Case C-01 · Facilia Fiducial · France

From inherited chaos to a B2B platform in production

Facilia is an invoicing and management platform for small businesses. I joined a project that had lost its designer and never had a direction, and stayed to design the product end to end, used today by tens of thousands of businesses across France.

Role

Product design owner, end to end

Timeline

2021–present · UX + QA lead 2024–2026

Skills

UX/UI · Product strategy · Information architecture · Stakeholder management

Tools

Figma · ZeroHeight · Jira · PrimeNG (with eng.)

Facilia Sales module dashboard in production
Fig. 01 The Sales module dashboard, live in production: the product this case is about.
01

Context

Fiducial is a French multi-sector group. One of its pillars is Fiducial Comptabilité: a network of accounting offices spread across France, managing the books of local small businesses: the bakery, the medical practice, the gardening company.

Facilia was born to serve those end clients: a SaaS platform for quotes, invoices and payments, designed for small-business owners, people who master neither accounting nor software. The project's structural quirk shaped all of my work: strategy sat in France (Lyon), execution in Portugal (Braga), with requirements arriving through intermediate managers, often vague and undocumented.

02

What I inherited

I joined about six months after the project started, and I didn't find a beginning, I found a problem. The previous designer had left, burned out. Dozens of screens, designed but disconnected, no documentation, no defined criteria. And most critically: development was already under way, building on top of that undefined base.

The tension that defines this case: giving direction to a product without being able to stop a train already in motion.

03

Diagnose before designing

My first decision was to design nothing. Before producing a single screen, I needed to understand what existed and why, and the answer, after questioning the people in charge, was that there was practically no documented "why". So I started with the knowledge infrastructure that was missing.

That mapping revealed the project's most dangerous pattern: inherited features with ambition out of proportion to delivery capacity, and no usability return to justify the cost.

Knowledge base

Every product feature documented, built with project management.

User journey

Who the user actually is and what they need to do.

User flows

The real paths mapped, bottlenecks located.

Design audit

What was worth keeping, separated from what needed rethinking.

04

Decision 01: Simplify the import without losing the business value

The clearest case was the data-import onboarding. The inherited flow was practically a product inside the product: the imported Excel became an editable table in the system, with multiple steps before the final import. Unbuildable within the deadline, out of proportion to the problem.

I cut the ambition, not the value.

Standard template

Download a model spreadsheet the system recognizes, drop the data in, import.

Cut to the core

The embedded spreadsheet editor is gone. Organization lives in the product's own sections.

The value kept

Deduplication by SIREN, active/inactive article detection, required-field validation.

Before: the inherited flow
Old import flow, welcome step
Old import flow, embedded table editing screen
Fig. 02 The inherited import flow, a spreadsheet editor embedded in an onboarding.
After: in production today
New import: a single modal with template download and drag-and-drop
Fig. 03 The same job, today, in production: one modal (template download, drag-and-drop, automatic detection).
The standard Facilia import template open in LibreOffice, filled with sample client data
Fig. 04 The standard Facilia template, the contract between the user's data and the system.
05

Decision 02: A form is a form; a document is something else

In the original concept the quote form was rendered on screen as an A4 sheet, and the PDF mirrored it exactly: a visually poor document, and an editing interface held hostage by the paper format.

The editing side

A guided form: visible required steps, clear progress. Built to fill in.

The document side

Designed as a document: clean, printable, professional. Built to read.

A business win

Decoupling the two opened a library of document templates: different models for different client profiles.

Quote creation form with visible required steps and progress
Fig. 05 The editing side: a guided form, with visible required steps and clear progress.
Final document preview: clean, printable, professional
Fig. 06 The document side: designed as a document (clean, printable, professional).
06

Method, matured: the Achat module

Sales was born in the chaos of the early phase. When the Purchases module (Achat) came, the process was different: I started with the map: the complete architecture designed before a single screen.

Sections & modules

Every section and internal module mapped from scratch.

Features

Every capability defined per section, before the UI.

The state flow

à traiter → à valider → acceptée / refusée → à payer → payée, the path of every invoice through the system.

Complete architecture map of the Achat module: sections, features and invoice state flows
Fig. 07 The Achat architecture map: every section, feature and invoice state, designed before a single screen.

What was mapped is what was built. The blueprint corresponds, one to one, to what is in production.

Achat dashboard with overdue invoice bands
Fig. 08 The Achat dashboard, with overdue bands, straight from the map's top level.
Validation section showing invoice states
Fig. 09 The validation section: the mapped invoice states, live.
Invoice treatment screen: document side by side with OCR-extracted editable metadata
Fig. 10 The invoice-treatment screen: the document beside editable extracted metadata. The extraction engine came from another team; my work was designing the interface that makes its output reviewable, and correctable when it gets things wrong.
Supplier record (fiche fournisseur) screen
Fig. 11 The supplier record (fiche fournisseur), one of the mapped sections, in production.
07

Outcome

Early 2025

In production since, in continuous base expansion

~40k

Active clients in the Purchases module alone

~25k

Active clients in the Sales module

3rd module

Treasury, with bank integration, in development

Tens of thousands of active clients overall, on the way to the business goal of 100k.

Revenue model per module (Sales, Purchases, Treasury) plus document-issuing credits.

08

What this project taught me

That the most important design work isn't always visual. At this scale, the decisions that generated the most value were structural: creating the knowledge infrastructure that didn't exist, filtering ambition into something deliverable, separating concepts that were glued together (form/document), and building the process that lets the next feature be born mapped instead of improvised.

In a multi-country, multi-stakeholder environment under pressure, the competence that sustains all the others is judgment: knowing what to defend, what to negotiate, and what to let go.

Current frontier: I'm working to take the product to its next maturity: from adoption metrics (how many use it) to behaviour metrics (how they use it), so the next cycle of UX decisions is driven by real usage data.