Challenges

Because of the complex Banker/Customer process in the in-bank environment, we needed to:

• Identify workflow deltas between the customer self-service and banker-assisted models
• Integrate the Banker-oriented application so that would be functionally seamless with the existing public site
• Reconcile Customer Acquisition with Post-Issue support,
• Liaise with marketing design team to deliver direct marketing messages
• Design an application that was stylistically seamless with the "public" customer self-service site

Solutions

We provided a range of "across the board" services to this engagement:

• Identify, record and reconcile Business Requirements that were unique to the in-Bank environment
• Liaise with stakeholders on practical
• Extensive prototype modeling (including navigation & task-oriented workflows)
• Templates, CSS & DHTML

Administrative Management

TCS identified one of the unanticipated challenges of this project: Prudential needed to provide effective management tools for the Bank administrators.

We worked with the business side to help identify necessary business rules and then modeled a set of screens to handle these additional processes in a flexible, scalable fashion.