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Star Knowledge Mobile Services

Mobile Trends & Words From the Industry

Horizontal Functional Experience

Financial Industry Experiences

Mobile Technical Environment

Mobile App Solutions: Examples

Next Steps




 © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                        2
Star Knowledge business and technical consultants have proven
competencies in high-demand mobile app planning, analysis, design and
development within the following services:

   Strategic, Business and Technical Consulting: Capital Markets and
   Commercial Banking

   Design and optimize corporate websites for mobile browsing

   Design and develop native mobile sites for iOS, Android, Microsoft,
   and Blackberry technical environments

   Provide integrated design and development with web content
   management (WCM) and social media sites across all corporate
   online facilities

   Support mobile cross platform design and development

   Integrate mobile apps with backend servers, databases and
   corporate systems

   Provide user and technical mobile documentation and training

   Provide mobile app support maintenance and help desk support



 © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                         3
B2C Mobile Environment
  Enable banking, retail, and trading transactions
  anytime, anywhere at lower cost

B2E and B2B Mobile Environment
  Empower financial industry employees with real time
  decision-centric actionable information
  Increase supply chain productivity

M2M Mobile Environment

  Improve efficiency of information between business
  and machines at financial institutions




© Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                       4
Mobile devices and mobile Internet access are in
widespread use
The ubiquity of mobile devices is changing the way
consumers access financial services
Mobile devices are changing the way consumers
originate loans. make payments and invest
Perceptions of limited usefulness and concerns about
security are holding back the adoption of mobile
financial services
The “underbanked” make significant use of mobile
financial services


     An analysis of current mobile trends supported with the
     US Federal Reserve Bank - Consumers and Mobile Financial
     Services Report of March 2012 is available on request from
     Star Knowledge.




 © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                        5
Building the Bank of Choice, Paul V. Woolway,
President, Charles Schwab Bank, September 2012

“Clients now expect 24/7 access to their money, and they want
that access in       a variety of ways. Our clients access their
accounts through branches, over the phone, online and on their
mobile devices. Clients access their banking and brokerage
accounts using their iPhone, iPad, or Android devices to review
all of their accounts in one place, pay bills, and deposit checks.
Mobile will remain an important focus as our clients’ needs and
the banking industry continues to evolve.”




                                                   Source:
                                                   Aberdeen Group
                                                   2010




 © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                        6
Accounting                                 Insurance
Business Intelligence,                     Money Services
Calendar & Events                          Content Distribution
CRM                                        Online Gambling
Data Visualization                         Polls
Digital Assets                             Productivity
ECM                                        QR & RFID
E-commerce                                 Recruiting
Educational                                Reservations & Tickets
E Forms & Catalogs                         Room Services
Geo Location                               Social Media
Inventory Mgt.                             Task Management




 © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                        7
CAPITAL MARKETS                          COMMERCIAL BANKING

Analysis and Valuation                       Business Intelligence
Business Intelligence                        Branch Banking

Clearing and Settlement                      Check Clearance

Client Relationship                          Compliance
                                             CRM
Compliance
                                             Foreign Exchange
Information Security
                                             Information Security
Investment Management
                                             Lending Management
Market Research
                                             Micro Finance
Product Development
                                             Mobile Banking
Risk Management
                                             Money Market
Trading and Transacting                      Product Development
Trust Activities                             Treasury

   © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                          8
© Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                       9
Native Platform Development

  iOS SDK – Objective-C, Object Pascal

  Android SDK - Java / portions of code in C, C++

  Blackberry SDK – JavaScript

  Windows Tech – C #.

Cross Platform Development

  Titanium Appcelerator – JavaScript

  Phone GAP - HTML, CSS, JavaScript

  RhoMobile - Ruby with HTML

  Sencha Touch – HTML, CSS, JavaScript




© Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                       10
Google Play

App Store

App World

Windows Market Place




 © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                        11
Testing Tools

        Emulators

        Actual Devices

    Testing Framework

        Unit Test

        Functional Test

        Activity Test

        Integration Test

        UAT

    Certification Testing

        App Stores and Marketplaces

Star Knowledge’s never settles for anything less than perfect. “margin
                  of error" is not in our vocabulary!

      © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                             12
Agile Software Development Methodology

Software Development Platform(s)

Web Content Management (WCM)

Mobile Architecture References

Mobile Templates for Specific Functions

Mobile Web Services Communicator

ETL Tools (Extract, Transform & Load)

Mobile Graph Generator




 © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                        13
Business Intelligence (BI) Mobile Solution supporting Microsoft
Dynamics, CRM and ERP
Business Reporting & Analysis Mobile Solution supporting
Corporate ERP Financial System
Foreign Embassy Promotional Mobile, Web Content Management
(WCM) and Social Media Solution
National Financial Lottery Commerce Solution and Web Content
Management (WCM) Solution
Airport Logistics, Geo Location and Reporting Mobile and Web
Content Management (WCM) Solution
Industry Conference Registration, Collateral and Security Mobile
Solution
Retail Banking Mobile Solution supporting Micro Finance CRM, and
Accounting Systems
Online Retail Financial Video Monetization E-commerce Mobile
Solution
Travel Game Mobile Solution based on Knowledge-Building and
Learning
Financial Trading and Reporting Mobile Solution



 © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                        14
Potential Star Knowledge Customer
   Document your mobile app project business and
   technical requirements and,
   Forward to your Star Knowledge Sales Associate contact
Star Knowledge Team
   Analyze your documented mobile project requirements
   and identify information and clarification gaps
   Conduct WebEx Meeting to confirm our total
   understanding of your planned project
   Craft proposed technical approach and determine fixed
   work effort hours and pricing for your planned mobile
   project
   Upon acceptance of our proposed approach and sizing,
   prepare formal proposal including technical environment
   scope, approach, work effort, resource management,
   pricing and Statement of Work (SOW)


 © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved
                                                                        15

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Star Knowledge Mobile Services: Financial Industry Focus

  • 2. Star Knowledge Mobile Services Mobile Trends & Words From the Industry Horizontal Functional Experience Financial Industry Experiences Mobile Technical Environment Mobile App Solutions: Examples Next Steps © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 2
  • 3. Star Knowledge business and technical consultants have proven competencies in high-demand mobile app planning, analysis, design and development within the following services: Strategic, Business and Technical Consulting: Capital Markets and Commercial Banking Design and optimize corporate websites for mobile browsing Design and develop native mobile sites for iOS, Android, Microsoft, and Blackberry technical environments Provide integrated design and development with web content management (WCM) and social media sites across all corporate online facilities Support mobile cross platform design and development Integrate mobile apps with backend servers, databases and corporate systems Provide user and technical mobile documentation and training Provide mobile app support maintenance and help desk support © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 3
  • 4. B2C Mobile Environment Enable banking, retail, and trading transactions anytime, anywhere at lower cost B2E and B2B Mobile Environment Empower financial industry employees with real time decision-centric actionable information Increase supply chain productivity M2M Mobile Environment Improve efficiency of information between business and machines at financial institutions © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 4
  • 5. Mobile devices and mobile Internet access are in widespread use The ubiquity of mobile devices is changing the way consumers access financial services Mobile devices are changing the way consumers originate loans. make payments and invest Perceptions of limited usefulness and concerns about security are holding back the adoption of mobile financial services The “underbanked” make significant use of mobile financial services An analysis of current mobile trends supported with the US Federal Reserve Bank - Consumers and Mobile Financial Services Report of March 2012 is available on request from Star Knowledge. © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 5
  • 6. Building the Bank of Choice, Paul V. Woolway, President, Charles Schwab Bank, September 2012 “Clients now expect 24/7 access to their money, and they want that access in a variety of ways. Our clients access their accounts through branches, over the phone, online and on their mobile devices. Clients access their banking and brokerage accounts using their iPhone, iPad, or Android devices to review all of their accounts in one place, pay bills, and deposit checks. Mobile will remain an important focus as our clients’ needs and the banking industry continues to evolve.” Source: Aberdeen Group 2010 © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 6
  • 7. Accounting Insurance Business Intelligence, Money Services Calendar & Events Content Distribution CRM Online Gambling Data Visualization Polls Digital Assets Productivity ECM QR & RFID E-commerce Recruiting Educational Reservations & Tickets E Forms & Catalogs Room Services Geo Location Social Media Inventory Mgt. Task Management © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 7
  • 8. CAPITAL MARKETS COMMERCIAL BANKING Analysis and Valuation Business Intelligence Business Intelligence Branch Banking Clearing and Settlement Check Clearance Client Relationship Compliance CRM Compliance Foreign Exchange Information Security Information Security Investment Management Lending Management Market Research Micro Finance Product Development Mobile Banking Risk Management Money Market Trading and Transacting Product Development Trust Activities Treasury © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 8
  • 9. © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 9
  • 10. Native Platform Development iOS SDK – Objective-C, Object Pascal Android SDK - Java / portions of code in C, C++ Blackberry SDK – JavaScript Windows Tech – C #. Cross Platform Development Titanium Appcelerator – JavaScript Phone GAP - HTML, CSS, JavaScript RhoMobile - Ruby with HTML Sencha Touch – HTML, CSS, JavaScript © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 10
  • 11. Google Play App Store App World Windows Market Place © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 11
  • 12. Testing Tools Emulators Actual Devices Testing Framework Unit Test Functional Test Activity Test Integration Test UAT Certification Testing App Stores and Marketplaces Star Knowledge’s never settles for anything less than perfect. “margin of error" is not in our vocabulary! © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 12
  • 13. Agile Software Development Methodology Software Development Platform(s) Web Content Management (WCM) Mobile Architecture References Mobile Templates for Specific Functions Mobile Web Services Communicator ETL Tools (Extract, Transform & Load) Mobile Graph Generator © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 13
  • 14. Business Intelligence (BI) Mobile Solution supporting Microsoft Dynamics, CRM and ERP Business Reporting & Analysis Mobile Solution supporting Corporate ERP Financial System Foreign Embassy Promotional Mobile, Web Content Management (WCM) and Social Media Solution National Financial Lottery Commerce Solution and Web Content Management (WCM) Solution Airport Logistics, Geo Location and Reporting Mobile and Web Content Management (WCM) Solution Industry Conference Registration, Collateral and Security Mobile Solution Retail Banking Mobile Solution supporting Micro Finance CRM, and Accounting Systems Online Retail Financial Video Monetization E-commerce Mobile Solution Travel Game Mobile Solution based on Knowledge-Building and Learning Financial Trading and Reporting Mobile Solution © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 14
  • 15. Potential Star Knowledge Customer Document your mobile app project business and technical requirements and, Forward to your Star Knowledge Sales Associate contact Star Knowledge Team Analyze your documented mobile project requirements and identify information and clarification gaps Conduct WebEx Meeting to confirm our total understanding of your planned project Craft proposed technical approach and determine fixed work effort hours and pricing for your planned mobile project Upon acceptance of our proposed approach and sizing, prepare formal proposal including technical environment scope, approach, work effort, resource management, pricing and Statement of Work (SOW) © Star Knowledge Technology Alliance Team, LLC – All Rights Reserved 15