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Finding Strategic Gaps in a Merger of Equals

2 minute read – The following blog post was written by c. myers and originally published by CUES on November 26, 2019. Make the roadmap for the new institution clear and use it as an unbiased filter every day. When a much smaller institution joins a larger one, it’s obvious whose strategy, business model, and … Continued

Is Strategy Actually Driving What Your Institution Does?

If it is, you’ll successfully implement your plan. Is strategy or implementation more important? Yes! That’s a slightly nonsensical way of saying that these two components are so critical and dependent upon each other that both must be successful for your well-crafted plan to become a reality. For that to happen, strategy and implementation must … Continued

See the Possibilities for Your Process Improvement Efforts

The following blog post was written by c. myers and originally published by CUES on June 3, 2019. Process improvement is all about looking at the things we do from a new point of view. Usually we’re looking at things that have been done the same way for a long time. It’s not always easy … Continued

Tired of Implementation Overload?  3 Tips for Prevention

If you’re tired of feeling scattered and stressed about implementation, try the following tips: 1. Break the cycle of everyone scattering to get back to “work” after strategic planning As you are scheduling your strategic planning process, simultaneously schedule solid blocks of time for key stakeholders to get together and think strategically about implementation. One … Continued

Benefits of Focusing on Data Integrity

We live in a data driven world, but the data is far more useful if it is accessible and reliable. Ask yourself – do you view the reliability and accessibility of your data as a competitive advantage or a frustrating drag?  Do you have multiple sources of information that sometimes show conflicting information, especially when … Continued

Keys to a Clear & Effective Objectives Statement for Your RFP Process

Among the many financial institutions that have implemented new loan origination systems (LOS), core systems, or other systems, a number of them find they’re really not getting what they wanted out of the new technology.  Having heard so many implementation stories, we wanted to share a few of the lessons learned and, hopefully, save you … Continued

Project Management: 180,000 Definitions of On Track

4 minute read – Have you ever noticed how projects start out so well with everything on track until suddenly, out of the clear blue sky, there’s a giant problem? The project is unexpectedly off track and you’re scrambling to slow the resulting domino effect. What happened? It’s likely that things weren’t nearly as on … Continued