Case Study: BMO SmartSteps community platformDecember 2, 2011

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BMO SmartSteps Community Platform Introduction

CGI

Activity

Implementation case study

High level presentation

More details available upon request !

What we are going to present today

Benoit MarchandCGI Interactive GTAManager – Drupal Teambenoit.marchand@cgi.com

Rakesh KameathBMO Financial GroupSenior Digital Manager, Mobile & Technology Strategyrakesh.kamath@bmo.com

Contacts

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BMO Community Platform

01

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BMO SmartSteps Community PlatformCGI

About BMO ( Bank of Montreal )

• The oldest Canadian Bank (1817)

• More than 12B CAD in revenue (2010)

• Ranked 156 in Forbes Global 2000

• More than 45k employees

• #1 in Forrester 2011 Best Website User Experiences, Banks

• Jumped to #2 in Forrester Public Site Rankings 2011 for Financial Institutions

BMO in numbers

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BMO SmartSteps Community Platform CGI

About BMO ( Bank of Montreal )

• BMO Sponsorship Engagement

• Community Engagement

• Mobile Engagement Program

• Digital Branch Program

Some of BMO’s current initiatives

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BMO SmartSteps Community Platform CGI

Business Challenges

• Unified platform to manage all online community needs

• Content and user sharing

• Reusable functionalities

• Flexibility to support any future online initiatives

• Scalability (Performance, traffic spikes, etc)

• Strict hosting and application security requirements

• Aggressive time to market for first phases (3 months)

Some of BMO’s initial needs and requirements

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BMO SmartSteps Community Platform CGI

Technical Solution

• Multi-site and multi-language setup

• Presentation layer flexibility, and re-usability

• Functionality re-usability through shared codebase

• Central user repository (One account creation, access to all sites)

• Mature OSS software enables quick implementation

• Scalable infrastructure (Cloud hosting + caching, redundancy, load balanced)

• Low licensing cost, and no incremental costs for new sites

Drupal had the answer to every challenges and more

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BMO SmartSteps Community Platform CGI

The Result

• Platform Launched on Time

• Re- usability facilitated launch of new websites

• No Limitations on the presentation layer

• New functionalities are constantly added

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BMO SmartSteps Community Platform CGI

Current status and BMO’s Observations

• Observations on the implementation

• Challenges during, before and after implementation

• Next steps with the platform

1. New sites2. Mobile integration3. In-Branch Integration4. Open the platform to integrate with other digital touch-points

Now that the platform has been live for months, and that the dust has settled on the first initial phases, what is the current situation:

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BMO SmartSteps Community Platform CGI

Website Links

Websites URL’s

SmartSteps for Home Owners http://community.bmo.com/SmartStepsForHomeowners

SmartSteps for Parents http://community.bmo.com/SmartStepsForParents

SmartSteps for Small Business http://community.bmo.com/SmartStepsForBusiness

BMO Soccer http://www.bmosoccer.com

BMO Harris Bank http://www.bmoharris.com/parents

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BMO SmartSteps Community Platform CGI

Thanks for listening !

Benoit MarchandCGI Interactive GTAManager – Drupal Teambenoit.marchand@cgi.com

Questions / Comments

Rakesh KameathBMO Financial GroupSenior Digital Manager, Mobile & Technology Strategyrakesh.kamath@bmo.com