invitation to tender uc-1501011(am) consultant environment ... · © w.illi.am/ confidential...

© w.illi.am/ Confidential

23.02.15

Invitation to Tender UC-1501011(AM)

Consultant Environment Adobe AEM

Concordia

© 23.02.15 w.illi.am/ Confidential- BRP – Intranet Redesign Proposal 2 /

Our team at w.illi.am/ would like to thank you for this opportunity to present Concordia University with our proposal for the Concordia.ca and C-space responsive project. We had the pleasure of collaborating with you recently following the launch of Concordia.ca, which enabled us to work closely alongside your Web Communications and Instructional and Information Technology Services (IITS) teams, and we would be honored to do so again. Our previous consulting mandate for Concordia University was a valuable learning experience on a number of different levels. In particular, it enabled us to acquire a strong understanding of your organization’s strategy and stakeholders. Not only did we collaborate closely with your internal teams, but we also worked with multiple stakeholders including faculty members, departmental resources, students and staff. Through our collaboration, we discovered and embraced your mantra of innovation, excellence and passion, which is very much aligned with our core values. The website’s redesign into responsive is also in line with our company’s mission, which is to create useful, business-enhancing, digital products with a human-centered approach. Our vision is a tool that is intuitive and effective, and one that reflects the needs of the user while providing a seamless experience on different devices. Just as important, platform improvements in the form of workflows, reports and a staging environment will benefit your content creation team, which will serve to improve the platform efficiency and help reach your communication objectives. Concordia students, parents, faculty, alumni and employees will surely benefit from the improved accessibility of the site up to par with digital best practices. It also places Concordia on the right path to start building an enhanced experience around the complete university experience. We believe that together we can achieve great things. We propose to start exploring such a future with a partnership for developing this vision with a workshop, on us. Built on common values of excellence, innovation and human focus, we strongly believe that our partnership would evolve Concordia’s main site and Intranet to the next level. We are ready and excited for the challenge. Kind regards, Damien Lefebvre, Co-president

Cover Letter


ABOUT W.ILLI.AM/

THE MANDATE

The Project Our Approach

OUR SOLUTION

Suggested Team Timeline Cost Proposal Risks Mitigation

W/ REFERENCES

Case Studies Bombardier Hydro Quebec

APPENDIX

W/ Awards Contact Us

Full Curriculum Vitae

Table of Contents

AEM Partnership Recent AEM Projects Our Beliefs


AEM Partnership & Recent Projects Our Beliefs Our Team The Company Background

ABOUT W.ILLI.AM/


OUR PARTNERSHIP WITH ADOBE

w.illi.am/ is a leading Adobe partner based in Montreal, that employs close to 70 digital technology professionals, representing all areas of expertise including business analysts, UX experts, IT architects, Front and back end developers and QA experts. All of these areas of expertise are represented in-house to deliver an outstanding, innovative digital experience to integrate Adobe Marketing Cloud solutions.

• Adobe solution partner since 2012

• Adobe certified for the implementation Adobe Experience Manager (AEM)

• w.illi.am/ has attended Adobe Summit in Salt Lake City in 2014 as an official partner and will be present this Summit 2015


Objective: Develop a platform for the management of multi-lingual content that is syndicated into multiple websites.

• AEM Analysis and implementation –

Platform analysis setup and configuration

• AEM Analysis and Implementation – Corporate site Bombardier.com

• AEM Analysis and Implementation – Country sites blueprint (UK and Germany)

• AEM Analysis and Implementation – Commercial Aircraft website

• AEM 6.0 migration

Project duration: Ongoing since 2011.

Objective: Offer Adobe Cloud Marketing Services and expertise. • Maintenance & Evolution: Maintenance and

evolution of the AEM platforms of the National Bank of Canada – Production issues and small evolutions.

• Bank Account Salesflow: Offer a new possibility for consumers to open a BNC account through an improved Salesflow build on Adobe CQ5.

• Dynamic Tag Manager & Scene7: Add Adobe DTM solution as tag manager for the digital bnc.ca platform and use Scene7 to distribute rich media assets.

