Portal Evolution in the Credit Suisse AG Benjamin Bratkus Credit - - PowerPoint PPT Presentation

Portal Evolution

in the Credit Suisse AG

Benjamin Bratkus Credit Suisse AG Some Submission ID 

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AGENDA

> Retrospective to the application landscape in the Credit Suisse AG > Intranet 2.0 – J2EE Portals love it to be clustered > Federated Portlets – Share your information > Banking Solutions - Outlook

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Retrospective – FrontNet

Request special conditions Get the latest market information & quotes Send flowers for client's birthday Present investment proposal to prospects Check client contact history Track maturities Follow up on a potential deal Get an overview

• n my clients KPI's

State the latest account bookings Understand client needs through Advisory Process

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Retrospective

 No Central entry point.  Bounderies due to technolgies.  Overlapping and redundant functionalities.  Indiviual selection of components to use

not possible.

..... ..... ...... ...... Comp Comp Comp Comp .... .... ..... ..... .... .... Comp Comp Comp Comp ... ... ... ... ... ... ... ... ... ...

Direct Net* Direct Net* APP APP APP 2 APP 2 FrontNet* FrontNet* APP 3 APP 3 APP 4 APP 4 ... ... *Symbolic colors for the various technologies as: JSF, Struts, Servlets, JSP.

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Retrospective

 Complexe J2EE applications.  Many components and modules.  Zoo of interfaces.

DirectNet FrontNet Application x

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Commercial break - Innovation

Sie denken an Bank mit Tradition. Wir auch an 150 Jahre Innovation.

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Intranet 2.0 - Retrospective

Intranet offers a personalized entry page > based on group memberships. Intranet integrates detailed information about the employee with the usage of LDAP > Boss, ID, language, department, country,... Usage is > to publish news. > to provide content. > a global internal search engine.

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Intranet 2.0 - Vision

"E-Workplace is going to be the global and central entry point for the employees

• f the Credit Suisse AG. Offered are all necessary and wished functionalities

which are needed or useful for the daily work in the Intranet."

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Intranet 2.0 - Preview

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Intranet 2.0 – Whats new for the users

Personalization: > Templating of the appearance. > Definition of the available functionalities. > Define and offer content. > Define settings. Individualization: > Finalization of the appearance by the user personaly. > Selection of the provided functionalities. > Selection of the offered content. > Optimize and adjust the settings.

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Intranet 2.0 – Tech notes

 Full automated CMS Integration.  WS and WSRP as interfaces to third party systems and applications.  Open industrial standards.  PKI infrastructure.  Look and feel, Web 2.0 features.  First release: 25 Portlets.

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Federated Portlets

 A portal which is offering the shared functionality (Remote Portlets).  A portal providing one or more applications.  A portal providing the interfaces to integrate the offered content and

functionalities.

 Usage of public industrial standards (WSRP, JSR`s).

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Federated Portlets

User

Portal-Server Federated Portals

Intranet

WSRP 1.0 / 2.0 Webservice XML

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Commercial break - Outlook

Some think too many tools for the RM. We think FrontN et.

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Outlook – Banking solutions

Component Component Component Component Component Component Component Component Component Component ..... ..... .... .... .... .... ..... ..... .... .... ... ... .... .... .... .... .... .... ..... .....

Concept of a integrated workspace. Concept of a integrated workspace.

...... ......

** segment-specific offering, not all users get exact same offering

T a r g e t T a r g e t

..... .....

RM workspace** RM workspace** B2B workspace** B2B workspace** B2C workspace** B2C workspace**

• No central entry point?
• Functionality bound to technologies?
• Overlapping and redundant functionalites?
• Independent selection of components not possible??

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Outlook – Banking Solutions

ERP DB ERP DB

Customers

CRM CRM

Anwendung X DirectNet FrontNet

• Modular integration of the applications.
• Precise usage of the functionalities
• User and task orientated User interface.
• Interfaces are used depending on the need.

Benjamin Bratkus benjamin.bratkus@ Credit Suisse AG www.credit-suisse.com