presented by: ashley carner avp operations amoco federal credit union

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Critical Service Channel: Your Staff and SilverCloud Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

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Page 1: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

Critical Service Channel:Your Staff and SilverCloud

Presented By: Ashley Carner AVP Operations

AMOCO Federal Credit Union

Page 2: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

AMOCO Federal Credit UnionTexas City, TX

5 branch locations500 million in assets

60,000 membersXP Systems core

Page 3: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

Searching for a SolutionInformation disseminated to

employees via email, in print or saved on a shared drive.

Each employee referencing and maintaining their own information in their own way.

Employees looking in too many different places (email, folders, or on shared drive).InefficientMisinformation

Page 4: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

SolutionImplementation of SilverCloud vbooks and

internal knowledge baseUse internal knowledge base as a document

storage baseUse vbooks to put policies, procedures, and

general information for employees

Page 5: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

Implementation

Timeframe1 week with SilverCloud on site

Implementation processExternal – 200+ “canned” questions and

answersInternal – conversion of existing material and

training on inserting new material

Page 6: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

BenefitsEmployees no longer have to save emails, look on

a shared drive or look through a file cabinet to find the most up to date information about policies, procedures, products, services, etc.

Employees have immediate access to the most up to date information.

Decrease in research time; increase in response time to member.

Increased product knowledge.Increase in consistent information being given to

members.

Page 7: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

Online Banking Conversion

Page 8: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

Integration into AMOCO’s intranet

•Although initial usage of SilverCloud was good, we felt it could be better.

•Struggled with employees keeping up with the “link” to SilverCloud.

•Decided to implement SC with an intranet to increase usage and to make it more accessible to all employees.

Page 9: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

Access to SilverCloudLibrary View Search Results

Page 10: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

SilverCloud for our Members

Page 11: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

Search Results for Members

Page 12: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

ResultsInternal

Decrease in employee time spent looking for information.

Increase in accuracy of information to members.Effective way to store all relevant information in one

area.Senior management named SilverCloud 1 of our top 5

accomplishments in the past 5 years.External

Membership growth increase; volume of calls stable90% search results answered without further

submittal

Page 13: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

Membership Growth & Call Volume

Mar

-07

Apr-0

7

May

-07

Jun-

07

Jul-0

7

Aug-0

7

Sep-0

7

Oct-0

7

Nov-0

7

Dec-0

7

Jan-

08

Feb-0

8

Mar

-08

Apr-0

8

May

-08

Jun-

08

Jul-0

8

Aug-0

8

Sep-0

8

Oct-0

8

Nov-0

8

Dec-0

8

Jan-

09

Feb-0

9

Mar

-09

Apr-0

9

May

-09

Jun-

09

Jul-0

9

Aug-0

9

Sep-0

9

Oct-0

9

Nov-0

9

Dec-0

950,000

52,000

54,000

56,000

58,000

60,000

62,000

64,000

66,000

68,000

Page 14: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

AMOCO – Calls per Customer

Mar

-07

Apr-0

7

May

-07

Jun-

07

Jul-0

7

Aug-0

7

Sep-0

7

Oct-0

7

Nov-0

7

Dec-0

7

Jan-

08

Feb-0

8

Mar

-08

Apr-0

8

May

-08

Jun-

08

Jul-0

8

Aug-0

8

Sep-0

8

Oct-0

8

Nov-0

8

Dec-0

8

Jan-

09

Feb-0

9

Mar

-09

Apr-0

9

May

-09

Jun-

09

Jul-0

9

Aug-0

9

Sep-0

9

Oct-0

9

Nov-0

9

Dec-0

9 0.95

1.00

1.05

1.10

1.15

1.20

1.25

SilverCloud Enabled

Page 15: Presented By: Ashley Carner AVP Operations AMOCO Federal Credit Union

ConsiderationsMake sure you have someone(s) dedicated to

maintaining and improving the usage of SilverCloud

Get buy in from all department heads and train them to manage their own vbook and knowledge base categories

Train and retrain everyone to utilize it – especially those who are not comfortable with computers.