Prestige Credit Union bridges the gap between Operations and Technology
Prestige Credit Union in Dallas, Texas, recently converted to a new Enterprise Content Management (ECM) System. During the implementation, Prestige CU struggled to merge their operational processes with the configuration of their new ECM solution. Prestige CU needed to completely understand the software capabilities, evaluate their internal processes, and merge them in order to successfully deploy their new enterprise software; however, they did not have the time, and they lacked the expertise required to manage the completion of such a detailed project.
According to Paul Gill, Senior Vice President of Information Technology, “We spent about three months trying to force our operations into the imaging system.” After little progress, they decided to seek outside assistance to help them configure their new system to align with their operational processes in order to get the job done and gain the efficiency they hoped to obtain. “We felt an outside vendor that had the expertise and understanding of how a credit union operates would help us complete our conversion,” Gill said.
Prestige Credit Union chose Solution Optimizers to assist their operations team. According to Gill, “Their staff has worked in credit unions to implement imaging systems. I felt that since they worked side-by-side with other Credit Union operations teams, they would be able to quickly gain an in-depth understanding of our day-to-day challenges.”
Solution Optimizers focuses on the people who actually use the system every day to ensure their experience with the software is positive. They help them tailor and streamline the solution to better serve members and be more efficient with their day-to-day operations. The engagement started with an onsite, in-depth business process analysis, where Solution Optimizers’ specialists met with each department to understand their business processes. It is crucial to gain an understanding of exactly how the credit union personnel operate to be able to properly configure the solution to meet their needs. After a thorough evaluation of their processes, Solution Optimizers presented the proposed modifications to the ECM solution and started making the necessary adjustments. According to Gill, “The entire project from contract commencement to completion took three weeks.”
As a result of the project, Prestige Credit Union has fully deployed their content management system, and it now aligns with their operational processes. The daily responsibilities for the employees are more automated so they are spending less time on mundane tasks like scanning, indexing, and retrieving. They were also able to free up resources that had been tied up for several months working on the project. Their staff is more focused on other responsibilities like helping members and increasing services to their membership.
Using Solution Optimizers to help configure and deploy their system was the right choice for Prestige Credit Union. Solution Optimizers helped them expedite their project and deliver more productive processes to their employees. The time being saved every day in each department has resulted in an almost immediate payback of the cost of the project. Their employees are more efficient and can better serve their membership. “In 30 years of running IT systems, from start to finish, this was the best managed and quickest turnaround of a project from signing to completion that I've experienced from an outside vendor," Gill Said.
