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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


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


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.



10

• Branch Automation to DeskTop - Assisted install



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.



11

• ACI or Third Party to Desktop



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


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


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


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


Create New Certificate (CDNSU)

With 1.50% Rate

New Account Deposit(CDNA+)

Link Client(CFLK1)

Link Additional

ClientsClient SearchYes

Link Additional


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.


Checking Flag Inquiry

(NDREQ on FLD 980)

NoThis account


Start

Web API to Query Analytic

Database

Is this a preferred

client?


NoThis account


Create New Certificate (CDNSU)

New Account Deposit(CDNA+)

NoRate 1.50%

YesRate 1.98%

Link Client(CFLK1)

Link Additional


Transfer Setup(TFSU)

PDF Manager Documents

Stop

Bob Clark, [email protected]

mailto:[email protected]