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Case Study
Platform Optimisation:
Enabling a Consistent Customer Experience
The Challenge
Due to an acquisition, our financial services customer needed to implement a consistent customer experience linked to a user login journey. The existing solution relied on different logins per system including password rules. The client had a regulatory deadline of 5-6 months to meet. The additional complexity was the solution would need to cope with multi-tenancy applications from a security perspective.
The Perform Way
We worked with the customer to understood the as is architecture and documented this alongside the to be state and designs including selecting the relevant cloud services to meet the requirements
The project approach adopted was an agile delivery which focused initially on a Minimum Viable Product (MVP) beta version in the initial 3-4 month window then iterate towards the regulatory deadline
Worked closely with regulator and customer service teams across multiple time zones to ensure quality and time objective was achieved
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Our Work
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// Function to create HubSpot form with custom styles and scrolling fix
function createCustomForm() {
// Create the HubSpot form
hbspt.forms.create({
region: "na1",
portalId: "6882211",
formId: "c08eb813-4605-441b-b923-dbfe6422f092",
onFormReady: function ($form) {
// Define custom styles
var customStyles = `
/* Adjusting height and padding for form fields */
.hs-form input[type="text"],
.hs-form textarea,
.hs-form input[type="email"] {
height: 80px;
padding-right: 20px;
background-color: rgba(32, 48, 49, .05); /* Set background color */
border: none; /* Remove border */
}/* Adjusting height and padding for the "How can we help" textarea */
.hs-form textarea.hs-input {
min-height: 257px;
padding: 32px 20px;
background-color: rgba(32, 48, 49, .05); /* Set background color */
border: none; /* Remove border */
}/* Making the submit button span the full width */
.hs-form .actions input[type="submit"] {
width: 100%;
background-color: #203031; /* Charleston Green */
color: white;
border: none; /* Remove border */
padding: 20px;
border-radius: 40px; /* Set border radius */
cursor: pointer;
position: relative; /* Set position to relative to position the arrow */
z-index: 1; /* Ensure the button sits above the arrow */
}/* Apply sticky positioning */
.hs-form.sticky {
position: sticky;
top: 0;
z-index: 9999;
}/* Placeholder for fixed form position */
.form-placeholder {
display: none;
}
`;// Create a style element
var styleElement = document.createElement('style');
styleElement.innerHTML = customStyles;// Insert the style element
$form.prepend(styleElement);// Create a placeholder element
var placeholder = $('').css({
height: $form.outerHeight()
});
$form.before(placeholder);// Function to handle scrolling
function handleScroll() {
var formOffset = $form.offset().top;
var scrollPos = $(window).scrollTop();
if (scrollPos > formOffset) {
$form.addClass('sticky');
placeholder.show();
} else {
$form.removeClass('sticky');
placeholder.hide();
}
}// Call handleScroll on page load
handleScroll();// Add scroll event listener to fix scrolling glitch
$(window).on('scroll', handleScroll);
}
});
}// Call function to create custom form
createCustomForm();