MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 ›...
Transcript of MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 ›...
![Page 1: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/1.jpg)
MISER DeskTop Update and Roadmap
May 23, 2017Bob Clark, MISER Development Director
![Page 2: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/2.jpg)
DeskTop Transaction Details
MUG 2016 883 TRANSACTIONS
April 24, 20172,142
TRANSACTIONS
Significant Investments People Capital
142%INCREASE
Process
2
![Page 3: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/3.jpg)
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
![Page 4: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/4.jpg)
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
![Page 5: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/5.jpg)
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
![Page 6: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/6.jpg)
6
Implementations
MISER DeskTop Update
![Page 7: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/7.jpg)
– 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
![Page 8: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/8.jpg)
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
![Page 9: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/9.jpg)
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.
![Page 10: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/10.jpg)
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.
![Page 11: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/11.jpg)
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.
![Page 12: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/12.jpg)
12
Training
MISER DeskTop Update
![Page 13: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/13.jpg)
DeskTop Training – LMS
LMS
https://training.fisglobal.com
Course
Catalog
MISER
DeskTop
DeskTop
(CBT’s)
DeskTop
(Courses)
DeskTop
(Training
Guides)
13
![Page 14: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/14.jpg)
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
![Page 15: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/15.jpg)
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
![Page 16: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/16.jpg)
16
Customization
MISER DeskTop Update
![Page 17: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/17.jpg)
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
![Page 18: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/18.jpg)
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
![Page 19: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/19.jpg)
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
![Page 20: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/20.jpg)
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
![Page 21: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/21.jpg)
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
![Page 22: MISER DeskTop Update and Roadmap - FIS Globalempower1.fisglobal.com › rs › 650-KGE-239 › images › 1101 DeskTop … · DeskTop Implementations 9 •Branch Automation to DeskTop](https://reader033.fdocuments.net/reader033/viewer/2022042315/5f036c6c7e708231d40922aa/html5/thumbnails/22.jpg)
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