Project duration: Ongoing project

Objective: AEM consulting, architecture and development. • Architecture and development.

Project length: 3 months. Outsourcing: 1 senior Java Architect.

• AEM Consulting: migration plan for 200+ websites, AEM improvements and content syndication and intranet. Project length: 4 months Outsourcing: 1 AEM Business Analyst

Project duration: 7 months

OUR MOST RECENT AEM PROJECTS


We are a Digital Experience Agency.

We craft digital products and services that transform the way we live and do business.


Digital Innovation Our mission? We leverage the power of technology and data to create meaningful and innovative digital experiences. Our goal is to engage people, transform businesses, and contribute to your bottom line.

WE BELIEVE IN


Human Centered Design The success of our digital products rest upon having humans – those who will be using the interface – at the core of any concept. Our approach involves direct observation and participation of target users throughout the design process. We know that if you make your users happy, this value will translate into strong business performance.

WE BELIEVE IN


Creative Collaboration We believe that creating the best product or service is not a solitary flash of genius: it’s a problem solving process. For our strategic mandates, we handpick a core team with a vast range of experience. And we don’t work alone – we always involve our clients. We combine your industry knowledge, with our fresh digital perspective.

WE BELIEVE IN


We believe that creativity sparks when strategy, design & technology meet.


• BU, a connected glass, was developed by w.illi.am/ and ALTO Design using a multidisciplinary approach, leading us to win the Grand Prize in Technological Creativity during the Boomerang contest held on December 4th 2014.

• Interactive indoor maps and platform developed in collaboration with Google for Ivanhoe Cambridge shopping malls across Canada.

• The annual w.illi.am/ event, “Le Printemps W/” was transformed into a unique experience for our clients and partners. With the help of the Beacon technology, our teams build an interactive exhibition.

How we push digital innovation further


The Leadership Team

Damien Lefebvre Co-President

Annie Levesque Co-President

Anastasia Simitsis Vice President, Design & Strategy

Simon Bélanger Vice President Technology


Retail Finance

Health

Luxury

Beauty

Energy

Aerospace Education

Transportation

Government

Entertainment

WHAT WE WORK ON


OUR GLOBAL REACH

Our clients headquarters

Our mandates

Our extended impact 6 clients are Global 500 companies

16 clients > $1B revenue


THE MANDATE



REACHING UP, REACHING OUT. Improving the communication experience, empowering resources to create it.


Current situation Concordia.ca and C-space have been successfully running on AEM for over a year, yet the sites’ usability on multiple devices must now be improved to widen Concordia’s reach. Mandate Improve the performance of the platform and make the sites responsive by adding features such as workflows, reporting and a staging instance. Scope Divide the project into two streams that can be tackled by different experts in concurrent phases, with the main objective of getting the internal resources to be self-sufficient.

The Project

Responsive websites

Platform enhancements


1

Responsive Design

PROJECT PILLAR

The web’s moved beyond the desktop, and it’s not looking back. The number of devices we’re designing for is growing just as quickly as mobile traffic.

- Ethan Marcotte, Responsive Web Design Guru


Responsive Web Design is Not Only a Matter of Design!

Responsive design is a key consideration at every step of our projects. Users access the web through various devices (computer monitors, mobile, tablets) which all come in different screen sizes and capabilities (e.g. geo-localization, touch screen etc.).This trend will only continue to increase in the coming years. w.illi.am/ has been employing responsive web design to almost all of its projects in the last years, creating digital experiences that adapt content seamlessly to suit every user’s device context. All experts at w.illi.am/ takes RWD in consideration when planning website content and functionalities. We adapt copywriting with mobile in mind and use tools specifically designed to build wireframes and mock-ups for varying screen sizes and capabilities.

More websites are being built in Responsive Web Design (RWD), which optimizes websites for desktop while providing an “app-like” experience across all other devices (smartphones, tablets etc.).


Responsive Web Design is a Process

Steps to building a responsive website include: 1. Defining key content for different devices 2. Designing multi-device layouts and navigation 3. Prototyping and testing with users 4. Design and interaction QA across all devices

With proper planning, a content-centric approach to responsive web design, and the ability to rapidly prototype and test, we can help Concordia with the main website and intranet that are engaging for visitors and employees across all devices.

