Open winding road beside lake with mountains in the distance under cloudy sky during autumn.

Performance Trust

Website Rebuild Project

Low angle view of modern and historic skyscrapers under a partly cloudy sky at sunset.

Summary

At DynamiX, we're excited to partner once again with Performance Trust, the largest full service investment bank focused on community depository institutions and a trusted advisor to financial institutions for more than 30 years. It's been about six years since we originally launched performancetrust.com, and while the site has served you well, both the design and the platform behind it have earned a fresh start.

This is not a reskin of what exists today. It's a true rebuild: a new site on the same domain and hosting, built on the current Octane platform, with a far deeper library of modules, layouts, and design controls than was available in 2019. Your creative team is leading the design direction in Figma, and our team will review that work against our user experience and accessibility standards before carrying it into development. The result will be a site that reflects the company Performance Trust has become, and one your team can manage with much more independence than you have today.

Project Goals:

  • Rebuild the site from the ground up, with a new structure and navigation that reflect the growth, sophistication, and elevated positioning behind your evolved messaging
  • Implement the design direction led by your creative team, with our designer providing standards review and accessibility guidance before development begins
  • Give your team access to Octane tools you've never had, including the Layout Store and the Styler Tool, so more of the site is yours to build and adjust on your own

a person wearing glasses

The big goal: 

Build a site that reflects the company Performance Trust has become, and one your team can own and evolve on their own.

The Big Challenges We Want To Solve For

It's been seven years since the site was created, and there are some awesome new tools and capabilities available that will help take your site further! We've outlined some of the highlights below that we plan to address for you.
graphical user interface, website

Ease of Updating

The current site was built in 2019, and technology has changed so much over the past 7 years! We'll make it so you have a ton of new tools to be able to do more with the site experience.
City street at dusk with skyscrapers and Performance Trust logo highlighting investment banking services.

Tools & Toys

In addition to updating the codebase, you will get access to several tools, including Octane AI, the layout store, the styler tool, and more! Our team will give you and anyone on your team an Octane training session prior to launch to make sure you fully understand how you can utilize and optimize these tools. We also offer free Octane training sessions for life!

Attentive audience members listening at a conference with notebooks and coffee cups on the table.

Design 

As it's been about six years since the site was last visually overhauled, we'll partner closely with your creative team throughout the design process so the new site has a fresh, elevated feel that goes well beyond what the native layouts alone would allow. Your team leads the direction in Figma, ours reviews each design against our user experience and accessibility standards, and we build custom where the vision calls for it.

Close-up of a hand sketching a website user flow chart with a pen on white paper at a desk.
Color swatches, design sketches on tablet, and Apple computer on a creative working desk.
Wide computer monitor displaying colorful programming code on a desk with books, keyboard, and headphones.
User interface of HouseCall Pro showing enabled hero form layout with kitchen background and form fields.
Website design interface showing text editing options and a section titled Ease of Updating with site content preview.
Space shuttle launching into starry sky with fiery thrusters against a sunset backdrop and shooting star.
calendar

Scope of Work

Close-up of a hand sketching a website user flow chart with a pen on white paper at a desk.

Discovery and Planning

We'll start with a working session to review the sitemap, navigation, and wireframes your team has already built out. Together we'll walk through the homepage and key pages to sort what can be handled with native Octane functionality versus what needs to be built custom, which gives us a clear picture of scope before development begins. We'll also confirm final page count, including the footer and compliance pages, and map out milestones working backward from your launch target. This phase is intentionally collaborative so that nothing gets built twice and your team knows exactly what to hand off and when.

Color swatches, design sketches on tablet, and Apple computer on a creative working desk.

Design Collaboration and Standards Review

Your team will continue leading the design direction in Figma, and our designer will review each round against our user experience best practices as it comes in. That review covers accessibility, color contrast, typography, and mobile behavior, and it includes flagging anything that could affect how easily your team can update content later. Because your team is driving the creative, our design phase moves much faster than a traditional build, though we will need the complete, approved set of designs in hand before any work moves into development. Building against a partial set risks rework, so locking the full design package first keeps the timeline protected. Any adjustments we recommend will be discussed with your team before we act on them.

