Ece-Commerce

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Ece-Commerce

• Creating a Visitor Centric Internet Presence

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Agenda

• Situation Analysis
• Mission, Vision, Goals
• Strategy Summary
• Philosophical Insight
• Quiz w/ Dork Prize

3
Summary

• Build a Technical Infrastructure using a Content
  Management System
• Segmented web sites tailored to our clients needs
• Common, integrated, multiple-site functionality
• Common features templates from which they can
  be built.
• Use Best practices to develop and market each
  site
• That is based on sound business practices and
  opportunities

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• Overview gt e-Commerce Vision Mission

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Internet Demographics

• 40 increase in number web sites from 12/00 to
  12/01
• Internet adoption rates continue to increase
• More than 42 million Web Surfers log on from work
• The gender gap has finally closed
• Seniors are active Internet Users
• The over 50 internet population is growing
  rapidly
• The over 50 group Popular Internet target for
  marketers
• Large portal sites Capture majority of Internet
  Traffic

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• Overview gt Situation Analysis

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Internet Trends

• Internet increases Consumer empowerment
• Personalization Key to being client centric
• Broker Satisfaction DriversAccount Management,
  Customer Service, Cost, Quality of Web site
• Site Visitor satisfaction Speed, reliability,
  security, ease of navigation and ease of use are
  top satisfaction drivers
• Privacy Top concern
• Customer Service Three tier Tier Zero

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• Overview gt Situation Analysis

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Financial Services Trends

• Account Aggregation
• Web Bill Payment Systems
• Bill Presentment Systems
• Personal Finance Software Integration
• E-Documents
• Client Self Service
• Demo Centers
• Online Delivery of Financial Advice
• Online Applications
• Education, research, and Information Key content

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• Overview gt Situation Analysis

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Internet Technology Trends

• Extensible Markup Language (XML)
• Wireless LANs and Wireless Data Communications
• Peer to Peer
• Portals
• Customer Relationship Management
• Broadband
• Security
• Online Delivery of Financial Advice
• Online Applications
• Microsofts Dot Net Strategy

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• Overview gt Situation Analysis

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Competitive Analysis

• 4 different site structure strategies were
  noted
• Client/Market Focus
• Service/Product Focus
• Line of Business Focus
• Organizational/Company Focus
• The application of these strategies varied by
  firm size and complexity.
• Larger and more complex organizations use the
  Client/Market focus- 7 firms
• 2 firms use the Service/Product Focus (Nat City,
  Parker Hunter)
• 3 firms use the Line of Business Focus (Legg
  Mason)
• Smaller firms use the Organizational/Company
  Focus - 8 firms
• Conclusion
• "Client/Market Focus"
• Most prevalent within 3rd generation sites

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• Overview gt Situation Analysis

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Competitive Analysis

• The top four firms
• Baird - 3.75
• Morgan Stanley - 3.63
• Merrill Lynch - 3.63
• Dain Rauscher - 3.50
• These firms typically scored high in Branding and
  usability, with Baird beating all of them with
  their depth of information and education that is
  easy to find.

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• Help

• Site Map

• Login

E-Commerce
Current Ziegler Web Sites and Inter-Relationships
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• Overview gt e-Commerce Vision Mission

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Our Mission
We deliver Internet based solutions that enhance
our firm's ability to advance health, wealth and
well-being through tailored financial solutions.
Our Vision
To be a visitor centric, trusted, reliable,
respected and sought-after, media-independent
resource that exceeds our visitor's
informational, transactional and collaborative
needs.
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• Overview gt e-Commerce Goals

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

• Seek out opportunities to effectively apply
  Internet technologies to
• communicate
• collaborate
• conduct commerce
• with our ...
• clients
• distribution channels
• employees
• suppliers
• media/press relations
• shareholders
• vendors
• whether it be
• cost reduction/containment

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• Overview gt e-Commerce Goals

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

• Internet Competitive Position Statement
• Ziegler will compete within the Internet Space by
  focusing on the Health Care, Senior Living,
  Church and School, Registered Independent
  Advisor/Broker Dealer and Individual Investor
  customer segments. Ziegler will further
  differentiate itself within these segments as a
  client intimate, full service provider of
  financial and investing advice and products,
  leveraging the firms underwriting experience,
  intellectual capital capabilities and best of
  breed product reputation.
• Key Internet Objectives
• Enhance Brand Value Of The Firm
• Enhance (Retain) Client Relationships
• Support And Enhance Revenue Generating Activities
• Reduce Cost Of Client/Channel Support Costs
• Support Employee Recruiting And Retention Efforts
• Enhance Perception And Relations With External
  Constituents

