FloQast Platform — reporting, disclosures, and tags screens

Case Study

FloQast Platform

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Role Product Designer, DS Lead
Timeline 2023 – 2024
Team 6 Designers + 5 Engineers
Scope 8 Product Teams, 40+ Components

FloQast uses AI to automate accounting workflows — from close management and reconciliations to compliance. As the platform grew rapidly, the UI grew with it — but without a unified system.

I led the platform design system end-to-end as the sole Product Designer, supported by 6 design system designers and partnering with a 5-person platform engineering team under the CTO as executive sponsor.

3,500+
Global Customers
38%
Faster Reconciliation
23%
Shorter Audit Cycles
8
Product Teams Influenced

01 — Context

The Company-Wide Audit

Understanding what existed before building anything new.

We audited every customer-facing surface across FloQast's platform and marketing site. This wasn't a quick check — it was a comprehensive cataloguing effort that revealed just how fragmented things had become.

  • Catalogued every component, color value, and typographic style across 8+ product surfaces
  • Ran automated and manual accessibility audits against WCAG 2.1 AA standards
  • Documented inconsistencies between marketing site, product UI, and brand guidelines
  • Identified patterns being rebuilt from scratch by every engineering team

02 — The Problem

Where We Started

Years of design debt had accumulated across the platform.

The product UI had accumulated years of design debt. Navigation wasn't scalable, action buttons were overloaded, and critical UI elements failed WCAG AA contrast requirements — orange warning text on white was indistinguishable for colorblind users.


03 — The Real Problem

One Component, Twelve Versions

No naming convention, no shared contract, no source of truth.

A single search for "dropdown" in the codebase returned over a dozen variants — each built by a different team, at a different time, with different APIs.

12+
dropdown variants across the codebase — designers couldn't tell which was current, engineers couldn't tell which was maintained

Some were versioned (DropdownV2, DropdownV3), some were team-specific (dropdown_nav), and one was literally called DROPDOWN_BACKUP. Every new hire picked a different one. Every product surface looked slightly different.


04 — Why It Matters

When a Company Goes Public

Accessibility becomes a legal and financial imperative.

For public companies, non-compliance creates real business risk. This wasn't just about good design — it was about legal exposure, audit findings, and investor scrutiny.

gavel

Legal Exposure

Digital accessibility lawsuits surpassed 4,000 in 2023. A single case can cost $50K–$150K+ in settlements.

verified_user

SEC & SOX Compliance

Inaccessible workflows prevent employees with disabilities from performing control activities — creating audit findings and material weaknesses.

monitoring

Investor Scrutiny

ESG reporting now includes digital accessibility metrics — non-compliance signals governance risk that impacts valuation.


05 — The Pitch

Getting Buy-In

Turning audit findings into executive action.

The Business Case

Quantified the wasted engineering hours from teams rebuilding the same components 3–4x and showed the payback period.

Engineering Partnership

Designers and engineers co-authored every component spec from day one — shared ownership, not hand-offs.

Compliance as Leverage

The IPO timeline made accessibility violations a legal risk — the design system was the fastest path to WCAG AA at scale.

Start Small, Ship Fast

Pitched a 6-week pilot on one surface, measured the results, then used that data to justify the full investment.


06 — Strategy

A Phased Rollout

Minimizing disruption while building momentum.

We couldn't flip a switch and migrate everything overnight. Instead, we designed a three-phase adoption strategy.

1
Quick Wins — New Teams Adopt First Teams spinning up new products adopted Flow-UI from day one. Zero legacy debt — they started clean with the full system.
2
New Features — Build Forward Existing teams building new features adopted Flow-UI for all new work. Legacy screens remained untouched until Phase 3.
3
Full Migration — All Teams Update Remaining legacy surfaces were systematically migrated. Full platform consistency, WCAG AA compliance, and a unified experience.

07 — Foundation

Design Principles

The beliefs that shaped every decision.

Clarity First

Every pixel fights for its right to exist. If it doesn't guide the user forward, it's noise — and noise gets cut.

Composable by Nature

Think LEGO, not monoliths. Tiny, purposeful pieces that snap together — building everything from a simple form to an entire workflow.

Accessible from Day Zero

Accessibility isn't a checkbox before launch. It's in the DNA of every token, every component, every interaction — baked in from the first commit.

Built to Scale

3 engineers or 30. One product or ten. Flow-UI stretches without breaking — because a design system that can't grow is just a style guide with ambition.


08 — Architecture

Flow-UI System

Each layer abstracts the one below it.

Product Features
Reconciliation views, dashboards, workflows — composed from patterns below.
Application
Patterns
Navbar, quick filters, data tables, form sections, card layouts — composed from core components.
Composition
Core Components
Buttons, inputs, toggles, badges, alerts, signatures — auto layout + variants + scalable.
Primitives
Design Tokens
Neutral, Brand, Red, Blue, Purple, Orange palettes · Museo Sans + Inter type scale · 4px spacing grid.
Foundation
Abstraction

09 — Documentation

Every Component, Documented

Usage guidelines, do's/don'ts, and Storybook examples.

Every component ships with usage guidelines, do's and don'ts, and Storybook examples — all published before merge. We also created a governance decision tree so teams could quickly determine whether to use, compose, request, or build components.

The goal: make using the system easier than going around it.


10 — Transformation

Before & After Flow-UI

The measurable shift from fragmentation to consistency.

Before
  • Every team built their own button, modal, and form components
  • No shared design tokens — hard-coded hex values everywhere
  • WCAG failures on 60%+ of audited pages
  • Design-to-dev handoff took days of back-and-forth
After
  • 40+ shared components with variants, auto layout, and Storybook parity
  • Semantic design tokens synced between Figma and code
  • WCAG AA compliance across all product surfaces
  • Figma-to-code in hours, not days — with Code Connect
FloQast homepage after redesign
FloQast homepage before redesign
BeforeAfter
Before After
Reconciliations after redesign
Reconciliations before redesign
BeforeAfter
Before After

11 — Impact

Results & Impact

Measurable outcomes that validated the investment.

3x
Faster feature delivery across teams
Velocity
92%
Component adoption across all teams
Adoption
40+
Core components designed and shipped
Components
AA
WCAG compliance across all surfaces
Accessibility
Before
  • 12+ button variants, no single source of truth
  • 3 days average to build a standard form
  • Inconsistent spacing and color usage
  • Ad-hoc accessibility fixes
After
  • 1 button component, 4 intentional variants
  • 4 hours for the same form with system patterns
  • Token-driven consistency across all surfaces
  • WCAG 2.1 AA built into every primitive

12 — Team Growth

Multiplying Impact

Building a culture of systems thinking.

01

Designer Onboarding

Figma starter kits and annotated examples so new designers ship with Flow-UI in their first week.

02

Design Critique Process

Weekly system critiques that became the feedback loop between product work and system evolution.

03

Contribution Model

PR-style reviews and shared Figma branches so any designer can propose components to the system.

04

Systems Thinking Mentorship

Shifted the team's default from "build for this ticket" to "build for the platform." Weekly office hours for any team to bring questions, propose patterns, or flag duplication.