Wide computer monitor displaying colorful programming code on a desk with books, keyboard, and headphones.

Development and Custom Functionality

Our development team will determine whether the best path forward is to add functionality to your existing Octane site or build a new site from the ground up, and we'll make that recommendation once we've reviewed the full design direction and page structure. Either way, our team is responsible for all content migration, so nothing falls to your staff. This phase includes building your custom mega menu and footer to match the design your team provides, along with the new module treatments needed to bring each page to life. Where an off the shelf module gets you where you want to go, we'll use it. Where the design calls for something we don't have, we'll build it.

User interface of HouseCall Pro showing enabled hero form layout with kitchen background and form fields.

Layout Store

Octane's new Layout Store is a phenomenal technology stack designed to allow your site to do more without needing us to create custom components. Currently there are over 400 layouts and themes inside the store, and more are being added regularly. We will add all current useful layouts during the build process for you.

Website design interface showing text editing options and a section titled Ease of Updating with site content preview.

Styler Tool

The Styler Tool puts global control of fonts, colors, spacing, and button styles in your hands without touching code. Once we establish your design system during the build, your team can adjust styling across the entire site from a single place. If your brand evolves or you simply want to test a different treatment, you can make that change yourself and see it applied everywhere it belongs. This pairs directly with the Layout Store to give your team real independence over the look of the site.

Space shuttle launching into starry sky with fiery thrusters against a sunset backdrop and shooting star.

Quality Assurance, SEO, and Launch

Because the page count is changing and most URLs will be new, we'll build a complete redirect map to protect the search equity your current site has earned over the last six years. Before launch we'll test across browsers, devices, and screen sizes, verify all forms and integrations, confirm analytics and tag manager tracking, and run accessibility checks against the finished build. We'll also train your team on the new dashboard, the Layout Store, and the Styler Tool ahead of launch, so you're comfortable managing the site from day one rather than learning it after the fact. Launch happens on your existing domain and hosting, so there's no DNS disruption and no interruption to your team, and we'll stay close for support as you settle in.

calendar

Additional Custom Pieces

Our designers and developers will create a set of layouts that can be used throughout your site to help emphasize your mission, vision, culture, services, and differentiators that set you apart from competitors. Your designer will present you with a set of new custom layouts that will help give your site a refreshed, modern design that creates a more lively feel and user experience.

If more extensive additional custom pieces are needed, we can regroup and determine whether an additional quote is needed to fulfill those requests.

New Site Capabilities

AKA "What We Think About So You Don't Have To"

Site Styler

Octane's Site Styler allows for sweeping changes to the look and feel of the site experience, as well as smaller, nuance changes where appropriate. This tool is faster and more nimble than any Wordpress or similar builder out there.

SEO Explorer

Our exclusive SEO explorer lets you know where you stand in real time, pointing out issues on pages across the website. We use it when building the site, and you'll have access to keep it moving forward as content is added.

Audit Trail

We consider Octane to be a "single source of truth" for how a site is being worked on and improved over time, and have designed many features into the platform that allow for easy access to data that can assist in decision making and understanding.

  • Input-Based: See any adjustments made to an input on a given page simply by clicking on the history tool. You can use this area to revise back to a previous version as well simply by clicking on the text and confirming!
  • Page-Based: Want to see what changes have been made to a given page? This lives next to each page and shows every adjustment since the moment the page was made.
  • Global Trail: The left navigation bar includes a link to the site's global audit trail, which provides all changes made to the site and lets you filter by user.

Site Speed

Octane is designed to allow for lightning fast page loads and optimization at scale, ensuring your site loads quickly for visitors at all times.

Octane Form Builder

Our Form Builder allows you to customize form inputs, choose where you want submissions sent, and integrates with Google Sheets for easy onramp into other platforms.

Octane AI Tool

Leveraging the latest in artificial intelligence technology, Octane has been designed to augment your team's content needs directly within each individual page.