Giving enterprise clients full control over their own entities
Give clients with multi-entity structures the autonomy to configure workflows, budgets and spending lines without routing everything through one central admin.
16 accounts adopted the feature; one client went from 1 to 3 admins and 80 new entities created.
Context
Through LittleBig Connection's Customer Success team, a recurring signal kept surfacing: clients with multiple legal entities or subsidiaries depended on a single account administrator to set up workflows, budgets and spending lines for every entity. Veolia was the clearest case — 242 entities, one administrator. That created bottlenecks and capped how far the client could scale inside the platform on their own.
Discovery
1 — Client workshops
Sessions with other multi-entity clients, like Valeo, to understand how they actually structure entities and why so many existed in the first place.
2 — Existing screen analysis
Mapped which screens and permissions had to open up for the new role without compromising data isolation between entities.
One workshop finding stood out: of Valeo's 429 entities, only 93 had ever been used to create an RFP — roughly a quarter of the structure was active, the rest existed mostly to mirror the client's internal org chart rather than to do anything on the platform. That single insight reframed the problem: this wasn't just about admin workload, it was about entities multiplying faster than anyone could govern them.
User story → solution
"As an entity administrator, I want to manage my own workflows, budgets and spending lines without depending on the account's central administrator."
We translated that into a new role with permissions scoped per entity, and designed the full flow: an entity list, admin and owner assignment, and workflow/budget creation that can cascade down to sub-entities.
Prototype and validation
We built a clickable prototype to walk selected clients through it before writing a single line of code: entity structure, workflow creation, and per-entity budgets.
Results
