The final choice can impact your organization for years to come and will be a career maker or breaker. You need more than boilerplate checklists and canned yes and no answers to confidently make an informed decision for a new system.

A Daunting Process
Any executive or project manager who has been through the process of comparing and selecting a new core solution knows the process is exhausting. There are so many important issues to consider --- how do you know you're making the right choice for your institution? Have you identified all the potential gaps and risks? Are you sure you've cut through vendor biases? Do you have the facts you need to objectively evaluate the options?

Now There’s a Safer, Better Way
Next Step's process does not involve boilerplate checklists and do it yourself kits. We take a much more comprehensive approach. Why? Because you don't just need to know if a system does or doesn't do something. You need to know how the system does it. Armed with this information, your organization will understand which solution is tailored for how you want to do business.

We demand more from the process. More details about what you really need from the new system so we can fully educate the vendors. More facts about how the solutions will help you achieve your business objectives. More specifics about how each system will meet your unique operational requirements. More interaction with the vendor's experts and executive management. More background about vendor strengths, weaknesses and service history. More disclosure to shake out surprises that could impact your conversion and customers/members. We make sure you know "how" your needs will be met, not just "if" the vendor has the capabilities.

Comprehensive, Customized and Objective
Through our Total Vendor Evaluation Process, Next Step provides banks and credit unions with a comprehensive comparison and selection service that's customized for every client, including RFP development, vendor invitations, content of system demonstrations, reference reviews, functionality gap analysis and conversion planning. With the foundation for the future success of your institution riding on selecting the right system and the right vendor, you can't afford to take any shortcuts. Next Step can help ensure you find the highest performing solution that meets the specific needs of your institution. You can also rest assured that Next Step has absolutely no affiliations with any vendor organizations - just mutual respect. We are your advocate.