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Best Practices Entry: Best Use of Portal Framework Presented by: Kembirley Pastorino

Best Practices Entry: Best Use of Portal Framework Presented by: Kembirley Pastorino. Delta Community Credit Union. Established 1940 to serve employees of Delta Air Lines Today serve original sponsor group and their families, select employee groups and residents of 10 metro-Atlanta counties

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Best Practices Entry: Best Use of Portal Framework Presented by: Kembirley Pastorino

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  1. Best Practices Entry: Best Use of Portal Framework Presented by: Kembirley Pastorino

  2. Delta Community Credit Union • Established 1940 to serve employees of Delta Air Lines • Today serve original sponsor group and their families, select employee groups and residents of 10 metro-Atlanta counties • Current membership over 170,000, $2.7B assets • 16 branch locations (Atlanta, Cincinnati/Northern Kentucky, Dallas and Salt Lake City) • 478 employees

  3. Identifying the Problem • In 2006, the credit union identified communication as a major barrier to success • The existing intranet was not interactive, was rarely updated and did not facilitate communication throughout the credit union

  4. Old Intranet

  5. Old Intranet

  6. Old Intranet

  7. Committee • Purchased Passageways portal early 4th Quarter 2006 • Formed a committee consisting of a Project Manager, IT, Marketing, Training, and HR • Created a plan to transition from the existing intranet to the new portal • Phase 1 – transfer of relevant existing information from old intranet; some new features introduced • Phase 2 – introduce Workgroup functionality and training • Phase 3 – Business Purpose Workgroups, Public Pages, My Pages, etc.

  8. Out with the old. . . • Transition • Identified major content areas to transition from the old intranet to the new portal • Forms, Policies and Procedures • IT “Help Desk” • Employee Information – Photo File, Employee Spotlight • Pinpointed new information that would facilitate communication in the new portal • Real IT Help Desk • Streamlined mass communication process • Products & Services Information • Marketing & Advertising • Convenient access to birthdays & anniversaries, job opportunities • Fun activities

  9. Meet Simon

  10. The Launch • Launched portal on June 5, 2007 • Teaser Emails • Launch Party • Simon mascot made branch visits to meet employees

  11. Simon • Landing Page B N the Knowcontains important CU information at a glance • Uses Rich Text Editors and custom islands to display information

  12. Forms page uses RTE with links to commonly used forms and a List of Links island to link to member forms hosted on our web site • FUNRaising page gives details of current fundraising activities in the credit union • Dashboard to track fundraising efforts • Voice Your Concerns island for staff to submit fundraising activities

  13. Fun Zoneconsists of several iView islands including a link to the original Simon • Guide to Simonholds information on portal vocabulary, a snapshot of each page and portal policies such as sending Alerts and Announcements, style guidelines and rules for creating Public Pages, My Pages and additional Workgroups

  14. Let’s Talkuses a discussion board for employees to have open chat • New Pay It Forwardpage uses custom tabs to introduce the credit union’s incentive compensation program • Policies & Procedures separated into RTE islands for relevant content – HR, Audit & Loss Prevention, IT and Operational

  15. promoCentral consists of custom tabs for various product areas to reference current promotions • Quick Links lists popular and commonly used links • Shout Outs showcases member feedback • Snapshot lists current credit union facts such as membership and assets, executive team and board, and current and future branches

  16. Strike a Pose page serves as the credit union photo album • Suggestionsuses Voice Your Concerns islands for an anonymous suggestion box for HR/credit union concerns and portal suggestions • RTE islands are used to display questions and answers

  17. Other Portal Features • Products & Services • Public Pages • Each department encouraged to create Public Page • Workgroups • Community Involvement Committee, Corporate Incentive Program Committee, Softball Team • IT Help Desk

  18. The Proof is in the Pudding “Simon has assisted the Corporate Training Department immensely!  We now have a centralized Corporate Training Public Page where we can direct staff to view compliance, training material and to make suggestions on future training.  Navigating through Simon is a breeze which makes going to the portal even more enjoyable!  It is great to have anything pertaining to the Credit Union accessible thru Simon and posted on Public Pages, Workgroup pages, or even on an employee’s own My Pages!”  Kim Christian Workgroup Manager

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