Technology Strategy & Roadmap

Every organization is a technology organization, even if it doesn’t build and innovate net technology itself. Credit Unions enjoy no exclusion from this statement. To prove that, take a look at your technology spend!

Yet, in many credit unions, IT is managed as a simple technical function. Processes and systems may be well designed from a technical viewpoint, but align poorly with member service or business objectives. Having an IT strategy driven by organizational strategy can help you align the resources and efforts to gain better efficiency.

Successful organizations share a common trait of relying on processes to ensure growth and operational efficiency. Directly linking your technology strategy with your wider objectives, enables your credit union to ensure your overall goals are met. A technology strategy details exactly how technology is going to support your efforts to achieve your member service and business goals as well as helping you measure the effectiveness of your IT program.

Our technology strategy sessions are purpose driven. We begin with an understanding of your goals, assure your team has a common vision and mission, clear objectives to define alignment and understand competitive advantages and weaknesses. A successful plan includes short-term and long-term goals, defines governance and details how continued assessment and monitoring will occur.

When traveling would you choose a destination but not understand how you’re going to get there? Of course not. Why do that with your business? Having a great strategy is a giant leap toward success. But getting to your destination is littered with pitfalls and insecurity.

Are you sure everyone knows the “why”, “what”, “when” and “who” before you jump to “how”? If not, chaos will be your companion. Our roadmap workshops are interactive. Over the course of roadmap planning, we’ll consider your current capabilities and those you’ll need to support your business objectives.  We’ll align infrastructure changes and create support and operations plans.

Our significant experience in highly regulated industries gives us a compliance awareness. And of course, information security is always top of mind.

Many consider a technology roadmap as one of the most important components to successfully eliminate that gaps between your technology and your business plan. Let us help you find your way!

Make your IT initiatives more strategic Eliminate spending on systems that don't add value Keep your technology operating smoothly Align technology strategy with member service goals Increase operational efficiency

Need Help To Maximize Your Business?

Reach out to us today and get a complimentary business review and consultation.