Data Analytics Assessment

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Data Analytics Assessment: Reach Goals, Remove Roadblocks to Data Success

Data Analytics Assessment

Understand your data and ensure it’s accurate, consistent, and complete to drive confident business decisions and build better
member relationships. Planning and budgeting season is upon us with a new year approaching. Take this quick 13 point assessment
questionnaire to help assess:

Business goals: your data objectives for the future?
Current roadblocks, limitations, and challenges.
Specific use cases: how can data support your goals?

Upon submission, one of our staff will reach out to discuss your questionnaire responses, and your browser will be redirected to our solution that best fits your responses.

Phone

Your Name *

Your Email *

What Credit Union do you work for? *

1. Are all critical data elements available in one place? *

Yes No

2. Can your business users self-service their data analytics needs? *

Yes No

3. When multiple individuals query a member report, do those reports often have discrepancies? *

Yes No

4. Are staff manually compiling many reports regularly (daily, weekly, monthly, etc.)? *

Yes No

5. How many different data sources do you need to query today to answer the following question: how many of your members (individuals - not accounts) have at least $25,000 on deposit with your credit union, logged into online banking more than 10 times last month, and applied for a loan (mortgage and/or consumer loan) in the last twelve months and did not have that loan fund (it could have been denied, withdrawn, etc.)? *

6. Are key business terms (member, product, service, household, etc.) adhered to throughout all reporting in the credit union? *

Yes No

7. Are you currently using any form of predictive analytics to forecast key operational metrics? *

Yes No

8. Does your credit union have interest and/or plans for cloud solutions for data analytics? *

Yes No

9.How many sources of truth do you have when it comes to data and reporting? *

10. Are you easily able to gather historical data going back several years for transactions, account balances, and other critical data elements? *

Yes No

11. How does your team(s) currently combine data from multiple data sources (if at all)? *

12. How quickly (if at all) can you rapidly scale up or down your data environment to support increased demand? *

13. Are you using a data visualization tool like Power BI or Tableau? *

Yes No

The Knowlton Group

We turn your data into an effective tool to generate actionable insights that create real world changes.

Contact The Knowlton Group
860.593.7842
[email protected]

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