More websites are being built in Responsive Web Design (RWD), which optimizes websites for desktop while providing an “app-like” experience across all other devices (smartphones, tablets etc.).


2

AEM Expertise

PROJECT PILLAR

w.illi.am/ has hands-on experience in delivering multiple AEM websites, providing support, architecture, hosting, infrastructure management as well as working clients to shadow our AEM experts for knowledge transfer.


Adobe Experience Manager Experience

Multiple clients, multiple websites, multiple roles • Defining key template and components requirements and

specifications • Developing complex multi-lingual websites • Setting, supporting, managing, and maintaining complex

infrastructures • Enable the transition from external development teams to

internal teams With experience in these AEM projects, we are well positioned to delivering a high-quality project that will help Concordia’s internal teams become self-sufficient.


Adobe Experience Manager Commitment

As an Adobe business partner, w.illi.am/ is committed to make this platform an essential part of our service offering w.illi.am/’s team continues to grow and currently consists of: • Five experienced AEM trained in development and

system administration • Two technical/functional analysts trained in AEM, Adobe

Target and Dynamic Tag Manager. • An experienced project management team • A near shore AEM partner Our team is present in most events and seminars including Adobe Summit, and technical conferences like Evolve. We are active participants in the AEM community both locally and on a global scale and was selected to take part on the AEM BETA testing program of future releases.


w.illi.am/ proposes to:

• Incorporate the role of a team lead to manage a team of diverse subject matter experts to execute the project in clearly defined phases.

• Have two AEM resources working in parallel − One remote resource from our partner for the development of the responsive

templates and components − One in-house for the development of the platform improvements and being the

liaison with the remote resource

• Leverage our resources with Concordia experience for this project. The expertise gained through our past projects will accelerate the integration with the Concordia team of the new resources.

Our Approach


Why work with a team lead?

The multiple phases of the project along with the Concordia separate structure between the Web Communications and the IT team may create some gaps in communication and ensure proper knowledge transfer. The team lead takes the role of the project owner and will be present during the duration of the project. He will ensure that the integration to the project per phase and the communication between the experts and the client is efficient and timely. He is the keeper of the strategy and oversee the progress.

Centralized Highly involved and knowledgeable central point of reference for the multiple stakeholders. Efficient Ease the ramping up process for new resources. Easy in, easy out. Collaborative Interdisciplinary project requires multiple experts and ongoing contact with you throughout the project.

THE BENEFITS


Why work with an external partner?

AEM resources demand is at an all time high. As a proactive measure, w.illi.am/ recently partnered with a near-shore firm to provide additional resources on demand. Our fruitful partnership has already been tried and proven successful. Our selected resource has both front-end expertise and AEM expertise. This rare combination is a perfect fit for the requirements of this project and will no doubt bring benefits to the integration project.

Experience front-end + AEM Experience in integrating front-end directly on AEM allows for a faster integration phase Cost effective Remote resource with lower rate allows to offset the hours required for the team lead. Flexible availability Assurance that the resource will be available for the project timeframe and for any unexpected delays

THE BENEFITS


OUR SOLUTION

Our High-Level Plan Suggested Team Timeline Cost Proposal


Overarching Strategy

UX/UI design Phase 1

Phase 2 Phase 3

Integration AEM

Our High-level Plan

Workflows, performance and staging design

Phase 4 Phase 5

Development architecture and

performance


Plan Discuss and define the plan for the project to ensure estimates and work to be done align properly

Define Priorities, requirements, processes Collaborate Establish responsibilities and rules of engagement with internal teams

Our Development Plan

Overarching Strategy

Phase 1


Evaluate current state Familiarize ourselves with all templates, components and the new developments of the platform since last mandate

Define responsive strategy Define the priorities, integration plan, required wireframes, mock-ups that will be created Front-end integration Setup development platform and establish process to develop, test, and approve changes with internal development team


