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With the benefit of Executive
Management sponsorship, Next Step is able to
produce extraordinary results during high-risk
technology initiatives.
Large
Credit Union - Georgia ($1.5 Billion,
150,600
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
Growing Credit Union -
Michigan
($1.5 Billion)
- Core System and Online Banking Decision
for Merged Credit Unions
Savings Bank - Missouri ($1.5 Billion)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- High Impact
Process Improvement
- Core System Conversion Management
Federal
Credit Union - Pennsylvania ($434 Million,
26,700
Members)
- Core System and Online Banking
Functionality Gap Analysis
- Vendor Contract Negotiations
Growing
Credit Union - Florida ($667 Million,
68,000
Members)
- Merger Conversion Risk Management (All
Systems)
- Vendor Contract Negotiations
Federal
Credit Union - Hawaii ($1.03 Billion,
72,300
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
Commercial Bank - New York
($1.69 Billion)
- Project Management Advisory Services
- Project Management, Testing, and
Training Methodologies for Technology
Initiatives
Community Bank - Connecticut
($2.8 Billion)
- Core System and Teller/Platform System Gap
Analysis
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Core System Conversion Management
- High-Impact Process Improvement
- Internet Banking Conversion Management (Consumer and
Business/Commercial)
Federal Credit Union - Washington DC ($2.53 Billion,
59,100 Members)
- Vendor Contract Negotiations
- Core System Conversion Management
- High Impact Process Improvement
Large
Credit Union - Iowa ($1.4 Billion,
150,400
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
Savings Bank - Connecticut
($1.7 Billion)
- Vendor Contract Negotiations
- Internet Banking Conversion Management
- Core System Merger Conversion
Credit Union - Maryland ($1.8 Billion, 252,800
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Core System Conversion Management
Credit Union - Texas ($960
Million, 129,500
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Core System Conversion Management
- High Impact Process Improvement
Federal Credit Union - North Carolina ($1.09 Billion,
112,000 Members)
- Vendor Contract Negotiations
- Core System Conversion Management
- High Impact Process Improvement
Credit Union Service Organization - Colorado (50+
Credit Unions)
- Technology Assessment
Community Bank - New York City ($810 Million)
- Core System Acquisition Conversion
Credit Union -
Alabama ($2.37 Billion, 301,000
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Core System Conversion Management
- Credit and Debit Card Vendor
Evaluation
- High Impact Process Improvement
Credit Union - Maryland ($862 Million,
94,300 Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Core System Conversion Management
- High Impact Process Improvement
Credit Union - California ($837 Million,
50,200
Members)
- Enterprise Wide Technology Assessment
(Core System and Key Ancillary Systems)
Credit Union - California ($1.46 Billion, 69,900
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Core System Conversion Management
Community Bank - New York City & Long Island
($24.2 Billion)
- Core System Acquisition Conversions (2)
- Bank Merger and Procedure Standardization
Credit Union - Rhode Island ($1.05 Billion,
44,300
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
Credit Union - California ($787 Million,
24,600
Members)
- Core System Vendor Evaluation
- Vendor Contract Negotiations
- Enterprise Wide Process Improvement
- Core System Conversion Management
- High Impact Process Improvement
Credit Union - Michigan ($818 Million, 88,500 Members)
- Core System Vendor Evaluation and Selection for
Merged Credit Unions
- Vendor Contract Negotiations
-
Core System Major Release Implementation
- Core System Conversion Management for
Merged Credit Unions
Community Bank - New York City
($17.9 Billion)
- Core System Conversion Management
- Branch Capture Automation
- Teller and Platform System Vendor
Comparison and Selection
- Teller and Platform System Conversion
Management
- Core System Acquisition Conversions (3)
- Call Center System Vendor Comparison and
Selection
- Call Center Establishment and System
Implementation
- Core System Vendor Comparison and
Selection
- Vendor Contract Negotiations
- Check Processing Vendor Comparison and
Selection
- Check Processing Migration/Conversion
- Technology Due Diligence Research for
Prospective Acquisitions
Credit Union - Massachusetts ($652
