I Want a Custom Services Project

Quote Provided

Custom services projects are vast and varied. They run the gamut from custom data floods to data file exchanges, single-sign-ons or even full out integrations with vendors and more! When you order this we’ll engage you to understand the business behind your request, make sure the right subject matter experts are engaged and work with you and your vendor if needed to provide you with expectations and the roadmap to getting your project done!

Examples

Common examples of common custom services projects include:

Third Party Vendor Integrations, such as a new Loan Origination Systems (LOS) provider
DEX/Data Warehousing projects for transferring pre-configured files to external warehouses
Single Sign On (SSO) projects – for helping eliminate the requirement for member authentication multiple times
Custom data floods where programming routines are needed to evaluate and translate data as part of the flood, or where new fields are needed, etc.
Not sure? This is a great place to start! Order this product and we’ll reach out to understand and get you in the right hands to accomplish your goal.

Initial Questions to Consider

If your project involves a 3^rd party vendor:
- What vendor are you looking to integrate with? Please review existing 3rd party vendors CU*Answers already works with to make sure you’re not paying to build functionality that might be on the shelf through another vendor.
- Which of their products/services are you looking to integrate?
- What is the business use case that brings this vendor and their solution to the table? Examples:
  1. We expect to provide a material credit union ROI over the next 2-4 years.
  2. We expect this service to provide an improved member experience.
  3. We are expecting added staff efficiency for integrating this tool.
  4. We project greater community visibility/presence by offering this service.
- Has your credit union performed due diligence on this vendor?
If your project does not involve a vendor:
- What’s the business use case, what are you trying to accomplish and why?
- How does this proposed project get that done?
- Have you considered solutions that are available to you now?

Once you order:

We will review your project idea with you and depending upon your objectives, engage our expert resources to understand and analyze your request. We will want to understand the business use case behind your request so we can recommend appropriate solutions that meet your needs. We’ll also make sure you understand what is involved in the process from beginning to end and set expectations and layout next steps.

Key First Steps to Complete

Contact our experts by ordering this service – we will assist in reviewing your project with you and perform the business discovery to get started.
Your project request will be presented to our subject matter experts and Custom Services Team for review.
Depending on the project goals and scope, the Custom Services Team will review and deliver (as applicable) a research/design quote for you to initially determine how we may best proceed.

These are just the first 3 steps but many more will follow as we move your project along to completion!

We look forward to working with you on your custom service project strategy!

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