Performance Trust
Website Rebuild Project
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
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
Ease of Updating
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!
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.
Scope of Work
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
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.