We use cookies

We continuously try to improve our website and use cookies for this purpose. You can read more about what this means in our data protection policy

B2B portal relaunch with a system

Mehrere Tablet-Bildschirme zeigen ein deutschsprachiges Helvetia-Vertriebspartnerportal mit Dashboards, Dokumenten und Personen, die zusammenarbeiten.

Customer

Services

  • Customer portal

Imagine you sell insurance for Helvetia. Do your customers need a quote for car insurance? A new policy for their life insurance? Or have they reported a claim and want to know what happens next?
That's what the Helvetia B2B portals are for. Everything you need. Several countries, several portals. Each one tailored to your region.

Drei Personen an einem Konferenztisch mit Kaffeetassen, gesehen durch ein Glas. Der Bildschirm zeigt die Begrüssung des Portals Helvetia Exklusivweb.
Screenshot der Helvetia-Website: zwei Fraün mit Laptops, Willkommensgruss im Partnerportal und Partnerschaftsvorteile auf Deutsch.
Zwei Fraün sitzen auf einem Sofa, die eine hält einen Hund, die andere eine Katze, neben einem Text, der für Helvetia PetCare für Katzen und Hunde wirbt.

Time for a fresh start

The Helvetia B2B portals didn't just come into existence yesterday. They were in use for many years and did their job well. But the platform underneath was end of life. Support was no longer available and further developments were becoming increasingly complex. A new structure was needed. Technically complex and ambitious in terms of time.

Exactly our thing

So we lent a hand and relaunched the portals together with Helvetia.
We hit the keys and didn't stop until the thing was up and running. And it worked properly.

A garden becomes a system

The old code base had grown like a wild garden over the years. Just rebuild it? Not an option. We first had to understand what was in there.

We scurried through the garden, analyzed component by component and transformed it piece by piece into a modern, modular architecture. Comprehensible, maintainable, expandable.
What was previously densely overgrown is now flourishing as a reusable CMS component. Flexible to use, cleanly maintained and ready for something new.

Zwei Fraün an einem Schreibtisch betrachten einen Laptop und Papiere. Im Header der Seite steht "Willkommen im Vertriebspartner-Portal" für Helvetia.

Content migration with brains

The new setup was completely different and the content? Huge. Simply moving it over was not an option. Wherever possible, we automated it using scripts. And what couldn't be automated was done manually by the editors at Helvetia with a lot of system (and even more patience).

Step by step, not with a crowbar

Wir haben das neue Setup von Anfang an so gebaut, dass ein Parallelbetrieb möglich war.
So konnten ausgewählte Benutzer*innen früh testen und Feedback geben, ohne Risiko für den laufenden Betrieb. In mehreren Feedback-Loops haben wir die Plattform iterativ verbessert.
Als alles stabil lief, ging das alte System vom Netz. Sauber, geplant, ohne Drama.

Ein Mann mit Brille, hellem gemustertem T-Shirt und dunkler Hose steht mit den Händen in den Taschen vor einem einfarbig blauen Hintergrund und lächelt leicht.

Raphi doesn't like coffee, but knows his way around B2B portals. Questions? Just write to him.