1. Case Study: BMO SmartSteps community
platform
December 2, 2011

2. CGI
BMO SmartSteps Community Platform Introduction
What we are going to present today
Activity
Implementation case study
High level presentation
More details available upon request !
Contacts
Benoit Marchand
CGI Interactive GTA
Manager – Drupal Team
benoit.marchand@cgi.com
Rakesh Kameath
BMO Financial Group
Senior Digital Manager, Mobile & Technology Strategy
rakesh.kamath@bmo.com
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3. BMO Community
Platform
CGI property, private and confidential
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4. CGI
BMO SmartSteps Community Platform
About BMO ( Bank of Montreal )
BMO in numbers
• 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
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5. CGI
BMO SmartSteps Community Platform
About BMO ( Bank of Montreal )
Some of BMO’s current initiatives
• BMO Sponsorship Engagement
• Community Engagement
• Mobile Engagement Program
• Digital Branch Program
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6. CGI
BMO SmartSteps Community Platform
Business Challenges
Some of BMO’s initial needs and requirements
• 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)
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7. CGI
BMO SmartSteps Community Platform
Technical Solution
Drupal had the answer to every challenges and more
• 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
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8. CGI
BMO SmartSteps Community Platform
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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9. CGI
BMO SmartSteps Community Platform
Current status and BMO’s Observations
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:
• Observations on the implementation
• Challenges during, before and after implementation
• Next steps with the platform
1. New sites
2. Mobile integration
3. In-Branch Integration
4. Open the platform to integrate with other digital touch-points
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10. CGI
BMO SmartSteps Community Platform
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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11. CGI
BMO SmartSteps Community Platform
Thanks for listening !
Questions / Comments
Benoit Marchand
CGI Interactive GTA
Manager – Drupal Team
benoit.marchand@cgi.com
Rakesh Kameath
BMO Financial Group
Senior Digital Manager, Mobile & Technology Strategy
rakesh.kamath@bmo.com
CGI property, private and confidential 11