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• Overview gt Strategy Summary

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Site Development Plan

• Build from the Technical Infrastructure of
  zplanet to gain
• Content Management and distribution
• Content Sharing Write once use many
• Support firms electronic distribution strategy
• Multiple site control
• Common development platform
• Common, integrated, multiple-site functionality
  (Library functions, Contact Us Database,
  Glossary, etc. ).
• Every site will have access to a set of common
  features templates from which they can be
  built.
• Common Interface, Branding and Style Conventions
• Version Control

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• Overview gt Strategy Summary

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Phased Deployment
1. Build to meet the marketing needs of Ziegler
and each business unit 2. Build/buy/Integrate
applications that meet very specific needs of our
constituents
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• Overview gt Strategy Summary

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Site Structure

• Build individual, targeted sites that encompass
  the intersection of our capabilities and our
  constituents needs
• Leverage zplanet, znet, Ziegler Research data
  and ASP offerings across all individual sites
• Ziegler.com becomes a portal through which
  visitors access sites targeted to their specific
  needs
• Individual sites are used within the marketing
  mix of our business units
• Where practical, sites have a common Internet
  Brand Presence with shared functionality, common
  interfaces and content and leverage our core
  Internet technology base

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• Overview gt Strategy Summary

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

URL Strategy

• Three different types and purposes for URL's
• 1. Core URL's Core URL's directly reflect the
  directory structure of the Core web site.
• ziegler.com/churchloans
• ziegler.com/healthcare
• northtrackfunds.com
• 2. Branding URL's Central to branding efforts of
  a business group enable direct access to the
  segment sites.
• zieglerchurchloans.com
• zieglerhealthcare.com
• northtrackfunds.com
• 3. Internet Marketing URL's Enhance Internet
  Marketing by optimizing URLs to match keyword
  searching.
• zieglerchurchfinancing.com
• zieglerhealthcarefinance.com
• northtrackindexmutualfunds.com
• URL selection will align URL Internet Marketing
  along 3 paradigms

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• Overview gt Strategy Summary

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Content Plan

• Marketing Content
• Value Proposition Statements
• Focus Selling
• Feature Content
• Informational
• Short shelf life
• Application Content
• Data Driven
• Interactive
• Dynamic
• Personalized

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• Overview gt Strategy Summary

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Internet Marketing and Communications Plan

• Focus on announcing the launch of Ziegler's new
  Internet presence
• Two Plans
• Internet Communications Plan - Internal Promotion
  
• Internet Marketing Plan - External Promotion
  Increase web site traffic
• Search Engine Registration and Optimization
• Site Promotion. Online and Offline
• On going site promotional activities will be
  developed post launch

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• Overview gt Strategy Summary

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Key Underlying Technologies

• Microsoft Centric Server Software
• Production Server
• Staging Server
• Development Server
• Complete with Load Balancing Firewalls, Backups,
  and Remote Security Monitoring

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• Help

• Site Map

• Login

E-Commerce
Resource Requirements
22

• Help

• Site Map

• Login

E-Commerce
Metrics for Success
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• Overview gt Strategy Summary

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Implementation Plan Overview

• Complete Discovery
• Complete Design
• Gather and Edit Content
• Build Infrastructure
• Insert Content
• Test and Deploy Sites
• Integrate Syndicated Content
• Build/Buy and Integrate Additional Applications

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• Overview gt Strategy Summary

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Implementation Plan Milestones Preliminary
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• Overview gt Philosophy

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

• The Church Group site enables us to rapidly
• Set the direction for our e-Commerce Initiatives
• Develop and institute our methodology and
  processes
• Fast track the design, interface and creation of
  building blocks for future web sites
• Adopt prototyping and usability testing
• Visualize our Internet Brand
• Articulate our strategy through a working example
• Generate excitement for future
• Save the firm money in the long run - reduce
  re-work

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Strategy Summary

• Build a Technical Infrastructure using a Content
  Management System
• Segmented web sites tailored to our clients needs
• Common, integrated, multiple-site functionality
• Common features templates from which they can
  be built.
• Use Best practices to develop and market each
  site
• That is based on sound business practices and
  opportunities

27

• Overview gt Quiz

• Overview
• Situation Analysis
• Vision, Mission, Goals
• Strategy Summary
• Philosophy

Quiz