workflows Through Internal Tools

Designing dashboards, forms, and internal portals to support operational workflows for one of Brazil’s largest dairy companies.

role

Lead Product Designer

timeline

~14 months

team

1 Product owner, 6 Developers, Q.A.

tools

Figma, FigJam

platform

B2B2C Web Platform

Problem

Piracanjuba had several internal workflows spread across different operational needs, including customer, supplier, employee, logistics, transportation, and invoice-related processes. Interfaces were dated, some functions were broken, and extracting information quickly was hard for the roughly 300 employees who used these tools every day. The company needed clearer interfaces that followed enterprise standards.

My Role

As the only designer, I led the product front initially and later shared it with a P.O., working directly with stakeholders to redesign forms, portals, and dashboards on SAP Fiori principles. Before designing, I audited every legacy tool first-hand to guarantee functional parity and identify improvements.

Outcome

After launch, support tickets about these tools nearly disappeared; the ones that remained were technical issues, not usage questions. Client satisfaction with the first contract led to an expanded scope, including new tools built from scratch.

The PROBLEM

Understanding the challenge

Piracanjuba already had several internal tools supporting important operational workflows, but many were built on older systems that no longer reflected the clarity and usability teams needed in their daily work. The interfaces felt dated, visually dense, and often lacked clear hierarchy, making information harder to scan and tasks less intuitive to complete.


Because these tools were tied to established business processes, the challenge was not to reinvent the workflows, but to improve how they were presented and used. The redesign also needed to align with SAP Fiori principles, bringing more consistency, structure, and enterprise usability to the experience.

FIG. 1

Legacy tools with dense layouts and limited hierarchy.

The PROBLEM

How I got there

Since the workflows were already defined by Piracanjuba's internal business rules, my process focused on understanding the requirements directly with stakeholders and translating them into clearer enterprise interfaces. Research ran through key users, the leaders and managers of each area, who centralized the needs and feedback of their teams.


I used SAP Fiori principles as a reference to redesign forms, dashboards, and portals with more structure, consistency, and usability. The goal was to keep the tools aligned with enterprise standards while making daily operational tasks easier to complete and information easier to scan.

FIG. 2

SAP Fiori guidelines as the design reference.

The Solution

What we shipped

I worked across different internal tools used by Piracanjuba's teams and partners: 32+ corporate management forms, five monitoring tools, and operational dashboards built from scratch, used daily by around 300 employees.

01

Maestro Operational Dashboard

Maestro was the most important internal tool in this project. I designed dashboard views to help teams monitor invoice issuing, monthly goals, order volume by branch, and operational status in a more visual and organized way. Where a chart type hit a technical limitation, I adapted the visualization with the developers rather than forcing the original choice, keeping the information intact.

FIG. 3

New Dashboard overview

FIG. 4

Expedition schedule

FIG. 5

Transfer monitoring

Faster insight scanning

Clear dashboard hierarchy

Operational visibility

02

Request Portal Forms

The request portal supported different internal demands involving customers, suppliers, employees, and logistics. Many employees filled the same forms dozens of times a day, so I grouped correlated information to reduce the cognitive load of repetition: for someone on their thirtieth submission, structure is not refinement, it is the product.

FIG. 6

New Request Form Examples

Clearer form structure

More organized fields

Easier request creation

03

Transporter Portal Experience

The transporter portal supported logistics teams and partners in managing transportation-related demands. I focused on making operational status, task context, and next actions easier to understand, so users could follow each occurrence and act with more clarity inside the workflow.

FIG. 7

New Transport Requests Overview

FIG. 8

Occurrence details

FIG. 9

Activity and status history

More structured logistics workflows

Clearer transport status visibility

Easier access to operational actions

REFLECTION

Lessons from this project

What worked

Working directly with stakeholders helped me understand the business rules behind each internal workflow and translate them into clearer enterprise interfaces. Even without a long discovery phase, this close collaboration made the redesign more aligned with the company’s real operational needs.

What I'd improve

Looking back, I would document more of the process and keep stronger before/after evidence. A lot of the project’s value came from improving internal workflows, and having more artifacts would make that impact easier to communicate later.

Key lesson

This project taught me that enterprise design is about clarity and structure. When someone fills the same form dozens of times a day, reducing cognitive load is not refinement: it is the product itself.

“What started as a set of interface improvements became an opportunity to make complex internal workflows clearer, more structured, and easier for teams to use every day.”

next project

GOEXPLOSION

Event Creation Platform for Creators

GOEXPLOSION

Event Creation Platform for Creators

© 2026 Albertine Felipe

Impact

What changed

Support tickets nearly disappeared

Remaining tickets were technical, not usage questions.

Information became faster to find

Operators stopped digging through dense legacy screens.

Repetitive form work got lighter

Restructured forms eased filling them dozens of times a day.

Users started being heard

A new in-product feedback channel, absent in legacy tools.