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CERA – WEB FORM PLATFORM

You are here: Home / Home / CERA – WEB FORM PLATFORM

Caisse d’Epargne Rhône-Alpes

Web form platform

The project consisted in setting up a platform to develop new web-based registration forms very quickly.

Total project duration : 3 months

The total cost of the project was 40 man.days

Details of the project :

Problematic

The Caisse d’Epargne Rhône Alpes (CERA) wants to be able to easily add and modify web forms that it makes available to Internet users for online registration. These forms must follow a validation mechanism and therefore a sequence of predefined screens upstream.

Mission statement

Develop a Web application platform to easily add and modify registration forms, as well as the application form for opening a home savings plan.

The main objectives of the project are to :

  • encourage Internet users to register online by offering simpler and more ergonomic forms, without changing the current validation process,
  • monitor requests made online, by e-mail, to allow control and reactivity on the processing of requests,
  • centralize interested requests and prospects in a database,
  • allow the extraction of the information into an Excel file on request,
  • be able to perform statistical studies and analyses on the number of activated forms and the number of validated forms.

Organization

For the realization of the project, 3 persons have been allocated :

  • 1 Project manager, technical and functional manager
  • 1 Software Architect
  • 1 Development Engineers

This contract was executed entirely with Tana Corp resources dedicated to the project.

Main characteristics of the client

The Caisse d’Epargne Rhône Alpes is a regional mutual bank. Affiliated to the French federation of savings banks, it is present in the following 5 departments: Rhône, Ain, Isère, Savoie and Haute-Savoie.

With 320 branches and 3,000 employees, CERA manages 2 million customers including 500,000 companies.

Conduct of the project

Advice and support role provided throughout the project

  • A real force of accompaniment: The organization of the project gives a primordial importance to the quality of the accompaniment, to make the customer benefit from the expertise and the know-how capitalized by Tana Corp on its projects of the same type.
  • Consulting strength : Our solid experience on management applications in the field of distribution and fixed-price projects has enabled us to provide the customer with the best market practices in this field. Moreover, Tana Corp is a force of proposal in the highlighting of functional options likely to bring a strong functional added value.
  • Expertise on web applications: The application has been developed as a web platform to facilitate collaboration and access to information. We used our expertise in this field to create ergonomic and easy-to-use screens to maximize user productivity.

Proposed methodology to validate the project steps from a client’s point of view

Proposed project reporting
A weekly steering committee enabled us to steer this project in close collaboration with the client.

Tools chosen for the project management
Project Management: MS Project
Incident follow-up : BugX (based on Mantis) http://www.mantisbt.org/)
Version and configuration tracking: SubVersion (http://subversion.tigris.org/)
Suivi des incidents : BugX (basé sur Mantis, http://www.mantisbt.org/)
Suivi de versions et configurations : SubVersion (http://subversion.tigris.org/)

Solution features

Business processes covered by the solution

  • Online registration for banking products,
  • Security and confidentiality of sensitive data

What were the most difficult features to implement ?

The forms are not hosted on the same site as the official CERA site. Moreover, they can be called by several CERA mini-sites. Moreover, as far as personal banking information is concerned, the data manipulated by these forms is very sensitive. The exchange of data between the calling sites and the form platform has therefore been secured.

Technical platform elements

Software package, software or development languages used

After analysis of all the constraints, Tana Corp proposed the realization of a custom application, based entirely on a Microsoft solution:

  • Microsoft .Net Framework, Asp.NET/C# language,
  • SQLServer 2005 Express,
  • IIS 6 Web Server

Reasons for the choice

  • Microsoft .Net Framework with C#: development platform allowing an excellent cost/delivery time/quality implementation ratio.
  • ASP.NET: scripting languages allowing the development of WEB interfaces with a high level of ergonomics.
  • SQLServer 2005 Express: free, high-performance database server, perfectly adapted to the target data volume.
  • IIS 6 Web Server: Microsoft’s web server for hosting ASP applications

Share of pre-existing developments used on which the Supplier has capitalised to complete the project

  • The project was carried out entirely from scratch.

Challenges and key success factors

  • Ergonomics : daily use of the application in a production context, rapidity of screens and interfaces.
  • Robustness : the mobile terminals and the communication interface with the central platform run 24 hours a day. It is important that the applications run continuously without human intervention or loss of data.

Business result

Today the application is in production and hosts about ten registration forms. Registration information is sent daily to managers for rapid processing. Weekly statistics are also sent to product managers.

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