June 2012 - the UltraData Enterprise Users Group

In this issue:



Forums are now open
Solving common issues
Connections is coming in August
June 2012
Spring time is here bringing us nicer weather, outdoor cooking, and the sights of
colorful trees and flowers. Shortly after that is the return of the boys of summer
playing America’s pastime – baseball. While still early in the season, someone is
sure to bring up the amount of money the top teams can pay for players, and
how on earth can those small market teams compete? Sometimes it does not
seem balanced. But if you come to Connections this upcoming August, you will
have the opportunity to attend our networking event and see this theory in
action. It will be an evening on which you do not want to swing and miss.
NOW OPEN @
www.udusers.com
The Executive Committee stepped up to the plate
to try and knock one out of the park during the
cactus league this winter. (Spring training baseball
is held in Arizona and Florida, and has forever
been nicknamed the Cactus league and the
Grapefruit league, respectively.) We think that
with your help, this was accomplished. Meeting
with Harland Financial Solutions, they had asked
for feedback from you via various surveys recently
– and the responses on these surveys were nothing short of a grand slam. The
information that we were able to provide will really help with prioritization of
RFEs, planning on sessions at Connections and improvements on the Process
Transaction tool. We thank you very much for the feedback!
Our team has also been working hard to get the Forum Website prepared for its
opening day. Some of you have already joined in on the conversation, and that
is great to see! We look forward to completing some last minute enhancements
based on user feedback, moving the existing Yahoo! threads into the new forum
for archival purposes, and watching this new and greatly enhanced
communication tool help all of us collaborate and exchange knowledge. The
Forum will be fully ready to go soon, but you can check it out now and add to
the conversation.
The final item that the Executive Committee was able to participate in was the
Executive Perspectives forum in Florida. We were invited to attend this session
to learn about industry specific topics and participate in round table discussions
on lending. This face to face meeting with subject matter experts and fellow
credit union colleagues was very informative and the next time this comes
around, we encourage an acceptance on the invitation from Harland Financial
Solutions.
Thank you again for your support of the Executive Committee, we look forward
to working with you.
Jim Daly, President
UltraData® Users’ Group Newsletter—June 2012
www.udusers.com
Volume 2012, Issue 1
Page 1
The UltraData® Users’ group is listening is charged to “Stimulate the free
exchange of information” between credit unions using the UltraData Enterprise
platform. We are tackling this challenge by investing in technology that can
build on past success of the open community dedicated to UltraData
Enterprise. We are proud to announce the introduction of our memberfocused “Forums”. The creation of the Forums is intended to build on the
enormously successful and well utilized Yahoo® Group, but to add features and
functions that would benefit our national membership.
Some of the initial features that we hope you will find very valuable include:

The ability to subscribe (receive emails) to the whole forum board, a
particular Category, a specific topic or just an individual thread – You are in
control and do not have to receive messages not relevant to you!

Search the entire board and history – this is priceless for due diligence or technical support questions.

Unlimited number of users per Credit Union – YES! Everyone at your CU can enroll and reset their own password, with no IT
involvement! We want everyone involved—Member Services, Lending, Accounting, etc.

Conversation categorization – ability to classify your question or discussion to a particular module, business line, or vendor.

Vendor participation only as it relates to their products (Restricted access to only their categorized threads).

Visitor participation (Limited access) – ability for participation even if a credit union or vendor is not a member of the UltraData®
Users’ Group but has a stake in the success of the UltraData® Enterprise platform or Credit Union Movement.
We look forward to the upcoming successful launch of this highly collaborative tool and keep your eyes open for even more
improvements in the near future!
Try it now … www.udusers.com
Use to hide an
entire category.
Must select for
each topic you
would like to
receive emails.
Default is “off”.
Create a new
topic/discussion
within each
category/subject.
Who has access?
Select whether you will receive
emails and frequency of them.
All UltraData Enterprise credit unions are granted basic “General Discussion” access to the new
UltraData Users’ Group Forums in the spirit of the Yahoo! Group. The UltraData Users’ Group believes in the fostering of open communication between all UltraData Enterprise clients because we are ALL stronger when we work together. Dues paying member credit unions
are granted access the categorized sections the provide third-party interaction opportunities.
UltraData® Users’ Group Newsletter—June 2012
www.udusers.com
Volume 2012, Issue 1
Page 2
UltraData Users’ Group
Networking Event
Atlanta @ San Diego
PETCO Park
Tuesday, August 28, 2012
Food Starts @ 6:05 PM
First Pitch @ 7:05 PM
(times are subject to change)
Check udusers.com for updates
The options for finding answers to your UltraData Enterprise questions continue to grow and
provide you flexibility. The many options available to you include:
he  Ask your fellow UltraData Enterprise credit unions using the UltraData Users’ Group Forums
t
g
n
i
Find
 Discover documented answers using the Knowledge Center through Customer Center
t
h
g
Ri
 Tips for searching the Knowledge Center (http://bit.ly/JfBuzv)
,
r
for finding GL Out-Of-Balances (http://bit.ly/J5GHil)
Answe e easier!  Rules
BSA Electronic Filing (http://bit.ly/K06VQ0)
n’t b
it could

