ERP • SAAS • AI Integrated

KEBS - AI Native Enterprise ERP Platform

KEBS - AI Native Enterprise ERP Platform
Role

Product Designer

Timeline

2024 — Present

Platform

Web & Mobile

Type

Enterprise SaaS

Overview

Unifying fragmented business operations

KEBS is an AI-Native enterprise ERP platform built to unify fragmented business operations—CRM, HR, recruitment, resource management, projects, finance, and reporting—into a single intelligent system positioned around the Quote-to-Cash lifecycle to drive visibility and control.

KEBS was designed to replace this fragmented stack with a single source of truth, embedding AI directly into operational workflows while keeping humans firmly in control of decisions.

Positioning

Full-scale ERP positioned around Quote-to-Cash

KEBS is architected as a full-scale ERP, but positioned around Quote-to-Cash to:

• Simplify adoption

• Communicate value clearly

• Enable faster decision-making

đź’ˇ "Q2C is the entry point. ERP is the system underneath."

THE PIVOT APPROACH

From features to clarity

KEBS started as a traditional ERP system built initially for internal KAAR users. As a small team began working closely with external clients, a clear insight emerged: Customers didn't need more features — they needed clarity and visibility.

We pivoted the platform positioning to Quote-to-Cash, focusing on:

• Visibility over complexity

• Decisions over dashboards

• Trust over blind automation

WHERE IT ALL STARTED

A product reset

When the system needed clarity, cohesion, and a fresh UX direction, I stepped into the team. I had the opportunity to lead the redesign of the entire platform, with a clear mandate:

• Rethink KEBS as a standalone Q2C system

• Unify fragmented applications under one mental model

• Explore how AI could reduce effort without increasing risk

"This wasn't just a redesign—it was a product reset."

Sample Opportunity Landing Page Screen - Old UI vs New UI

Sample opportunity landing page screen

DISCOVERY

User Pains And Gains

Users complained the ERP felt heavy, slow to use, and hard to learn.

What I discovered: The real issue wasn't UI complexity — it was cognitive overload caused by role-agnostic workflows.

Different users (Finance, HR, PMs, Founders) were forced through the same flows, even though their goals and mental models were completely different.

This caused
Longer onboarding time
Frequent errors in billing & timesheets
Dependency on support teams
What users needed
Faster onboarding and adoption
Accurate, error-free workflows
Self-service capabilities

Key Constraints

• ERP had legacy architecture → couldn't break flows freely

• Multiple modules shared dependencies → changes had ripple effects

• Users ranged from founders to junior recruiters

• Minimal tolerance for errors (finance ≠ forgiving UX)

Every design decision needed to balance:

usability Ă— accuracy Ă— system constraints

MY CORE DESIGN BELIEF

"
"

My goal is not to keep users in the platform longer. My goal is to help them leave faster—with confidence.

Users should spend less time navigating the system and more time making decisions they trust. This is only possible when workflows are easy to understand, actions are predictable, and AI is transparent.

How I Built Trust

đź’ˇ "Trust doesn't come from automation. It comes from visibility and control."

• Showing users what the system is doing

• Explaining why AI is suggesting something

• Allowing humans to override irreversible decisions

UX APPROACH

Fixing the problem

Problem Framing over Feature Requests

Enterprise requirements often describe symptoms, not root problems. I worked closely with stakeholders to uncover the real operational friction behind feature asks.

Stakeholder interviews, workflow audits, assumption mapping

Designing for Multi-Role Complexity

Each module served different personas with different goals. I designed role-aware workflows that adapted contextually without fragmenting the system.

Persona mapping, role-based flows, permission modeling

AI as an Embedded Assistant

AI was integrated directly into workflows—filtering candidates, generating reports, suggesting actions—while keeping human review and override as default.

AI interaction mapping, confidence indicators, explainability patterns

Speed with Accountability

To support fast-moving product teams, I introduced AI-assisted design iteration while maintaining strong design QA and review practices.

AI-assisted prototyping, iterative validation, design reviews

Governance & Consistency at Scale

As the platform grew, consistency became a UX problem. I treated the design system as a decision-making framework, not just a UI kit.

