product strategy and roadmap for webseriesarchive.bottomline.com/.../campbell-vigue-roadmap.pdf ·...

Product Strategy and Roadmap for WebSeries

Eric Campbell &Mike Vigue

Copyright 2007 Bottomline Technologies 1

Product Strategy and Roadmap for WebSeriesEric Campbell, CTOMike Vigue, Director, Banking Product ManagementFebruary 22, 2007

Today’s Agenda• WebSeries Evolution & Current Product State• J2EE Near Term Road Map Review

– Consolidating Payment Application Functionality– UI Enhancements– Technology Enhancements

• IIS Near Term Road Map Review– New Features– Technology Enhancements

• Prioritization of the Product Road Map– Hub– Client Access Gateway– Portal Integration & Dashboard– Consolidated Payment Workflows– New Modules (i.e. Liquidity Management)

• Conclusion and Feedback




Evolution of Client-Facing Product

Evolution of Host Integration “Hub”

Platform Evolution

Product Evolution

Client Tailoring

ACHPlatformServices

Information Reporting

CheckManagement

Core Platform

Real Time Gross

Settlement




Product Evolution/Current State

Client Tailoring

ACH


CheckManagement

Core Platform

Real Time Gross

Settlement

PlatformServices

Product Evolution/Future State

Core Platform

Client Tailoring


CheckManagement

Global Payments

PlatformServices




J2EE Near Term Road Map Review: Global Payments – Phase 1

• Migrate ACH add on features across all payment types– Scheduled payments– Detail import maps– Detail import– Batch payments

• Migrate RTGS add on features across all payment types– User defined fields– Panel approval– Definable number of signatures– High value payments– Parent/Child relationships– Approval rejections– Local time zones– Local language

J2EE Near Term Road Map Review: Scheduled Payments




J2EE Near Term Road Map Review: Detail Import Maps

J2EE Near Term Road Map Review: Detail Import




J2EE Near Term Road Map Review: Batch Payments

J2EE Near Term Road Map Review: User Defined Fields




J2EE Near Term Road Map Review: Panel Approval

J2EE Near Term Road Map Review: Definable Number of Signatures




J2EE Near Term Road Map Review: High Value Payments

J2EE Near Term Road Map Review: Parent/Child Relationships




J2EE Near Term Road Map Review: Approval Rejections

J2EE Near Term Road Map Review: Local Time Zones




J2EE Near Term Road Map Review: User Based Local Language

J2EE Near Term Road Map Review: User Interface Enhancements

• Fixed Drop-Downs• Locked Column Headers• Step-Based UI Workflow• Better Branding & Look • New Entitlements

– Segregate Data and Functional Access?– Segment Roles by Product?– Admin Functions Broken Out?




J2EE Near Term Road Map Review: Technology Enhancements

• Add to current WebSeries version– WebSphere 6.0.2– Oracle 10g– Solaris 10– MQ 6

• Next version– WebSphere 6.1– Crystal XI– WebLogic 9.1– Vista Enterprise

IIS Near Term Road Map Review:IIS New Features

• True parent/child relationships• Ability to run print engine, PayBase, in batch mode• New alerts

– Specifically around when hub loses DB connectivity• UI Enhancements

– Added user defined rows per page– Add easy pages to top and bottom of grid – Dynamic sort of grid column headers




IIS Near Term Road Map Review: User Interface Enhancements

IIS Near Term Road Map Review: Technology Enhancements

• SQL Server 2005• Oracle 10g• Solaris 10• Vista Enterprise• IE 7• Crystal XI• MQ 6




Prioritization of the Product Road Map:New Host Interface Tools now Available

• Rules deployed in industry standard language (JAVA)• Supports industry XML tools to reduce cost• Supports Chinese, Japanese, Korean, etc. characters• Shares Validations, Entitlements, with UI• Compatible with existing deployments (for SWIFT, BAI, etc.)• Should all legacy interface rules be migrated? What is the relative priority?

Conversion tools required?

Prioritization of the Product Road Map: Priority of further Strategic Initiatives?

• “Java the Hub” – A Java Event Manager and all Java events • JDMP and Java events enhancements• Java Event Monitor – Eliminate windows executable• Improve fault tolerance• Scalability/Clustering




Prioritization of the Product Road Map: Client Access Gateway (in beta)

• Provides means for clients to perform un-attended uploads of payments and downloads of information.

• Clients schedule events on WebSeries and the local PC accesses the events using secure web services

• Performs un-attended printing of reports• Could serve as general client gateway for MQ

Prioritization of the Product Road Map: Portal / Dashboard Strategy for WebSeries

• Integration with IBM WebSphere Portal as a bundled offering?• Develop Native Dashboard functions?• Create / Publish web services to facilitate integrations into other types of

deployments• Informational vs “Deep Dive” i.e. view transactions waiting approval and

then approve from the Dashboard.




Prioritization of the Product Road Map: Global Payments – Phase 2

• Consolidating Payments– Remove all payment constraints – client can group types into their own

products– All payment types to support batch and single entry

• At the system configuration level, a type can be set up as either allowing:

– Batch Workflow– Single Workflow– Both

• Grouping and ungrouping transactions• Choice made at creation• Co-mingling individual payments with batches for approval• Multiple views

Select Type From Menu




Looks/Feels Just Like Current Single Instruction Entry

Certain fields are common to a batch, so have to be populated first. Whether this screen is shown or not needs to be configurable by type.

If the type supports templates and the user has batch template entitlements, the Template field is shown so the user can create the template from a batch.

Clicking Save creates the empty batch so the user can proceed to add payments, or modify payments in the batch.




Prioritization of the Product Road Map: Combining Summary Grids for Approval, Modification, Repair, etc – Option 1:

• Tabbed Grid breaking the payment types into groups of payment types with common fields




Prioritization of the Product Road Map: Combining Summary Grids for Approval, Modification, Repair, etc – Option 2:

• Provide ability to customize summary grid columns and save as a profile. All payments would be shown in a single grid, and it would be up to the user to create a proper view for their transaction domain.

Prioritization of the Product Road Map: New Modules

• Liquidity Management– Target Balance and ZBA Management– Account Sweeps– Notional Balances and Pooling– Interest Reporting and Payments

• Check & Draft Printing Component Integration




Conclusion and Feedback:Customer Product Steering Committees - 2007 Initiative

• Portal / Dashboard• Hub• Global Payments• UI Enhancements• User Entitlements

Questions

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