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You are here: Home > Resource Center > Case Study - RIA

RIA Federal Credit Union

The Challenge
RIA recognized that technology is critical for providing productivity gains, cost savings, improved value, and timely information to management and users. They considered implementing local and wide area networks throughout the organization with basic functionality including e-mail, office automation software, and Internet access.  RIA also wanted to use their network to serve as a platform for loan processing, human resources, imaging solutions, and teller automation.

The Solution
Considering the diversity of RIA's needs, we found it critical to perform a technology assessment. The assessment consisted of the following three phases:

Phase I - Systems and Infrastructure Analysis: We gathered input from key personnel, reviewed the current infrastructure, and examined applicable technologies that would meet the current and future requirements.

Phase IT - Needs Assessment: We conducted high-level interviews with key personnel to determine business objectives and broad functional requirements.

Phase III - Summary Report: We developed a report of our findings and conclusions, and defined and documented solutions that outlined our recommended implementation plan.

The Result
When RIA was pleased with the technology assessment, we presented an implementation proposal to assist RIA with its information technology initiatives.


 

RSM McGladrey Inc. and McGladrey & Pullen LLP have an alternative practice structure. Though separate and independent legal entities, the two firms work together to serve clients' business needs.