Active Beta

What is “Active Beta”?

A Collaborative Beta Project for Credit Union Executives

Tools Currently in Active Beta

  • #1210:  Self Directed Data Floods
  • #1310:  Library Statistics Dashboard
  • #1315:  Why your Members Call
  • #1670:  Loan Productivity Analysis Dashboard

How can we get tools to your desk faster, especially tools which are better tested in a real-world environment than in a controlled laboratory?  Even more importantly, how can we tap the wealth of knowledge and experience held by your teams, to help us make better products for all our partner credit unions?

Welcome to Active Beta, our solution to increase speed to market on our most valuable toolkits, while engaging our cooperative Network for real-world testing, feedback, and vision.  For projects in Active Beta, we conduct a minimal amount of basic testing and quality assurance pre-release reducing our development time, getting tools in our Credit Union’s hands much quicker.  You’ll have a period of time to use and value from these dashboards with your live member data, providing comments and recommendations along the way.  Your feedback is much more than glitch reporting.  We rely on you to give us unique insights in how these tools can best integrate into your existing operations, maximizing value to the credit union, and ultimately transforming a tool into a valuable workhorse your teams will WANT to use each day.

What should I do differently when using an Active Beta Feature?

Staying alert, and thinking critically while using an Active Beta feature are both best practices we’d recommend that you implement.  CU*BASE is such a dynamic environment, where each credit union has slightly different vendor relationships, service providers, product and service configurations, and everything else which makes each credit union unique.  It would be virtually impossible to test functionality of each tool using each unique combination of vendor relationships and product and service configurations, effectively increasing our testing costs while reducing effectiveness. Most commonly, we see specific product or vendor compatibility issues being identified during our active beta periods.

Staying alert, and thinking critically of the data presented can help identify these potential short-comings in an active beta feature.  Should you notice any if these situations, or have any other comments or recommendations on an Active Beta tool we want to hear from you.  Please be sure to report all issues, comments, or recommendations you have on our Active Beta features so your feedback is heard and addressed.

How do I provide feedback on tools in Active Beta?

Use the Active Beta Improvement Submission Form to provide Active Beta feedback will ensure that your comments get routed to the Asterisk Intelligence team for research, review, and if needed escalation to programming.  We rely on these comments for the continued improvement on these features, as well as the eventual graduation out of Active Beta status.

Active Beta Improvement Submission Form

How long are tools kept in an Active Beta status?

Our goal is to graduate tools out of Active Beta within 6 months of the original release date.  However, graduation is dictated by confidence and functionality, not an arbitrary amount of time.  We review tool usage statistics on Active Beta features.  If after 6 months, we feel that usage and client feedback has not been sufficient to graduate the tool, additional time and efforts will be taken to increase tool usage and testing initiatives prior to graduating the tool out of Active Beta status.

Want to learn more about Active Beta?  Contact us at AI@cuanswers.com

Updated
October 16, 2019

Hit the Ground Running in 2020 with Analytics Booth!

Hit the Ground Running in 2020 with Analytics Booth!

Elevate your operations in 2020 and impress your board with enhanced reporting and trending metrics powered by Analytics Booth! Enjoy hundreds of operational trend lines and organizational insights accessible anywhere you have an internet connection.  Stop waiting for the end of the month to review your performance – enjoy daily insights at 24 hour intervals,… Read more »

Nov 13, 2019

Join Us for Asterisk Intelligence Week!

Join Us for Asterisk Intelligence Week!

Join the Asterisk Intelligence team next month for several educational events.  On Monday, December 2nd, we will be hosting on-site training for Dashboards Up Close and Personal at our Grand Rapids headquarters.  Then, on Thursday, December 5th, we will be hosting a series of webinars on Analytics Booth strategies. Our Report Builder courses are already… Read more »

Nov 13, 2019

Jump into a Dashboard Dive: Portfolio Analysis Dashboards

Jump into a Dashboard Dive: Portfolio Analysis Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tools #595 and #596, the Loan and Savings Portfolio Analysis Dashboards.  Reviewing balance changes and member participation in each of your configured share or loan products has never been easier!  Use these dashboards to review your portfolio positions… Read more »

Oct 28, 2019

Jump into a Dashboard Dive: Collections Dashboard

Jump into a Dashboard Dive: Collections Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #229, the Collections Summary Dashboard.  Accurate data is critical to managing your collections process.  Learn how to use this dashboard to generate insights into your delinquent loans, and how to leverage this information to improve your collections… Read more »

Oct 17, 2019

Don’t Miss This Week’s Dashboard Dive: Cross Sales Analysis Dashboard

Don’t Miss This Week’s Dashboard Dive: Cross Sales Analysis Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #320, the Cross Sales Analysis Dashboard.  Have you been considering incentivizing your staff for their successful cross sales?  Or looking for a way to run some ‘what if’ scenarios to estimate the costs of different incentive programs? … Read more »

Oct 14, 2019

Jump into a Dashboard Dive: Cross Sales Analysis Dashboard

Jump into a Dashboard Dive: Cross Sales Analysis Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #320, the Cross Sales Analysis Dashboard.  Have you been considering incentivizing your staff for their successful cross sales?  Or looking for a way to run some ‘what if’ scenarios to estimate the costs of different incentive programs? … Read more »

Oct 10, 2019

Asterisk Intelligence publishes book of simple data projects for analysts

Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, recently published a free book of their Data Fact projects executed in 2019. Data Fact projects are quick and simple data points researched from a credit union’s available data and delivered to them via email from Asterisk Intelligence (AI). The team selects a different […]

Sep 30, 2019

Asterisk Intelligence publishes book of simple data projects for analysts

Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, recently published a free book of their Data Fact projects executed in 2019. Data Fact projects are quick and simple data points researched from a credit union’s available data and delivered to them via email from Asterisk Intelligence (AI). The team selects a different […]

Sep 30, 2019

Don’t Miss This Week’s Dashboard Dive: Tiered Services Monthly Comparison

Don’t Miss This Week’s Dashboard Dive: Tiered Services Monthly Comparison

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #856, the Tiered Services Monthly Comparison Dashboard.  A tiered services rewards program is an excellent way to incentivize your members and encourage increased product and service participation.  Regardless of whether or not you currently offer a tiered… Read more »

Sep 30, 2019

Asterisk Intelligence expands the audience for data strategies

Throughout 2019, Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, has worked diligently to expose operational data, insights, and data driven strategies to larger and more diverse audiences of credit union stakeholders. Recent analytical enhancements have integrated Analytics Booth operational Powerlines and Web Dashboards with key CU*BASE® features giving everyday users easy […]

Sep 26, 2019