By Christine Clark, Senior Business Consultant
We’re getting closer to yearend, and this is a busy time. You’re probably wrapping up projects, working on staff reviews, making sure your month-end jobs and processing are in place, planning next year’s budget, and more.
As you plan what initiatives you will be tackling in 2024, take a minute to consider if MDT’s Consulting Services could support your goals and help optimize resources.
Why MDT Consulting Services? If you survey your staff and ask them why they do what they do, or why they’re doing it a certain way, chances are that they’ll respond with, “We’ve always done it this way.” While there’s nothing ‘wrong’ with this response, it’s a good indication that it’s time to review. Our skilled team of experts can help identify and resolve any bottlenecks or points of friction across a work area or process. Our goal is to work with you, helping find ways to increase efficiency, streamline processes, and make sure your team is leveraging best practices to maximize results.
Our Consulting Services provide a wide range of options and opportunities to make improvements in and outside of the Symitar core.
Full Consulting: This is a 360-degree view that encompasses every work area and department of your credit union. We’ll spend a full week onsite and visit with each team one by one, observing real-time daily activities, offering a fresh perspective, and helping optimize tasks and processes. When possible, on-the-spot fixes can be applied, while other longer-term recommendations may include upgrades or integrations.
After the onsite visit, a custom, tailored analysis report will be provided for consideration and implementation. Need help implementing the recommendations? We’ve got you covered. A post-onsite week implementation plan can be developed to help you work through each item, including an MDT Project Manager to help with project oversight.
Targeted Consulting: With these custom in-depth projects, we’ll help you with your focus areas, such as adding new products and services, expanding your existing portfolio, reviewing existing configurations, revamping old programs, identifying where custom programming can supplement manual work, and helping finetune core settings.
Staff Augmentation: Have you experienced turnover, resource reallocation, or fresh hires racing to learn processes and procedures? We can provide onsite review, real-time expert assistance, and support for your staff’s training. Such projects help your team understand why they’re doing what they do, and not just because they were told to.
Select Engagements: In these pre-set packages for the membership, lending, and collections areas, we’ll review the entire lifecycle of each zone with you. Each step taken by your team to originate, modify, maintain, monitor, and perform post-completion steps is included. Work through the three areas one at a time, all at once, or mix and match as you’d like.
Just like you’re there to help your members, we’re here to help you. Contact your Client Relationship Manager today to get started.
Interested in becoming an MDT client? Contact us to learn how our Consulting Services can support your initiatives.