SDFCU Shares Best Practices for a Seamless Conversion at Symitar Conference

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Symitar invited State Department Federal Credit Union (SDFCU) to share tips and best practices about their core conversion process at the 2015 Symitar Educational Conference & Technology Expo after implementing strong methodologies and performing a successful conversion.

"I thought other Credit Unions would benefit from learning about how their collaborative culture and supportive leadership contributed to their success," said Gretchen Holloman, Senior Project Manager at Symitar.

Symitar® invited State Department Federal Credit Union (SDFCU) to share best practices and tips at the 2015 Symitar Educational Conference & Technology Expo in San Diego, California after SDFCU completed a top-notch core conversion experience and an exemplary first-day live.

A team of four SDFCU employees conducted sessions focusing on “Best Practices for a Flawless First-Day Live,” and “Lessons Learned: Third-Party Integration During a Core Conversion.” The sessions were well received with over 90 attendees.

“The audience was engaged and we were able to give them practical advice to prepare for vendor communications in conversions for instance working with MeridianLink early in the process and testing scenarios,” said Will Parker, Assistant Manager of Support Services at SDFCU. “It’s great to be able to provide insight to Credit Unions in the process now.”

SDFCU completed its core conversion on September 1, 2014 migrating from Summit to Episys. A partnership with Cornerstone Advisors, Inc. was invaluable to aid in the massive project management required for the year long undertaking to convert a core processor and the project was a success, with minimal impact on SDFCU membership.

“After working with SDFCU on their conversion to Episys, I thought other Credit Unions would benefit from learning about how their collaborative culture and supportive leadership contributed to their success. Jan (SDFCU CEO) was right there in the trenches—from kickoff through first-day live,” said Gretchen Holloman, Senior Project Manager at Symitar, a Jack Henry & Associates Company.

“I would advise any Credit Union in their training plan to come up with creative ways to ensure retention and reinforce learning of the new system, such as scheduling practice sessions and incorporating quizzes,” explained Sharon Camper, Managing Director of Human Resources and Administration. “Collaborating and including the front line staff on our training action team helped us to develop our successful methodology.”

About SDFCU
State Department Federal Credit Union is a member-owned full-service financial institution that is committed to serving its over 67,000 members worldwide. With $1.6 Billion in assets, SDFCU offers a wide range of financial products and special services that address the diverse and unique needs of its members. Visit SDFCU at http://www.sdfcu.org.

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Carrie Shaffer
State Department Federal Credit Union
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