Dreamcore Conference presentation - 5 Oct 2011

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  • Career foundation: the Chartered Accountants ProgramGradDipCA combined with practical experience Member services: knowledge resources and practical toolsCharter magazine, business guidance notes, online databasesMember training: continuing professional developmentConferences, workshops, seminars, online, member update events and books4. Work in the public interest and leadership: advocacy that promotes prudent financial management and sustainable economyMedia relations, government advisory groups, ministerial briefings, position papers
  • Dreamcore Conference presentation - 5 Oct 2011

    1. 1. Agenda 1. About the Institute of Chartered Accountants in Australia 2. The digital blueprint 3. The Institute website project 4. The Institute & Sitecore 5. Lessons learnt & future directions
    2. 2. About the Institute > Since 1928 the professional body representing Chartered Accountants in Australia 55,000 members > Members work in diverse roles across public practice, commerce, government & academia > Leads the profession by engaging with local and international bodies on public policy, legislation and regulatory issues 13,000 candidates – Tax, audit, superannuation, reporting & financial advisory services
    3. 3. About the Institute 1 Career foundation: the Chartered Accountants Program 2 Member services: knowledge resources and practical tools 3 Member training: continuing professional development 4 Advocacy and leadership: promote prudent financial management and sustainable economy
    4. 4. About the Institute Many audiences Govt (state and federal) Candidates Academics
    5. 5. Digital blueprint: vision
    6. 6. Digital blueprint: channels Online advertising Micro-sites - Marketing campaigns - Conferences Sitecore OMS Sitecore CMS - Distributed content publishing Brand comms www.chartered accountants.com.au myCommunity - ‘pull’ not ‘push’ info - networking Mobile devices / Content-rich apps - User behaviour/ profiles/testing Events & Training
    7. 7. Digital blueprint: website business goals > Leadership positioning > Achieved > Better access to business tools and learning resources > Achieved > Rapid content publishing by multifunctional, multi-location teams > Achieved > Increase online payments of member subscriptions and member events > Achieved > Increase visits to Training content > Achieved
    8. 8. Digital blueprint: part of major IT restructure Website Learning/event management system Finance software CRM > New website part of a 3 year initiative termed the ‘Renewal Programme’ – Rejuvenate our internal processing systems and business-critical services so we can continue to lead the profession > Deliverables included middleware integration, single sign-on, new infrastructure (s/w and h/w), in-house hosting, content migration
    9. 9. Digital blueprint : website project stages June-Sep 2009 • IA workshops • BR for POC • Content plan approved 1 2 April 2010 • Bluearc appointed • BA producer joins project team 3 May-June 2010 • Site design completed (in-house team) 4 5 7 Dec 2010May 2011 • Useability research • Publishing survey • Enhance 8 functionality Nov 2010 •‘Soft’ launch • Feedback • Publishing Jan 2010 • Project team formed with ICT & Digital • Finalise BR & FS docs Oct -Dec 2009 • Business case submitted to Board • Budget approved • Sitecore POC 6 July-Oct 2010 • Built 27 page templates/25 page controls/implemented infrastructure • Staff CMS training • Content migration June 2011 • Launch! • DM campaign • myCommunity • Sitecore OMS 9
    10. 10. Old home page Home page sets the tone
    11. 11. New home page
    12. 12. Home page: key content entry points Tools & Resources Training & Education Advocacy Community
    13. 13. myAccount: customisation
    14. 14. Pods with targeted content are locked Pods can be added / deleted / moved
    15. 15. myCommunity: user generated content > Dedicated Institute social networking platform • contribute opinions across a diverse set of relevant topics • feel more ‘connected’ to the Institute • share ideas, post questions and network with others. Blogs Forums Groups > 6 blogs > Open for all to read; login to comment > Future plans: add pics/audio/video > Started with carbon tax forum > Open for anyone to read; login to reply or post new comment/ question > Open / closed / private > Share via wall updates / forums / article, photo and video sharing > All groups moderated
    16. 16. The Institute and Sitecore Publishing Marketing Growing > Digital team in S&M responsible for all website publishing > Authors and approvers have been trained in HO and all states > Intranet and Yammer used to deliver training, tips, FAQ > Content served based on user profile > Developed microsites with flexibility and functionality beyond main site > 3rd party advertising on our site > Web forms help collect data and intelligence > Mobile optimise the website > Enhance search, extend to external partner sites > Connect with other systems (eg. email, CRM) > More user-generated content
    17. 17. The Institute and Sitecore > Digital team supports all website publishers > Responsible for useability, design, content, functionality, connectivity, improvements, performance > ICT supports Digital with project managers, developers, infrastructure, help desk, road map planning.
    18. 18. Lessons learnt…Institute perspective > Engage as early as possible > Multi-disciplinary project team – include business owners with customer/user focus > Migrating content success depends on publishers understanding their role – And given plenty of notice to take on extra workload > Perform useability testing on prototypes > Timing plans are essential...but it will not go live on time…build ‘fat’ into your plan
    19. 19. Lessons learnt…BlueArc perspective > Project governance structure > Process - define, stick to it, review > Architect site for long term goals > Strong project management (on both sides) > Benefits of blended teams > Useability testing
    20. 20. …and future directions > Mobile – Optimise for devices, apps, interaction > Useability – Search, site/event registration, myAccount > Custom content – Drive event registration/e-newsletter sign ups/viewing high value content > User generated content – It’s not your website anymore > Implementation of OMS – Site traffic analysis, > Sitecore upgrade path
    21. 21. Thank you. tim.nicholas@charteredaccountants.com.au @Chartered_Accts / @TimOnTwtr

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