The challenge
Our client is a leader in the financial management space, with offices throughout the US. Its website needed a redesign that reflected who its customers were and how they looked for information.
Keeping a site like this accurate is its own challenge. Much of the content depends on data held in enterprise systems, and manual updates make it easy for pages to fall out of date.
What we did
Working with an agency partner, Trellist won the RFP and led discovery, user experience, and web development.
- Discovery and requirements. We ran discovery and produced a high-level requirements document that set a clear scope for the implementation.
- Persona, pathing, and CX strategy. Trellist developed a persona, pathing, and customer experience strategy presentation with supporting documentation, mapping how each audience moves through the site.
- A responsive Sitefinity website. We delivered the new site on Sitefinity, an intuitive CMS that makes it easy for the team to manage content.
- Content fed by enterprise data. The site automatically pulls data from enterprise back-end systems, so content stays refreshed and accurate.