Jefferson Bank OnSemble Relaunch
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Jefferson Bank presented their ongoing OnSemble success at Passageways Annual conference. See how OnSemble relaunch was an immediate success. With all documents stored in one safe place, the new face of JeffNET eliminated redundancy and improved efficiency - saving Jefferson bank $56,160 in annual savings
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Jefferson Bank OnSemble Relaunch
- 1. “Sometimes you need to see what you don’t like to know what you really want.” ,
- 2. 2018 Relaunch of JeffNET
- 3. The challenges we faced •Portal originally implemented in 2009 •Ownership was not clearly defined
- 4. Outdated Inconsistent Look & Feel Challenging navigation 8 years later… Created more work
- 7. Cost of inefficiencies 648 phone calls per week at 5 minutes per call 54 hours a week Multiply by 52 weeks $20 per hour salary
- 8. Cost of inefficiencies $56,160 annually
- 9. The approach Learned about relaunch option Defined Success Assembled team
- 10. Adriane Roel Anna Ozuna Arlene Harris Benjamin Walsh Bethany Ramirez Carolyn Perez Holly Semones Jamie Albertson Januarie Loyd Johnny Maldonado Jose Garza Joyce Roberts Karen Forestello Kimberly Madison Kris Cantu Laura Pena Lauren Jones Liz Mendoza Mari Trevino Matthew White Michelle Mata Pat Dixon Ranya Tleib Rosie Cantu Sara Gonzalez Sarah DeLeon Tammy Elmore Teresa Villarreal Tim Wells Michael Finnegan Tina Harris Yvonne O’Riley Roger Gonzales
- 11. Adriane Roel Anna Ozuna Arlene Harris Benjamin Walsh Bethany Ramirez Carolyn Perez Holly Semones Jamie Albertson Januarie Loyd Johnny Maldonado Jose GarzaJoyce Roberts Karen Forestello Kimberly Madison Kris Cantu Laura Pena Lauren Jones Liz Mendoza Mari Trevino Matthew White Michelle MataPat Dixon Ranya Tleib Rosie Cantu Sara Gonzalez Sarah DeLeon Tammy Elmore Teresa Villarreal Tim WellsMichael Finnegan Tina Harris Yvonne O’Riley Roger Gonzales
- 12. The Project Journey Mockups 2-Day Training Project Plan Bi-Weekly MeetingsPortal Oversight Committee Formation Employee Engagement Focus Groups Go Live!
- 15. $55,000+ alternative vendor fees and launch Projected First year savings $80,000 new employee salary $56,000 inefficiencies $191,000 annually
- 17. Before we go…
- 18. Introducing the Jefferson Bank Portal Development team!
- 19. Thank you for your time. Vote for us!
Editor's Notes
- Rosie presenting 1 individual from every department was assigned as Page Manager and received training Standards for content and design were not established every department created and managed their page as they saw fit.
- Outdated- content such as Policies and Procedures were old. Software was a few releases behind –loss of knowledge due to promotions and turnover. More work-Call to SMEs or Peers for info., calls to IT for broken links. Chall Nav. – Lacking page to page fluidity. One could not navigate the portal without the Navigation tree or Browser’s back button. Inc. Look and Feel- When visiting a department or banking center page the design was inconsistent. A user did not get the feeling they were still within the same Intranet.
- David presenting
- Rosie presenting We surveyed our employees and based on their feedback we discovered that that it was easier to call around to find the information they needed. About 54 hours a week was being spent repeating information that could have been found on our portal. Over the course of a year at an average salary of $20…
- Rosie presenti The final equation was a fulltime employees salary.
- David presenting We did our due diligence and found that the relaunch was the best option for us. With Cameron’s help, we outlined what success would look like. And from there we assembled a team.
- David presenting Over 30+ people. Too many chef’s in the kitchen. Lesson learned!
- David presenting By the time the new portal went live the team was reduced to a more efficient 12 member team.
- David & Rosie POC- Major decisions Focus Groups-Identified anything we may have overlooked Gigs, Memes, Scavenger hunt (Navigation and Helpful tips)w Jean day incentive are so rare their considered pure gold at JB. Go-Live- Support helpdesk to handle launch day issues. It was all hands on deck. We also had Link to old portal with understanding that it would only be there for 2 weeks.
- The end user search experience improved dramatically The navigation tree is only used by page managers, not the average end user Formation of a Portal Oversight Committee for major decisions Information is kept up to date
- Rosie presenting
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