S'C' Federal Credit Unions Successful Portal RollOut

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S.C. Federal Credit Unions Successful Portal
Roll-Out!
(Timeframe for installing, creating
pages/workgroups, training, and implementing the
portal was 2 ½ months.)
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The portal at our credit union is known as

• CURC
• (Credit Union Resource Center)

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Our first task was to create a Portal Project Team

• The Portal Project Team consisted of 11 employees
  from various areas throughout the credit union
• They helped create, design, and reorganize all
  the data within the portal

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What were our main goals for the new portal?

• Make it User-Friendly
• Train all employees on the portal
• Allow all areas to have their own portal
  administrator
• Give users information that is entertaining along
  with information that relates to their job duties

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At the time of the portal implementation, we had
about 410 employees

• With the number of employees and the way
  workgroups are segregated, we needed to decide
  how many Portal Administrators we needed.

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Deciding how many Portal Administrators are
needed

• 12 administrators handled the primary functions
  on our Pre-Portal System (A.K.A. The
  Intranet)
• Currently we have 85 Portal Administrators

(Please note The 85 Portal Administrators only
have rights for updating their workgroups
information and creating their own workgroups.
We only have a total of 5 employees who have full
Portal Administration rights.)
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How did we decide to have 85 portal
administrators?

• We reviewed each branch/departments information
  from the Old CURC and decided which employees
  from each area should be a Portal Administrator
• 2 Portal Administrators were named for each
  branch (The Branch Manager and Head Teller)
• The number of Portal Administrators for each
  department varied

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Training the Portal Administrators

• Each employee identified as a Portal
  Administrator attended an 8 hour training class
• The first 4 hours was general end-user training
• The last 4 hours covered how to create workgroups
  and pages, upload content, and the functions of
  the available islands

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General End-User Employee Training

• All employees attended a 4 hour general end-user
  training class. Topics included
• Navigating through the portal
• An overview of the pages within the credit
  unions main workgroup
• Creating a Personal Page
• The purpose of the Headquarters page
• Using the search feature

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General End-User Employee Training

• General End-User Portal Training went very well
• The biggest complaint was that we needed more
  chocolate in the training room candy bowls
• If we had to go through this same situation a
  second time, we would definitely train all
  employees again

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Different Items that were added to make CURC
interesting
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The Employee Highlights page is used for
announcing weddings, births, kudos, pictures from
around the credit union, etc.
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The Fun Zone! page is where employees answer the
Daily Fun Poll, play the Weekly or Monthly
Contests, and view the Joke of the Month
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The Weather Center page provides an up-to-date
weather map of the US along with the 7 day
forecast, weather alerts, and weather contingency
tips
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We felt the Portal rollout went so well because

• We trained all employees on the portal
• Each page in the main workgroup was explained
• We added some fun and interesting items to keep
  end-users interest
• We play Weekly and Monthly Contests to reinforce
  what was taught in the portal training

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Please feel free to ask any questions.
Thank you for your time!
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Project Team MembersBecky LawsonTeresa
FerrellMichelle BriggsBeth JaskiewiczJohn
RussAllision CarterStacy WattsKelly
HallHeather HawkinsKristy dosReisSallie Branyon