Our Work and Project Process

What You Can Expect

For each of CUSTOM’s solutions, you can expect a process to include our four Custom Project steps that are fully tailored to your credit union:

Phase One: Initial Solution Assessment

• Assessment of “fit” with your membership
• Pro forma revenue & expense impact
• Technology and other department impacts
• Review staff readiness, training needs
• Expected timeline and milestones in implementation
• Getting to a GO or NO-GO decision

Phase Two: Project Management Plan

• Development of a full project plan involving all key departments
• Roles and assignments internally, for CUSTOM, or other resources
• Presentation of Project Plan to all key audiences internally
• Completion of required training or readiness education

Phase Three: Solution Implementation

• Management of solution implementation
• Monitoring all Project steps and milestones
• Ongoing reporting of Project progress, issues, etc.
• Resolution of issues, problems, need for decisions
• Communications with all participants, departments, management

Phase Four: Measurement & Adjustment

• Tracking solution results based on original pro forma assumptions
• Reporting results
• Making adjustments to procedures and processes as required