What was the scope of their involvement?
In preparation for the updates, Yes& did security and compliance projects because we’re in a regulated industry that governs how we display information. Next, we initiated a discovery phase for the redesign that identified stakeholders by business line and how each segment would use the site in an international context. Both teams went through a design exercise with mock-ups and reviews for functionality, content delivery, and content discovery. For UX design, we used wireframes to facilitate conversations about our core audience. The teams also used flow charts to map out user paths. Consequently, the redesign aimed to also streamline navigation; we also examined several SEO tactics, in addition to aesthetic concerns. Yes& then developed functionalities on Drupal, tested them, and then handed the site to our team to manage content.
The site launched in April 2018. We’ve completed two phases and just signed terms to start phase three, which will include sites in addition to the main public one. Currently, we use Moz for SEO and Google Analytics tracking. We subscribed to an IP database to do more intelligent regional personalization, which is the next step as we integrate our websites. Going forward, we want better illustrations, user feedback features, and a more personal browsing experience with push notification or email components. We’re still in the early data collection stages for that project, which will hopefully align with phase three’s completion. Overall, their work responds to changes within our company; we wanted to incorporate our mutual fund site and this project allows us to revisit and continually improve our digital components.
What is the team composition?
We work with a senior VP and the VP of Digital.
How did you come to work with Yes& Marketing Agency?
Originally, we signed with a company that later merged with Yes&. We found that agency via referral through our web host. We analyzed their capabilities and compared them against a local competitor before hiring the agency.
How much have you invested with them?
We’ve spent $200,000 to date and plan to invest another $200,000 for phase three–it will be $400,000 total.
What is the status of this engagement?
Work started in December 2016 and the relationship is ongoing.