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MISER DeskTop Update and Roadmap
May 23, 2017Bob Clark, MISER Development Director
DeskTop Transaction Details
MUG 2016 883 TRANSACTIONS
April 24, 20172,142
TRANSACTIONS
Significant Investments People Capital
142%INCREASE
Process
2
Retail Transactions
%
RETAIL
TRANSACTIONS
COMPLETE
Financial Institutions can now
sign up to implement retail
transactions.
Multiple projects in the queue.
Dedicated DeskTop
implementations teams.
Focused on next steps and
the overall experience. 3
Strategic Planning
DeskTop Strategy
Financial Institution
Planning/AssessmentAdvantages of adopting
DeskTop
DeskTop Retail
Transactions are AvailableThe majority of processes utilize
retail transactions.
A Comprehensive DeskTop
StrategyThe transformation to DeskTop
is complete.
Back Office Coming SoonAll back office transactions
will be complete by October
2018.
4
Improved Communications
5
• New layout on the Client Portal
– Streamlined all DeskTop material on the
Product Management page
• Monthly Communications
– Monthly communications from Oct. to
Feb. covering critical DeskTop components
like training and implementation requirements
• Up-to-date Iteration Delivery Details
– Last two iterations are always available
6
Implementations
MISER DeskTop Update
– Project Scope
– Project Plan
– Communication Strategy
– Project Roles &
Responsibilities
– Tracking Meetings
– Risk & Issue Management
DeskTop Implementations
7
– Dedicated Team
– Reporting Directly to
the Director of
Professional Services
– Additional Resources
DeskTop Implementations
8
11 Desktop Kickoffs
scheduled for 2017
Project Status
Pipeline
– Unassisted Installs: 3
– Assisted Installs: 8
– 15 clients
– 3 ACI, 5 BA Live 2017
– 3 go live 2018
DeskTop Implementations
9
• Branch Automation to DeskTop - Self Install
– FIS Deliverables:
MISER DeskTop Software
Access to MISER Product Management page on the client portal for all related
documentation
Access to LMS for training CBT-DeskTop Navigation and a training guide
– Fees:
No charge
– Assumptions:
Implementation support will go through the dedicated desktop implementation team
Any requested support time will be billed via RPS.
DeskTop Implementations
Professional Services
10
• Branch Automation to DeskTop - Assisted install
– FIS Deliverables:
MISER DeskTop Software
Access to MISER Product Management page on the client portal for all related
documentation
Access to LMS for 3 CBT’s
Implementation:– Server Build & Configuration
– Installation on 12 workstations
– UAT Testing
– Implementation Support
– Go Live Rollout
Project Management– PMO Methodology
Assumptions: – Additional Workstations to be installed by Client.
– Additional environments require additional fees.
DeskTop Implementations
Professional Services
11
• ACI or Third Party to Desktop
– FIS Deliverables:
MISER DeskTop Software
Access to MISER Product Management page on the client portal for all related documentation
Training– Access to LMS for 3 CBT’s
– Instructor Led Training
• Teller Training (2 days)
• New Accounts (2 days)
• MISER DeskTop PDF Manager (3 days)
• MISER DeskTop CRM (2 days)
• MISER DeskTop Workflow and Cohesion (3 days) Additional Fee
Implementation:• Server Build & Configuration
• Installation on 12 workstations
• UAT Testing
• Implementation Support
• Go Live Rollout
Project Management– PMO Methodology
Assumptions: – Additional Workstations to be installed by Client.
– Additional environments require additional fees.
12
Training
MISER DeskTop Update
DeskTop Training – LMS
LMS
https://training.fisglobal.com
Course
Catalog
MISER
DeskTop
DeskTop
(CBT’s)
DeskTop
(Courses)
DeskTop
(Training
Guides)
13
Training for DeskTop
DeskTop Complimentary Training includes:
– DeskTop Navigation CBT & Training Guide
– Screen Authoring CBT
– Data Dictionary CBT
Contact MISER Education for optional
DeskTop training courses available and
current pricing.
