Credit Union Solutions
Our wide range of services helps Credit Unions build, grow, and improve performance
We know there is no single solution to fit every problem. Our team has decades of experience in the credit union space. With such deep experience, we can design solutions that will not only resolve your issues, but will set you up to take advantages of opportunities you may never have seen. More important, our solutions can actually be implemented. Discovering better ways to work is our passion. Finding your strategy and roadmap are critical to your success. Seasoned, credit union professionals can bring you the results you need. Let us help!
Business Agility
You’ve heard about Agile but aren’t sure it’s right for your organization. Is your industry fast-moving? Do your customers expect more? Becoming Agile will help you increase speed to market, meet ever changing customer demand and increase team productivity.
No matter what stage of an Agile Transformation you are in, we can help. Our team brings years of experience helping organizations become more agile. Our process begins with a thorough understanding of your current situation and goals. More than anything, we consider ourselves to be educators, coaches and trusted advisors.
Let us bring the life-changing benefits of Agile to your organization.
Technology Strategy
Every company is a technology company, even if it doesn’t build and innovate new technology itself. Even companies in traditional industries and those operating in niche markets are practically required to invest in core technologies to operate efficiently. Yet, in many companies, IT is managed as a simple technical function. Processes and systems may be designed well from a technical viewpoint, but align poorly with business objectives.
It’s no secret that innovation is required to leapfrog the competition. But innovation alone is not enough. The creativity that spawns innovation is only useful if it’s channeled into driving business outcomes. The reality of limited resources necessitates that organizations become better and more efficient at adopting new technologies that deliver value and reduce costs.
Our team has decades of experience designing technology strategy. Let us bring that experience to you.
Fractional CIO
Your credit union is growing. But are you at the point where you need a full-time CIO? Maybe not. But you can still benefit from the experience brought by a seasoned professional. If you aren’t ready to hire, we can help?
Our fractional CIO service offers you the benefit of what is, essentially, a part-time, experienced, credit union executive. You’ll have the full attention of one of our experienced professionals for a defined number of hours each month without the full cost of hiring a senior executive.
Don’t be confused by the term. Many companies use fractional CIOs as basic technology advisors and account executives. When we say fractional CIO, we truly mean it. Our professionals all have many years of experience at the executive level in successful credit unions
We understand that not every organization is ready to add a full-time CIO. Hiring a fractional CIO is a strategic move that brings many benefits. Let us help you navigate the often rough terrain of the technology landscape!
Business Continuity
Every single day brings the potential of a new crisis. Elasticity within your strategic alignment may mean the difference between a quick recovery and closing your doors forever. If the pandemic showed us one thing, it’s that the world we live in is a vulnerable place.
Are you prepared for everything from a temporary power outage to regional or global loss of services? Our process begins with a “what if” workshop. We define many types of events and check them against your current plan. We then develop solutions where we find gaps. It may sound crazy to think about each possible scenario. But who thought we’d need to plan for a 2 year global pandemic? Organizations that planned for other scenarios were able to modify those plans and react. Those that failed to plan, just failed.
Once your plans are in place, we can help you tabletop a few scenarios and test the waters with your team. How will they react? What will they do as the scenario gets progressively worse? Let’s find out together.
Maturity Assessment
Whether your technology program is working or dysfunctional, there is always room for improvement. Looking at your technology as well as processes, procedures, governance, and operational efficiency, we will create a view into the heart of your technology.
Transparency into your technology program, as well as comparing it to the best practices of others, gives you the information you need to make decisions on your future investment.
Project managment
Establishing a new PMO? Or do you simply need a project management expert to lead, guide and deliver your most strategic initiatives? Our project leaders can help you establish project best practices, on-board new project managers or assist with an entire PMO setup. Or, if you have an initiative that you just need an experience project manager, turn to us. All of our project managers are certified agile experts. Using one of several agile frameworks, or a combination of them, we can set you up for success.
