Transforming a Critical B2B Data Governance Platform

Schneider Electric · Design Lead · 2020

Context

Schneider Electric's strategic offer publication tool was at breaking point.


Risks:

  • Single retiring engineer maintaining legacy architecture
  • Heavy technical debt
  • Misaligned stakeholders
  • 3 releases per year
  • Failure would impact pricing, catalog, and commercial systems globally

Deadline:

10 months to stabilize and redesign.

My Role

  • Defined discovery strategy
  • Partnered with Lead PM to reframe problem and prioritize
  • Aligned 3 major stakeholder groups
  • Defined MVP and delivery roadmap

Key Decisions

Reframed the problem from "user journey" to "data journey"

Stakeholders spoke data and process, not UX.

Mapped how data moved across 10 profiles and 4 teams, made systemic failures visible.

Forced prioritization discipline through OKRs

Coached stakeholders to define 3- and 6-month OKRs.

Created shared accountability instead of endless requirement accumulation.

Embedded engineering into discovery

Ran collaborative sketching sessions early.

Avoided handoff friction and reduced rework risk.

Results

Delivered MVP within 10 months under architectural constraints.

Impact

1 monthly
Release (vs 3 per year)
-30%
Rejected orders
-50%
Publishing workload

Long-term Impact

  • Clear ownership model around publication flows
  • Shared product vocabulary across teams
  • Cross-country review rituals embedded
  • Stronger autonomy within EU team
Reference screen where users can take actions
Reference screen where users can take actions
Design system sample
Design system sample
User Journey across 10 profiles
User Journey across 10 profiles