Program Management
Internalizing strategies and direction, program orchestration, and executive insight.
Get Ahead of Conversion
Provide insight and guidance in data cleanup actions.
Streamline Operations
Review requirements regarding reports, forms/documents, and third-party contracts and services.
Capture Current Processes
Compile a specifications and requirements report for each product/service.
Conquer the Database
Provide clarification and assistance in database setup and configuration.
Minimize Trial & Error
Guide the implementation of existing KeyStone functionality as it pertains to your credit union.
Mitigate Risk With Software Validation
Develop thorough test cases and provide testing support to ensure KeyStone supports your process requirements.
Gain Deeper KeyStone Knowledge
Provide advanced or refresher training for users who have worked within KeyStone for at least six months and who are seeking a deeper operational understanding of the system.
Optimize
KeyStone
Conduct assessments for process improvement and identify opportunities to improve efficiencies.
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"SwitchThink’s pre-conversion support really made the difference in our core conversion. The project manager applied their past KeyStone conversion experience to remove many of our unknowns. And beyond helping us manage the work, they helped guide us through the myriad of tasks and decisions that are part of a conversion process."
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"Together Credit Union has been on our current core system for 27 years, so we knew our team would need help managing the change. We also didn’t want to simply exchange like functionality; we wanted our core conversion to be a catalyst in changing how work gets done. We engaged SwitchThink to help us with our pre-conversion activities and to provide leadership in project management and change management."
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"SwitchThink’s project management and business analyst insights were invaluable during our KeyStone conversion cycle. Their experts have ‘been there, done that’ and offered practical, best practice guidance on how to plan for and manage our credit union’s role in the conversion process, covering everything from vendor management to training to conversion weekend."