Tael¥en: Blog

Taelyen specializes in communicating the business value of information technology to high-level decision-makers in the financial services industry. Blog by Taelyen managing director Ivan Schneider.

Thursday, June 19, 2008

Business Process Outsourcing research for InformationWeek

I recently completed a research project on Business Process Outsourcing for InformationWeek Analytics, including a discussion of Knowledge Process Outsourcing.

Tuesday, January 8, 2008

The Complete Taelyen Top Twenty

Without further ado, here's the complete Taelyen Top Twenty (in alphabetical order).

A2iA
Allegiance, Inc.
ClairMail, Inc,
Direct Choice, Inc.
Econiq, Inc.
EHS Design, Inc.
Evans Consoles
Gene Pranger-Creating Smarter Branches
Gomez, Inc.
IBM
Level 5, LLC
Martopia
Monitise Americas
Mortgagebot, LLC
Panini North America
Pitney Bowes MapInfo
SafeNet, Inc.
Skywire Software
Sprint
Tandberg

Out of the 330-plus companies exhibiting at BAI Retail Delivery 2007, the companies listed above had, as of December '07, the best websites of the bunch.

That's not to say they're uniformly great. In fact, the overall level of site quality in the financial technology industry lags the broader tech industry on a number of levels:
  • adoption of web standards
  • well-written copy
  • easy-to-navigate controls
  • adherence to accessibility guidelines
  • internationalization and localization
  • flexible templates
  • design and curb appeal
  • judicious use of multimedia to inform and deepen understanding
The sites listed above outperformed their peers on these measures. Congratulations to all!

If you are interested in receiving further details on the sites listed above (as well as the ones not listed), please contact me.

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Saturday, December 22, 2007

How to use special characters in your company name

When my designer suggested the use of the yen symbol (¥) in the Taelyen company name, I was a bit wary. It looked good on paper, but how would it look to Googlebot or any of the other search engine spiders?

It was easy enough to add the ¥ tag throughout the markup for the pages on the site, ensuring that the ¥ would render appropriately for someone browsing.

But my concern was for someone typing taelyen into the Google search box. If every instance of "taelyen" throughout the HTML on my site contained the string "Tael¥en" then the spiders would not necessarily associate the string "taelyen" as strongly with taelyen.com. I can't expect my customers to know how to type the "¥" symbol on their keyboards[1]. When you type "taelyen" into any search box, I want you to find this site.

The answer was a bit of JavaScript.

For each instance of "Tael¥en" on the main pages of the site, the underlying XHTML actually shows "TaelYen" - which is the text that will appear if you visit the site without JavaScript enabled (such as if you're using a mobile device) or if you're a search engine spider. So now, when Google visits, it'll index the company name using just the letters of the Latin alphabet.

Then, for each occurrence of the word "Taelyen" on the main pages of the site, I added a bit of XHTML notation to signal that I want to change the "Y" to a "¥". In XHTML, every text element on the page is contained within enclosing tags. For instance, the text in a header may be inside of the <h2> tag. You can assign a class to any tag very easily, by adding text "class=yourClassName" inside of the brackets of any tag. The result looks like this:

<h2 class="taelyen">TaelYen</h2>


The next step was to write a script that looks for any element in the document marked as class="taelyen", and for each one found, replace the string TaelYen (case-insensitive) with Tael¥en.

In the "template" controlling every page on this site, a small line of code brings in a separate JavaScript file.

<script type="text/javascript" src="scripts/taelyen-replace.js"></script>

In that separate taelyen-replace.js file I included a JavaScript function to get elements by class name, which I found on the Internet at the site of Robert Nyman, a talented web developer in Sweden. With that function, I can easily find all of the occurrences on the page of the string that I want to change.

With an array of all of the "Taelyen" occurrences, I then wrote some code to step through each one and use a regular expression to change the "y" or "Y" to a "¥".


function replaceYwithYen() {
var myTy= getElementsByClassName("taelyen");
var length = myTy.length;
for (var i=0; i<length) {
if (myTy[i].firstChild.nodeType == 3){
myTy[i].firstChild.nodeValue = myTy[i].firstChild.nodeValue.replace(/Taelyen/gi, "Tael\xA5en");
}
}
}

replaceYwithYen()

Only tricky part was the regular expression: you need to include an "escape code" to make the yen appear as expected. (Yen = \xA5)

And that seemed to do it!

