Product Design and Design System for Startup CPGenius Platform

Project title: Promomash CPGenius: Product Design System for a Trade Promotion SaaS

Client: Promomash (CPGenius) · California, USA Industry: B2B SaaS, CPG Tech, Trade Promotion Management Services: Product Design System, UI/UX Design, Navigation & Information Architecture, Ongoing Design Partnership

Overview CPGenius is the platform growing CPG brands use to manage trade spend. After cost of goods sold, trade spend is their biggest expense, and it can eat up to a quarter of top-line revenue if it's mismanaged. Founder Yuval Selik built Promomash after going through that problem himself as a CPG brand founder. Over a decade it became a G2-recognized leader in trade promotion management, trusted by hundreds of brands. The product had grown faster than its interface, and what it needed was a system rather than more screens.

The challenge AI-generated interface tools had shipped screens quickly but without consistency. The same concept showed up in different colors, spacing, and radii from one screen to the next. Actions moved around, and color carried no reliable meaning. For operators trusting the platform with a big share of their revenue, that inconsistency felt like risk. It also cost engineering time re-deciding questions a system should have answered once.

Key goals:

Audit a live interface without disrupting workflows brands rely on daily

Rebuild the primary navigation first, since every other screen inherits from it

Create a semantic color system with one meaning per color across three product areas

Measure spacing, radii, and type from approved screens instead of inventing values from scratch

Sequence the system by screen family so engineering could adopt it in pieces

Stay on as an ongoing partner through the rollout

The approach We worked as an embedded, subscription-based design partner. We audited every existing screen before designing anything, rebuilt the navigation first, then worked through the product one screen family at a time. The system includes semantic color tokens, an 8pt/4pt spacing grid, progressive disclosure through hover states, and a single filter model that replaced two overlapping ones.

3 revenue-critical workflows (trade promotion management, deduction management, and field marketing) now run on one documented design system

A single token system governs every color, spacing, and radius value, built once for engineering to reuse

The rebuilt navigation and first workflows are already live in CPGenius, with the rest rolling out screen by screen

Early client feedback points to gains in onboarding speed, engagement, and deduction-related churn; the figures are being confirmed

Skills/tags: Product Design, Design Systems, UI/UX, Information Architecture, SaaS, B2B, Dashboard Design

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