Banker's Dashboard iPad App
Deluxe
Deluxe is strengthening customer loyalty by delivering faster, smarter data.
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Deluxe Corp. created the Banker’s Dashboard web app several years ago to give CEOs and CFOs at community banks daily access to their aggregated financial data.
As iPads became more common at community banks, users started accessing Banker’s Dashboard via tablet web browsers.
Unfortunately, because the tool is so comprehensive, navigation was difficult on tablet browsers.
Deluxe asked Atomic to help improve their users’ experience by creating a native tablet version of Banker’s Dashboard for the iPad.
Coordinating Stakeholders
Technical Specs
Atomic designed the system architecture and wrote software and firmware for:
Phase 2: Developing a Full-feature Workshop Experience
With the Learning Map developed into a digital product, Root wanted to further help users dive into their organization’s strategy, financials, or processes with a second release. Among other features, they sought to create a kind of a virtual whiteboard, where everyone’s voice could be heard in a fun, engaging, and meaningful way.
Atomic’s Software Design Practice Lead in Ann Arbor, Bryan Elkus, led design work on the project. He saw the user experience of going through the Learning Map activities as a type of collaborative online challenge.
Under the guidance of Atomic's Software Consultant & Designer Bryan Elkus, the project emphasized collaborative user experiences, akin to an online group challenge, focusing on:
- Consultants facilitating onboarding, ice-breakers, and exercises.
- Client company employees engaging in organizational change.
Atomic Object Software Consultant & Developer Matt Soto his development work focused on delivering Root’s vision of polish, complex features, and emphasizing a business model around the digital product.
Root's VP, Nate Butki says Atomic’s consultative approach helped the project team uncover and address underlying needs rather than merely executing requests.
“Atomic didn’t want to just figure out what we wanted and give it to us—but rather figured out the need and helped us with it,” he said. “If they had listened to us and spit out exactly what we asked for, they would have only gotten 80 percent of it. Atomic’s team asked the questions and pushed us further.”
Technical Specs
Atomic designed the system architecture and wrote software and firmware for:
The Banker’s Dashboard iPad app is tailored to the needs of executive-level tablet users — with quick access to the most relevant data and a focused set of features.
It uses visual cues and data analysis to highlight information the banker can mine daily, allowing them take early action and improve performance.
It also includes a customized alerting system that lets users know about potential problems, such as loans under consideration that don’t fit the bank’s financial targets.
Atomic helped us define a user experience that takes better advantage of a tablet’s interactive capability and highlights the information that’s most important to the bank.
Phase 2: Developing a Full-feature Workshop Experience
With the Learning Map developed into a digital product, Root wanted to further help users dive into their organization’s strategy, financials, or processes with a second release. Among other features, they sought to create a kind of a virtual whiteboard, where everyone’s voice could be heard in a fun, engaging, and meaningful way.
Atomic’s Software Design Practice Lead in Ann Arbor, Bryan Elkus, led design work on the project. He saw the user experience of going through the Learning Map activities as a type of collaborative online challenge.
Under the guidance of Atomic's Software Consultant & Designer Bryan Elkus, the project emphasized collaborative user experiences, akin to an online group challenge, focusing on:
• Consultants facilitating onboarding, ice-breakers, and exercises.
• Client company employees engaging in organizational change.
Atomic Object Software Consultant & Developer Matt Soto his development work focused on delivering Root’s vision of polish, complex features, and emphasizing a business model around the digital product. Root's VP, Nate Butki says Atomic’s consultative approach helped the project team uncover and address underlying needs rather than merely executing requests.
“Atomic didn’t want to just figure out what we wanted and give it to us—but rather figured out the need and helped us with it,” he said. “If they had listened to us and spit out exactly what we asked for, they would have only gotten 80 percent of it. Atomic’s team asked the questions and pushed us further.”
Nate Butki, Root VP
Taste-testing the Product in the Field
Delivering A Great Product and An Empowered Team
By getting to share their decades’ experience with agile practices, Atomic’s team got to watch the counterparts at Root develop new skills over the course of the second engagement.
Soto says he loved watching Root’s inherently collaborative culture adopt the agible practices they were learning.
“After a few months, they loved how easy and smooth it was to make last-minute changes, to pivot in another direction, and use feedback to spend their time where it was most impactful,” he said.
Root’s Jared Page says the agile approach to product design, development, and management he saw during the engagement had a profound impact.
“One of my favorite things about this project is that everyone got better—better at our jobs and better with communication; it just feels cool,” he said. “Sometimes you work for a year and don’t know if you’ve improved but everyone could look back on this project and say they’ve improved. This project changed the way I will work forever.”
Results
- Clients have found the iPad app so useful that Deluxe is able to charge a monthly service fee to use it.
- Bankers traditionally see performance only on end-of-month reports, when the books have been closed. The Banker’s Dashboard app highlights daily information they can use to change the trajectory of their performance in real-time.
It’s being used by many of our clients every day and even in their monthly board meetings. Feedback from our user base has been extremely positive.
Adam Craig, Director of Product Management
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Adam Craig, Director of Product Management
Coordinating Stakeholders
A Partnership with a Storybook Ending
The team’s careful project management, client communication, cutting-edge architecture, and cohesive design strategy helped the team ship the product on time and on budget.
Reflecting back on the multi-year, high-profile project, Robinson said Atomic helped his company arrive at a special moment in time.
“We'd never done anything this big. Ever,” he said. “We’re live across all the major pillars Atomic said they would deliver on. It was delivered on time, on budget, to expectation, live. Not three or four milestones late with people leaving and the platform half-baked and full of bugs.”
StoryLoom began open-beta in December 2022. A global launch is scheduled for the spring of 2023.
“We’ve been given a rare opportunity," said Robinson, "to find success by chasing opportunities Starship Enterprise-style: going where people aren’t—pushing boundaries.”
Atomic provided iOS development and design for the Banker’s Dashboard iPad app and created a backend API to connect with Deluxe’s database and translate the financial data for the app.
The Atomic Team
Here are some of our current Atoms who worked on this project. Click their photo to read their bios!
Project domain(s)
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