Save time, empower your teams and effectively upgrade your processes with access to this practical Core Banking System Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Core Banking System related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Core Banking System specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Core Banking System Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Core Banking System improvements can be made.
Examples; 10 of the 991 standard requirements:
- Does the system derive the expanded accounting classification structure from abbreviated user input so that user input is minimized, data entry is made easier, and errors are controlled and reduced?
- Does the system provide a project structure that is independent of the other classification structures to allow multiple organizations, programs, and funding sources to be associated with a project?
- Does the system provide the capability to use position and personal data already residing within the system to facilitate on-line initiation of the full range of workforce development activities?
- Does the system provide for online notification of funds availability prior to the distribution of lower level funding and the processing of commitment, obligation, or expenditure transactions?
- Does the system support payroll adjustments and regular calculations that cross fiscal and/or calendar years, and provide needed information to the core financial and other information systems?
- Does the system provide the capability to support capture, storage, and processing of invoices received in electronic format through an electronic commerce arrangement or from another system?
- Does the system allow for cancellation of an entire payment schedule or a single payment within a payment schedule after payments are scheduled and prior to actual disbursement by Treasury?
- Does the system maintain detailed audit trail and control data to ensure that all reported leave hours have been processed accurately and that the hours used in pay calculation are correct?
- Is the system designed to comply with statutory and regulatory requirements when processing transactions and providing decision support capabilities in accomplishing leave transactions?
- Does the system provide the capability to classify accounting transactions by other data elements needed to meet the data classification and/or reporting needs of your organization?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Core Banking System book in PDF containing 991 requirements, which criteria correspond to the criteria in...
Your Core Banking System self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Core Banking System Self-Assessment and Scorecard you will develop a clear picture of which Core Banking System areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Core Banking System Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Core Banking System projects with the 62 implementation resources:
- 62 step-by-step Core Banking System Project Management Form Templates covering over 1500 Core Banking System project requirements and success criteria:
Examples; 10 of the check box criteria:
- Risk Audit: What resources are needed to achieve program results?
- Cost Management Plan: Is current scope of the Core Banking System project substantially different than that originally defined?
- Stakeholder Management Plan: Is the assigned Core Banking System project manager a PMP (Certified Core Banking System project manager) and experienced?
- Team Member Performance Assessment: To what degree do the goals specify concrete team work products?
- Project Performance Report: To what degree does the funding match the requirement?
- Lessons Learned: How effectively and timely was your organizational change impact identified and planned for?
- Project Performance Report: To what degree do team members feel that the purpose of the team is important, if not exciting?
- Team Performance Assessment: To what degree can team members frequently and easily communicate with one another?
- Initiating Process Group: Are you certain deliverables are properly completed and meet quality standards?
- Lessons Learned: How satisfied are you with your involvement in the development and/or review of the Core Banking System project Scope during Core Banking System project Initiation and Planning?
Step-by-step and complete Core Banking System Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Core Banking System project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Core Banking System project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Core Banking System project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Core Banking System project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Core Banking System project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Core Banking System project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Core Banking System project with this in-depth Core Banking System Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Core Banking System projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Core Banking System and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Core Banking System investments work better.
This Core Banking System All-Inclusive Toolkit enables You to be that person.
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.