[company confidential]

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Support Financial Clients
Company Confidential (2 mo.)

This well-established major financial firm needed to rollout their new customer and client-facing service in a short period of time. Since the online site is intended to deliver customer and client self-service, true "ease of use" was the focus of this UI makeover.

Challenges

TCS was brought in to redesign the site structure and page design around the existing functionality and data structure.

The site needed to be easily accessible by several user profiles:

single Clients
multiple-entity Clients
Administrators (with domain control)
Super-administrators (with global control)

Users needed to view documents and records across different "views" that conform to their tasks and goals.

Solutions

We created a sitemap that organized the workflow and information in a natural and client-centric fashion.

We organized records into easily understandable groupings.

We also designed a "clickable" HTML model that allowed the stakeholders to get a real feel for the site experience, with a color theme that was consistent with the corporate branding.

Skills & Techniques : Branding, Dreamweaver, HTML, "application-oriented" site, navigation, sitemap, functionality, artwork, CSS, integration with ASP

Quick turnaround. Aaaaand ... the client is "extremely satisfied." In fact, we're all looking forward to a return engagement after the rollout. (Maybe we'll even be able to mention the client by name!)