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ERP UI/UX

Petrozen ERP SaaS – UI/UX Design

Designed a scalable, audit-ready ERP experience that simplifies complex gas trading operations, accounting, and tax compliance for multi-company businesses.

Client
Petrozen
Year
2025
Duration
2 months
Role
Lead UI/UX Designer & Product Architect
Petrozen ERP SaaS – UI/UX Design

Project Overview

End-to-end UI/UX design of a Gas & Petroleum ERP SaaS platform tailored for LPG trading companies. The system covers Sales, Purchases, Inventory, Accounts, Tax, and Audit workflows with a focus on accuracy, compliance, and operational efficiency.

The Problem

Petroleum and LPG trading companies relied heavily on Excel sheets and manual registers for sales, purchases, inventory, and accounting. Users struggled with inconsistent data, tax miscalculations, lack of audit trails, and confusing ERP interfaces not tailored to gas industry workflows. Compliance with FBR sales and purchase tax reporting was a major pain point.

The Solution

Designed a purpose-built ERP UI focused on LPG trading operations. The system introduces clear module separation (Sales, Purchase, Inventory, Accounts, Tax, Reports), role-based dashboards (Admin, Manager, Employee), and form-driven workflows that automatically generate ledgers, tax records, and audit-ready reports. The design prioritizes clarity, error prevention, and regulatory compliance.

Design Process

A comprehensive approach to user-centered design

1

User interviews & surveys (200+ participants)

2

Competitive analysis

3

User journey mapping

4

Low-fidelity wireframes

5

High-fidelity prototypes

6

Usability testing (3 rounds)

7

Design handoff & developer collaboration

Each step builds upon the previous, ensuring a thorough and user-centered design approach

User Personas

Understanding our target users through comprehensive research and behavioral analysis

1
S

Sarfarz

ERP Owner / Director

45 years old

"

I need complete control over companies, users, and financial visibility without relying on manual reports.

Goals

3
  • Multi-company management
  • Audit-ready financial reports
  • Tax compliance

Frustrations

3
  • Data inconsistency
  • Manual reconciliation
  • Delayed reporting
2
H

Harib

Senior Accountant

38 years old

"

Every sale and purchase must hit the ledger correctly and match FBR tax requirements.

Goals

3
  • Accurate ledgers
  • Editable tax returns
  • Clear audit trail

Frustrations

3
  • Missing journal links
  • Incorrect tax calculations
  • Untraceable adjustments
3
M

Muhtashim

Sales Executive

28 years old

"

I want to create invoices quickly without worrying about accounting mistakes.

Goals

3
  • Fast invoice creation
  • Minimal data entry
  • Clear customer balances

Frustrations

3
  • Too many fields
  • Unclear validation errors
  • Slow systems

Low-Fidelity Wireframes

Early-stage wireframes focusing on structure and user flow

Wireframe 1
1 / 3

User Journey Flow

Visualizing the user journey from start to finish with data-driven insights

1
Select Company & Customer
2
Enter Invoice & Item Details
Avg. time: 2.5m
3
System Calculates Tax & Totals
Avg. time: 0.5s
4
Invoice Saved
Avg. time: 1.2s
5
Ledger & Reports Auto-Updated
5
Steps
2.3 min
Avg. Time
94%
Success Rate
6%
Drop-off

Usability Testing

Data-driven insights from real users validating design decisions

0%
Task Success Rate
1m 40s
Avg. Time on Task
0.0/5
Satisfaction Score

Key Findings

Invoice creation became significantly faster

Multiple companies and users can be managed simultaneously

Users trusted automated ledger posting

Tax reports were easier to review and edit

Module-based navigation reduced cognitive load

Final Designs

High-fidelity screens showcasing the complete user experience

Petrozen ERP SaaS – UI/UX Design - Screen 1
Petrozen ERP SaaS – UI/UX Design - Screen 2
Petrozen ERP SaaS – UI/UX Design - Screen 3
Petrozen ERP SaaS – UI/UX Design - Screen 4
Petrozen ERP SaaS – UI/UX Design - Screen 5

Measurable Impact

Data-driven results that demonstrate the project's success and business value.

-0%

Invoice Entry Time

Impact Metric
-0%

Accounting Errors

Impact Metric
-0%

User Onboarding Time

Impact Metric
+0%

Operational Efficiency

Impact Metric

Results & Impact

The redesigned ERP reduced invoice processing time by 46%, minimized accounting errors by 58%, and significantly improved confidence in tax and audit reporting. Users reported faster onboarding, clearer workflows, and improved visibility into company performance.

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