Compliance exception reports generated by the system (http://bit.ly/JrSpFn)
Your Newest Executive Committee Member
My name is Sarah Lawson
and I have been with Alcoa
Tenn Federal Credit Union
for 13 years. Our credit union has been on the UltraData Enterprise platform since 1997. I
have held positions in the teller/member service area of the CU before advancing to the IT
Department in 2000. I served as a Systems Operator until 2005; managing the in-house
UltraData Enterprise system, transition to the OnBase system, and later our transition to
LCOA ENN
UltraData Enterprise Service Center. My current IT work includes CU operations, employee
training, new product implementations, specialized work with OnBase, UA/VR, Bill
Federal Credit Union
payment, and Business Continuity. I can also be found promoting the credit union
philosophy and telling the story of how our credit union was founded in 1936. I believe in the credit union
movement and I am proud to serve as a liaison to help credit unions better serve their members to the fullest
A
UltraData® Users’ Group Newsletter—June 2012
www.udusers.com
T
Volume 2012, Issue 1
Page 3
Executive Committee Elections
Each year the UltraData Users’ Group holds online elections to select new
members for the Executive Committee. If you are interested in running,
please reach out to any current member. More information to come.
Membership Dues invoices were mailed
out early in January. I am excited to report
that 161 UltraData Enterprise clients have
chosen to renew their membership; thanks
for your continued support!
Connect with Support from
Harland Financial Solutions’
UltraData® Enterprise Team
Customer Support Site
customercenter.harlandfinancialsolutions.com
2012 financial activities to date have resulted in a net gain of $25,508.77.
Toll-Free Phone Line
In lieu of requesting contact information
via the renewal invoice we are asking dues
paying members to update their contact information online;
www.udusers.com. Doing so will automatically update our email contact
list.
1-800-365-3282
1-800-774-2778
Support Quick Reference Guide
If you have any questions about your dues or the financial information
posted, please contact Shirley Bailey at treasurer@udusers.com.
(in Harland Financial Solutions Customer Center)
http://bit.ly/JfCOlM
Membership Dues Reminder
Membership dues were invoiced in December. If your credit
union has not yet paid, please ensure prompt payment
soon. Our fee structure is unchanged from last year;
$250 for credit unions with year-end assets of
$50,000,000 or more and $100 for credit unions with
year-end assets of less than $50,000,000.
www.udusers.com
Recorded Webinars & Presentations
(in Harland Financial Solutions Customer Center)
http://bit.ly/JyX19X
Jim Daly, President
Diamond Credit Union  dalyj@diamondcu.com
The UltraData® User’s Group exists to ...
Todd Erikson, Vice President
First Flight FCU  todd.erickson@firstflightfcu.org
Act as an educational outlet for members
to optimize understanding of products and
services of Harland Financial Solutions.
Rhonda Coleman, Secretary
CP Federal Credit Union  rcoleman@cpfederal.com
Promote cooperation among members to
improve the quality of products and
services of Harland Financial Solutions.
Act as a communications source between
members and Harland Financial Solutions
management to exchange and
express ideas.
Support the growth and development of
the UltraData® Enterprise System in a
manner that fosters Credit Union success.
UltraData® Users’ Group Newsletter—June 2012
Shirley Bailey, Treasurer
CU Source, LLC  shirley.bailey@cusource.com
Sarah Lawson
Alcoa Tenn Federal Credit Union  slawson@atfcu.com
Russell Sumner
Entrust Financial Credit Union  rsumner@entrustfcu.com
Jeff Walter
Midwest Community FCU  jwalter@midcomm.org
www.udusers.com
Volume 2012, Issue 1
Page 4