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Extranet
When Credit Suisse began working with 415, they used outmoded, paper-based client reporting mechanisms. For both Credit Suisse Asset Management and Warburg Pincus, 415 developed plans to use the Internet to deliver portfolio information to clients. Today, these extranets form the reporting backbone for CSAM's institutional and high net worth clients, delivering holdings, transactions, gain/loss, sector exposure, performance, and other critical portfolio information on a daily basis.

-- Researched financial institutions and the overall market to determine trends in extranet development and the needs of target audiences
-- Worked closely with several Credit Suisse IT groups to develop a common language for data transport
-- Commenced extraction of data from legacy systems
-- Developed customized administrative tools

Business Process Re-engineering
As Credit Suisse migrated critical business components to the Internet, they understood that internal processes would require change. Portfolio Managers, Client Services Officers (CSOs), Marketing Vice Presidents and Managing Directors needed to alter the way they delivered content and performed their jobs.

-- Designed Web-based tool that enables CSAM CSOs to review and administer client portfolios before they go live
-- Worked with the Warburg Pincus Portfolio Managers to allow them to create extranet accounts directly from their desktops
-- Built systems that let Help Desk personnel modify account information and re-issue passwords

Translation and Localization
CSAM asked 415 to accommodate a French and German version of CSAM.com. Rather than integrate potentially unwieldy and expensive third-party software, 415 devised a solution that enabled personnel from around the world to publish content in three languages simultaneously. 415 also worked with CSAM Japan to develop a Japanese version of the site.

-- Partnered with Credit Suisse's corporate translation group in Zurich to create an equitable, low-cost translation process
-- Collaborated with the Credit Suisse marketing group in Japan to develop content appropriate for localized target audiences
-- Provided production environment, human resources, and hosting facilities that completed the localization effort (CSAM Japan performed the translation)

Application Design
Over a period of 2 years, a simple HTML site evolved into a series of applications that quickly became entrenched in the Credit Suisse enterprise. Given a series of corporate mandates for security, software usage, and hosting requirements, 415 used the extranets as a foundation and worked closely with internal resources to develop best practices for:

-- Administration
-- Account generation
-- Data migration
-- Data validation
-- Site maintenance

Branding
While the Credit Suisse brand is recognized around the world, it had many different forms when it made the initial transition to the online world.

-- Worked to develop a new online identity for www.CSAM.com, which eventually became the base design for CSAM's global standardization effort
-- Extended a design standard to all Credit Suisse extranets and corporate sites

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