SEPTEMBER SCOTTSDALE, AZ OMNI SUMMIT. Provide an Enhanced Mobile Experience with Omni Web Solutions Jimmie Smith

Transcription

1 SEPTEMBER SCOTTSDALE, AZ OMNI SUMMIT Provide an Enhanced Mobile Experience with Omni Web Solutions Jimmie Smith

2 SUNGARD OMNI ENHANCED PARTICIPANT, SPONSOR AND ADVISOR EXPERIENCE INSTALLED APPLICATIONS AND SOFTWARE MORE THAN 30 YEARS OF CONTINUOUS INNOVATION FOR RETIREMENT PROFESSIONALS TECHNOLOGY & INNOVATION EXPANDED MANAGED & PROFESSIONAL SERVICES

3 AGENDA PART 1 PRODUCT STRATEGY PART 2 WHY THE CHANGE? PART 3 BENEFITS OF THE CHANGE? PART 4 ARCHITECTURE AND DEMO

4 SUNGARD OMNI WEB SOLUTION 8.0 Direction Change Client Feedback The New Omni Web Solution Sungard will licensing a third party framework for the new Omni Web Solution 8.0 Benefits of New Omni Web Solution More Agile delivery Customized application Faster time to market CONFIDENTIAL

5 CHANGE IN WEB SOLUTION DIRECTION Client Feedback Product not flexible Forced changes in client defined data elements Forced changes in record keeping practices rate of return calculation automatic rebalance process deferral rate storage Forced Omni DC upgrade Increased Time to Market

6 OMNI WEB SOLUTION 8.0 FRAMEWORK Leverages Flexible Framework Quick page generation through XSLT Uses Omni Link & Omni Script to retrieve data from Omni DC/DB No dependency on upgrades to Omni DC or required data elements Proven Solution Successful track record of on time, on budget implementations Agile development provides continual feedback and transparency Customizable Presentation Adhere to corporate standards for site navigation & style Responsive Website, coded to existing site standards CONFIDENTIAL

7 OWS 8.0 ADOPTION Supported Through SunGard SunGard provides primary support for clients using OWS 8.0 PlanServe provides secondary support for defects / technical issues Leverages Omni Script exposes script externally via Omni Link Implementation Timeframe 6 clients underway for move to OWS 8.0 by Q Remaining clients will begin in Q1 for completion within 2014 CONFIDENTIAL

8 WHAT IS THE BENEFIT TO YOU? Control over data layer Predefined data element or object use requirements are gone Read from any data element or any object where your information is stored within Omni DC Agile development cycle Client is involved daily Progress and choices are made/delivered daily Front loaded Testing Fastest time to market No Dependency on Omni DC upgrades No Dependency on data location

9 OWS 8.0 FRAMEWORK

10 A COMPLETE SUITE What s Included A single portal to consolidate data from multiple data sources for your participants, plan sponsors and investment advisors. Migration path from Pyramid web Maximizes flexibility of Omni DC No dependency on Omni DC version Highest possible local control Fastest time to market

11 A COMPLETE SUITE Relevant Scripting A scripting IDE to enable browsing, editing, debugging, and testing scripts Standalone tool Reverse lookup on web services Relevant FileXchange Portal B2B System to automate the collection of data and files from clients and to publish both data and print files. Advanced roles-based security model to support the different relationships Upload, Archive, and Publish

12 COMPONENTS A complete package CRM manage contacts and roles CMS Web Management Studio. (manage content and orchestrate multiple data sources) Script based services (over 200) Alert engine Scripting utility FileXchange upload and download Smartfolders ETL import and export Store & present statements Display on multiple screen resolutions Accept Import files Form library Mix and match data from ANY source Publish alerts Integrated mobile presence Update content daily

13 OVERVIEW Core foundation for all products Custom External UI Configurable data packets Message Message Broker Broker OmniLink Uses SunGard OmniLink ONE connection Connects to other data sources Other OmniPlus

14 A SIMPLE AND MODERN FRAMEWORK HTML Easy to extend XSLT Simple to diagnose XML Future proof Omni Script CMS

15 CUSTOMIZATION Simple Control File Structure for each OmniScript to support client customization. Business Services for most common interactions Structure easily extendable for new services by existing staff and skillsets Build a library of Services Add/Change Control Files and OmniScript to extend functionality Over 200 OmniScripts, i.e., balances by investment, source, asset class, etc. OmniScripts packaged to meet client s presentation requirements and performance Add/Change Scripts to extend functionality via browser-based development environment

16 IMPLEMENTATION: METHODOLOGY Partnership Progressive elaboration Leverage local knowledge Daily SCRUM updates No backlog for bug fixes Reduce time between idea and working example Agile

17 Distinctive Presentation Design Templates Custom Design Client Design Line of Business

18 Different Display of Projection Information

19 Participant Web Example

20 Participant Web Example

21 Participant Web Example

22 Participant Web Supports Left and Right Navigations

23 MOBILE APPLICATION Integrated with web Alerts View Native Application for both IOS and Android Multiple data sources First to Market Large footprint

24 MOBILE APPLICATION Web Site Use core website for multiple screen display and functionality Responsive Coding must be done from the ground up not add on Replaces old mobile website Native App Use core website for multiple screen display and functionality Responsive Coding must be done from the ground up not add on Same Framework Same web for different screen sizes Web for more complex activities Mobile for daily updates Different Audience Replaces old mobile website

25 MOBILE APPLICATION Highly flexible and scalable platform Host-Based XML for data access and transformation Microsoft.Net framework makes it easy to extend and support Open standard and proven technology SQL Single Connection XML Integration with other systems Skin to provide branded site by plan or line of business Native App security and ease of use IOS Android

26 POWERFUL PLATFORM Uses same XML platform as Omni Web Solution 8.0 (same rules and data) Fast aggregate single interaction (client-server) No rule or data duplication Uses existing script based rules Open system XML and XSLT Include data from alternate sources

27 SECURITY: PROVEN APPROACH No personal data stored on device (all transient data) Use existing/allow multi-factor authentication with existing credentials Multi-factor compliance with device ID (UDID) Optional to require web device approval Uses SSL for data in transit Encrypted GUID

28 THANK YOU

29 Confidentiality Statement Copyright 2013 by SunGard Data Systems (or its subsidiaries, SunGard ). All rights reserved. No parts of this document may be reproduced, transmitted or stored electronically without SunGard s prior written permission. This document contains SunGard's confidential or proprietary information. By accepting this document, you agree that: (A)(1) if a pre-existing contract containing disclosure and use restrictions exists between your company and SunGard, you and your company will use this information subject to the terms of the pre-existing contract; or (2) if no such pre-existing contract exists, you and your Company agree to protect this information and not reproduce or disclose the information in any way; and (B) SunGard makes no warranties, express or implied, in this document, and SunGard shall not be liable for damages of any kind arising out of use of this document. 30