Modernizing a Mission-Critical Orders & Deliveries Portal
Salesforce Experience Cloud Refresh
Davidson, North Carolina
Product
- Platform UX
- Web Apps
Services
- Design
- UX
Industry
- B2B & Enterprise
The Challenge
A Salesforce Consulting Partner serving the building materials and construction industries engaged Flower Press to modernize a community portal for a well-known construction brand. The portal is used daily by customers to access order and delivery information, making reliability and clarity essential.
Over time, the portal had become increasingly difficult to manage and scale. It relied heavily on legacy Aura components and custom-built elements, complicating maintenance and limiting meaningful usability improvements. The underlying data hierarchy lacked clarity, and stakeholders needed a stronger design direction to move forward confidently into development.
Flower Press had originally helped build the community more than five years earlier. This redesign created a strategic opportunity to modernize the experience using the Salesforce Lightning Design System and align the platform with current Experience Cloud UX standards.
The Outcome
The redesigned Experience Cloud portal delivered a significantly cleaner, more intuitive experience for end users while providing stakeholders with the clarity and confidence needed to move seamlessly into implementation. Flower Press delivered a fully Lightning-aligned design system that eliminated legacy custom components, improved maintainability, and established a scalable foundation for future growth.
The streamlined information architecture and enhanced search capabilities reduced friction in day-to-day portal use, making order and delivery information easier to access. As a result, the client reports fewer customer service inquiries related to usability confusion.
The project was delivered on time with clear, consistent communication throughout. Potential risks were identified early, and collaboration remained proactive and efficient across virtual meetings and digital workflows.
Our Approach
Flower Press began by meeting with the client and key stakeholders to understand their goals and how the tool had evolved over the past five years. Through stakeholder interviews, we identified which features were performing well, where usability lacked clarity, and where functional gaps existed. Key opportunities included enhanced search, pagination, and a more intuitive data hierarchy. We also uncovered technical constraints caused by outdated components that were limiting scalability and slowing development.
Our design team established a scalable design foundation in Figma aligned with the Salesforce Lightning Design System, replacing outdated Aura components and modernizing the interface architecture. We refined visual styles to ensure brand alignment while increasing consistency and usability. Throughout the process, we collaborated closely with our Salesforce consulting partner to confirm that recommendations were technically sound, efficient to implement, and built for long-term scale.
We then developed wireframes and interactive prototypes to validate key workflows with stakeholders. The result was a clean, modern interface built entirely within the Lightning Design System, featuring cohesive components, improved clarity, and a significantly enhanced user experience.
Ongoing Growth
Because the portal is used daily in operational workflows, sustainability and scalability were critical. By transitioning fully into Salesforce Lightning and establishing a reusable design system, future enhancements can be implemented more efficiently, UX improvements can be layered in without structural rework, and the portal is positioned for long-term scalability as business needs evolve.
Having originally partnered on the first version of the community years prior, this evolution reflects a continued collaboration, modernizing the experience while preserving institutional knowledge and operational continuity.
Flower Press offered clear communication, delivered on time, and raised risks early. – Project Lead, Salesforce Consulting Partner