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