Web Development
After all Web Designs are approved, we will proceed with development per the following scope. For any pages to be developed that were not included in the Design phase, we will follow the established look and feel to best present the content on those pages.
Total Number of Website Pages: 12
Prospective Total Page List:
- Home
- For Advisors
- CIT Solutions (Why CITs?)
- Boarding Pass
- Meet Our Team (Leadership + Staff & Sales)
- Why Great Gray?
- Join Our Team
- Perspectives (Resources Main Page)
- Perspectives Detail (Multi-purpose framework of detail pg)
- Contact Us / Get Started
- Privacy, Disclosure & Terms
- Flex Page
Mobile-Responsive Design and Development:
The new website is to be compatible and responsive to all modern browsers and mobile devices.
Salesforce + Pardot Integration:
Includes integration of Salesforce + Pardot to enable native, connected forms and analytics regarding B2B lead generation and tracking.
Custom API Setup (for Northern Trust API (JSON):
Includes custom solution on a native website page to enable dynamic tables from the Norther Trust API feed. This will allow automatic or 1-step updates (that do not involve web coding) in order to renew the ID key and load fresh data.
Complete Site Navigation:
Tiered, configurable website navigation system that includes multiple tiered levels as needed. UX for large menus will be curated on mobile devices.
Content Management System:
We build website frameworks from scratch using clean, custom coding while utilizing an especially customized WordPress platform for the admin access and functionality. Any non-technical user will be able to login and make content edits at any time.
User Management:
The website admin (you, the client) can add/edit/delete additional user accounts for anyone (employee) regarding the website admin dashboard. Individual user accounts can have varied accessibility / power. E.g. Admin, Manager, Editor, Subscriber, etc.
Dynamic Contact Forms:
Includes up to 2 dynamic, conditional contact forms with variety of options on form fields. Includes auto-responses to sender, admin email push notifications, and all submissions saved in website admin dashboard for client access, tracking, and export.
Resources/Article System:
- Custom-built resource system that will include a repository of documents, files, articles, video and audio content categorized by source, topic, type, or category.
- Users can quickly filter by type, source, topic, or audience to find what they need.
- Client and/or system users will be able to upload, post, and categorize Resources that will immediately be added to the system.
- Includes a smart-search function that will display auto-suggested results (auto-complete / predictive search) technology that will pull & display data found within the Resources content as a user begins to type. This logic can cross-pull from a variety of data points. E.g. type, topic, and source, simultaneously.
Security:
We will include multiple levels of security at the site level that include two-factor authentication (2FA), forced strong passwords, login bot protection, external IP blacklisting, blog comment security/lockdown, core files protection, and more. If the website is to be hosted by Chariot as well, we include redundant backups (G-cloud + AWS), free site restoration if needed, patch management, injection attack protection, change logs, user access logs, malicious file monitoring, uptime monitoring, and more.
Staging Site Review
We will provide you with a “staging” link to a complete, live version of the new website. You will be able to review and test the new website before providing approval to launch. Optional
Pre-launch Website Updating Period
If the new “staging” website requires client content updates prior to the official launch, we provide an optional 5 business day grace period for those updates to be made by the client, using the provided training instruction. After this period, server hosting fees will begin to incur.