Nobody could see what they'd selected

Category, Business Unit, Region. Three mandatory fields across every document in GEP Quantum. Sounds simple until you realize "Category" alone hides five levels of taxonomy behind a flat dropdown. I redesigned these fields to show exactly where each selection sits in that hierarchy.

Timeline
~2 months
Role
Lead Designer
Team
2 designers, 1 researcher

Three fields, five levels, zero visibility

These three fields show up everywhere: contracts, purchase orders, invoices, every document in the platform. They look like simple dropdowns. But "Category" alone can go five levels deep: Information Technology → IT Infrastructure → Audio/Visual → Purchase → H11-Installation. The interface showed none of this. You'd pick something, see a single label, and have no idea where it actually sat in the tree.

Old component showing the +5 more link with no way to see or edit selections
Before — "+5 more" link with no visibility into what was selected
Old component showing hidden hierarchy — five levels flattened into a single list
Before — five levels of hierarchy flattened into a single unstructured list
01

Hidden hierarchy

Five levels of taxonomy, flattened into a single list with no parent-child context.

02

Ghost selections

A "+5 more" link that opened a panel, but with no way to see, edit, or confirm what was already selected.

Two directions, twelve users, two rounds

I audited the component across every module it appeared in: Contracts, P2P, Sourcing, mapping where the same CBR fields surfaced and how differently each module's users interacted with them. The problem wasn't just visual; it was structural. That audit shaped two divergent prototypes.

Two prototypes, one question

Prototype 1: a slide-out panel with an expandable tree and an i-icon that revealed all selections on hover. Prototype 2: everything inline, each selection showing its full parent path as a chip directly in the form. The real question was which model users could reason about faster, not which one looked better.

Prototype 1 i-icon tooltip showing all selections with full hierarchy paths
Prototype 1 — i-icon tooltip revealing all selections with full parent paths on hover
Prototype 1 — slide-out panel with expandable tree
Prototype 1 — slide-out panel with expandable tree and i-icon tooltip
Prototype 2 — inline chip approach showing full parent path per selection
Prototype 2 — full parent path shown inline as chips within the form

Round 1: The data decided

6 moderated sessions with Contracts TSOs. 6 out of 6 preferred Prototype 1. Prototype 2 made forms feel cluttered; the inline chips consumed too much vertical space. The i-icon tooltip was universally liked: users could confirm selections without reopening the picker. Direction locked.

What Round 1 broke

The approach was right, but the details weren't. 4 out of 6 users found dotted connector lines too subtle to trace hierarchy. The slash separator felt unintuitive; users expected arrows instead. And the three-dot indicator confused 5 out of 6 participants. Each of these became a specific design change for Round 2.

Round 2: Different users, same component

I deliberately tested with P2P specialists, a completely different user group with different workflows but the same component. Dotted lines became solid. Slashes became arrows. The three-dot icon was replaced with a breadcrumb path. Tree usability scored 5/5. All 6 users called the hierarchy highlighting "very useful."

Round 2 — slide-out panel with expanded tree, breadcrumb path and selection highlighted
Round 2 — solid connector lines, arrow indicators, and hierarchy highlighted on selection

A tree you can actually read

The final design was a slide-out category picker that made hierarchy the hero instead of hiding it. The tree is expanded and clear, with solid connector lines and arrow indicators on non-selectable parent nodes. A breadcrumb path at the top shows exactly where you are. The i-icon tooltip stayed. Click the small "i" on any input field, and the full parent-to-child path unfolds without reopening the picker.

Final solution — expanded tree with solid connector lines and arrow indicators on parent nodes
Final — expanded tree with solid lines, arrow indicators, and hierarchy highlighted on selection
Final solution — i-icon next to +n more showing all selections on hover
Final — i-icon next to "+n more" reveals all selections with full paths on hover

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Open in Figma
Interactive prototype. Click through the tree picker flow: expand hierarchy, select a category, see the breadcrumb path update. Open in Figma
Closed the flow list? Click at the bottom to restart and bring it back.

What made this hard

A five-level taxonomy isn't complicated on its own. The interface just pretended the depth wasn't there, and my job was to make that structure visible instead of just tidier. Testing with TSOs, the people who configure the system rather than just use it, showed me a different kind of complexity: the same component had to serve fundamentally different mental models across Contracts and P2P. That constraint is what made the final design stronger than either prototype alone, and it shipped as one unified component across GEP Quantum.

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