System Conversion Management



We Know What Must Go Right and What Can't Go Wrong

Next Step’s seasoned, hands-on Conversion Management experts will ensure you avoid the typical pitfalls that jeopardize so many conversions in this industry. Banks and credit unions have enormous responsibilities to complete in order to attain success. Next Step can help.


Our specialists will provide the strong leadership your organization needs to supplement your internal resources and guide you through all the complexities. Next Step serves as the Project and Risk Manager for your team’s responsibilities and fills the key role as liaison with the new technology vendors.

We know conversions - our roots are conversions - our passion is conversions.

Customer/Member Impact is Consideration #1

Our unique 11-point risk management methodology complements and integrates with the new vendor’s approach, securing a very successful and timely conversion. Customer/member impact is always consideration #1 with every decision, thereby always ensuring the right perspective. Taking care of your share of the work in an expert manner makes a huge difference in the results. You will go into go-live conversion ready and confident - and the vendor will also be positioned for one of their best conversions. With Next Step, everyone wins. 


Your Trusted Day to Day Leader

Next Step’s Project and 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 of 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 and 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. 


Specialized Help to Reinforce the Key Risk Area of Testing

The full-time, dedicated commitment of a testing coordinator on your team is also essential to the success of the project. If your institution does not have a qualified individual available for this role, Next Step can dedicate a Testing Consultant whose sole focus every day is to ensure that all system components are comprehensively validated and tested according to the Test Plan. The Testing Consultant provides detailed hands-on guidance to your testing team on a day-to-day basis to validate all converted data, perform acceptance testing, and resolve issues.


Effective Training to Give Your Staff Confidence ​

The training requirements associated with a conversion are exponential compared to day to day teller turnover training. If your institution does not have a training manager with experience in major conversions, Next Step can assign a Training Advisor to help guide your training manager and team at a detailed level through the large scope of activities. This will prevent key risks to your institution, such as:​


  • Loss in staff confidence and efficiency​

  • Negative impact to customer/member experience

  • ​Transaction processing errors