Every credit union today that counts on a vendorâ€™s technical solution needs to rely on their ability to understand, utilize, and drive good database techniques in order to up their game and their vendorâ€™s game.
Database management will help you get more from CU*BASE as a toolkit and from all CU*Answers solutions as owners and productâ€development contributors. In this course, we will review key tactics and the CU*BASE database toolkits that fuel your return on core processing and ancillary solutions.
From there, we hope you will think about how your databaseâ€management resources work in your organization. If you have yet to call out these skills as a credit union talent, then this course may help you get on your way.
Credit union CEOs: This class is designed for credit union and CUSO executives/business designers investigating how improving their skills related to database management can improve their returns as CUSO clients, investors, and collaborators.
By the completion of this course, participants will have:
â€¢ Discussed the growing need for credit unions to develop good data governance and strategies for evolving database management alongside changing member habits and operational goals
â€¢ Explored the best way to create data champions and process managers to ensure their data is current and that the way they use it is effective
â€¢ Investigated the strength of CU*BASE data structures and the tools needed to be effective as data administrators and analysts
This course covers the following topics:
â€¢ Strategies for developing a plan and structure for database management
â€¢ Best practices for managing data
â€¢ Data governance standards in CU*BASE
â€¢ Current tools and how to start using them
â€¢ Data warehousing
â€¢ Custom data floods
â€¢ Data purges and archival programs
â€¢ Custom fields (Unique Data Management)
â€¢ DEX (Data Exchange) automated data extraction
â€¢ The SnapShot library and data time slices