Jump In the Beta Pool

So what’s the difference between beta and “active” beta?
This page describes traditional beta testing for software prior to full implementation to all clients. Active beta is a whole different animal that lets us release live software in the field, for everyone to test over an extended period. Learn more about Active Beta

Does your credit union like to be in on the ground floor of new tools and ideas?

Have you got the kind of team that dives into new software with enthusiasm?

Are you an early adopter just chomping at the bit to get at that next new software feature?

Earn CollabRebate $$ for beta-testing!

If you’re willing to help us test other new tools at the same time, you just might get your wish.

We’re always on the lookout for credit unions willing to participate in the beta-test period for major CU*BASE software releases. If your credit union would like be in the pool considered for beta testing new features and enhancements, we need you!

Specific Requirements for the Next Release

Beta Test Begins Full Release to Online CUs Teams Affected Most
21.05 April 11, 2021 May 23, 2021
  • Front line staff (teller), data analysts, EFT, accounting/back office, audit
CollabRebate for Beta Test: $3,500
Beta CUs selected:  TBD

 

Team or Criteria  Eligible Reason
Xtend Shared Branch Participants Yes CUs using Xtend Shared Branching are able to participate in this beta.
CUs with shared employee arrangements with other CUs * It is not possible for a CU in a shared employee arrangement to participate in a beta-test unless all parties in that arrangement also agree to participate in the beta. Other eligibility rules also apply.
Co-Op (National) Shared Branching Participants Yes CUs using Co-Op Shared Branching are able to participate in this beta.
Front Line Staff (Teller) Xpress Teller! We are interested in a credit union that would like to fully test the features of Xpress Teller, including the enhanced search, workflow controls, all screens, and posting. We are also seeking a CU willing to test new vertical receipts.
Data Analysts We are always interested in data analyst teams that want to test the new dashboards, feature enhancements, and VAT upgrades each release. This release also includes additional frequencies for report/query automation.
EFT We are seeking a CU with an existing Cash Back program to test new payout frequencies, a CU with a relationship to iPay to test the new iPay bill pay dashboards, and any CU interested in testing the new j/o debit card ordering feature. This release also includes enhancements to the credit card Skip-a-Pay feature.
Accounting/Back Office This release contains significant enhancements to subsidiary processing and reports.
Audit We are looking for a credit union interested in working with AuditLink to review the enhancements to Abnormal Activity Monitoring.

 

See a list of projects planned for this release

Feedback From Recent Beta-Tests

How to Earn the Beta-Test CollabRebate

CollabRebateTo increase the effectiveness of our beta-test process, we need as many eligible CUs in our beta pool as possible. We recognize that beta-testing is an added challenge for your busy teams, and we also know how important a good beta-test is for the success of our releases with all of our clients. So we’re putting our money where our mouth is by offering a CollabRebate reward for active beta-test participants.

  • How much money are we talking? For each of our 2-3 major releases per year, we’ll offer between $2,500 and $5,000 per beta-test CU. The amount will be determined prior to the release according to the number of projects and relative complexity of the release.  For example, for a recent release we offered a beta-test CollabRebate of up to $3,000.
  • What do you mean, “up to?” If your credit union actively participates in the beta by staying in contact with our teams and completing the necessary feedback forms, we’ll award the full amount. (In the past we have had credit unions start off with a bang then back out partway through the test period, so we do reserve the right to adjust the amount if appropriate, based on a credit union’s actual participation.)
  • What do we have to do? You’ll need to agree to the rules and tasks outlined below, including completing our feedback form and returning it to our QC team within 1 week after the end of the beta test.
  • Can anyone be a beta? Not every release can be beta-tested by every credit union, so first check the requirements to see if you are eligible. And while we do want multiple beta test sites, we need to keep the project manageable. So we reserve the right to choose the final selection of beta CUs for each release.
  • When will I know I am in the beta? We will make the announcement on the Wednesday three weeks prior to the beta test start date. You will contacted immediately by our QC team to arrange for your training web conference a week or two prior to the beta release.
  • What if I can’t gear up my team that quickly? Then perhaps beta-testing is not right for your credit union. The reality of our development track is that software releases move very rapidly. Our beta credit unions need to be able to hit the ground running. But rest assured we are behind you every step of the way and you will receive targeted, one-on-one support during the beta period. And don’t forget that CollabRebate waiting for you when you hit the finish line!

…keep reading to learn about what you’ll be committing to, and what you’ll get as a beta-tester.

Updated
February 22, 2021

There’s Still Time to Join the 21.05 CU*BASE Release Beta Pool!

There’s Still Time to Join the 21.05 CU*BASE Release Beta Pool!

Earn a $3,500 CollabRebate for testing new CU*BASE tools and features coming with the 21.05 release! Learn more about enhancements coming in the May release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. To join the Beta Pool, submit your Beta Pool enrollment form… Read more »

Mar 3, 2021

Engage with your Peers at the 2021 Xtend Shared Branching Roundtable!

Engage with your Peers at the 2021 Xtend Shared Branching Roundtable!

Share your ideas and join the discussion at our upcoming Shared Branching Roundtable!  This is a chance for you to engage with your peers and discuss any questions or concerns you might have about Xtend Shared Branching.  The Xtend Shared Branching Network is unique in that is fully governed by your peers. This latest Shared… Read more »

Mar 2, 2021

Video Now Available: Lender*VP Gateway, Part 2 – Ready to Book Lenders

Video Now Available: Lender*VP Gateway, Part 2 – Ready to Book Lenders

A video recording of our recent session for Lender*VP Gateway: Ready to Book Lenders is now available on the OnDemand site!  Charlie Dean provides a review of the work CU*Answers has done to assist credit unions in making third party integrations a part of their lending strategies.  Additionally, Charlie discusses Ready to Book Lenders and… Read more »

Mar 1, 2021

Join AuditLink on March 9th to Learn About our Cooperative Approach to Vendor Management

Join AuditLink on March 9th to Learn About our Cooperative Approach to Vendor Management

AuditLink maintains the most robust and relative database of vendor due diligence and intelligence in the country.  We set the standards for vendor due diligence for a national audience.  Our Meet AuditLink series focuses on Vendor Management and the people who drive the innovation and technology that sets us apart from all others. This informative… Read more »

Mar 1, 2021

Join Us to Learn All About Native Integration for iPay within It’s Me 247

Join Us to Learn All About Native Integration for iPay within It’s Me 247

CU*Answers now offers a native integration for iPay within It’s Me 247 online banking!  This option is available for credit unions who are not on a contract directly with iPay.  This integration allows your members to easily enroll online and perform a variety of services, including adding payees, viewing bills electronically and approving payments in… Read more »

Mar 1, 2021

Rescheduled: Next HA Rollover Coming April 18th

Rescheduled: Next HA Rollover Coming April 18th

Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center to our high-availability (HA) data center.  Previously announced for Sunday, March 7th, the next HA rollover has been rescheduled for Sunday, April 18th. As a reminder: instead of the typical one-week rollover, this rollover will occur over a three… Read more »

Feb 26, 2021