Scale-Cost

Client

Non disclosure

Year

2025

Platform

Internal

Timeline

Q3, Q4

Role

Product design end-to-end

Redesign of a legacy German cost-reduction PMO tool into a modern portfolio system. The original product was thorough but difficult to use for daily decision-making. The new version focuses on clarity, prioritization, and faster access to what matters. German operational terms were kept where they carried specific meaning, while the overall experience was simplified for decision-making.

Starting Point

The original tool was a dense, data-entry heavy German system focused on cost-reduction measures (Maßnahmen). Strengths: clear financial categories, Netto calculation, stage model (Härtegrad), and milestone tracking. Weaknesses: long forms, weak prioritization, no exception handling, static charts, and high cognitive load.

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Core Problems

  • Users could enter data but struggled to see what needed attention

  • Financial impact (Netto) was buried

  • No clear portfolio prioritization

  • Creating a new measure felt long and fragmented

  • Detail views were either too empty or too scattered

Key Design Decisions

Navigation Top navigation: Dashboard → Maßnahmen → Finanzen → Reports “Neue Maßnahme” treated as an action button, not a main menu item

Dashboard Large KPI strip, Priority Matrix, and a persistent exception panel on the right

Maßnahmen List Clean table with the essential signals: Härtegrad, Netto, Variance, Realisierung %

Measure Detail Single-page workbench with key numbers kept permanently in a right-hand cockpit

New Measure Guided 4-step creation flow. Charts appear only when real financial data exists

Final Structure

  • Dashboard — portfolio health, priority matrix, exception panel

  • Maßnahmen — main working list

  • Measure Detail — single-page workbench with cockpit

  • Neue Maßnahme — 4-step guided flow

  • Finanzen — portfolio-level Netto performance

Dashboard


  • Large KPI strip (Netto-Einsparung, Potential, Investition, Realisierung)

  • Priority Matrix (Investment vs Netto-Potenzial, bubble size = Restziel)

  • Persistent right-side Review / Exception panel

  • Dense Maßnahmen table with Härtegrad, Netto, Variance, Realisierung %

Maßnahmen Table


Final columns:

ID | Titel | Härtegrad | Owner | Bereich | Netto (T€) | Variance | Realisierung %

Maßnahmen Table


Final columns:

ID | Titel | Härtegrad | Owner | Bereich | Netto (T€) | Variance | Realisierung %

Maßnahmen Detail (Workbench)


  • Single page (no accordion)

  • KPIs moved to right-hand Maßnahmen-Cockpit

  • Clear sections: Basis-Informationen → Meilensteine → Business Case

  • Primary actions: Bearbeiten, Status ändern, Flaggen, Speichern

Maßnahmen Detail (Workbench)


  • Single page (no accordion)

  • KPIs moved to right-hand Maßnahmen-Cockpit

  • Clear sections: Basis-Informationen → Meilensteine → Business Case

  • Primary actions: Bearbeiten, Status ändern, Flaggen, Speichern

Neue Maßnahmen Wizard


  • Reduced to 4 clear steps

  • Right live summary panel kept but quiet in early steps

  • Charts only appear when real financial data exists

Neue Maßnahmen Wizard


  • Reduced to 4 clear steps

  • Right live summary panel kept but quiet in early steps

  • Charts only appear when real financial data exists

Why These Changes Work


  • Decision information is visible first

  • Exception handling is permanent, not hidden

  • German process language (Härtegrad, Netto, Realisierung) is preserved

  • Visual noise was reduced while keeping necessary density

  • The system moved from data collection to portfolio steering

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