Highlights from the 2010 Workbench user forum
In mid-April, CIBC Mellon hosted its spring 2010 Workbench user forum breakfast session at the TMX Broadcast Centre in Toronto. The forum focused on a presentation of the Workbench roadmap and a summary of the results from our 2009 Workbench user survey.
The forum also provided users with valuable tips and information on how they can enhance their Workbench experience.
Steve Boor, managing director of global information delivery products at BNY Mellon Asset Servicing, kicked off the session with highlights of upcoming enhancements to the Workbench web-based reporting platform. This includes improvements to the report menu (new custom binders for managing your favourite reports) and delegated user administration which will allow clients to request new users online and assign accounts without having to contact CIBC Mellon for support.
Steve demonstrated a new “interactive reporting” feature live on the Workbench site. This is scheduled for release later this year and it will give users the ability to customize their reports with functions such as customized columns, drill-down charts, search and sort capability along with custom Adobe Acrobat (PDF) and Microsoft Excel (XLS) output formats.
We would like to thank our clients who responded to our Workbench client user survey which we conducted last fall. Your participation provided us with strong feedback for how we can enhance our support services. We took the opportunity to share some of the survey results during the forum:
- Training in the use of our applications is considered to be very important to users. Based on this feedback we are offering more targeted and timely sessions – both onsite and via WebEx.
- Clients also told us that call-answer performance is critical and we are in the process of upgrading our equipment and procedures to provide an even better service.
The morning wrapped up with some live Workbench demonstrations on a variety of topics of interest and with a networking and Q&A session with our client managers and support staff. The session was well received by those in attendance.
For more information about specifics discussed at this event or to learn how you can enhance your Workbench experience, please contact your relationship manager or the Workbench support desk.
By Jim Atkinson, assistant vice president, client integration solutions
* * *
Trade Talk® is provided for general information purposes only and CIBC Mellon Global Securities Services Company, CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make no representations or warranties as to its accuracy or completeness. Readers should be aware the content of this publication should not be regarded as legal, tax, accounting, investment, financial or other professional advice nor is it intended for such use.
To print the entire newsletter, download PDF version.