To allow the Codehouse Sitecore build team to scope the project, a series of Discovery workshops were held. This started with a walk-through of the set of graphical designs provided by Seven Investment Management (7IM). The workshops helped define the functional and non-functional requirements. Thus, the aim of the workshops was to verify the intended project outcome and validate 7IM’s project requirements to ensure both parties shared the same vision and understanding of the project deliverables.
To facilitate the uploading of time sensitive and regularly updated fund share class data, the Codehouse Sitecore back-end development experts also delivered a custom import tool. This vital tool is executed via a custom function located in an extended navigation ribbon. Custom extensions such as this demonstrate the true extensibility of Sitecore when in the hands of expert Sitecore developers such as Codehouse.
To ensure the website visitors see relevant content, a validation gateway was introduced to the website to provide differing user journeys for Private Investors and Financial Intermediaries. Similar to content profiling, this feature is managed in Sitecore’s content pane by assigning visitor types to pages via a slide selector field. By giving this level of control to the Sitecore content authors, the solution is future proofed and the power of a customised Sitecore solution is truly leveraged.