Banker's Dashboard iPad App

Deluxe

Deluxe is strengthening customer loyalty by delivering faster, smarter data.

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MESSA and its design logo are marks owned by Michigan Education Special Services Association, registered in the U.S.
The new iPad app for Banker’s Dashboard gives community banks access to their most critical information — when, where, and how they need it.

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

In addition to team members Grand Rapids and Atomic Object, this project brought together lots of different groups. Having this many cooks in the kitchen required a lot of coordination and a complex project schedule that balanced several timelines and sets of constraints.
Recycling data from the GR Public Services Department
Dozens of vendors with rewards of various sizes, types, and durations — recruited and coordinated by Local First
The myGRcitypoints information website, created by The Image Shoppe

Technical Specs

Atomic designed the system architecture and wrote software and firmware for:

Custom Protocol
Reduces required bandwidth and handle collisions, allowing reliable transfer of a high volume of information through RF and cellular communications back to the data collection service.
Gateway Devices
Each is a Technologic TS 7800 single-board computer with a custom RF receiver. They run a combination of C and Ruby on an embedded Linux system.
Web App
A JRuby on Rails application using an Oracle database that deploys to IBM Websphere.

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.
Adam Craig, Director of Product Management

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

One of the greatest challenges with this project was how to access the data and calculations in the Banker’s Dashboard system, but redefine them for the new app. Atomic immersed themselves in the subject matter and took full command of the calculations in a way that was very impressive for an organization that doesn’t have a bunch of of bankers sitting in the office. This was essential to helping us deliver consistent and accurate data.

Adam Craig, Director of Product Management

This was Deluxe’s first project with Atomic. It exceeded my expectations, and as a result we’ve brought Atomic in for many more engagements. Over and over, Atomic has demonstrated its UX prowess, its technical capability, and its ability to quickly identify our needs and design solutions that help overcome business challenges.

Adam Craig, Director of Product Management

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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Services provided

Interaction Design
Visual Design
Software Development
Exploratory Testing

Tools used

RubyMotion
Objective-C
Reactive Cocoa
ASP.NET MVC (C#)
C#
MVC 4