UX/UI design

Phase 2

Integration AEM

Phase 3


Define platform improvements Define staging site requirements, workflows, reports and and performance issues Development and validation Setup development platform and establish process to develop, test, and approve changes with internal development team


Workflows, performance and staging design

Phase 4

Phase 5

Development architecture and

performance


Supporting Experts • Project Coordinator • QA Expert

Senior Business Analyst

The Team

Core Team

Lead: User Experience

Artistic Director

Front-End Developer

Back-End Developer

Advisory Board • Damien Lefebvre, Co-President • Anastasia Simitsis, Vice President • Simon Bélanger, Vice President


Alberto Vázquez Business Analyst & Team Lead

Members of the Team

Biography Alberto is a trained information systems engineer and a great web marketer who brings an exciting mix of capabilities to the agency. He is able to combine his love for technology, business processes, consulting, Adobe AEM expertise and the web, and is eager to help clients reach their business goals and surpass their expectations. Work Experience 2010 - present w.illi.am/– Business Analyst, Adobe CQ5 Expert Clients: Concordia, Bombardier, Mary Kay 2008- 2010 Averna Technologies – Internet marketing specialist

Education 2008 Master, Business Administration – JMSB, Concordia University 2004 B.S. Information Systems Engineering- ITESM, Mexico AEM Training Adobe Target Adobe Dynamic Tag Manager

*Full Curriculum Vitae is available in the appendix.


Jean-François Garneau UX Experience Lead

Members of the Team

Biography

Jean-François’s unusual background has provided him with wide-ranging and solid expertise in IT. He has 14 years of experience, initially as a programmer, and then as an analyst and ergonomist. Jean-François believes that “IT should be a tool, not a puzzle”, and has a unique approach to adapting websites for the user’s needs. Work Experience 2009 - present w.illi.am/ – User Experience Consultant Clients: Concordia, Cogeco, Hydro-Québec, Yellow Pages, Bombardier 2005- 2009 Nstein Technologies /OpenText – UX Designer

Education 2002 HEC Montréal- Master of Science, e-commerce 1997 Université Laval – Bachelor, Computer Science for Engineering



Simon Dubuc Artistic Director

Members of the Team

Biography Simon is an artistic director with more than 20 years experience working in agencies. His knowledge of design allows him to understand quickly the client’s needs and realities, hence delivering an excellent end result. Work Experience 2012 - present w.illi.am/ – Artistic Director Clients: Bombardier, Hydro-Québec, Yellow Pages, Ivanhoe Cambridge 2000 - 2012 Simard Hamel Communications – Artistic Director

Training 2006-2011 CMS Customization seminars for dynamic websites creation – WordPress, Adobe After Effects, Premiere, HTML5, php, MySQL, CSS3 2000 Websites creation – Dreamweaver, Flash, Fireworks, Javascript



Mauricio Lopez Front-End – AEM Developer

Members of the Team

Biography Software Engineer with 4+ years of experience in software development. Full-stack developer with experience in Java, JavaScript, HTML5, CSS3, Android and Adobe Experience Manager. Certified Adobe CQ Component Developer (official Adobe certification). Experience working in distributed development teams for North America-based clients using Scrum. Work Experience 2014 - present Conexio Group. Montevideo, Uruguay – Adobe Experience Manager Developer 2014 Statistics National Institute, Montevideo, Uruguay – Android & Java Developer

Certifications 2014 Adobe CQ Component Developer - Adobe Official Certification 2012 In-depth Software Architecture & Design - ORT University



Jean-Sébastien Bournival Senior Developer Systems Architect Adobe AEM expert

Members of the Team

Biography

An expert developer and solutions architect, Jean-Sébastien has more than 15 years experience working with big companies such as Desjardins, Vidéotron, and Telus. He’s a constant learner and is an expert in Java-based platforms and Adobe AEM. Work Experience

2012 - present w.illi.am/ – Senior Developer, Adobe Experience Manager Developer Clients: Concordia, Bombardier, BNC, Cogeco, Hydro Québec

