Our Methodology Designed
for Credit Unions
Inception Phase
The Inception phase is critical for laying the foundation of our projects. This phase typically spans 6-8 weeks and is designed to deeply understand and document the client’s business objectives, define project goals, and outline the project roadmap. The phases include:
Week 1
Introduction and workshop planning. This initial stage involves setting the expectations and planning the detailed workshops.
Weeks 2-6
Conducting workshops and shadowing. We engage with stakeholders to gather detailed requirements and document existing processes.
Weeks 7-8
Preparation of deliverables. This includes creating strategic roadmaps, high-level solution designs, and risk assessment plans.
Agile Delivery
Following the Inception phase, Solutions Metrix employs a modified Agile-Scrum delivery approach. This method ensures that strategic goals align with actual requirements through a structured yet flexible process. Key components of our Agile delivery include:
User Stories
These are detailed descriptions of individual functionalities, specifying the requirement, target user, and business value.
Epics
Larger features comprised of multiple user stories that represent significant business capabilities.
Releases
Delivering workable solutions in iterative cycles, allowing for continuous feedback and improvements.
Deployment
Our deployment process is structured to ensure a smooth transition and system adoption. It consists of two main phases:
Phase 1: Go LIVE
Phase 2: CO-PILOT
Optimize and Support
Post-implementation, we focus on continuous optimization and support to maintain and enhance the CRM system’s performance. This stage includes:
Optimization
Support
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