Champion Townhall. March 16 th 2018

Transcription

1 Champion Townhall March 16 th 2018

2 Audio Instructions Muting via computer audio Muting on a phone

3 Agenda Review outstanding questions from February 14 th meeting Progress update & demos of achievements Review and discuss Client Engagement Model Next steps Open Q&A

4 Questions from February 14 th Webinar When will we have a revised scope for UXP? Still a work in progress Short-term plan to learn and demonstrate progress Reviewing & prioritizing features looking for your input! What will be the Engagement Model for Champions going forward? Proposing a model today looking for your input! What banking hosts have you talked to? Any progress on Temenos T24? Providing banking system update today What s happening in Sprint 0? Posted on External Confluence to Sprint Activities page Future ones will be posted here as well

5 Progress Update Natalie West, Andrew Chan & Gaik-Li Che

6 What we ve been up to since we last met Getting ready for Sprint 1 Backbase Training DBS, DBS++, Front-end Agile Training PO and Agile Coaches working with squads Setting up Backbase on our laptops and building a shared environment for Developer use Completed Sprint 1 Deliverables Find Branch/ATM widget using BB widget & PointOne design Connectivity with a host, enabling display of a widget Built a shared environment all squads can use New faces Alexander Chan has joined the Tribe as the Product Lead Yashar Dastafshar has joined the Tribe as an Agile Coach Work in progress Governance model Champion and host analysis Champion Engagement Project direction

7 Current status of Banking Host Systems Banking Host Champions Initial Call DNA - Fiserv DNA - Celero Coastal Community, G&F and Sunshine Coast Assiniboine and Innovation Initial Connectivity CGI - RFS360 Wealthview Ovation Temenos T24 Interior Savings and Tandia Alterna and First West Conexus First Ontario

8 Live Demo Product Summary Widget Watch video recording for demo!

9 Live Demo Places Widget Demo Watch video recording for demo!

10 Places Widget Takeaways For Backbase out-of-the-box widgets, we will most likely have to Adopt + Extend Adopt = applying styling. Extend = add or modify data More work to be done to add functionality e.g. branch / ATM details, filtering results Will be sharing our results with Backbase

11 Where do we go next? Core Integration Squad Authentication Account Balance Account History Spending Analysis (PFM) Canadian Layer Squad Find Branch / ATM Public Site Home Page Public Site Product Page Online Banking Dashboard Online Banking Account History Wave Success Squad Set up Dev environment Set up Test environment Set up UAT environment Production Environment Connectivity

12 UXP Client Engagement Model Andrew Chan

13 Recap - material presented previously 13

14 Our transformation will manifest throughout our philosophy, process, and people Where we want to go next How will this translate Philosophy More transparent dialog More focused prioritization Closer, more engaged partnership You will be invited to our design studio to stand with us in front of the white board to shape solutions together Your perspective will be regularly included in backlog prioritization We ll adopt a test and learn mindset and fail/succeed fast Process Fuller adoption of Agile process and methodology Rapid iteration with frequent product updates We will adopt Agile processes (e.g. deliver working software) and infrastructure (e.g. continuous delivery) You can expect more responsiveness and a delivery cadence with product updates every 2 weeks People Better communicators CX designers in teams (empathy leaders) End-users in the driver seat C1 stakeholders will strive to communicate more transparently and frequently with you The CX designer role will be embedded in C1 scrum teams End-users will be regularly involved in product design and prototyping December 6 th 2017 Champion Webinar

15 All Champions provide guidance and advice drive system adoption prepping with banking hosts Active Projects projects are in implementation 1-2 champions at a time day-to-day interaction Launch February 14 th 2018 Champion Webinar 15

16 Role of those with Active Projects accountable to other Champions, i.e. set-up future groups of Active Champions for success commit to resources & availability to participate in enhanced engagement help remove obstacles driving host and other CU groups to decisions contribute to building stories and acceptance criteria source end members for user testing February 14 th 2018 Champion Webinar 16

17 Proposed Engagement Model 17

18 We intend to reset the model of engagement The driving forces for improving our engagement model: 1. Learning deeply about our customer needs so that we build solutions that meet your needs. 2. Testing hypotheses about our product and delivering value through two way dialog. 3. Gathering product input and advice through use of our partnership to shape solutions. 4. Defining the roadmap and go-to-market strategy Outcomes for Clients: Transparent and authentic dialog Focused prioritization of message Closer, more engaged partnership Better communications How C1 will achieve these outcomes: Champions invited into our progress hub Champions provide input on backlog prioritization C1 deliver working product / outcomes every two weeks C1 have more frequent touchpoints and share information collaboratively

19 Engagement We propose an inclusive engagement model that considers all of the system The engagement model has been designed to enable a solution for all of our clients High Ambassador Individuals from active champions who represent UXP to the system Low Active champions Advisory champions Digital banking clients Potential digital banking clients Clients who have active projects and work closely with the C1 team on UXP Highly engaged clients that help provide input into the product roadmap Clients that will be impacted by UXP in the future and need to be informed of key decisions and milestones achieved Clients and potential clients not currently on digital banking

20 Starting with Active Champions, the touch-points will be frequent Champion with an active UXP project, working closely with Central 1. Weekly Ad-hoc Touch- Points Bi-Weekly Sprint Reviews Monthly Townhalls Understand your needs Test hypotheses about the solution See product demonstrations Provide product input Post-meeting recording Product link to try functionality Bi-weekly question Give product input Provide input on product roadmap Go-to-Market strategy Recap of meeting PO : CU team member POs : UXP team at Active Champion UXP C1 Team : All Advisory Champions

21 Our Advisory Champions will benefit through real and frequent updates that enable them to try-out and provide feedback on functionality Champions who provide advice and input into the program, representing the system needs. Bi-Weekly Updates Monthly Townhalls Recording of sprint review Product link to try functionality Bi-weekly question Give product input Provide input product roadmap Go-to-Market strategy Recap of meeting from UXP Program to All Advisory Champions UXP C1 Team : All Advisory Champions

22 All digital banking clients will frequently hear updates on UXP from Champions & C1 Clients who plan to move to the platform when ready, and want to remain up-to-date on the progress. Monthly Updates Recap of townhall meeting from UXP Program to all interested digital banking clients Multiple Times per Year Highlights and what s next User Sessions & Product Webinars

23 We will share information about our product roadmap to Potential Clients as required Credit unions or other financial institutions considering UXP and Backbase as their digital banking solution. Adhoc As required through sales engagement process RMs to potential digital banking clients

24 What do you think? Is this the right level of engagement? Let s make this work for everyone!

25 Next Steps Natalie West & Andrew Chan

26 Product Feature Prioritization 27

27 Help us shape the roadmap We have created a list of 24 major features representing the functionality in MDi today. Group these features into three buckets: ASAP, Next, Later Each bucket must contain 8 features Don t worry about complexity or effort at this stage just prioritize what is most important to your organization Return the spreadsheet to us by EOD, March 23. Please send one response from your organization. We ll compile the results and share

28 Public Site Application Forms Content Widgets Find Branch / ATM Open Anywhere Public Site Tools SEO / Targeted Content Online Banking Account Management AccountPlus Alerts Config Bill Payments CRA Payments Dashboard estatements / edocs / epost etransfers MDSB Me2Me Messages Online International Remittances Online Voting PFM Profile & Security Self-Serve Features Transaction List Transfers

29 Questions?