There are a some limitations to this approach.
  1. I have to add markup to the XHTML to indicate each instance where the script should do the yen replacement. I'd call that a feature, because I don't want to do it globally — which also might grab e-mail addresses and other undesirable fish in the net.
  2. In this version you have to add the "class" tag in the tag immediately outside of the text to change. For nested tags, such as a "bold" tag inside of a "header" tag, currently I would have to indicate the class in the "bold" tag.
  3. Related to the above, the text has to be the "first child" of the tag.
Nevertheless, it seems to be working. And I'd recommend this approach to browser-side scripting for any company pushing typographic boundaries with their company or product names.


[1] Instructions for typing the "¥" symbol:
Windows: Hold down the ALT key and type "0165" on the numeric keypad.
Mac: Option-y

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Thursday, December 20, 2007

Tael¥en Top Twenty: Evans Consoles

This is the sixth in a series of posts describing the best of the web in financial technology from a marketing perspective, based on recent Tael¥en research that reviewed the sites of every exhibitor at the 2007 BAI Retail Delivery conference.

Company:
Evans Consoles

Tagline:
none

Offering:
Technical furniture and consoles for control rooms, command centers, call centers and trading floors

Presentation technologies:
Adobe Flash

Internationalization:
English-only.
HTML:
Standards compliance mode

CSS errors:
Yes

Javascript errors:
No
Discussion:

In an earlier site review I talked about how it would be nice to have a remote deposit capture device on my desk. Now, I'm wondering whether I should have a desk at all.

Evans Consoles creates the "war room" effect for your trading floor, air traffic control center, NASA facility, or yes, even your war room.

fig 1. home page of trading room

fig 2. essential furniture for world domination

On the home page, the bulk of the on-screen real estate demonstrates the product in a rotating Flash area. Unlike many firms in the banking industry, Evans Consoles has something to show besides a screenshot, and they take advantage of their physicality. At the same time, much of the photography appears to be CAD-based drawings rather than reality, as there are very few humans to be found anywhere on the site. I did find one or two in the case studies section, but for the most part we are looking at pictures that could exist somewhere in a lonely, forsaken corner of Second Life.

Below the rotating images we have three tiles, consisting of two questions and an offer:


  1. Which Product Fits You?
    The designers have done a solid job of classifying the product set into categories: Consoles, Vertical Solutions, Trading Desks, Audio/Visual Structures, Custom Millwork and "Countersmart." The last, a modular counter system originally designed for retail bank branches, occupies its own little section at the bottom of the page. You have to look for it, and there's no section for retail banking under the "Consoles & Vertical Solutions" page.

  2. What Are Others Doing?
    The case study page is not sorted by industry, although the mix does give a good sense of the range and scope of the company's activities. Only one financial services example: Charles Schwab.

  3. New! Our Industry News Services
    At first I was skeptical about this. Are people really going to sign up for an "Air Traffic Control" or "Wastewater Treatment" newsletter from the people who built their consoles? I understand the top three feeds for "Architecture and Design," "Engineering Innovation" and "Ergonomics" -- that's what the company does. But after that... "Oil and Gas," "Process Control," "Traffic Management" .... I'd understand if it was an search-engine optimization ploy, but otherwise aren't there plenty of trade pubs out there?

    But then I reconsidered. The company has to stay current with all of the industries in which it operates. Employees are reading up on anything that has to do with the industries that set up control rooms, and so the marginal cost of turning that research into a newsletter is relatively low. And who knows, maybe "Traffic Management" isn't as lucrative a field for the publishers of the world as is the retail banking market. I suppose that's why there was no "Financial Services" newsletter -- it's a vertical well-served (dare I say overserved?) by existing publications.
Overall, the site makes it evident that the company knows its stuff and does solid work for a wide range of clients around the world. However, I would have liked to see a stronger separation between industries, especially on the "Which Product Fits You?" page. Similarly, the Industry News service should give a nod to financial services - not by recreating what exists elsewhere, but by pointing out articles of interest to people in banking or the capital markets.

I will end this site review with a link to the comparison between consoles and office furniture, because if you are like me, you have never really stopped to consider the difference.

Office furniture, for instance, is "prone to collecting desktop clutter that detracts from an optimized human machine interface," while consoles "impress guests and enhance the human machine interface by eliminating desktop clutter." So, if you are on an anti-clutter productivity kick, the thing to do is work at a console instead of a desk. Console yourself with that thought while you're sitting at your messy desk.


http://www.evansonline.com/


What do you think? Check out the site reviewed here and post your reaction in the comments.

© 2007 Tael¥en LLC

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Bloomberg series on the Credit Crisis

Highly recommended reading for anyone looking for insight into the causes of the credit crisis - and the people involved. Start from the bottom.

