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Strategy, Implementation, and Project Management Solutions for Banks and Credit Unions
Managing key strategic projects and implementations with your existing staff can be tough. With projects comes additional work managing internal staff and vendors, reporting, and actively mitigating the risks inherent in new work, stretching your team thin. Our project managers can offer relief and guidance, providing experienced project and product management support to help you succeed.
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Phase Zero Partners specializes in working with Banks and Credit Unions, bringing a service-based approach to project management. An immediate focus on building trust and shared goals allows us to quickly integrate with new teams and get down to the business at hand. Our team of PMO consultants and project managers have the flexibility to support short-term and long-term projects, ensuring we provide the exact level of help you need.
At Phase Zero Partners, our areas of consulting and project management expertise lies within the financial services industry; including credit unions, small banks and financial tech companies. Some of these areas include:
Software Implementations
Audit Management
Hardware Implementations
PMO Creation
Cloud Migrations
RFP/RFI Management
Our clients have three common problems that we help solve...
Your team is overwhelmed. Running full scale projects on top of their normal job can be challenging, if not impossible. We can provide immediate relief by taking on the internal and vendor project management load.
The same people that are key to running day to day operations are also responsible for delivering new projects. This creates potential conflicts as people attempt to balance their primary responsibilities with the additional work of planning, managing, and delivering strategic projects.
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Our experienced team of project management consultants can immediately alleviate the strain your team is feeling. Phase Zero Partners only works with project managers that have 10+ years of experience and understand how to provide immediate relief.
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Our flexible staffing model allows you to determine the amount of support you need, without the full-time contract commitments other support providers often require.
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Example: Since 2021 we have been supporting key strategic projects for our credit union client in Ventura, CA. Our expert staff have managed 10 key strategic projects and their IT audit process. This support has allowed their business line teams to focus on smaller initiatives while we manage the large scale implementation involving multiple teams and vendors.
The Day Job Problem
You have a PMO team with the time and ability to manage your projects, they just don’t have the experience to effectively manage your most complex strategic initiatives. We can help take the pressure off your less experienced project managers while integrating them into our process, providing valuable experience for future projects.
Our client’s staff may not have the right experience to run complex strategic projects that cross multiple business lines and vendors. Even our smallest clients take on huge projects every year.
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Every Phase Zero Partners project manager has over 10 years of experience managing technical projects that cross business line, IT, and vendor teams. We understand the full cycle of large initiatives and how to manage contractual reviews, scope, risk, and communication.
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Our consultants know how to embed effectively with a team, building trust and increasing communication transparency through out service driven methodology.
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We are experienced in managing large project groups and the challenges that come with multi-team capacity allocations for implementations and testing.
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Example: Another credit union client had decided to implement Genesys Cloud telephony across its organization encompassing over 30 locations and 400 employees. The current project management team had very limited experience with a project of this size and impact, we were brought in to ensure success. We managed every aspect of this project, from vendor evaluation and selection, through implementation and testing.
The Experience Problem
Your projects suffer because every initiative is managed inconsistently. Projects that go well are often because of the individual heroics of a few teams members. You know that you need a consistent method of managing and delivering projects but don’t have the capacity to implement a full system.
There is no common delivery model or process for new projects and initiatives, or your model is just not suited for your needs. Every project turns into a unique challenge as teams try to prioritize projects, define success, manage progress, and measure the benefits realized from their work with no common framework to draw on.
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Building lean Project Management Offices (PMO) is our specialty, starting with delivering a framework for immediate relief that can scale incrementally for future organization growth.
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Our decades of experience working in Project Portfolio Management Organizations across multiple industries enables us to quickly hone your PPMO vision, analyze your current state, and create an iterative process improvement rollout strategy.
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Our team’s library of Project Management templates jump starts your PPMO build.
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Example: Our client in Southern California is in the process of building their first Project Management Office. We have partnered with them to do discovery and training to help accelerate building their organization. Starting with discovery we helped them define their vision. From ideation through final execution we have partnered with them build the process to track and define initiatives, prioritize key projects, and execute those projects in a consistent manner.
