Overview.

iA Clarington Investments

Where do you go when your platform needs shoring up?

Depending vitally on a Sitefinity-based website that required optimization, iA Clarington Investments, a leading investment management company, contacted Flywheel for help with immediate upgrades but also ongoing support. We impressed them, because of the attentiveness of our response. It was an indication of things to come.

SERVICES

Design

System Workflow & Infrastructure
Stakeholder Engagement

Technology

Digital Health Check
Strategy & Planning
Sitefinity Upgrade & Optimization
Sitefinity Best Practices
Performance Evaluation

Content

Strategy & Planning
Customer Engagement

Overview
Gather
Shape
Build
Engage

Gather.

Data security and digital reliability were all important.

For an enterprise-sized organization with a very large client base, a major breakdown could have major business and regulatory consequences. While they have their own internal web development team, they knew they needed additional Sitefinity-specific expertise to audit, validate and optimize their environment. We ran a comprehensive 100-point health check leveraging not only Sitefinity’s own best practice guidelines but our extensive experience as a full-service agency delivering Sitefinity solutions.

Overview
Gather
Shape
Build
Engage

Shape.

We needed to gain their trust.

Their internal web development team was highly knowledgeable. Relying on Sitefinity’s recognition of us as their top Canadian partner and one of their top-10 partners globally wasn’t enough. On this highly technical project, we needed to provide the team with a line-by-line account of our findings and recommendations. Demonstrating that we had explored all facets of the challenge and shaped a plan that was thoughtful and informed was essential.

Overview
Gather
Shape
Build
Engage

Build.

Our security and reliability steps were comprehensive.

Many were framed in ways iA’s own team could perform. Others we executed. We were of particular service in implementing a third-party authentication system managing advisor and staff access to a secure portal. As well as satisfying the unique governance and security requirements associated with the task, we navigated the complexities of a challenging ask by deploying organized, structured, and technically informed processes. Our approach helped deliver success even in areas for which we weren’t immediately accountable.

Overview
Gather
Shape
Build
Engage

Engage.

The iA site is more secure and robust.

iA’s advisor partners have more reliable access to fund price and performance information. iA’s internal compliance team has greater confidence in the site’s ability to meet regulatory requirements. A significant additional benefit of our engagement for iA was the impact it had on their internal capacity for keeping their platform up and running. Working with us, they became more effective Sitefinity developers and users.

Visit Website

Overview
Gather
Shape
Build
Engage