Salesforce1 World Tour London: Building agile apps for Financial Services

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    14-Sep-2014

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How financial services companies are becoming more agile by innovating on the Salesforce1 platform

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<p>Building Agile Apps for Financial Services on Salesforce1 How financial services companies are becoming more agile by innovating on the Salesforce1 platform. </p> <p>The fastest path from idea to app </p> <p>Make Every App Mobile </p> <p>Engage your Users with Custom Apps </p> <p>Leverage Speed of the Cloud </p> <p>James Anderson Accountable Executive for the Intact Program Financial Conduct Authority </p> <p>Leverage Speed of the Cloud </p> <p>How the FCA has become more agile by innovating on SF1 </p> <p>INTACT </p> <p>FCA OBJECTIVES </p> <p>CONSUMER CREDIT </p> <p>Forecast volumes </p> <p>Current systems </p> <p>Impact assessment </p> <p>Our challenge support taking on consumer credit in 12 months </p> <p>Better quality Regulatory decisions </p> <p>Consumer insight </p> <p>Reputation &amp; VFM </p> <p>Interacting with Firms &amp; consumers </p> <p>Further exploitation </p> <p>How we solved it TECHNOLOGY </p> <p> Service cloud for contact centre and event management </p> <p> Salesforce communities portal for application submission </p> <p> Leverage the salesforce ecosystem (telephony integration, payments etc.) </p> <p> APPROACH </p> <p> Iterative (unified process) for requirements and development </p> <p> Clear internal ownership of risks, decisions and outcomes (T&amp;M) </p> <p> Specialist partners </p> <p> GOVERNANCE </p> <p> Outcome focussed </p> <p> Clear balance of cost, risk, time, and operational impact at the outset </p> <p> Responsibilities devolved where possible clarity of escalation. </p> <p> Strong engagement and ownership </p> <p>Benefits enabled by Salesforce - Go-live on time, budget and quality </p> <p>- Efficiencies in call handling, event handling and reporting </p> <p>- Scale </p> <p>- Reduced volume of low-value calls </p> <p>- Increased risk visibility across the FCA from consumers, firms, regulatory returns etc. </p> <p>- Risk prioritisation and speed to respond </p> <p>- Flexibility </p> <p>- Reliability and availability </p> <p>Reputation (with firms and consumers) </p> <p>Legal compliance </p> <p>Better quality regulatory decisions </p> <p>Value for money </p> <p>Top tips </p> <p> Usability expertise Know your data Work your governance (data) Careful partner selection (fit and capability) Business ownership but strong adhesion to outcomes (scope </p> <p>management) </p> <p>The fastest path from idea to app </p> <p>Make Every App Mobile </p> <p>Engage your Users with Custom Apps </p> <p>Leverage Speed of the Cloud </p> <p>Alison Morris IT Manager Allianz </p> <p>Engage Your Users With Custom Apps </p> <p>Salesforce1 May 22nd 2014 </p> <p> Allianz &amp; Salesforce1 Platform Development </p> <p>Alison Morris IT Manager Salesforce alison.morris@allianz.co.uk </p> <p>13 </p> <p> Salesforce1 Tour/ Alison Morris </p> <p>Allianz &amp; Salesforce in use since 2005 </p> <p> Copyright Allianz </p> <p>Com</p> <p>mer</p> <p>cial</p> <p> &amp;</p> <p> Eng</p> <p>inee</p> <p>ring </p> <p>Ret</p> <p>ail B</p> <p>roke</p> <p>r </p> <p>Lega</p> <p>l Pro</p> <p>tect</p> <p>ion </p> <p>Spe</p> <p>cial</p> <p>ity </p> <p>Hom</p> <p>e an</p> <p>d Le</p> <p>gacy</p> <p>14 </p> <p> Salesforce1 Tour/ Alison Morris </p> <p>Allianz &amp; Salesforce - also developed bespoke applications on Force.com </p> <p> Copyright Allianz SE 29-May-14 </p> <p> Call reason logging call centres Telematics track mileage Capture Operational statistics - transaction timings Capture business won statistics incentives </p> <p>for call centre staff </p> <p>Call reason logging dashboard </p> <p>15 </p> <p> Salesforce1 Tour/ Alison Morris </p> <p>Allianz &amp; Salesforce - Challenges </p> <p> Copyright Allianz SE 29-May-14 </p> <p> Call reason logging investigation &amp; use of One App licences for first time Telematics </p> <p> how to receive the data from supplier transfer the data to the Policy Administration system testing on large programmes </p> <p> Capture Operational statistics - launching