iBank: Intranet Portal

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Customer is a large financial organization established, which has significant experience in the market of elite banking services and is one of the leading banks in the field of family wealth management (FWM). The bank serves wealthy clients and provides a full range of services in private banking. All financial organizations are looking forward to increasing their online presence providing relevant services to their clients whilst the Customer has been in the remote services business for already 20 years now.

OVERVIEW

  • Services:
    • Technical Analysis
    • Software Reengineering
    • Knowledge-base Development
    • Functionality Development
    • Quality Assurance (QA)
  • Metrics:
    • Effort: 400+ man-hours
    • Start: August 3, 2015
    • Status: ONGOING
    • Market: GB LV RU UA
    • Industry: Finance & Banking

CHALLENGE

  • Reengineer the solution w/o the project original source code and documents.
  • Develop and assure quality via remote access possibilities only (e.g. TeamViewer).
  • Develop on the production version directly w/o the test server — no full copy of the project.
  • Adhere to the Customer’s security measures — have limited access within the specified hours.
  • Meet extremely short deadlines — sometimes 16 working hours a day per employee.

SOLUTION

Access to the information within an enterprise was the key to employees’ productivity. Customer needed a corporate intranet portal for collaboration and content management to share information among its employees and to automate the public relation (PR) operations. There were many out-of-the-box intranet portal solutions available, although the Customer preferred the customized option, tailored to their specific needs. MS Sharepoint provided collaborative features and extensibility options, knowledge and experience sharing, teamwork and project coordination capabilities, including several Business Intelligence (BI) units. Blogs, people profiles, social networks, discussion forums, newsfeeds, calendars, integration with MS Exchange as well as lots of other features were all rolled out in one place, the Customer’s corporate portal, to connect people, data, and tools.

Search of relevant information was one of the most time-consuming parts of daily working activities. To reduce the amount of time spent on search and dedicate it to actual work, we used a smart search engine — MS SharePoint Search. It allowed to search data spread across multiple sources including lists, document libraries, site pages, shared documents or even external resources. Full-text searching and rich web content indexing support, meta-driven refinement panel, previews, and other advanced capabilities helped find the right content timely and with ease.

Employees’ absence was visually implemented so more informed decisions were made through enhancing the business process while still saving time. SharePoint calendars allowed to see the rooms occupied / vacant in real time. The system was flexible and configured with many parameters: document forms, user actions, permissions, and notifications, etc.

OUTCOME

Partnering with OMERTEX enabled new opportunities from the early start. We managed to deliver on time and within the requested quality, adhere to strict and regulated processes of the Customer, and support our technological partner on a decent level, thus, confirmed the reputation of a professional service provider. The first phase was successfully finished (corporate culture growth detected as well) and the Customer decided to pursue and develop a robust document management system (DMS) module to level up the business process automation (BPA) capabilities.

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