Ping An Technology · Finance & insurance
B2B enterprise financial platforms
I led end-to-end UX strategy and design for Ping An’s B2B enterprise financial platforms, covering interaction, visual systems, brand, user research, and patent applications.
00 — Context
What I know I can say so far
I built a scalable design system with more than 100 components, which improved design–development efficiency. I also worked on patent applications during this period; 28 patents were granted by the China National Patent Office in January 2022. The narrative sections below still need your first-hand account of the work.
01 — Problem
The problem
Describe the problem in Ping An’s B2B enterprise financial platforms. Where were workflows breaking down for users, and what was the business cost of that friction?
Tip: The learning module and collaboration metrics later in this page may point back to a specific problem — connect them if you can.
02 — Opportunity
The opportunity
What opportunity did a stronger design system and a clearer experience create — for the people using the platforms, and for the teams building them?
Tip: 2–3 sentences on why a system, not just a set of screens, was the right move.
03 — Process
How the work unfolded
Walk through the work: UX strategy, research, the 100+ component design system, visual and brand decisions, and how you collaborated across teams. Add artefacts below.
Tip: A snapshot of the design system, a before/after of the learning module, or a key workflow would help.
04 — Challenges
Challenges
What was hard about designing for a B2B enterprise financial context? Compliance, legacy systems, stakeholder alignment, or something else?
Tip: Be specific about one or two constraints and how you handled them.
05 — Outcome
What changed
Results from my CV, from the redesign and the wider experience improvements across complex workflows.
- 100+Components in a scalable design system
- 40% → 59%Learning module visit rate after redesign
- 27.8%Increase in remote collaboration efficiency
- 35.2%Increase in organisational efficiency
06 — Takeaways
What I took away
What did you learn about design systems, enterprise UX, or working with research and patents in this environment?
Tip: A short reflection is enough.