2011 - 2012 Telus Solutions Santé –Developer

2006 - 2011 Videotron – Developer

2008 - 2009 Desjardins –Developer

Certifications

2002 SUN Microsystems Inc. - SUN Certified Programmer for the Java 2 Platform

2002 SUN Microsystems Inc. - SUN Certified Web Component - Developer for the J2EE Platform AEM Training Adobe Target Adobe Dynamic Tag Manager CQ 5.6 System Administrator CQ 5.5 Advanced Developer Training CQ 5.5 Developer Training



Phase 1 - Strategy

Phase 2 - UX / UI

Phase 3 - Integration AEM

Phase 4 - Platform Enhancements

Phase 5 – Development, Performance and Architecture

Milestones

2015

High-Level Timeline

Full Release Client Formal Approval


• We believe that the effort required to complete the phase two – UX/UI Design is directly impacted by both the number and complexity of the component and template features. Without visibility of the current vs. desired functionalities, we have to assume that the timing is correct, however based on our experience in developing responsive websites, the effort may be revisited during phase 1.

• In a similar fashion, without a full comprehension of the state of the front-end development and quality of the code, the integration and development efforts may need to be revisited during the project.

• w.illi.am/ provides a costing based on the 588 hours allocated for the full project, however a better

estimate should addressed at the beginning of the project.

• With regards to the team lead, we want to reinforce that we do not need more hours because we are being more efficient with the use of an external front-end developer, which gives us the ability to use those hours for the team lead.

• Given the estimated 588 hours, our projected timeline goes beyond April 30th which should be addressed at the beginning of the project.

Cost Proposal


Cost Proposal

Phases Deliverables Duration Investment Project Timeframe

Phase 1 Strategy 7 days $4,375 March

Phase 2 UX / UI 14 days $12,250 March + April

Phase 3 AEM Integration 35 days $19,600 April + May

Phase 4 Platform Enhancements 10 days $10,150 March

Phase 5 Development, Performance and Architecture 20 days $20,300 March + April

TOTAL $77,700

*The hours per expert are broken down in the document Borderaux de Prix as requested.


Wait, there’s more…


Let’s Collaborate Together on the Future

w.illi.am/ would like to invite you to a free, full-day workshop with our experts to brainstorm about Concordia’s education experience of tomorrow, and…it’s on us! During this day, Concordia will collaborate with our experts to:

• Discuss the latest Internet of Things trends • Brainstorm on opportunities to enhance the

student journey • Create a disruptive high-level digital roadmap We believe in building strong digital experiences with our partners, and this is one of the ways that we achieve it.

It’s on US!


Bombardier Hydro-Québec

W/ REFERENCES


Bombardier: More Than a Redesign CASE STUDIES

Creating a robust global platform in an iterative manner to improve and standardize processes.

With over 30 digital properties around the world, Bombardier – a multinational aerospace and transportation leader with an annual revenue of $30 billion – reached out to us for a solution to on how to best manage and advance its global digital landscape. At the time, Bombardier online consisted of a myriad of fragmented, disparate sites built and financed on different platforms. By identifying core business and operational requirements, and through a process of prototyping, we were able to select the ideal CMS (Adobe Experience Manager) that met Bombardier’s needs on a global scale. We then performed a complete redesign of the existing site that defined and unified branding, set up the global infrastructure, and finally, after a series of usability-focused iterations, deployed the new and improved Bombardier.com. Results: � Regained global governance of digital initiatives � Streamlined internal process � Saved costs with a centralized global infrastructure � Provided a platform to support corporate brand unity

Relationship since: � 2009 � We are Bombardier’s digital

agency of record

Other selected projects: � Investor Relations website

redesign � Corporate Social Responsibility

website redesign � Local market sites implementation

(China, Denmark, UK, USA, Germany)

� Global Social Media Strategy for Bombardier Aerospace

� Community Management � Social Listening Pilot Project with

Bombardier Aerospace/Transport


Design Define

Bombardier: An Iterative Process

Build

Test Optimize

Launch

� Briefs � Set high level

objectives � Audits (interview

process, data analysis) � Platform

evaluations � Prototyping &

testing � Final selection of

CMS � Set the final

roadmap

� Create architecture (content, infrastructure)

