Managing Bank Conversions: The Guide to Organizing, Controlling, and Implementing Systems Conversions Book

	Author Biography	v
	Preface	vii
	List of Figures	xii
	Introduction	1
Chapter 1	Overview of System Conversion	5
	Overview	5
	Background	6
	System Conversion Defined	8
	Rationale and Purpose of System Conversions	11
	Types of Conversion	13
	Other Uses of the Conversion Methodology	18
	Culture	18
	Summary	22
Chapter 2	Organization of the System Conversion	25
	Overview	25
	Identify the Scope of the System Conversion	26
	Authorization to Proceed, Funding, and Resources	29
	Determine the System Conversion Coordinator	31
	Choosing the Conversion Committee	37
	Establishing Subcommittees and Charters	44
	Development of the Conversion Plan and Target Date	45
	Summary	50
Chapter 3	System Conversion Preparation	55
	Overview	55
	Preparation of the Conversion Timeline and Planning Template	56
	Preparation of Other Project Planning Mechanisms	75
	Preparing for and Conducting the Kickoff Meeting	83
	Development of Meeting Schedule, Minutes, Agenda Format, and Meeting Flow	89
	Executive Summaries, Communication, and Decisions	99
	Work Papers and Documentation	104
	Assignment of Responsibility to Committee Members	108
	Summary	109
Chapter 4	System Conversion Data Gathering	113
	Overview	113
	Site Visits and Development of Floor Plans	114
	Data Gathering of Basic Application System Parameters	128
	Financial Information Comparison and Changes	134
	Duplicate Account Number Listing and Analysis	141
	Delivery and Flow of Work	142
	Forms Gathering and Analysis (Internal and External)	151
	System Security (Access) Needs and Planning	153
	Courier Schedules, Workflow Delivery and Receipt, and Timing	160
	Gathering and Review of Existing Policies and Procedures	164
	Gathering Existing Systems and Third-Party Contracts and Relationships	166
	Location Cutoffs and Operation Hours	169
	Summary	171
Chapter 5	Nonsystem Considerations	177
	Overview	177
	Human Resources Issues and Concerns	178
	Physical Facilities and Building Maintenance	182
	Communications (Internal and External)	185
	Training	199
	Summary	207
Chapter 6	Implementation	211
	Overview	211
	Mainframe Conversion Process	229
	Remote Item Processing Activation	236
	System Security and User Access	240
	Conversion Weekend Walkthrough Planning	246
	Conversion Weekend Activities	249
	Conversion Week Activities	252
	Summary	256
	Epilogue	261
	Bibliography	265
	Index	267