to a wider user base </p> <p> Capture business won statistics (staff incentives) </p> <p>Screen shot of operational statistics </p> <p>16 </p> <p> Salesforce1 Tour/ Alison Morris </p> <p>Allianz &amp; Salesforce - Benefits </p> <p> Copyright Allianz SE 29-May-14 </p> <p> Robust &amp; secure platform, version control Speed of deployment Low cost of development &amp; testing Avoids the IT prioritisation funnel Security named user access &amp; not a spreadsheet ! Increased user base allowing further adoption Multiple ORGs - innovate &amp; allows diversity </p> <p>17 </p> <p> Salesforce1 Tour/ Alison Morris </p> <p>Allianz &amp; Salesforce - Lessons Learnt </p> <p> Copyright Allianz SE 29-May-14 </p> <p> Still need a robust Change control process Still need Requirements documented Solution Architect to agree proposed solution Ensure End-to-end testing carried out where systems integration in place Still need to manage the Business Change communicate, train &amp; check that the system is being </p> <p>used as intended Solid design &amp; how user access control will be incorporated in the design is key to having a system </p> <p>that allows for ease of maintenance </p> <p>The fastest path from idea to app </p> <p>Make Every App Mobile </p> <p>Engage your Users with Custom Apps </p> <p>Leverage Speed of the Cloud </p> <p>Jonathan Wood Head of Systems Bank of Cyprus UK </p> <p>Make Every App Mobile </p> <p>Jonathan Wood Head of Systems </p> <p> Bank of Cyprus UK Ltd </p> <p> We are a UK-incorporated bank, offering banking services to predominantly UK-based customers </p> <p> We offer a range of deposit and lending products </p> <p> We lend mainly to Owner-managed businesses and SMEs </p> <p> We are a small fish in a big pond </p> <p> Salesforce customer since 2008 </p> <p>Who we are </p> <p>To drive exceptional customer service through an efficient, transparent loan application and </p> <p>sanctioning process </p> <p>The challenge </p> <p>The solution </p> <p>Why did we choose </p> <p>Salesforce1? </p> <p>How did we deliver our solution? </p> <p>Who created our solution? </p> <p>and the results of this? </p> <p> Already invested Leveraging our knowledge It is our eco-system It grows and flexes with us A package approach had not </p> <p>succeeded </p> <p> Business steering group In-house development team </p> <p> Salesforce1 (Force.com) VisualForce Standard and Custom objects Workflows </p> <p>Credit Application Processing System (CAPS) </p> <p> Captures lending process from introduction to sanction and disbursement </p> <p> Enforces control and checkpoints throughout the process to ensure complete information capture </p> <p> Presents visual monitoring of application progress internally through the use of dashboards </p> <p> Will inform the customer of application progress through alerts, notifications and a portal </p> <p> From legacy system to the business sharp-end using APIs and system integration </p> <p> Internally designed UI delivered through VisualForce </p> <p> Complexity is hidden from user Introduction of process control Intuitive process </p> <p>Suddenly, were mobile! </p> <p> Exactly the same application All Salesforce features available No further development was </p> <p>necessary </p> <p> Business steering group </p> <p> Three-person development team </p> <p> Three months development and testing time </p> <p> One month pilot programme </p> <p>how much effort? </p> <p>for us Further value derived from existing investment 360 degree view of our customer Structure and form applied to what was an opaque process No development divergence between desktop and mobile </p> <p>but most importantly, for our customers Speeds up the loan sanctioning process Keeps the customer in the loop and therefore engaged in the process Delivers high quality and value to our customer </p> <p>and the benefits? </p> <p> Be realistic this was not our first application </p> <p> Ensure your resources are skilled and in sufficient quantity </p> <p> Ensure you have senior management commitment (to building the application, not just to Salesforce) </p> <p> Beware scope creep </p> <p>Lessons learned </p> <p>The fastest path from idea to app </p> <p>Make Every App Mobile </p> <p>Engage your Users with Custom Apps </p> <p>Leverage Speed of the Cloud </p>