Q2 wanted to move their existing website to HubSpot from a proprietary content management system (CMS) but needed expert guidance for migrating their content and learning CMS Hub successfully.
Q2 is a financial experience company that provides digital banking and lending solutions to banks, credit unions, alternative finance, and fintech companies in the U.S. and internationally. With comprehensive end-to-end solution sets, Q2 enables its partners to provide cohesive, secure, data-driven experiences to every account holder.
Another element of their business that was “comprehensive” but not necessarily in a positive way? Their CMS.
The company built an “overly-engineered proprietary CMS with lots of technical debt,” according to Thomas Fuller, senior manager of marketing operations at Q2. Small changes required complicated procedures that took days to update. Simple tasks like publishing a blog or updating any part of the site required a developer. The clunky system made it difficult for the company to scale its online presence as needed. Their goal was to remove the bottlenecks created by such complexity and build a site that could be managed by multiple teams — most notably, the marketing team — under a self-serve model.
Fortunately, a HubSpot sales representative referred the Q2 team to Lynton. After browsing our agency page on the HubSpot marketplace, Fuller decided to reach out. From initial conversations, Fuller and his team developed “confidence that Lynton would take care of our project and be a good partner in addressing challenges and unique needs of our business.” Thus, the partnership was born.
At Lynton, all our web projects begin with a discovery phase where we work with the client to understand their needs, learn their current platform, determine a strategy, build a site map, and create a roadmap to guide the project. Fuller notes that we “provided a robust migration plan with clear milestones” rather quickly.
We laid out that we would work on:
The training process particularly stood out to Fuller. He remarked, “Lauren Dingus, manager of web delivery for Lynton, and her team hosted a training session with our core web team and provided us with excellent documentation to enable us to train our extended team. The team at Lynton was also available and responsive to any questions we sent their way, taking the time to get on a call and ensure we were set up for success.”
Throughout the project, we communicated regularly with Q2, and Fuller was impressed by our approach. Regarding our process, he said, “it was very seamless, and the team at Lynton assessed the site migration in a very efficient manner by identifying consistent page template types, custom components, and content migration strategy.”
We accomplished this by tailoring our standard process to Q2. This looked like:
From Fuller’s point of view, “working with Lynton was one of the best partnerships. The entire process was very organic, and I really appreciated how Lynton genuinely cared about our project and ensured we were happy with the outcomes. They always approached their work with a sense of curiosity to find a solution.”
Once the new site went live, the issues Q2 faced in the past disappeared. Most site updates went from taking days to complete to mere minutes. What used to take three full-stack developers to manage is now handled by a single website manager who actively enjoys using the CMS!
Q2’s internal marketing team can support their own needs of the site directly without having to involve anyone else. According to Fuller, this has helped reduce their time to market for new pages and content by ~4x. Q2’s site is also much more accessible than the previous iteration, allowing them to pass internal accessibility scans and double their site speed.
Even better? The Q2 team plans to continue to work with us on a monthly basis on the following solutions:
Perhaps the best result of the project was the strong relationship built between Q2 and Lynton, which makes future work like the above possible. As Fuller put it:
“Lynton is a true partner of Q2 and one of the best in the business. There are no challenges too big for them, and the team truly cares about helping their clients meet their objectives and goals. From project kick-off to launch, the team at Lynton was dedicated to our success and continues to be our go-to for web initiatives.” - Thomas Fuller, Senior Manager of Marketing Operations
“Lynton is a true partner of Q2 and one of the best in the business. There are no challenges too big for them, and the team truly cares about helping their clients meet their objectives and goals. From project kick-off to launch, the team at Lynton was dedicated to our success and continues to be our go-to for web initiatives.” Thomas Fuller Senior Manager of Marketing Operations
