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FPSC Online: Launched!

The Jonah Group and the Financial Planners Standards Council (FPSC) are proud to announce the launch of FPSC Online. FPSC is a not-for-profit organization dedicated to ensuring Canadians’ financial planning needs are well served by developing, promoting and enforcing professional standards for financial planning, through CFP® certification, and raising awareness of the importance of financial planning to Canadians.

The purpose of the FPSC Online project was to merge the public website (also designed and developed by the Jonah Group) with their separate CRM web portal, FPSC Online Services. Users were previously required to maintain separate logins for both sites. The result was a disjointed, inconsistent user experience.

In addition to bringing both web properties under the same umbrella, an interactive dashboard was created to improve the user’s experience. The dashboard features a custom message panel, an interactive progress indicator, upcoming events an opportunities, and quick access to all other online services.

Custom Message Panel

Users receive customized messages each time they log in. These messages include alerts of upcoming important dates, prompts to take the next step in their certification process and status updates.

Messages are tailored by retrieving data from the external CRM system and evaluating it to form a series of responses. The Jonah Group customized the site’s content management system to display the available responses and allow administrative users to modify the messages and change the rule-based evaluation logic.

FPSC Online User Dashboard

FPSC Online User Dashboard

Interactive Progress Indicator

A visual, interactive progress indicator is also generated with the CRM’s data response. Users can see, at a glance, their current progress towards CFP certification. The process for CFP certification is not linear. As a result, the indicator needed to reflect the fact that future requisites may already be fulfilled.

Local Upcoming Events and Job Opportunities

Users are shown upcoming financial planning events and job opportunities based on their location.

Access to all other Online Services

Users can easily register for exams, update work experience and education, apply for certification, renew their license, and make donations to the FPSC Foundation. The custom message panel and interactive progress indicator are updated each time their information is updated using these online services.

Working seamlessly with our internal and external project team members, time and again, Jonah Group impressed us with their dedication; their creativity, expertise, and commitment were essential to the success of this project.

We simply couldn’t have asked for a better team, and Jonah Group have become a trusted partner for our ongoing interactive development needs.

— Katrina Maheu, Director, Marketing Communications – FPSC

FPSC contracted with the Jonah Group to provide the following services:

  • Information Architecture – Detailed wireframes, sitemaps and flowcharts were produced by the Jonah Group to describe the dashboard concept and user experience scenarios.
  • Graphic Design – Upon completion of the requirements gathering and information architecture process, design mockups were produced and sent to project stakeholders for review and approval.
  • Website Development and Deployment – The Jonah Group worked with FPSC and their 3rd party CRM service provider to build the application according to specification. An interface was created to provide authentication against the external CRM system and access the various services.

The site was launched according to the project schedule on July 1st, 2010. FPSC has taken over operation of the site with very little effect to their overall internal process. User data is still maintained in the CRM system and content is managed through the website’s administrative interface.

Jonah has another happy client! Said Katrina Maheu, Director, Marketing Communications:

“FPSC Online was an aggressive project with a fixed deadline that supported changes essential to our business processes. We turned to Jonah Group to translate our vision of an interactive online experience into a reality for our user base. Robbie and the entire team at Jonah Group stepped up to the challenge, working tirelessly to ensure the project was delivered on time.”

“Working seamlessly with our internal and external project team members, time and again, they impressed us with their dedication; their creativity, expertise, and commitment were essential to the success of this project. We simply couldn’t have asked for a better team, and Jonah Group have become a trusted partner for our ongoing interactive development needs.”

With phases 1 through 3 complete, the Jonah Group looks forward to working with FPSC on enhancing the website further. Check out the FPSC and Financial Planning Week event websites for updates.

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