Bank has more than 1000 branches across Russian Federation. Branches are different in functions they perform: servicing companies or individuals, working with deposits, types of ATMs etc.

One of the goals of corporate SharePoint portal development was to give bank employees access to this information.

Service development goals – to consolidate all information on bank branches and ATMs, to provide users with convenient access to this information, to implement flexible search with the ability to show results on the map, to manage information amendment rights.

Specifics of this project included the following requirements:

• IE8+ browser support;
• Each bank branch can be either point of service or point of sales;
• Branch information change approval process shall start only when certain fields are changed;
• Only employees responsible for the region of the amended branch can approve changes;
• Some information about branches is stored in external system and uses BCS for its retrieval;
• System should include interactive map of Russian Federation with split to federal districts for searches within federal district and region;
• Search results shall be shown on this interactive map;
• System shall support full-text branch search by region, city, address, name and properties;
• Each branch shall have its data card with information and photos.

Project development and implementation included the following:

• System architecture, functional and graphical design works. Deliverables – functional UML diagrams and UI mockups;
• Branch data import;
• Interactive map of federal districts development using svg-format. When user clicks on federal district, system selects regions belonging to that district. When user selects a region, system shows the list of bank branches. This solution was also adopted for work in old IE8;
• System supports full-text search for all branches in Russian Federation using SharePoint search function;
• User can further filter search results by parameters, also quick search by text is available;
• Search results include shortcuts to services provided by corresponding branch;
• Search results are shown on Yandex map;
• When user clicks on branch the system opens its data card with information and photos;
• Administrators get associated with regions via lists with simultaneous user addition into corresponding SharePoint groups for rights assignment;
• System has fully interactive interface and all user interactions are done without page reloads, using JavaScript libraries: SharePoint CSOM, jQuery, knockoutjs and web services;
• Development of user and administrator documentation;
• Customer key users training;
• Full system testing, go live and putting system into full production mode.

System was deployed into corporate portal in autumn 2015. Information on about 1500 branches and 3000 ATMs was imported.

System response time for any search options is within 2 seconds because there are very few requests to data source – most of the time information goes from SharePoint index.

System has easy-to-use interface and can be quickly deployed.