Barclays U.S - Building the customer experience

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