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Continuous progress in data maturity is one of the most important ways credit unions can ensure more efficient operations, optimized decision-making, and personalized member experience.
Based on your quiz results, we’ve provided key decisions and action items to help move you forward and achieve the best results.
Determine if you will engage an outside data technology provider to help create or improve your data management framework, or if you will manage the process in-house.
Decide if you will store data using cloud-based solutions or on-premise servers. If you are currently using an on-premise data warehouse, consider if moving to the cloud would offer more data management benefits.
Data management should not be the responsibility of a single department – and certainly not a single person! A collaborative, cross-functional team will help develop a common understanding of how data-decision-making crosses the credit union. A diverse team will incorporate different perspectives and help ensure the right data is available for the right purpose.
As you prepare for the next steps, reference the following checklists to assist with planning, budgeting, and smoother implementation.
Potential items to budget for:
Discuss your results and next steps with our experts by booking a meeting.
