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Proxiserve

A data mapping and import tool designed to make a complex technical process accessible to non-technical business users.

RoleUI Design
Team3 — Lead designer, PO
Duration1 week
ToolsFigma
Proxiserve — outil d'import et de mapping de données

A reference database to update,
with no tool to do it.

Client: Proxiserve — a company specializing in heating system maintenance.

Problem: internal teams had to manually update a large client address database using heterogeneous Excel files, with no dedicated tool.

Response: design of a structured, guided, and reliable data mapping and import tool, delivered in the context of a competitive tender.

All mockups delivered,
in one week.

Sole producer of all UI mockups within a three-person team (lead designer handling scoping, PO managing the technical interface). Delivered in one week. Tender won — tool in production.

Making complexity
readable and actionable.

Making a complex technical process — import, column mapping, anomaly detection and correction, validation — readable and actionable for non-technical business users, without prior training.

A six-step flow,
guided and frictionless.

01 Parameters
Étape 1 — Paramétrage

Client, contract, agency and group selection before import. A contextual filter that customizes the entire following flow.

02 File Import
Étape 2 — Import du fichier

Drag-and-drop zone with explicit accepted formats (.xls, .csv). Friction reduction at the entry point.

02b Processing State
Étape 2b — État de traitement

System feedback during processing. The user is informed without being blocked.

03 Column Mapping
Étape 3 — Mapping de colonnes

Visual association between the client file and the ORION database, with a real-time example column to reduce mapping errors.

04 Anomaly Correction
Étape 4 — Correction des anomalies

Inline highlighting of problematic cells with direct row editing — without leaving the flow or losing context.

05 Summary
Étape 5 — Récapitulatif

Overview of operations performed (contacts updated, created, removed) before final validation to ORION.

06 Success Notification
Étape 6 — Notification de succès

System confirmation with list of ongoing imports, allowing a new cycle to be launched without waiting for the previous one to complete.

Style Guide UI Kit
Style guide Proxiserve — UI Kit

Color palette (red/blue), Outfit and Roboto typography, documented components: buttons, tables, dropdowns, stepper.

Tender won.
Tool in production.

Tender won. Tool delivered in production, used by Proxiserve's internal teams to update the property reference database.

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