Application rationalization after a credit union merger

Views in this map

1. 1
   Two estatesBoth credit unions’ systems in each capability: 32 systems, $23.87M a year.
2. 2
   Where they overlapTwo cores, two digital platforms, two card processors, three member databases.
3. 3
   Day 100Staff join one directory, email, network and ledger. Members stay on two cores.
4. 4
   Year 1A September weekend converts Hollin’s members, cards and logins to Kettlebrook.
5. 5
   Year 2One system per capability. The 14 switched off show what each saves a year.

Two estates ‹ › Where they overlap ‹ › Day 100 ‹ › Year 1 ‹ › Year 2

Flows to play

• ▷
  Joining the foundationsWhat staff share first, while members stay on two cores. In the Day 100 view.
• ▷
  One member’s conversion weekendDana, a Hollin member since 2004, from Friday’s branch close to Monday on Kettlebrook’s core. In the Year 1 view.
• ▷
  Where the savings come fromThe 14 switched-off systems, phase by phase, and what each saves a year. In the Year 2 view.

The model behind it

58 records of 4 types. Every box on the map is one of them, so the filters and the record panel read the same data.

• Systems 32
• Capabilities 18
• Phases 6
• Credit unions 2

Filters

Disposition and Credit union: pick a value and everything else fades.