myHeraeus
Redesign and restructuring of the customer portal for precious metal recycling and trading
Our services
Results
From these requirements, the portal was restructured and redesigned in both core areas.
We restructured the recycling as a guided journey – from inquiry to quotation, order configuration and delivery, to sampling and billing. Customers can create orders with assistance and continuously track them via a status-based order overview. In addition, the representation of multiple entities per customer was revised to map even complex corporate structures.
For the trading area, we extensively modernized the configurable dashboard as the entry point. It is the centerpiece with real-time rates, through which purchases and sales are processed based on the deposited balance and all transactions are documented in a detailed transaction overview.
The focus was on clear, task-oriented user guidance that makes demanding professional processes accessible for different types of users – from the assisted view for occasional users to the power user mode for daily use.
Initial situation & challenges
Over the years, the customer portal offered a wide range of functions, but its structure, user guidance, and design no longer matched the current brand presence. The goal was to fundamentally revise the information architecture, simplify operation, and visually align the portal with the corporate website.
Merge two business areas
The very different areas of recycling and trading had to be bundled under a unified interface without diluting their respective peculiarities and content.
Depict complex processes clearly
Multi-step and explanation-intensive processes had to be structured so that users can always find their way and complete their tasks efficiently.
Consider different needs
The portal should be comprehensible, accessible, and intuitively operable for both experienced and less proficient users.
Results
From these requirements, the portal was restructured and redesigned in both core areas.
We restructured the recycling as a guided journey – from inquiry to quotation, order configuration and delivery, to sampling and billing. Customers can create orders with assistance and continuously track them via a status-based order overview. In addition, the representation of multiple entities per customer was revised to map even complex corporate structures.
For the trading area, we extensively modernized the configurable dashboard as the entry point. It is the centerpiece with real-time rates, through which purchases and sales are processed based on the deposited balance and all transactions are documented in a detailed transaction overview.
The focus was on clear, task-oriented user guidance that makes demanding professional processes accessible for different types of users – from the assisted view for occasional users to the power user mode for daily use.
Für den Trading-Bereich haben wir das konfigurierbare Dashboard als Eingangstor umfassend modernisiert. Es bildet mit Echtzeitkursen das Herzstück, über das Käufe und Verkäufe auf Basis des hinterlegten Guthabens abgewickelt und Vorgänge in einer detaillierten Transaktionsübersicht dokumentiert werden.
Im Zentrum stand dabei eine klare, aufgabenorientierte Nutzerführung, die anspruchsvolle Fachprozesse für unterschiedliche Nutzertypen zugänglich macht – von der assistierten Ansicht für Gelegenheitsnutzer:innen bis zum Power-User-Modus für den täglichen Einsatz.
Technische Umsetzung
Wir verantworteten das Interface und setzten das Frontend mit Vue um. Die Auslieferung erfolgte über Storybook. Die Umsetzung in SAP lag bei einem Dienstleistungspartner, mit dem wir im agilen Prozess die einzelnen Komponenten und Pages iterativ realisierten.
Your contact person
- Marian Gertheim
Consultingsynaigy
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