Heidi Ramich

Digital Marketing Portfolio 2002 - 2013My portfolio consistently demonstrates development of forward

thinking approaches focused on the customer experience to engage and educate target audiences.

SunGard Ambit – Product Launch Programs

2

http://www.sungardambitmymoney.com/ http://www.sungardambitwealth.com/

SunGard Ambit – Website & Rotating Banners

3

SunGard Web Content Consistency via Sitecore

4

SunGard Insights – Sitecore Blog Module

5

Blog Summary Page

Launch of Unica’s Interactive Software Solution

Interactive Video banner links on the Unica.com website.

http://www.unica.com/imodvid.htm ,

http://campaigns.unica.com/1000/1000faces.html,

http://www.unica.com/introducing-unica8.htm

Unica: Infographic Campaign for Web Analytics

Unica: SEO Improvement using an Infographic

8

December 2009: Unica was recognized as the Leader in Enterprise Marketing Management Software by Forrester. I developed the homepage flash animation with an external agency (Raincastle) and landing page using internal resources to drive web traffic via an email program to announce the industry honor.

Unica: Enterprise Marketing Management Software

Health Risk Partners Content Project Management

10

Memento Security – Development of New Website

11

Memento – Integration of the Company Blog

12

Memento – Improved User Experience

13

Memento Security – Press Releases via Sitecore

14

Fidelity Redesigned Participant Communications

15

§ Understand the benefit§ How to work with Fidelity§ Getting Started§ Activate Account§ Enroll ESPP§ Provide email address

On Boarding Months 1-6

§ Plan Sponsor Announcement § Welcome Kit (print or email)§ ESPP Eligible Postcard§ Activation Module (future)§ How Your Stock Plan Works § Fidelity Guide§ eDelivery postcard§ Investor Center Welcome

§ Investing Principles§ Goal/Portfolio planning§ Guidance Interaction § Open IRA/529 Account§ Consolidate Assets§ Use Account Features

On Going Experience

§ Life Stage Brochure (on hold)§ Portfolio Planning Guide§ Guidance Invite (on hold)

Seasonal Campaigns§ IRA (Jan – Mar)§ Brokerage (on hold)§ Guidance (Oct – Dec) § eNewsletter (Feb/May/Aug/Nov)

§ Monitoring & timely notification at key decision points

§ Accept grants§ Make tax elections§ Exercise if appropriate § Reinvest proceeds

SPS Alerts

§ SOP Alerts§ RSA/RSU Alerts§ ESPP Alert

Opportunistic Triggers§ Funded Not Converted§ Terminated from plan§ Hi Cash Balance § Transfer of Assets (TOA)

Ad Hoc C&E Options§ Email capture postcard § Intl Brainshark§ Intl User Guide URLs only§ OVQC Interactive

Web Messaging§ Defaults to “on” for clients§ Web Alerts applicable products § Web communication bricklets

Understand Integrate Manage

Goa

lsC

omm

unic

atio

ns

16

Fidelity 2009 Hermes Creative Award Winners

Gold Award for Interactive Communication – How Stock Options Work

https://communications.fidelity.com/sps/sopoverview/

Platinum Award for Interactive Communication – Option Value Quick Check

https://communications.fidelity.com/ovqc/index.html

17

Fidelity Investments Web Messaging for Stock Plans

Understand

Example:Participant Education

Example: Web Alert

18

Fidelity Investments Campaign: Web Messages

http://personal.fidelity.com/accounts/services/content/maildeliveryopt.shtml.cvsr?refpr=cusover07.cvsr

https://communications.fidelity.com/sps/learning_center/

https://communications.fidelity.com/sps/sopoverview/

http://personal.fidelity.com/misc/framesets/branchlocator_frameset.shtml?refpr=retov22

Month 1 Month 3Month 2

Month 4

https://communications.fidelity.com/sps/2008/planningguide/

Month 5

http://personal.fidelity.com/planning/retirement/content/advice_gateway.sh

tml.cvsr?refpr=ig001

Month 6

http://personal.fidelity.com/misc/gettingstarted/gs-fund-allocate.shtml.cvsr

Month 4 option

Web messages are in context campaign driven “banners” on your website(s)

19

Fidelity Automated Email Alerts Program Sample

Plus 4 executive separate versions and International

20

Fidelity Stock Plan Guidance - Email & Landing Page

https://communications.fidelity.com/sps/2008/planningguide/

Fidelity Portfolio Planning - Email & Landing Page

21

https://communications.fidelity.com/sps/2008/planningguide/

22

InnoCentive Challenges – Scientific Problems

23

InnoCentive Webcasts – Recorded Events

24

InnoCentive Community – User Account

25

InnoCentive Customer or “Seeker” website page

26

InnoCentive B2C Advertising & Branding

27

InnoCentive B2C Campaigns

28

InnoCentive B2B Campaigns

29

InnoCentive – Solving Scientific Problems

30

InnoCentive Website Update Planning

31

InnoCentive Sample Client List 2005