Million, 50,000 Members)
-
Core
System Vendor Evaluation and Selection
- Vendor Contract Negotiations
- Core System Conversion Management
Savings Bank - Long Island, NY
($10.7 Billion)
- Core System Vendor Comparison and Selection for
Merged Banks
- Core System Acquisition Conversion
- Bank-Wide Process Improvement Initiative
- Data Processing Cost Analysis (Outsourcing
vs. In-House)
Credit Union - Texas ($370 Million, 51,000
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
Credit Union - Wisconsin ($184 Million, 24,700
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Core System Conversion Oversight
Federal Credit Union - Florida ($2.16 Billion,
202,900 Members)
-
Core
System Conversion Management
Credit Union - Texas ($664 Million, 64,400
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Development of Master Plan for
Improvement Initiative with Incumbent Vendor
Credit Union - New York City ($1.36 Billion,
293,200 Members)
-
Core
System Vendor Evaluation and Selection
- Vendor Contract Negotiations
- Core System Major Release Implementation
- Core System Conversion Management
- Credit Card Conversion Management
Commercial Bank - New York
City ($3.3 Billion)
- Core System Acquisition Conversion
- Bank-Wide Process and System Utilization
Improvement
- Teller and Platform System Conversion
Management
- Staff Mentoring on Project Management
- Development of New Strategic Planning
Process
Federal Credit Union - Long
Island, NY ($3.1 Billion, 149,000 Members)
- Core System Conversion Management
- High-Impact Process Improvement
Credit Union - Florida ($1.73 Billion,
148,300 Members)
-
Core System Conversion Management
Commercial Bank - New Jersey
($2.86 Billion)
- Bank-Wide Process and System Utilization
Improvement
- Policy and Procedure Development
- Core System Acquisition Conversion
- Item Processing Conversion
Federal Credit Union - New York ($664 Million, 46,300
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Core System Conversion Management
Federal Credit Union - Minnesota ($596 Million,
57,840
Members)
- Core System Planning
- Vendor Contract Advice and Counsel
Federal Credit Union - Indiana ($317 Million, 32,800
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Core System Conversion Management
Community Bank - Texas
($742 Million)
- Core System Acquisition Conversion
- Bank-Wide Real-Time to POD Migration (With
Full Imaging Capabilities)
- Bank-Wide Process and System Utilization Improvement
-
Staffing Efficiency Review
Credit Union - Florida ($667 Million, 68,000
Members)
- New Core System Risk Assessment
- Vendor Contract Evaluation
- Core System Merger Conversion
Thrift and Community Bank -
Chicago ($6.0 Billion)
- Core System Acquisition Conversion
- Teller and Platform System Conversion
Management
Federal Credit Union - New Jersey ($236
Million, 15,700
Members)
- Core System Vendor Evaluation and
Selection
- Vendor Contract Negotiations
- Development of Master Plan for
Improvement Initiative with Incumbent Vendor
- Project Administration of
Improvement Initiative Roll-out
Twenty-One Bank Holding
Company - Maryland ($11.1 Billion)
- Core System Conversion Management (21 Banks)
- Bank-Wide Process Improvement Initiative
- Establishment of a Project Management
Office
Commercial Bank - Maryland
($1.8 Billion)
- Core System Conversion Management
- Teller and Platform System Implementation
- Bank-Wide Process Improvement
- Core System Acquisition Conversion
Credit Union - Michigan ($294 Million,
42,500 Members)
-
Core System Conversion Management
Community Bank - Ohio ($1.4
Billion)
- Loan Origination System Implementation
- Full-Service Call Center Strategy
Development
- Bank-Wide Process and System Utilization
Improvement
- Staffing Efficiency Review
Community Bank - Connecticut
($2.1 Billion)
- Item Processing Vendor Comparison and
Selection
- Vendor Contract Negotiations
- Item Processing/Check Imaging Conversion
Management
- Process Improvement (Imaging)
- Call Center Computer Telephony Integration
(CIT.) Evaluation
Thrift and Community Bank -
New York City ($553 Million)
- Item Processing/Check Imaging Conversion
Management
- Process Improvement (Imaging)
Client
References Please contact Linda Vick
lvick@nextstepinc.com
for a list of client names and phone numbers.
Every Next Step client will be happy to reference
our services to
you.
"To a person,
Next Step is the best consulting firm
that I have
worked with."
David Perkins,
VP of Information Technology
State Employees Credit Union of Maryland
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