portal dream team

Portal Dream TeamFacilitated by:

Karissa Fritz, PassagewaysPresented by:

Anthony McSwain, Fidelity BankLori Smith, Credit Union of America

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Portal Dream Team

Building the Project Team

Budget

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Executive Support

Vision and Mission

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Goals

Planning

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VP Digital Marketing Manager, Fidelity Bank

Anthony McSwain

Anthony is a twelve-year veteran of website solutions management at a small business and corporate level. His diverse background enables him to provide insightful feedback during strategic planning efforts, present creative and innovative ideas, and provide effective solutions contributing to the success of Fidelity Bank.

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Project Manager, Credit Union of America

Lori Smith

Lori started at Credit Union of America in 2005, since then she has held positions as a Teller, Lead Teller, Trainer, Recruiter and most recently Project Manager. Lori’s background in training and human resources enabled her to select the right team for her credit union’s portal re-launch project.

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Fidelity Bank

Anthony McSwain

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BUDGET OVERVIEW

• Project budget

• Additional investments

• Conference budget

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PROJECT BUDGET• Portal cost

• Two fulltime employees

• Salaries roughly 30k each

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ADDITIONAL INVESTMENTS• Additional features and design needs

• Custom portal navigation

• Custom employee directory

• Other brand styling

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CONFERENCE BUDGET• Importance of sending the team

• Passageways certifications

• Attendance limitations

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EXECUTIVE SUPPORT• Old portal solution failing

• MindBridge terminated support

• Employee communication impacted

• Additional duties for new employees

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BUILDING THE TEAM OVERVIEW

• Reasons for creating a team

• Team members included

• Criteria for choosing the team

• Team member responsibilities

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REASONS FOR CREATING A TEAM• Old solution failing

• Treat portal like external website

• Need skilled individuals

• Education and internal marketing

• More than a one person job

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TEAM MEMBERS INCLUDED• Implementation committee

• Graphic designer

• Web designer

• Digital Marketing manager

• Department supervisors

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CRITERIA FOR CHOOSING THE TEAM• Web, graphic and customer service skills

• Perform other team member tasks

• Skills in other digital solutions

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TEAM MEMBER RESPONSIBILITIES• Identify strengths and weaknesses

• Developing graphics

• Creating custom HTML pages

• Supporting other digital solutions

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PORTAL PROJECT MISSION

The mission and vision for the portal project was to

replace a failing portal solution by selecting a new

intranet vendor with the ability to provide Fidelity

Bank with a powerful portal solution with room to

grow.

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PROJECT GOALS OVERVIEW

• Project goals and timelines

• Long term goals after implementation

• Short term goals

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GOALS AND TIMELINES• Launch in six months

• Use to introduce Bravely Onward

• Educate employees

• Improve communication

• Market internally

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SHORT TERM GOALS• Apply icon treatment to department pages

• Develop a document management strategy

• Develop a vehicle reservation solution

• Win Bestie

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LONG TERM GOALS• Deploy products and services module

• Increase deposit growth

• Win Bestie

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COMMUNICATION PLANNING OVERVIEW

• Sharing details with staff

• Engaging employees

• Sharing implementation updates

• Portal launch plans

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SHARING DETAILS WITH STAFF• Email communications

• Portal announcements

• Team responsible for implementation

• Project timeline

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ENGAGING EMPLOYEES• Teasers on the portal (old)

• Employee feedback sessions

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SHARING IMPLEMENTATION UPDATES• Announcements on the portal (old)

• Implementation committee meetings

• Development team meetings

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PORTAL LAUNCH PLANS• Launch with Bravely Onward promise

• Launch in six months

• Launch scavenger hunt shortly after release

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Questions?

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Credit Union of America

Lori Smith

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Budget•Project Budget

•Additional Investments

•Conference Budget

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Project Budget•Portal Enhancements

Costs

•Staff Time

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Additional Investments

•Custom Landing Page

Design

•Team Meetings

•Portal Launch Costs

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Conference Budget

•Recognition for Efforts

•OnBoard Solution

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Executive Support

•Prior Year Clean-Up Initiative

•Various Sources for

Information

•Current Year Initiatives

•Executive Member on Team

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Building Team

•Team Creation

•Team Members

•Responsibilities

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Team Creation•Fresh Ideas

•Accountability

•CUA Knowledge

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Team Members•Official Project Team Members

•Non-Official Team Members

•3rd Party Vendors

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Team Responsibility

•Overall Re-Design

•Theme Images

•Create Portal Ownership

• Portal Cheerleaders

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Portal Vision & MissionDevelop an attractive site for

sharing important information

throughout CUA and to provide staff

with one-stop for all their

communication needs.

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Project Goals•Project Goals & Timelines

•Short Term Goals

•Long Term Goals

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Goals & Timeline•Eliminate need to update various

sources

•Centralized location for CUA info

• Incorporate CML Initiatives

•Refresh portal to maximize efficiencies

•10 months to launch

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Short Term Goals•Re-Design Entire Portal

• Implement Custom Landing Page

• Implement Employee Recognition

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Long Term Goals•Win Bestie!

•Maintain portal consistency

•Continually update portal to keep fresh

•Make it a place where staff wants to be

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Communication Planning•Management Minutes

•Staff Survey

•Naming Contest

•Team Meetings

•Workgroup Manager Meetings

•All Staff Training Day Launch

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Questions?

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Feedback

Thank You