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

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Jul 13, 2022

Announcing the Data Fact Q2 Contest Winner!

Announcing the Data Fact Q2 Contest Winner!

Throughout Q2 2022, the Asterisk Intelligence team sent a total of 121 Data Fact emails to our credit union partners.  Data Facts are designed to raise awareness of CU*BASE tools, strategies, and tactics which can be used to analyze your credit union operations, identify areas of opportunity, and offer tactics for taking action and DRIVING… Read more »

Jul 12, 2022

Analyze Courtesy Pay Fees and Make Informed Decisions for Your Organization

Analyze Courtesy Pay Fees and Make Informed Decisions for Your Organization

Courtesy Pay fee programs have been a topic of national attention in 2022, with several national banks deciding to adjust their fee schedules, prompting many more financial institutions to start scrutinizing their own practices. How many of your members are currently using these services?  What types of transactions are causing these fees?  What would happen… Read more »

Jul 12, 2022

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events!  Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training.  Then, on Thursday, July 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses will focus… Read more »

Jul 11, 2022

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events!  Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training.  Then, on Thursday, July 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses will focus… Read more »

Jul 7, 2022

Announcing the Winner of the Courtesy Pay Fee Program Analysis and Tune-Up!

Announcing the Winner of the Courtesy Pay Fee Program Analysis and Tune-Up!

At this year’s Leadership Conference, Asterisk Intelligence and AuditLink hosted a giveaway where one credit union would receive a FREE analysis of their Courtesy Pay Fee Program along with a free tune-up (a $2,000 value!) We are excited to announce the winner of this giveaway: Marisa Conforti from Partnership Financial Credit Union   Congratulations to… Read more »

Jul 6, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Jul 6, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Jun 29, 2022

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events!  Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training.  Then, on Thursday, July 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses will focus… Read more »

Jun 27, 2022