Your Analysis Resources: Taking Action and Driving Results

Explore the range of analytical resources CU*BASE users have at-the-ready with Dashboards, Visual Analytics Tools (VAT), Analytics Booth, and more. – It’s simple to get in the game of data analysis with built-in data summaries and visualizations. This day’s agenda covers the most popular tools and resources, a few of the AI Team’s personal favorites, and a sneak peek at what’s in the development queue scheduled to arrive in the next couple of software releases.

The concepts covered include the ASAP strategy (Ask. See. Act. Profit.) and using graphs and charts to share useful and eye-catching information with all audiences at your credit union. Any role and any person can use data to inform themselves or others. This class covers simple solutions and strategies that are relevant to both a non-technical person and an analyst.

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Report Builder Skills Session

Morning – Working with Computer-Stored Data

CU*BASE Report Builder uses the IBM program called Query, a powerful, flexible tool for mining data from your CU*BASE member data. This class will establish a foundation of knowledge to understand and identify data structure and storage concepts, as well as outline the steps to create a very simple custom report.

The concepts covered are used in many CU*BASE products, from teller auditing to cash management to general member inquiries.

Afternoon – Essentials of Building a Report

In the afternoon we build on the foundation learned in the morning session and will cover all features that are commonly used with Report Builder feature (Tool 100). Example reports and optional practice time help to build skills with this technical tool that, when properly used, can be used to customize many reports and take control of one of your most valuable assets — data.

The concepts covered in this class include all aspects of Report Builder that are necessary to build most simple reports and some intermediate-level reports. Advanced query skills are not covered in this course. Please reach out to ai@cuanswers.com if interested in advanced query resources and training.

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Understanding and Managing Your Ecosystem of Data

To be a data-focused credit union, you must first be aware of the data you have, where it lives, and how to access or connect it. The effort of understanding and managing the data ecosystem of your credit union is a valuable foundation from which your analysis strategies and data-driven decisions will build.

Morning – Data Warehousing and Analysis with AI*Engaged

This session’s morning agenda explores data warehousing strategies including gathering and analyzing new data that is only available when you have the space to keep it, and options for pulling together data from multiple other systems for analysis. The AI*Engaged software application is developed by CU*Answers specifically for the purpose of managing and analyzing warehouse data. Within this review of data warehousing we ask and cover the following questions:

• Where does my credit union data live today?
• What is my toolkit I have for managing my data?
• How long is the data stored in the system, and is there an option to keep it longer?
• How do I make changes to my data?
• When and how does data from multiple systems connect?
• What are my options to customize data collection?
• Where and how can I find and keep new data?

Afternoon – Hot Topics in Database Management

This session’s afternoon agenda covers resources and toolkits available to assist in creating a database management strategy. The latest and most popular topics are reviewed and discussed as a group, including Self-Directed Data Floods, Nostradamus calculator suggesting next product or service for members, Unique Data Management (UDM) Custom Fields, Query management strategies (automation and database changes), Specialty data possibilities (Optics data sets), DEX automated data extraction, etc.

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Advanced Query Skills

Building on the topics covered in foundational Report Builder courses, this course takes users in-depth with a focus on the more complex aspects of Report Builder (Query). Topics vary with each AI Week – see below for this year’s picks and register for as many as you like!

April

Advanced use of custom fields, including managing dates

July

Joining multiple tables/files, emphasis on multi-field matches

September

Advanced output options, including ‘Add to member’ and using INSTANTxx

December

Summarizing data using the Sort, Break, and Totals features

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Warehousing and Analysis with AI*Engaged

This web conference class introduces and reviews CU*Answers data warehousing solutions, software, and the analysis opportunities available to those who have the Asterisk Intelligence Data Warehouse. A data warehouse is a digital storage unit. It is a space to hold specialized data sets, often sourced from multiple systems, that are then used for curating new member trends, marketing campaigns, strategic analysis, and other data strategies defined by credit union. The AI*Engaged software application is developed by CU*Answers specifically for the purpose of managing and analyzing warehouse data.

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Introduction to Analytics Booth

This web conference class introduces participants to the Analytics Booth data analytics software which receives and trends your data on a daily basis for analytics or monitoring. Stay up to date on the latest data about your credit union with Analytics Booth and use this session to learn about its capabilities and usefulness across many roles at your credit union. Participants will learn how data is captured, how tables and graphs can be customized, how to incorporate peer data, how to set up email alerts on specific data points, and how to bring the value of Analytics Booth to other credit union roles interested in easy access to data for analysis.
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