mhci9.andrew.cmu.edu

KEYSTONE

We worked with PNC Bank. On improving customer onboarding for their commercial card products. The goal was to create a streamlined digital experience. Both for bank officials as well as clients. After 7 months of research and design, we built Keystone. A comprehensive end-to-end application with bank and client-facing components. Together with a redesigned workflow, Keystone establishes the grounds for faster revenue generation and an improved onboarding experience. To get basic information from the clie...

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KEYSTONE | mhci9.andrew.cmu.edu Reviews

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We worked with PNC Bank. On improving customer onboarding for their commercial card products. The goal was to create a streamlined digital experience. Both for bank officials as well as clients. After 7 months of research and design, we built Keystone. A comprehensive end-to-end application with bank and client-facing components. Together with a redesigned workflow, Keystone establishes the grounds for faster revenue generation and an improved onboarding experience. To get basic information from the clie...

<META> KEYWORDS

1 product

2 product decision tree

3 onboarding portal

4 treasury management officer

5 sales associate

6 implementation manager

7 research

8 design

9 architecture

10 card program wizard

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product,product decision tree,onboarding portal,treasury management officer,sales associate,implementation manager,research,design,architecture,card program wizard,internal application keystone,user,client,purpose,team,technical lead,wei fang

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KEYSTONE | mhci9.andrew.cmu.edu Reviews

https://mhci9.andrew.cmu.edu

We worked with PNC Bank. On improving customer onboarding for their commercial card products. The goal was to create a streamlined digital experience. Both for bank officials as well as clients. After 7 months of research and design, we built Keystone. A comprehensive end-to-end application with bank and client-facing components. Together with a redesigned workflow, Keystone establishes the grounds for faster revenue generation and an improved onboarding experience. To get basic information from the clie...

INTERNAL PAGES

mhci9.andrew.cmu.edu

1

KEYSTONE

http://mhci9.andrew.cmu.edu/pdt.html

Card Program Wizard: Product Decision Tree. To get basic information from the client and recommend the commercial card product that best satisfies their company's needs. The progress bar at the bottom guides the client through the product decision tree. It starts by gathering basic information from the client, walks them through the benefits PNC can offer, and finally suggests the best suited card program. Team Penrose and CMU HCII 2016.

2

KEYSTONE

http://mhci9.andrew.cmu.edu/tmo.html

Internal Application: Treasury Management Officer. Treasury Management Officer (TMO; primary salesperson). To receive client information from the Product Decision Tree, facilitate sales calls till the sale is confirmed, and perform other internal job functions. Recent action items are displayed on the dashboard. The full list can be accessed from the Action Items tab in the navigation menu. Team Penrose and CMU HCII 2016.

3

KEYSTONE

http://mhci9.andrew.cmu.edu/impl.html

Internal Application: Sales Associate. To track the workload of a team of 16 Implementation Engineers and to optimally assign incoming implementations to one of them. Team Penrose and CMU HCII 2016.

4

KEYSTONE

http://mhci9.andrew.cmu.edu/index.html

We worked with PNC Bank. On improving customer onboarding for their commercial card products. The goal was to create a streamlined digital experience. Both for bank officials as well as clients. After 7 months of research and design, we built Keystone. A comprehensive end-to-end application with bank and client-facing components. Together with a redesigned workflow, Keystone establishes the grounds for faster revenue generation and an improved onboarding experience. To get basic information from the clie...

5

KEYSTONE

http://mhci9.andrew.cmu.edu/sa.html

Internal Application: Sales Associate. To collect more detailed client information, submit a request to the Contracts team, and oversee the client's progress till the end of onboarding. Team Penrose and CMU HCII 2016.

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curiouscrane.com

PNC: PINACLE | Curious Crane | Matthew Bolanos

http://www.curiouscrane.com/portfolio/pnc

Spring and Summer 2015. Check out the project website for even more details. The Future of PNC. Where PNC is headed and how we helped. Designing for Mobile Initations. Our design process…. The steps we took to ensure our solution solved real problems for real people. By performing literature reviews, competitive analysis, heuristic evaluations, and most importantly contextual inquiries, we learned how accountants truly work with PINACLE. After research, we consolidated our findings with the help of affin...

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KEYSTONE

We worked with PNC Bank. On improving customer onboarding for their commercial card products. The goal was to create a streamlined digital experience. Both for bank officials as well as clients. After 7 months of research and design, we built Keystone. A comprehensive end-to-end application with bank and client-facing components. Together with a redesigned workflow, Keystone establishes the grounds for faster revenue generation and an improved onboarding experience. To get basic information from the clie...

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