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Website Refresh - Financial Services Provider to Credit Unions

Industry
Financial Services - Website Refresh
Software Package(s)
MS, Linux, JSP, Lotus Domino, SQL, MQ Series
Background
Client is a very large association for credit unions (4,000 employees). They needed a "world class web site with personalization for future implementation of 1 to 1 marketing initiatives".
Challenge
The client needs the ability to communicate to Member Credit Union’s with current date that is flexible and easily managed... Current intranet portal is rigid and out of date.

Overall Goals:
  • INCREASE REVENUES
    • Enhance marketing and increase sales
    • Improve policy retention
  • REDUCE EXPENSES
    • Decrease sales and accounting costs
    • Reduce the cost of future process improvements
    • Lower the expense of maintaining the WEB site
  • IMPROVE INFRASTRUCTURE PERFORMANCE
    • Enhance the WEB site by providing effective infrastructure
    • Install effective WEB site management processes and reports
    • Improve quality and consistency of the WEB site presence
  • INCREASE EMPLOYEE SATISFACTION
    • Cultivate an empowered, entrepreneurial environment
    • Instill an attitude that employees can impact company performance
  • ENHANCE CUSTOMER SERVICE
    • Enhance customers’ overall impression of Financial Services Provider
    • Coordinate relevant distribution channels with the WEB site
Solution
Create a web based intranet portal including a content management engine.
Result
Completed the fixed bid project in 4 months (on-time) with no cost overrun (on-budget) affording the following:
  • Established internet architecture.
  • Branding of 2nd generation site (comps, competitive assessment, flow).
  • Prototype demonstrating brand, navigation, integration, community, & technology.
  • Implemented profiling and a myCMG personalized page.
  • Built content management application.
  • Created detailed site standards document for all future web efforts.
  • Established new product development process fostering quicker time to market.