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Saturday, December 15, 2007

We've got a new look!

Well, I made it fully one-quarter of the way through the Tael¥en Top Twenty before having to take a break to look after my own website.

There are a few things left on the punch list, but I believe the new version represents a huge improvement over the old version (I will keep it around for reference, at least for the time being).

The old design was based on an unmodified template using the built-in stock art. And now that the photos are gone from my home page, I can make light of them (fig 1-2).

Fig 1. "Just watching the strange lights while people stand around me laughing."

Fig 2. "Why does this guy want to look at my nails?"


The new site matches Taelyen flyers and business cards, and highlights the red "chop" symbol and type treatment in the banner. Whitespace and a limited font palette contribute to a clean design. As goes the designer's credo: "Simplicity Is The Key / To Better Typography"

On the technical side, the old site used SiteAssist, a Dreamweaver plug-in from WebAssist. With the recent release of Eric Meyer's CSS SCULPTOR (also from WebAssist, available for 50% off through the end of the year), I decided to start from scratch. The result is a much cleaner site which I believe will be easier to maintain and improve.

Anyway, I can take advice as well as give it, and so if you have any comments or suggestions, just post them in the comments below.

Thursday, December 13, 2007

Tael¥en Top Twenty: Monitise Americas

This is the fifth in a series of posts describing the best of the web in financial technology from a marketing perspective, based on recent Tael¥en research that reviewed the sites of every exhibitor at the 2007 BAI Retail Delivery conference.

Company:
Monitise Americas

Tagline:
"MOBILE BANKING AND PAYMENTS FOR THE MASSES...AT ANY TIME...IN ANY LOCATION...THE REMOTE CONTROL TO YOUR FINANCES..."

Offering:
Mobile phone banking applications and infrastructure

Presentation technologies:
Adobe Flash

Internationalization:
English-only.
HTML:
Standards compliance mode

CSS errors:
No

Javascript errors:
No
Discussion:

In the footer of this site is a notice that says, "This is a temporary page while the website is under construction."

Already, the temporary page - as a website - is in the top five percent of its peer group.

Let's take a look:


Fig 1. It's not always that blurry, it's just my camera.

A quick inventory:
  1. Company name and logo in the top right-hand corner, the logo depicting a globe with wings.
  2. Banner graphic rotating between four skylines (usually a yawn) but with a clever and somewhat dizzying transition effect. The text treatment is also a step above what they teach you in Flash 101. a simulated blinking cursor just like the one they have on the old green-screen terminals, or in the opening credit of an action movie where it's "0400. EASTERN EUROPE" and a team of commandos are about to take over the compound.
  3. Contact info with the name, title, e-mail and phone number of the company's EVP. And look, there's a cell phone with the company's flying logo on it. And the golden color of the wings? It's replicated in the color of the links on the site and with the blinking cursor.
  4. What is this? The middle column contains about 250 words describing what this site is, a joint venture between Metavante and Monitise plc a service that "replicates the simple interface of an ATM in a secure, trusted application." Sounds like a competitor to our previous Tael¥en Top Twenty company, ClairMail, albeit one with a different business model and operating infrastructure. For the purposes of this discussion, the main point is that they made their point efficiently and clearly. I got the elevator pitch without having to look for it.
  5. Services panel contains two bulleted lists:
    1. Initial services offered (Balance Inquiry and Transaction History, Transfers & Payments, Bill Payment, 2FA for Internet Banking, and Stored Value Account Management & Reload). My only comment regarding the list is that I had to think for a second to figure out that "2FA" stands for "Two-Factor Authentication."
    2. Innovation roadmap for future services (International Remittances, Contactless Payments, Share Dealing, Prepaid Top Ups, Cross Sales). "Greetings and salutations, can I speak to someone from the Department of Redundancy Department? Yes, I was wondering if I could get an innovation roadmap for discontinued, obsolete items. No? OK, just checking."
  6. Benefits to Financial Institutions - bulleted list
  7. Benefits to Mobile Carriers - bulleted list
  8. Footnote with copyright and "under construction" notice.
That's it?!? No scrolling news feed? No links to last month's conference or a press release from last March or an article from 2005? Where's the press release with the comforting quotes from the CEOs of the respective parties to the venture?

Well done.

I'll be very interested to see how the simplicity in this design translates to the full site. Because I'm confident that it will based on the current design, Monitise Americas earns a spot in the Taelyen Top Twenty.

http://www.monitiseamericas.com/

What do you think? Check out the site reviewed here and post your reaction in the comments.

© 2007 Tael¥en LLC

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