What is Project Management and why do you need it?

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Presentation transcript:

What is Project Management and why do you need it? Elizabeth Johnson and Kelli Harris

Our Mission Statement To assist our fellow community bankers in delivering successful products and services thru effective and efficient solutions.

Do you ever feel like this when you are at work?

Do you have a ton of projects going at one time?

You need help but you cannot afford a fulltime person…

So how can you get the support you need to manage projects? You need someone who is dependable. You need a team who has a combined 30 years in banking experience. You need someone who can assist with project management and installs. You need to cut costs. You need the people at J&H Project Management because we can help with all of this.

What is a Project Manager? Generally, a project manager's (PM) main goal is to "keep a project on track." This can mean working with a wide variety of people including executives and board members, or hourly support staff on both the bank and vendor side. A project manager must be able to understand the bank’s strategic plan, pull the team together and meet the overall goal. Project managers communicate with upper management, outside vendors and clients as needed. In fact, proactive communication is one of our project managers most important functions.

Why do you need us? Not all banks have the need for a full-time project manager. It is hard even in today’s world to find people that are able to manage installs. Your customers are important and you need to install the products and services that they demand.   During our years working in the banking industry, we managed between 5-7 installs at a time for the entire year. We have extensive experience working with Jack Henry and their preferred providers. We have multiple contacts with numerous companies across the US. We will be your point-person at the bank for major installs such as EMV, Online Banking, Apps, Text Banking, Core updates, platform conversions and much more.

What banking experience do we have? 30  Years combined experience in: IT Audit Compliance Marketing Training Electronic Banking Project Management Bank and Deposit Operations Strategic Planning and Budget Analysis

What projects have we done? ATM/POS Projects Online Banking/Mobile Banking Network Infrastructure Image Solutions Loans Telephone Banking And so much more… *For a full list visit our website at jhprojectmanagement.com

What are our goals and objectives? We all need help with- Project management –  Community banking is filled with challenges in our current, and changing, regulatory environment. Adding a new product or service, or even a refresh of an existing product or service, can often times take a back seat. Successful project management is integral to a flourishing banking program. With over thirty years of successful installations under our belts, project management has become second nature to us; knowing the ins and outs of vendors and working with your team to help you succeed is our goal. Consulting – Regulatory and compliance questions are always in the back of any companies mind.  Let us help you with questions about ACH, Deposits, and IT. With a thorough knowledge of Jack Henry’s CIF 20/20 core, we can assist you with ways to streamline services to get the most of your core processor. Have an upcoming audit or exam; we’ve experienced your same challenges and can offer advice and solutions to help better your scores.

How can we save you money? Employing a full time staff that may not have ongoing projects can be costly to the bottom line. The correct PM can drive costs down based on their knowledge of how things work and share cost effective purchasing strategies. With our 30 combined experience and our wide range of contacts and third party vendors we will find the correct vendor for all your project needs. Your current staff can continue daily duties with minimal disruption to their workday. Regardless if a project manager is hired for an install or not, someone will be managing the project. When you hire J&H we ensure that your projects are completed on time and on budget. Less stress on the client. Sometimes installs are very time consuming and stressful. Projects can get delayed or issues arise and in a lot of instances you just need to know the right people to get the problem solved.

More ways we can save you money… No need to train us – we are already experienced Save on office space No fixed salary, No benefits to provide, No vacations No sick days, No payroll taxes No long term commitments You receive the best person to do the job when you need them We can do all projects sizes big and small

Our Proven Method We will ask several questions to get to know your project like: Who is your current vendor(s) for this project? Who do you want to be a part of the team? How do you want results reported back to you? what service can we provide you? What hesitations might you have going into this project? What is your timeline for this project? Once the project is completed, we will follow up to ensure your satisfaction.

Now can you afford J&H? the answer is “YES” The bigger the project the cheaper the hourly rate. To learn more visit our website or give us a call.

Helping your business succeed… Period Our Motto Helping your business succeed… Period