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After a decision is made on new software, our company will assist with the conversion. Our company will offer them valuable insight on conversion success.
Harper McNeil, Inc. will:
- Work with your bank to identify all necessary conversion tasks.
- Supply the bank with our customized task tracking documentation.
- Assign responsibility for each task and monitor progress.
- Work as a representative for financial institutions with the vendor and monitor the vendor’s responsibilities.
Our assistance would include, but not limited to:
- Customer Information Files
- Product Setup and Integration
- Account Number Structure
- Consolidation of Products Offered
- Third Party Interfaces
- Compatibility to Core Processing
- Data Verification
- Balancing Issues
- General Ledger Issues
- Location
- Site Design
- Equipment Placement
- Personnel
- Streamline duties if necessary
- Training Issues
- Effective Tools
The larger tasks in conversions are:
- Data mapping and control charting
- Task tracking
- Test conversion and verification of converted data
- Training of all employees
- Live conversion and support
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