c. myblog

June 25, 2015

Project Management Tip #4: The Dependencies

When building a project plan, the timeline and budget will require close attention to the dependencies in the plan, and how they can affect the success of the project. For instance, a project to implement new software could be dependent on first ordering hardware and waiting for it to arrive, or the successful testing of […]

June 11, 2015

Project Closure: The Handoff to Process Improvement

It is true that projects, by definition, have a definitive end. Planning for development and implementation is painstaking. Test cases are created and tried, there are usually at least a few bumps in the road but finally a project manager reaches the “go-live” date for the product, service or other initiative and, boom—the project is […]

May 14, 2015

Could New Business Be Slipping Through Your Fingers?

Generating new loans involves reaching out and gathering loan applications, but could you also improve the number of funded loans within the applications you already receive? Consider the following example: Analyzing data and looking at it from different perspectives can often reveal new and actionable information. Of the many observations you may make, consider the […]

March 20, 2015

Thinking of Growing Your Loan Staff? Think Again

GOOD NEWS: Loan volume is up. BAD NEWS: Your lending manager is saying, “We need to hire more people!” Also, the current staff is working overtime. GOOD NEWS: You may not have to add staff and you may not need to pay overtime. Before you decide to add staff, step back and answer these questions: […]

February 13, 2015

Considering New Systems? How to Improve Chances for Success

Many credit union management teams are considering changes to their mobile platform, home banking, loan origination system (LOS) and/or account opening system (AOS).  The following are just a few (of many) tips to consider: Get clarity before submitting RFPs.  As a leadership team, agree on your decision drivers and the specific business objectives you are […]

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