Pre-Conversion Best Practices
Take advantage of every feature of your core
system
Open Solutions recognizes that financial institutions
have many products, services and processes that are unique. The
Complete Banking Solution® (TCBS) is designed to work
in tandem with your practices whether they are standard or customized.
The Pre-Conversion Best Practices Assessment makes sure that
each and every process in your institution takes full advantage
of the features and capabilities of TCBS.
Our Process
The Best Practices Assessment is composed of two reviews, each
performed at different points during your implementation process:
Phase I Review
Process Mapping – The objective of Process
Mapping is to evaluate your current front and back office processes,
to map them to the system capabilities and to identify process
modifications to enable you to take advantage of TCBS capabilities.
Once the evaluation is complete, we map each process to the features
inherent in our core solution and identify gaps between existing
processes and TCBS Best Practices.
Outcomes
You’ll receive a summary report which identifies gaps
between your processes and our best practices. The report includes
workflow documentation and recommends proven methods for closing
those gaps. We provide a process map that links each of your
institution’s processes to a TCBS feature. Processes
that may benefit from a change in configuration or a custom
modification are noted in detail. You’ll also receive
a phone consultation with your Open Solutions consultants and
the project manager assigned to the conversion. The consultation
enables clients to answer questions, review recommendations
and plan for the implementation.
Phase II Review
Security and Authorizations – This review
takes place between the first cut and mock implementation. It
consists of three onsite workshops conducted over three days,
followed by review and testing as needed. The first session provides
you with an overview of TCBS security architecture and
security-related system settings. In the second session, consultants
work with you to determine access requirements for each department
or functional area. During the third session, we guide each functional
area through the process of defining specific, detailed access
and security requirements. The Phase II review is completed before
mock conversion, giving you the opportunity to test and modify
security/authorization configurations before you go live with
your system.
Outcomes
Following the Security and Authorizations Review, Open Solutions’ clients
are better prepared to “Go
Live.” Specific user access requirements have been identified,
configured and tested. From day one, our goal is to make sure
your system users can access the information they need to better
serve your clients.
Benefits
- Increased exposure to core system
- Shortened
learning curve
- Focused training
- Streamlined conversion
- Reduced implementation
risk
| Time Commitment |
Phase |
Time Needed |
| Process Mapping |
18-25 days
(4-5 days on-site, 5-6 days off-site) |
| Security and Authorization Review |
4-5 days |
The level of effort for a Pre-Conversion
Best Practices assessment is contingent
upon the size of
your organization, the number of locations and
the number
of business processes. |
Pre-Conversion
Best Practices | Operational Reviews
Security
and Authorization Reviews | CRM and Business Intelligence Services
Revenue
Enhancement Initiatives | Platform and Infrastructure Services
Client
Testimonials | Contact
Us
|
