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ZFP Extranet: knowledge base for representatives of financial institutions

Intranet/Portal Creatives
View:
extranet.zfpa.cz

ZFP Group, a. s. is our long-term client. It was established in 2012 and consists of several subsidiaries in the fields of real estate, investments, and hospitality in both the Czech Republic and Slovakia.

Part of the company is ZFP Academy, which helps people educate themselves in the field of finance. To facilitate more efficient sharing of offers from sales representatives, easy access to materials, and an overview of current events in the industry, we created a comprehensive extranet that requires access credentials.


  • Overview of business partners, financial products, news
  • User roles and rights
  • Single Sign On
  • Advanced search
  • Watchdog
  • Account deactivation due to inactivity
  • 2 language versions
Delivered Services
Intranet/Portal
Creatives

Initial State

The client needed to create an internal system that would allow ZFP traders to easily communicate and share offers with each other

  • A different platform that required the transfer of all data from the original extranet
  • The need to set different levels of content visibility
  • The lack of an overview of newly added content or changes to existing content
  • The ability to send emails to traders
  • The absence of editability for PDF documents

Our Solution

We created a portal for ZFP traders that makes their work easier and clarifies access to important documents

  • We built the solution on the Kentico platform and connected the extranet with the ZPFA website using a feed (xml)
  • We set up roles for content visibility with the option for manual adjustments by the admin
  • We added a watchdog function that monitors added content based on specific categories, authors, and documents
  • We provided the client with the ability to send newsletters to approximately 12,000 users
  • We enabled clients to fill out forms directly on the website, including biometric signatures

“What was crucial for us was how PUXdesign was connected and intertwined with the project methodology from the beginning and how they managed to capture our concept. Since I work in the field of project management, this was decisive for me. They were able to justify their processes project-wise and honestly informed us about the risks and reserves. They did not mask or hide anything.”

We have created a work tool with many features

Thanks to features such as document and contract storage, autocomplete search, or a watchdog, it serves as a handy knowledge base where salespeople can also find guides, trends, and industry news. Additionally, they can communicate about all of this with others through discussions that we added with the help of the external tool Discuss.

To increase work efficiency, we have added an advanced search option, allowing salespeople to easily find what they need based on specific keywords or phrases, authors, or publication dates of the content. At the same time, we have ensured the inclusion of the Watchdog feature, which monitors the portal's content and records changes in documents, categories, and for specific authors.

Emphasis on Security 

The client's requirement was also the ability to set different types of access and content visibility. We addressed this by creating consent for document downloads, setting rights for viewing specific content, and a module that records all members who downloaded it. Each document thus automatically has roles set for visibility for individual sales representatives. However, visibility can also be restricted manually – this option is available only to the admin.

We Exported Original Data to the New System

Since the client already had an extranet, we had to import all data into the new system in the MS SQL database. We connected the extranet with the ZFPA website using a feed (xml). According to the plan, we deployed the corporate portal on the Kentico system so that the client could gradually consolidate all their solutions onto one platform, making it easier to edit and reducing costs for each additional one.

We Migrated the Client's Sales Database to the New Solution

For the proper functioning of the entire Extranet, we migrated content from the original portal. To obtain the necessary data about the sales representatives, we connected the zone with Microsoft's Active Directory (AD) directory service. Personal, contact, and login information for the sales representatives is shared in both directions, and any changes made in the Extranet are immediately written back to the database.

Each sales representative already has a role assigned in Active Directory along with corresponding rights, based on which they see relevant content in the Extranet. The entire solution operates in both Czech and Slovak versions, which are key markets for the client. After launch, we signed an SLA with the client, which provides us with sufficient capacity for further development of the solution according to the client's specifications.

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