The conversion chain of events will somewhat vary depending on the distance
you are located from Lincoln, NE and your current software provider. The
information included in this section is intended for informational purposes
only. Each contract/customer may have variances in the schedule below
based upon need.
- Pre-Conversion Questionnaire
This is a document distributed from the Insite Banking Department that
a representative from your bank fills out. This document assists us
in the process of converting and applying your data to the Insite Banking
System. Once the data conversion process is underway, the conversion
leader or conversion manager will be in constant contact to discuss
various facets of your account base.
- Test Data and File Layouts
We require test data at least 6 weeks prior to conversion. You must
contact your current core application software provider and request
the appropriate files and associating file layouts. You and Automated
Systems Inc. will be required to sign a Non-Disclosure agreement before
receiving file layouts from the current software provider.
- Pre-Conversion Meeting
Approximately two weeks prior to the actual conversion, a meeting will
be arranged between the Conversion Leader from Automated Systems, Inc.
and various representatives from your bank. This is designed to be an
informational meeting along with configuring the software according
to your needs. The installation team will discuss with you items such
as training, conversion chain of events, and any other topics that may
be of concern. This meeting is conducted with your data. Your representative(s)
can actually inquire into their own accounts to see a picture of what
the Insite Banking System software will bring your bank. At the same
time, it will give your representative(s) a peace of mind and confidence
for the conversion process.
- On-Site Training
We consider our On-Site Training a notch above any other type of training.
We are very adamant that every employee is trained on the Insite Banking
Software. We work very hard to accommodate your day to day operations
and your customers. When discussing the training schedule we coordinate
the training sessions according to employee job functions, yet making
it flexible enough for employees that wear “more than one hat”.
• Each and every employee will be educated on the new software.
Automated Systems, Inc trains each of your employees on a sample of
your converted data. The advantage of training you on your data is multidimensional.
Foremost, your personnel will be confident working with familiar names
and accounts.
• In-house System and Daily Operations
We realize that an in-house system puts more responsibility on your
employees and therefore we spend a large amount of time with the Operations
Personnel of your bank. We want to make sure they are comfortable with
the Daily procedures and we can practice on the actual data as many
times as they need. Although the Insite Banking System is an in-house
software application, the daily procedures are very easy to accomplish.
- Post conversion
We make it a priority to see that your employees are comfortable
with the new software. We realize this can be a stressful time for your
employees. Their responsibilities won’t change, but the chain of events
leading to a successful operation may change due to the software conversion.
Therefore, we work with your employees to maintain a high level of satisfaction.
• Provide a detailed daily checklist of operations
• Authenticate accruals and balances
• Verify operations are running smoothly
• Document data integrity
• Assist operations personnel on a one-to one basis
- Scheduled Review
Continuing our commitment to the customer after the installation team
leaves the bank following conversion, we don’t’ want you to think that
you are on your own. As stated previously, we have excellent customer
support to assist you in your questions. We schedule a review trip to
assist you, on site, with any unanswered questions.
- Summary
A well planned and executed conversion provides a solid base for a continuing
successful installation and on going support. With the services outlined
in this document, Automated Systems, Inc. is dedicated to providing
your institution with excellent products and support during and after
implementation of the Insite Banking System.
