Initial Survey 1 2 3 4 5 Name:*Credit Union:*Members:Current Core:Assets:Is your current system In-House or Service Bureau?Tell me again what your are reasons for looking at core data processing systems?What is your preferred conversion date?When do you plan to make your decision?How did you decide on that decision timeline?Have you looked at your current core contract as part of your “Core Evaluation and Transition” plan? Do you know the required “Notice of Non-Renewal” deadline? What is your contract expiration date? Describe the decision making process that you will use in choosing a new core system.What role will the Board play in this process?What staff members will help evaluate cores?Besides those listed above, are there any members of the management team who will also be involved in evaluating core systems?How does your staff feel about changing core systems?How do you feel about changing core systems?Are you absolutely committed to changing system? Have you been through a conversion process previously? What system did you choose, and what was the decision based upon?What was the actual core experience post conversion and to date, compared to what was represented at the time of purchase?What criteria will you use to evaluate systems? Please list from most important to least important. What other core data processing systems do you plan to look at? Have you seen demonstrations of any of the systems? If so, when was that system presented, and if not, are there any other demonstrations scheduled?What did you like about the core systems you have seen so far?Were there any items you disliked? Where do you see your credit union 5 years from now? In other words, what goals do you want to achieve?What role does your core data processing play in getting you to that 5 year goal?Please list the top 10 things that you are trying to accomplish by changing core data processing systems? Please list the top 10 most time consuming tasks in the credit union: What aspects of the credit union, if any, are you tracking on spreadsheets? What other processes are you currently doing manually? (Either outside the system or things you think the system should be do automatically) Please list the top 5 new services/features you want to offer members: Are there reasons why your organization has not been able to offer these services/features previously?Please list the features that you currently like that you don't want to lose? What things do you like best about your current system? If there was anything else you could change about your current system, what would it be? What else would you like to tell us?PhoneThis field is for validation purposes and should be left unchanged.