14
DeskTop Services
Professional Services
15
• How to get on the schedule if you are a Branch Automation Client
Contact SAM or CSM to request SOW
SOW for assisted or unassisted
Kickoff date will be assigned
Go live date to be determined
• How to get on the schedule if you are a ACI or Other Solution
Contact SAM or CSM for pricing
Only assisted available
Kickoff date will be assigned
Go live date to be determined
16
Customization
MISER DeskTop Update
CohesionSeamless Interaction
• 4.0 Code Generation
• 2017.1 DLL
– Transaction Objects
– Reply Format Objects
– Automatically translate host data to .Net data types
• Access Methods
– SOAP
– WCF
– Web API
• Message Formats
– XML
– JSON
Mobile
Banking
3rd-Party
Application
Wires
Account
Opening
Your
Application
s
Mobile
Banking
3rd-Party
Application
Wires
Account
Opening
Your
Apps.
MISER
Online
Banking
Your
Application
3rd-Party
Application
Wires
Account
Opening
Mobile
Banking
17
Cohesion ConnectorLaunch Your Cohesion Applications from DeskTop
• What does it do?
– Single Sign on
– Utilize MISER Employee Security
– Seamless Context Relevant Integration using DeskTop Session Variables
– One-way information exchange to execute a process outside of DeskTop
• How would I launch it?
– Client Based Applications, right click on the CIF number
– Account Based Applications, right click on the account number
• Why would I use it?
– Custom Streamlined Business Processes
Mobile
Banking
3rd-Party
Application
Wires
Account
Opening
Your
Apps.
18
MISER
Online
Banking
Your
Application
3rd-Party
Application
Wires
Account
Opening
Mobile
Banking
DeskTopBasic Workflow
• What Does it Do?
– Link MISER transactions
– Pass results from one step to another
– Logical expressions
– Generate PDF
– Display OK, Yes/No, Dialog Messages
• How Would I Launch It?
– Workflows can be defined as Common or Quick Launch transactions
– Workflows can be defined in Business Views
• Why Would I Use It?
– Institution specific workflows that support your products, policies, and procedures
– Automation of business process to improve efficiency and accuracy within you institution
– Standardized processes for streamlined training
MISER Transaction
A
MISER Transaction
B
MISER Transaction
C
19
DeskTopBasic Workflow Example – Home Saver Certificate
20
• Requirements
– Checking account with direct ACH
deposits
– Setup Certificate with 1.50% rate
– Monthly transfer from the checking
account into the certificate.
Is ND-OTHER-FLAG 3 set?
Checking Flag Inquiry
(NDREQ on FLD 980)
NoThis account
does not qualifyStop
StartIs ND-OTHER-FLAG 3 set?
NoThis account
does not qualifyStop
Create New Certificate (CDNSU)
With 1.50% Rate
New Account Deposit(CDNA+)
Link Client(CFLK1)
Link Additional
ClientsClient SearchYes
Link Additional
ClientsClient SearchYes
Transfer Setup(TFSU)
PDF Manager Documents
Stop
DeskTopAdvanced Workflow
21
• What Does it Do?
– Add your own JavaScript functions
– Interact with your applications and Web APIs
– Exposes DeskTop functions to obtain Cohesion token
– Utilize returned data in subsequent steps
• How Would I Launch It?
– Workflows can be defined as Common or Quick Launch transactions
– Workflows can be defined in Business Views
• Why Would I Use It?
– Complex institution specific workflows that support your products, policies, and procedures
– Access Third Party Applications or External Data
– Standardized processes for streamlined training
MISER Transaction
A
Your Application
Web API
DeskTopAdvance Workflow Example – Home Saver Certificate
22
• Requirements
– Checking account with direct ACH
deposits
– Leverage analytics to determine client
status
Preferred client rate 1.98%
Standard client rate 1.50%
– Monthly transfer from the checking
account into the certificate.
Is ND-OTHER-FLAG 3 set?
Checking Flag Inquiry
(NDREQ on FLD 980)
NoThis account
does not qualifyStop
Start
Web API to Query Analytic
Database
Is this a preferred
client?
Is ND-OTHER-FLAG 3 set?
NoThis account
does not qualifyStop
Create New Certificate (CDNSU)
New Account Deposit(CDNA+)
NoRate 1.50%
YesRate 1.98%
Link Client(CFLK1)
Link Additional
ClientsClient SearchYes
Transfer Setup(TFSU)
PDF Manager Documents
Stop
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