� Business rules definition

� Functional analysis � Visual strategy &

guidelines

� Integrate mock-ups � Develop new templates, modules

and components � Obtain iterative feedback; constant

user acceptance testing � Implement feedback for new release � Constant user acceptance testing � Ongoing content entry & QA testing

� Configure technology infrastructure

� Content migration and deployment

� Hands-on training � Deliver governance

guide & technology maintenance guide

Test

Explore


Bombardier: Praise for the Collaboration CASE STUDIES

“w.illi.am/’s work over the past three years was flawless, and their methodology allowed us to deliver the project on time, on budget and in line with business requirements identified by Bombardier stakeholders.” Jean-François Deschênes, Web Strategy Director at Bombardier


Hydro Quebec: Access for Millions CASE STUDIES

An efficient, responsive experience that improves communications to millions of people.

Responsible for the production and distribution of electricity for the entire province of Quebec, government-owned Hydro Quebec (HQ) employs over 21,000 people and earned a 2012 revenue of over $12 billion. As a provider of a services that touches nearly 9 million users, HQ needed a way to effectively diffuse corporate and customer messages. The HQ corporate hub consisted of 20 sites and 19,000 pages. In its redesign, we prioritized a standardized structure with an effective design for users accessing information on different devices and in different situations. Through a process of research and data analysis, we ultimately selected the appropriate technologies for HQ to efficiently manage all its sites and defined a new information architecture. Moreover, we designed in responsive and built in accordance to Quebec’s accessibility standards. Finally, we validated our product with user tests prior to launch. Results: � An improved experience for millions of users due to responsiveness & accessibility. � Standardized technological platforms for more efficient site management. � Standardized structure & design for numerous sites implemented.

Relationship since: � 2010 � We are Hydro Quebec’s digital

agency of record

Other selected projects: � Social media strategy � Social media governance � SMMS research and

recommendation � SMS strategy definition and

delivery platform � Related websites development

(“Newsroom” and “Next Generation Meters”)


Hydro Quebec: Responsive & Accessible CASE STUDIES

http://www.hydroquebec.com/en/




W/ Awards Contact Us Full Curriculum Vitae

APPENDIX


Awards in 2010 • Winner of the Boomerang Award. Category: Best Web Site (Zeste,

Quebec-based Gastronomy TV Channel)

Awards in 2011 • Winner of The Flightglobal Aviation Web Awards, Category: Best Use of

Social Media (PT6 Nation, Pratt & Whitney) • Gold Prize Winner of The Hermes Creative Award, Category: Best

Microsite quality and Social Media Campaign (PT6 Nation, Pratt & Whitney)

• The Marcom Award Platinum Prize Winner, Category: Best Microsite quality and Social Media Campaign (PT6 Nation, Pratt & Whitney)

Awards in 2012 • Winner of the Mobiz Prize. Category: Ingenuity of a Mobile App

technology (App iOS Zeste) • Winner of the Public Relations Society of Quebec Prize, Category: Best

Social Media Strategy (Bombardier) • Winner of the prestigious OCTAS Award, Category: Business

Solutions- Professional Software (CAIJ Search Engine, JuriBistro UNIK)

• The Canadian Public Relations Society Gold Prize Winner, Category: Best Social Media Campaign (Bombardier, 25th anniversary project)

W/ Awards

Awards in 2013 • Numix prize finalist, Category: 360° Digital Event

Experience (OFF2013, Infopresse) • Winner of the Beauty 2.0 Award, Category: Best

Beauty Website Design (Mary Kay)

Awards in 2014 • Boomerang Grand Prize, Technological Creativity,

BU Project (www.projetbu.com)


Thank you for your consideration! Merci beaucoup!

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upd

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mpl

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CAN

SPAM

reg

ulat

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d en

gage

wit

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stom

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•

Dev

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nd im

plem

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Sear

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clud

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Contact Us W.ILLI.AM/

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OFE

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RIEN

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w.i

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Feb

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ness

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ani

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mer

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ampa

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e re

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w.il

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Jean

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