Medical Technology Self Service Portal and App

Orders | BD×+
bd.com/en-us/orders
Orders page: order totals, open lines, alerts and a table of open orders
BDAccount

Submit an Issue

BD

What kind of issue do you have?

Challenge

Becton Dickinson (BD), a global medical technology company, was struggling with an overloaded customer service operation that frustrated customers and stretched its team.

A new self-service portal offered a way to let customers solve problems on their own, reducing pressure on BD's support team and modernizing the experience.

Senior Designer · Co-creation workshop, portal and app design


Process

Building on user research and analysis, we brought early product concepts to a co-creation workshop, where key stakeholders refined and prioritized them to improve BD's self-service options.

Two people at a monitor, one pointing at a table of settings on the screen
1 of 4Customer Specific Preferences
A person resting their head on their hand, reading a notice on a laptop
2 of 4Order Delay Notice
Two people on a loading dock looking at damaged boxes, one holding a tablet
3 of 4Streamlined Issue Submission
Two clinicians at a workstation, one pointing at product details on the screen
4 of 4Actionable Product Information

Portal structure

The prioritized concepts were organized into a simple site map: a web portal built around orders, issue resolution and account preferences, with a companion app for submitting issues in the field.


BD

Orders

Updated 4 minutes ago

All Orders

75%Completed

  • Completed
  • Open

Open Lines

  • Shipped
  • Processing
  • Backordered
  • Delayed

Alerts

CSV ↓
BD Order No.PO No.Order Date ▾Delivery Address ▾Sold-To No.Delivery Status ▾

Product

The order landing page brings everything customers need into one place, so they can check on and resolve any part of an order.

Based on customer feedback, it puts open orders front and center with visualizations, alerts and tracking down to the individual line item.

BD

Issue Resolution

Issue Resolution

80%Completed

  • Completed
  • Open

Open Issues

12Total

  • Under
    review
  • Awaiting
    submission

Alerts

CSV ↓
Issue No.TypeBD Order No.LotDate SubmittedProductStatus ▾

Customers can follow submitted issues in real time from the portal, getting answers without waiting on customer service and freeing BD's team to focus on more complex requests.

BDAccount

Account Preferences

NorthernRegional Hospital

ID  234-0982-3498

Forecasting

Below is our estimate at your recurring orders. Please adjust based on your forecasting so we can be better prepared for your orders in the upcoming month!

231

+13%products ordered
this month

  • 178recurring products
  • 30new products
  • 23substitutions

253

projected
product orders

Product OrderedQuantityFrequencyDate iThe day of the month the order is placedStatus

Revamped account preferences let customers get ahead of potential issues, managing everything from recall notifications and forecasting to product substitutions during backorders.

BDAccount

Submit an Issue

BD

What kind of issue do you have?

The accompanying app takes advantage of a tablet’s portability to simplify the process of submitting product issues for users in the field.

Customers are able to document issues in the location they are first noticed, such as a hospital exam room or a supply receiving center.

A hand on a tablet attaching a photo to an issue in the BD app

Outcome

Building on these designs, BD built out its centralized Customer Care Portal, which allows healthcare clients, distributors and wholesalers to track live FedEx shipments, manage orders via purchase numbers and submit digital claims or recall and field actions.