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

Are Your Custom Queries Ready for 18.03?

Are Your Custom Queries Ready for 18.03?

If you work with custom queries, it is important to spend a little extra time reviewing the Database Changes documentation published with each release summary.  With each CU*BASE release, a small number of custom queries could be impacted for each credit union.  Now is the time to perform a check-up to identify if any of… Read more »

Mar 7, 2018

View Our Latest Release to Analytics Booth

View Our Latest Release to Analytics Booth

Take a look at the latest updates to Analytics Booth! You may have noticed some recent changes that were implemented into Analytics Booth, as part of our latest release update.  You can view a full summary of the items that were implemented with this release by following the link below. View the Release Summary

Mar 1, 2018

Latest software release for Analytics Booth includes executive summary feature

A software release was successfully processed on February 28th for Analytics Booth, a web-based analytics product offered by CU*Answers, a 100% credit union-owned data processing CUSO. The new release includes a strong improvement within the products’ Trends section with the launch of an Executive Summary feature. The new Executive Summary capabilities add 6 new data […]

Mar 1, 2018

Training on data mining tools of CU*BASE® is a success

A free, 3-part educational series of classes was offered on February 22nd by CU*Answers, a 100% credit union-owned cooperative CUSO, to train its credit union-owners on the Report Builder (Query) toolset within its CU*BASE core processing platform. Asterisk Intelligence, a team of data analysts at CU*Answers, led the trainings. The series of educational courses on […]

Feb 27, 2018

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Credit Cards

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Credit Cards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #593, our Credit Card Portfolio Analysis feature.  Organize your credit card products by loan category, purpose code, or security code to align with your preferred reporting method.  See balances per category, member participation, and even insights… Read more »

Feb 27, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Credit Cards

Jump into a Dashboard Dive: Portfolio Analysis – Credit Cards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #593, our Credit Card Portfolio Analysis feature.  Organize your credit card products by loan category, purpose code, or security code to align with your preferred reporting method.  See balances per category, member participation, and even insights… Read more »

Feb 23, 2018

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Savings

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Savings

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #596 our Savings Portfolio Analysis feature.  Organize your products by Dividend Application, Product Type, or General Ledger account to align with your preferred reporting method.  See balances per category, active product counts, and even analyze your… Read more »

Feb 20, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Savings

Jump into a Dashboard Dive: Portfolio Analysis – Savings

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #596 our Savings Portfolio Analysis feature.  Organize your products by Dividend Application, Product Type, or General Ledger account to align with your preferred reporting method.  See balances per category, active product counts, and even analyze your… Read more »

Feb 16, 2018

CU*Answers Data Boot Camp participants get special preview of new data management resources

Participants of CU*Answers’ Data Boot Camp benefited from an early look at several data management projects at the company. The 100% credit union-owned data processing CUSO is developing a native data warehouse solution, and SnapShot, a data set that fully mirrors the processing environment of their CU*BASE® core system captured at the exact moment the […]

Feb 9, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Loans

Jump into a Dashboard Dive: Portfolio Analysis – Loans

Join the Asterisk Intelligence Team for a Dashboard Dive! CU*BASE Tool #595, our Loan Portfolio Analysis, can be used to organize your portfolio by loan category, purpose code, or security code, in order to align with your preferred reporting method.  Use this tool to view balances per category, active loan counts, and even insights into… Read more »

Feb 9, 2018