A leading manufacturer in metal roofing production and distribution in the United States decided to modernize its order management platform, which is used by more than 8,000 users. The goal was to drive the transition to improved technology by enhancing usability, accessibility, and adaptability, ensuring an optimal user experience for diverse users.
The system had become outdated and non-responsive, hindering efficient navigation for creating and managing orders. Its sluggish performance resulted in high bounce rates, while an unclear visual hierarchy made it challenging for users without prior experience. Moreover, extended load times—particularly for orders exceeding 100 items—slowed down operations and led to user frustration.
The migration from Scope to Epicor (ERPs) presented a major risk, necessitating flawless integration to prevent disruptions. With the platform being used by employees, resellers, and direct clients, robust accessibility was essential.
To modernize the order management experience, we redesigned the platform with a user-centered focus—addressing navigation challenges, performance issues, and accessibility gaps. We implemented a fully customized design system based on Material Design principles to enhance usability, while optimizing workflows and automating processes to boost operational efficiency.
Faced with a critical ERP transition from Scope to Epicor, we adopted a Big Bang deployment strategy, launching the new platform in one go. Although this approach carried significant risks, thorough pre-launch testing and effective risk mitigation ensured a smooth transition. This method was essential to avoid any downtime, as the old system needed immediate replacement with no overlap. Despite the challenges, the launch was successful, maintaining continuous operations and minimizing business disruptions.
Post-launch surveys showed a notable increase in user satisfaction, highlighting the modern design, ease of use, and better performance.
Optimized workflows and AI-driven automation reduced manual tasks, speeding up order processing and minimizing errors.
The implementation of Storybook ensured a consistent UI, reducing errors, improving efficiency, and accelerating development.
The migration from Scope to Epicor was executed all at once to prevent downtime. Thorough pre-launch testing ensured a seamless transition, maintaining continuous order processing and avoiding disruptions.
Contrast, reading scales, and keyboard navigation were improved, complying with WCAG standards. Dark mode was added to reduce eye strain.
By reducing unnecessary data loads and improving information hierarchy, the platform became faster, more efficient, and easier to use. Users now see only the essential information at each step, reducing cognitive overload and speeding up workflows.
Manual data entry was enhanced by AI recognition, which allows employees to take a picture of an order and process the items automatically.
The redesigned order management platform improved the experience for over 8,000 users, including employees, resellers, and direct accounts. By streamlining processes, workflows became faster and more efficient, directly boosting sales team performance. System performance improved by 30%, enhancing responsiveness and reducing delays.
A key part of this transformation was the seamless ERP transition from Scope to Epicor, executed with a Big Bang deployment. This ensured the migration was completed without interruptions, keeping the platform fully operational.
AI-driven functionalities were smoothly integrated, reducing manual tasks and boosting efficiency. Post-launch feedback showed increased user satisfaction, with employees noting improvements in usability, reliability, and overall experience. These advancements set the stage for future technological growth.
faster order processing
increase in user satisfaction
system performance improvement
AI automation minimized errors and workload