It takes more than a tornado to keep these core conversion cowboys down.
But a twister that arrived at a crucial time during a core conversion in Illinois did make Maura McKay realize that even during such a highly scheduled event, “some things aren’t in your control.”
That’s why McKay, vice president, core system implementations at Harland Financial Solutions, and her colleagues—Harland Financial Solutions’ Sharon Alexander, senior manager, implementation services, and Tom Berdan, vice president, product management—work hard to control what they can during the nearly year-long process.
|Credit Union Magazine's 2011 Information Systems Guide highlights the credit union movement's top core processors and their systems' features and functions.|
They share their core conversion expertise with Credit Union Magazine.
CU Mag: What are some keys to core conversion success?
Alexander: Success depends on the combined efforts of both the credit union and the conversion team.
Effective communication and planning are crucial. We assign a project manager who works closely with the credit union staff to tailor a conversion plan.
Some things we recommend:
Having too many last-minute changes to scheduled events or not meeting key milestone dates has a negative impact on the vendor’s and the credit union’s conversion team.
To maximize the training’s effectiveness, the credit union should schedule role play or practice time for staff upon completion of training classes. This reinforces understanding gained during the class by providing opportunities to use their new knowledge.
Next: What shouldn’t CUs do?
Bill Merrick is deputy editor of Credit Union Magazine. Follow him on Twitter via @CUMagazine.