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Customized Products
Click Here to Request Customization Consultation
Customized Products are those
that rely on so much 3rd party information (such as servicing - software
platform dependent; secondary marketing - hedging strategy dependent)
that a generic solution is not in the customer's best interest. We
provide a "Generic Customization" service
that allows us to combine the parts which are generic with your specific
business model.
We don't have to write these
products from scratch - we can pull material from literally thousands of
pages of inventory material we have developed over the past decades.
Some examples are:
Business Plan/Annual Reports
Stand-Alone Training Programs
Commercial Lending Policies and Procedures
Construction Lending Policies and Procedures
The
Customization Process
Our staff can assist you best
once you identify the scope and breadth of the project. Once there
is clarity, we enter into a three stage process:
Stage 1 - Project Formulation
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All of the elements of the
project are listed
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Client provides all
internal elements - software, forms, existing procedures, and other
relevant material
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A logical organization of
the contents is drafted - resulting in an outline or table of
contents
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The scope and timing,
based on the contents, is determined
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Contract is executed
Stage 2 - Project Development and Delivery
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The documentation is
merged into a full project, based upon initial design
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Demonstration module is
assembled and delivered to client to review
Stage 3 - Project Finalization
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The client reviews entire
package
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Comments on deficiencies,
additions or deletions
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Project is completed
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Project is deployed
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Client takes delivery of
all material, media and product
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