barclays u.s - building the customer experience
TRANSCRIPT
Barclays U.S. – Building The Customer Experience
CMS for the Multichannel Online Bank – Barclays Magnolia Journey
May 7, 2015
Foster City, Calif.
Agenda
The Journey – An Overview
Going Mobile Web – Implementing Responsive Design
Content Management for the Secure Banking Site
2
Challenge of the Storefront Launch
Lessons Learned
Questions
The Journey – An Overview
3
Launch of the bank’s new storefront marketing site.
Magnolia 4.x
Launch of responsive design for the storefront marketing site.
Magnolia 5.x
Project to content manage the secure online banking site.
Magnolia 5.x
2012 - 2013 2014 - 2015 2015
Manage Content Across All Digital Channels
4
Barclays WebClient / CMS for Online Secure Banking
Barclays Magnolia/ CMS for Bank Marketing Sites
Single WebCMS Console
Publish
Solution works w/ all major browsers.
Content for Other Banking Applications
Responsive Design
Launch of the Bank’s New Magnolia Storefront
Challenges
• Two-month launch timeline with a new Barclays CMS team
• Complex workflow
• Compliance and audit requirements
• Integration w/ banking system of record
• Custom CMS training
• Custom, complex workflow
• Compliance and audit reporting
• Custom JDBC logic w/ JSON
Solution
5
Custom, Complex Workflow
6
Workflow Scenarios
Publisher
Editor
Request Content Review / Approval
Legal
Editor
Product Marketing
Editor
Legal
Request Content Edits
Published Content
Compliance & Audit Reporting
7
Integration w/ Banking System of Record
8
Going Mobile Web w/ Responsive Design
Challenges
• Working closely w/ the design agency on .psd files.
• Building the UI w/ a JavaScript framework (Foundation).
• Creating a best practice for a Magnolia implementation w/ responsive design.
• ‘UI First’ Approach – Create a functional UI site first.
• Align UI development approach w/ Magnolia implementation.
Solution
9
‘UI First’ Approach
10
Functional UI Testing
Optimize UI Development Process for Magnolia Integration
11
Content Management for the Secure Web Site
Challenges
• Secure app built using Struts 1.x and Tiles
• Work close with the bank’s IT team
• Provide full Magnolia functionality
• Utilize the Magnolia REST Web Service
• Agree on REST service contract between the secure app and Magnolia
• Create page templates that mirror the secure app pages
Solution
12
Content Manage All Digital Channels
13
Bank System of Record
REST Services
Barclays U.S. WebStorefront
Barclays U.S. Mobile Apps
Barclays U.S. Secure App
Content Manage All Digital Channels
14
Magnolia Page to REST Web Service
Magnolia Template /
Page
Content Schema
REST Services
JSON Payload
Lessons Learned
15
• Start at the top with an Enterprise CMS vision and a plan. • Start small with a PoC or website to validate. • Mentoring and Support for the client team. • Look for constant improvements in team productivity. • Always look for enterprise reusability. • Measure progress to the enterprise vision and plan.
Questions
16