Retail Branch Banking Advisor’s Portal

A large national retail banking institution needed a means to communicate metrics and standard practices to their branch field organizations. Microsoft SharePoint Portal Services was selected for the project at a time when Microsoft had just purchased Navision for content management but had not completed implementation of the system in their SharePoint technology stack. During this engagement, liaison work between the business and the product group was needed to clearly communicate use cases that went beyond the capabilities of the product at that time, and development of a supporting architecture was needed to allow flexible implementation of digital campaigns and similar field engagement. A “Data Island” architecture was developed to work within the framework of the SharePoint web part “portlet” model, along with a retrieval API to load content and share relevant joining keys across elements of the page and site. These concepts were further developed by the product group into what is now known as managed metadata services and external lists for M365 SharePoint.