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EnnisKnupp: Web-based Investment Plan Performance Tracking

EnnisKnupp + Associates is Chicago’s largest institutional investment management firm. They commissioned my team to Design and develop a customizable application allowing each client (or plan sponsor) to manage and monitor their investment programs including 401Ks, Retirement Plans, and Profit Sharing Plans.

The Challenge
To design and develop an on-line application for EnnisKnupp including a sub-branding strategy, a customer-centric, web-based performance reporting tool, and the supporting administration tools.

The Solution
EnnisKnupp's core brand attributes include Economy, Simplicity, Reliability, Expertise, and Results. my team developed digital brand and application development strategies that enabled EnnisKnupp to leverage and enhance their core brand attributes via the web. Solutions were developed for both the front-end (web user) and the back-end (site administrator and database manager).

Customizable client functions and components include login ids and passwords, selection of specific funds to track, creation of unique fund group names, selection of benchmarks or peer groups, definition of frequency of updates, selection of plan providers, and customization of company news, and industry insights. Strategies and solutions were developed in coordination with existing identity and print branding strategies.

The Benefits

Education of EnnisKnupp personnel regarding rapid user-centered application development techniques.

First to market with a web-based end-user application that provides investment tracking and up-to-date industry information.

Development of an easy-to-use administration tool that facilitates the maintenance and creation of client accounts and user profiles.

Understanding and development of EnnisKnupp's first web based database.