benoit marchand's bmo case study-dbs 2011
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Case Study: BMO SmartSteps community platformDecember 2, 2011
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CGI property, private and confidential 2
BMO SmartSteps Community Platform Introduction
CGI
Activity
Implementation case study
High level presentation
More details available upon request !
What we are going to present today
Benoit MarchandCGI Interactive GTAManager – Drupal [email protected]
Rakesh KameathBMO Financial GroupSenior Digital Manager, Mobile & Technology [email protected]
Contacts
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CGI property, private and confidential
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BMO Community Platform
01
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CGI property, private and confidential 4
BMO SmartSteps Community PlatformCGI
About BMO ( Bank of Montreal )
• The oldest Canadian Bank (1817)
• More than 12B CAD in revenue (2010)
• Ranked 156 in Forbes Global 2000
• More than 45k employees
• #1 in Forrester 2011 Best Website User Experiences, Banks
• Jumped to #2 in Forrester Public Site Rankings 2011 for Financial Institutions
BMO in numbers
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CGI property, private and confidential 5
BMO SmartSteps Community Platform CGI
About BMO ( Bank of Montreal )
• BMO Sponsorship Engagement
• Community Engagement
• Mobile Engagement Program
• Digital Branch Program
Some of BMO’s current initiatives
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CGI property, private and confidential 6
BMO SmartSteps Community Platform CGI
Business Challenges
• Unified platform to manage all online community needs
• Content and user sharing
• Reusable functionalities
• Flexibility to support any future online initiatives
• Scalability (Performance, traffic spikes, etc)
• Strict hosting and application security requirements
• Aggressive time to market for first phases (3 months)
Some of BMO’s initial needs and requirements
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CGI property, private and confidential 7
BMO SmartSteps Community Platform CGI
Technical Solution
• Multi-site and multi-language setup
• Presentation layer flexibility, and re-usability
• Functionality re-usability through shared codebase
• Central user repository (One account creation, access to all sites)
• Mature OSS software enables quick implementation
• Scalable infrastructure (Cloud hosting + caching, redundancy, load balanced)
• Low licensing cost, and no incremental costs for new sites
Drupal had the answer to every challenges and more
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CGI property, private and confidential 8
BMO SmartSteps Community Platform CGI
The Result
• Platform Launched on Time
• Re- usability facilitated launch of new websites
• No Limitations on the presentation layer
• New functionalities are constantly added
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BMO SmartSteps Community Platform CGI
Current status and BMO’s Observations
• Observations on the implementation
• Challenges during, before and after implementation
• Next steps with the platform
1. New sites2. Mobile integration3. In-Branch Integration4. Open the platform to integrate with other digital touch-points
Now that the platform has been live for months, and that the dust has settled on the first initial phases, what is the current situation:
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CGI property, private and confidential 10
BMO SmartSteps Community Platform CGI
Website Links
Websites URL’s
SmartSteps for Home Owners http://community.bmo.com/SmartStepsForHomeowners
SmartSteps for Parents http://community.bmo.com/SmartStepsForParents
SmartSteps for Small Business http://community.bmo.com/SmartStepsForBusiness
BMO Soccer http://www.bmosoccer.com
BMO Harris Bank http://www.bmoharris.com/parents
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CGI property, private and confidential 11
BMO SmartSteps Community Platform CGI
Thanks for listening !
Benoit MarchandCGI Interactive GTAManager – Drupal [email protected]
Questions / Comments
Rakesh KameathBMO Financial GroupSenior Digital Manager, Mobile & Technology [email protected]