We serve as your Project & Risk Manager throughout every step
of the conversion process.

Your Trusted Day to Day Leader
Next Step’s Project & Risk Manager is not a “paper pusher”. We apply our 11 point risk management methodology at a detailed level, getting involved with each of your project team members on a daily basis. As part our Master Assurance Plan™, we develop an integrated project timeline covering all the institution tasks, vendor tasks and third-party tasks - ensuring all dependencies are established. We work with your management to build the best possible project team and set clear responsibilities and accountabilities for all tasks and events.

Our clients rely on our Project & Risk Manager to be their team’s leader, bringing practical discipline, showing how to complete the tasks successfully, and providing expert guidance. It is our job to work with your team and vendors to proactively manage the inherent risks involved in such a large initiative, avoiding the pitfalls and obstacles before they occur. You can count on us to take on the difficult issues head-on without delay.

Full Scope Project Management Service
As you would expect, Next Step’s Project & Risk Manager handles the administrative functions, such as maintaining the project timeline, scope control, status reporting, etc. More importantly, our responsibilities also include working with your vendors and your team to ensure timely and successful completion of all project components. With our “no short-cuts” approach, we manage data validation, acceptance testing, procedure development, customization requirements, interfaces, training, network considerations, and more. Very importantly, we make sure your team’s valuable time is not wasted during every step of this challenging process.

Our Approach to the Process Makes a World of Difference
We know conversions - our roots are conversions - our passion is conversions. With our involvement, you can expect great results. As with our Vendor Selection process, we approach things differently during conversions. No shortcuts in the data validation process, no shortcuts in the acceptance testing, no shortcuts in the staff training, no shortcuts in readiness assessment. Everything is done in a practical, efficient manner with the full support of the vendor. The disciplined, smart approach Next Step provides to your institution achieves the results you want.

Just like with the systems, you don’t just need to know if a consulting firm does or doesn’t do something. You need to know how the consulting firm does it. We look forward to walking through the process with you, step by step. We are positive you will agree to the numerous advantages.

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