Design system governance, component audits, accessibility reviews

My Decisions & Trade-offs

• Said no to a standalone AI chatbot to reduce context switching

• Rejected full automation in revenue-critical workflows

• Chose consistency over early customization

• Prioritized irreversible decisions over reversible ones

• Optimized system health over short-term speed

Every "no" strengthened the product.

Key Decisions I Owned

1

Role-Based Workflow Separation

DECISION

I proposed role-specific entry points instead of a single universal dashboard.

WHY

Founders wanted overview. Finance wanted precision. Recruiters wanted speed.

TRADE-OFF

More initial IA complexity — but far lower cognitive load per user.

2

Simplifying Quote-to-Cash Flow

DECISION

Collapsed a multi-screen QTC flow into fewer, decision-centric steps.

WHAT I SAID NO TO

Adding more validations early (engineering suggestion) that slowed users.

WHY

Validation timing matters more than validation quantity.

3

Making System State Visible

DECISION

Introduced clear system states (Draft, Pending, Approved, Locked).

WHY

Users were anxious about "what happens next" — not button placement.

Design Execution

  • •User journeys per role
  • •Modular IA to support ERP scale
  • •Low-fi → high-fi iteration
  • •Usability testing
  • •Handoff with edge-cases

(I intentionally optimized for clarity over visual flair — ERP users value trust, not decoration.)

CRM Opportunities Landing Page - Navigation Improvements

CRM opportunities landing page with improved navigation

CRM Opportunity Detail Page

Opportunity detail page showing primary information and projects

CRM Detail Page

CRM Detail page

Quick Collab Feature

Quick collab

Timesheet Booking

Timesheet booking

Timesheet Booking

Timesheet booking

Resource Allocation Request Page

Resource Allocation Request page

Resource Allocation Detail View

Resource Allocation More info view

AI Smart allocation of resources

AI Smart allocation of resources

AI Smart allocation of resources

AI Smart allocation of resources

CORE MODULES

Solving it through core modules

01

Deal Creation & Pricing

Sales teams create deals using rate-card-driven pricing with real-time margin visibility. AI flags pricing risks.

02

Resource Allocation

Managers see skills, availability, and utilization. AI recommends suitable resources with human control.

03

Project Execution

Projects auto-generate timelines and budgets. AI continuously monitors delivery health and risk signals.

04

Time, Expense & Attendance

Employees log via lightweight web/mobile flows. AI reduces manual errors and flags anomalies.

05

Billing & Revenue

Finance tracks milestone billing and profitability. AI surfaces margin erosion and delayed invoices.

06

Unified Reporting

Leadership gets a single view of pipeline, delivery, and cash flow without stitching reports.

THE ROLE OF AI

KAĂŹS

KAĂŹS AI Interface - Hi Aravind, How Can I Help You Today?
Ask Kais - AI Chat Interface Conversations Grid

KAÏS operates inside each workflow, not as a standalone chatbot. It accelerates work—but never replaces accountability.

KAĂŹS Thinking and Reasoning Context

Thinking reasoning context of agents

KAĂŹS Thinking and Reasoning Context

Thinking reasoning context of agents

What KaĂŻs does

  • — Explains why something is at risk
  • — Suggests next-best actions
  • — Automates repetitive tasks
  • — Keeps humans in control of irreversible decisions

AI was designed to assist, not obscure.

OUTCOMES & SIGNALS

Impact & Results

  • •Faster quote-to-cash cycles
  • •Reduced revenue leakage
  • •Higher utilization and delivery confidence
  • •Increased trust in AI-assisted decisions
  • •One system of record across sales, delivery, HR, and finance

Qualitative Signals

  • •Improved task efficiency across core ERP flows
  • •Reduced onboarding friction for new hires
  • •Strong internal adoption across teams
  • •Design system foundations reused across modules

While not all metrics were externally measurable, internal signals showed lower error rates and faster adoption.

REFLECTION

What This Project Taught Me

Designing ERP systems is less about screens and more about mental models, decision timing, trust, and systemic thinking.

This project strengthened my ability to:

  • •make high-stakes design decisions
  • •work within hard constraints
  • •collaborate deeply with PMs and engineers
  • •think in systems, not surfaces

Why This Use Case Matters

đź’ˇ "This isn't about automating ERP workflows. It's about designing decision systems that scale with trust."