Intranet for Banking Staff: How We Built a Solution That Brought Productivity to the Next Level

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While offering cutting-edge online services to their clients, banks might overlook the importance of internal systems that enable effective collaboration and data sharing across staff members and departments. Our client, a US-based bank, recognized this necessity and turned to us with a request to help them build a secure intranet solution tailored to their needs. Read on to find out more about this project.

Project Overview

Client:

a bank

Location:

USA

Industry:

Financial Services

Platform:

web, Microsoft Windows

Team Size:

9 members

Project duration:

2 years

Technologies & tools:

MS-SQL

ASP

IIS

Windows Server

JavaScript

HTML

Visual Studio

Business Needs

Challenge

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Established in Northern Virginia in 2004, Main Street Bank offers services to both business communities and consumers. The bank operates five branches in Herndon, Fairfax, Fairfax City, McLean, and Clarendon. Main Street Bank isn’t restricted to a conventional branching system. It offers business customers access to banking services through a robust and easy-to-use online platform.

However, they lacked an intranet portal for their employees, which would allow them to collaborate and share documents. The bank needed a reliable financial intranet system to merge multiple business processes and departments into a single source of information and data. That’s why the organization approached us to assist them in building a secure intranet portal with message boards, chat system, newsfeed, and other features.

We support. We improve.

Solution

Developing intranet software for banks requires a comprehensive approach that prioritizes security, compliance, usability, and scalability.

After drawing up the project strategy, we went on to conduct business analysis and gather requirements. In addition to running multiple facilitating sessions with various stakeholders to understand their expectations, this involved a six-week onsite assessment of existing processes, underlying technologies, and legacy applications as well as defining the client’s requirements for the future solution and selecting the technology stack.

With the client’s requirements in mind, our designers started to create the design for the solution, prioritizing intuitive navigation, clear information architecture, and responsive design. Once the design was approved, the development team got down to building the portal.

During the entire development process, from initiation to implementation, we worked closely with the client, leveraging our proven research methodology, using best practices to highlight additional capabilities and considerations, and leading the Main Street Bank team through a structured process with clearly identified deliverables. Our team utilized a combination of business impact, technical complexity, and organization readiness to prioritize the identified action items for the project.

Based on this assessment, we developed a solution roadmap, which included:

Information architecture and site architecture
Metadata and taxonomy definition and management
Simplification and standardization of content types
Definition of the layouts and the master page requirements
Content migration strategy
Reusable content and media
User search and organization charts
Content publishing workflows and governance

8K

Engaged

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52%

Open Rate

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23%

Open Rate

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4381

Engaged

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Results

The implementation of intranet for banking employees at Main Street Bank has yielded significant results, positively affecting various aspects of employee performance and organizational effectiveness.

Effective Communication

Real-time messaging provided by the platform has significantly improved communication among staff members, leading to more informed decision-making and accelerated problem-solving.

Knowledge Management System

The solution provides centralized access to essential resources, documents, and training materials, allowing employees to retrieve relevant information when they need it.

Improved Productivity

Collaboration tools, such as task management systems, shared calendars, and document repositories enable employees to collaborate more effectively, which ultimately translates to enhanced productivity across the organization.

Employee Satisfaction

A user-friendly platform that aligns with employees' needs and preferences facilitates a supportive work environment, enhancing overall job satisfaction and loyalty among staff members.

get in touch

Let’s transform your organization's internal communication and collaboration together.

Contact TechVision today to learn how we can help you enhance employee productivity, satisfaction, and organizational effectiveness with robust intranet software for banks.?

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Intranet for Banking Staff: How We Built a Solution That Brought Productivity to the Next Level

Challenge

Solution

Based on this assessment, we developed a solution roadmap, which included:

Core Features

8K

Engaged

52%

Open Rate

23%

Open Rate

4381

Engaged

Results

Effective Communication

Knowledge Management System

Improved Productivity

Employee Satisfaction

Let’s transform your organization's internal communication and collaboration together.

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