Lloyds TSB
Own Overseas
The Business Challenge
Lloyds TSB Strategic Ventures Department were setting up a pilot to manage customers through the process of purchasing a property overseas.
As well as a customer service this was to be a vehicle for selling relevant LTSB financial products. LTSB wanted a solution to enable their agents to manage the complex workflow associated with this process. The solution had to be delivered rapidly (Entire Business Evaluation Cycle 6-12 months) and to a budget appropriate to a pilot.
What ThoughtBreak Did
ThoughtBreak offered thought leadership, hosting a series of workshops and prototyping sessions. The following requirements were established.
- Each Sale managed as workflow case
- Support for multiple independent threads of activity
- System-generated reminders to chase partner activity
- Call Centre aids like calculators and reminders
- Automated outbound letters with complex content
- In the nature of a pilot for requirement to evolve Editable Process flows
- Word-based letter templates with bookmarked placeholders
- Best-of-breed free software stack integrated with LTSB standard software (Tomcat/Jacob + SQL Server/Word)
The entire solution was delivered in three months from inception. ThoughtBreak provided support and maintenance services for 12 months.
The Outcome
ThoughtBreak delivered the solution on time despite a very demanding timescale.
LTSB were very satisfied with the solution.
Success4Business
The Business Challenge
LloydsTSB wanted to develop a forum for their small business customers. The aims were to
- Provide advice and guidance to small businesses on all aspects of their lifecycle
- Offer a free directory for their small business customers to advertise their services
- Host a discussion forum for their customers to discuss common experiences, issues or problems
- Promote LloydsTSB products and financial services to their small business customers
The solution had to include rich content authoring, editing and publishing features so the articles could be dynamic and up-to-date.
What ThoughtBreak Did
We worked in collaboration with LloydsTSB’ business managers, BroadVision and the chosen graphic designers to design and deliver a comprehensive solution based on LTSB’s BroadVision platform.
Using the XML based Content Management solution authors were able to create rich editorials and store multiple versions or upload them to the web site.
Customers were able to browse and rate articles, register to advertise their business; contribute to discussions with other customers; apply online for LTSB products and more.
The Outcome
ThoughtBreak helped to deliver a hugely functional small business forum meeting all LloydsTSB’s business goals for the project.
