Making sure your technology delivers what it promises!

Information technology is critical to the overall operation and financial success of a financial institution because it directly affects services and ultimately impacts the customer.  CCG Catalyst has developed a comprehensive technology evaluation process that reviews not only operational aspects of technology support for both internal and external customers, but also evaluates security processes related to regulatory requirements.

A CCG Catalyst Technology Assessment analyzes your institution’s infrastructure, applications, processes, service provider relationships, and technology-related staff and management.  It includes a review of the institution’s planned and ongoing technology projects and the relative priority, return on investment expectation, and timing of each initiative.

Specific areas the assessment can focus on includes:

• Current strategy and governance
• Organizational structure
• Staffing levels, skill sets and experience of employees within the technology function
• Management, operational and reporting processes
• Contracts and service level agreements with technology service providers including performance levels and customer satisfaction indicators
• Technology risk management program including an assessment of risk tolerance thresholds
• Technology budget and expenditures including capital investments
• Technology infrastructure design, implementation and management
• Applications portfolio, both in-house and outsourced in terms of feature, function and the technical architecture of systems
• Technology development and/or acquisition methods and guidelines

CCG Catalyst recommendations are based upon our experience with similar institutions and a comparison of our findings against peer group analysis and industry best practices.x