What’s your daily routine?
CJ: I wish I had a daily routine. We’ve just gone through a core conversion and we’re trying to find the new normal. To complicate my routine even more, we’re just about to adopt a new data warehouse solution. My team won’t see “normal” for the rest of the year.
Right now, we’re winding down the process of making sure everyone has access to the information they need to do their daily routines. As soon as the data warehouse is in place, we get to start the real analytics journey. The data geek in me is so excited.
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What visualization tools and other software do you use? What vendor is providing Centra’s data warehouse?
CJ: Our business analytics team has been spending so much time on data cleanup that we haven’t gotten to do much visualization. We’re fledgling Tableau users who are looking forward to the day when our data sources are easily accessible and all in one spot.
We are working with OnApproach to develop that spot. The OnApproach M360 solution will allow us to integrate our data sources into a single source of truth. The first phase will integrate our core data from DNA. We have several stand-alone data sources — to include our loan origination, collections, and general ledger systems — we hope to integrate into M360 at some point.
How do you track success in your job?
CJ: After the core conversion, I’ve measured success by the length of my to-do list. My main focus has been to make sure everyone has the information they need to do their daily jobs. My team tried to prepare as much as we could with the test data in the new core system, but that was a drop in the bucket of what was actually needed.
I have goals for set 2019 around dashboard creation and predictive analytics. Those are the goals that will determine the true success of the business analytics department. And that success comes in the form of cost savings and membership retention and growth.
How do you stay current with topics that fall under your role?
CJ: In the beginning, I attended every webinar I could find from Callahan, Fiserv, Tableau, Experian, etc. I enjoy learning about what other credit unions are doing to use the tremendous amount of data they collect in the course of doing business. Now that my to-do list is getting shorter, I can jump back into the industry articles and webinars.
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