Project Timeline Projections

Data Processing

Jxchange/Core Interfaces Install

February 1, 2016 - February 29, 2016

Jxchange is the interface that allows ComplianceOne Mortgage communicate with Core Director. Both Jack Henry and Wolters Kluwer will need to be involved.

Terminal Servers Upgrade (Completed)

February 8, 2016 - February 22, 2016

Mike Cummings will be at the bank this week to complete.

Thin Client Conversion

March 1, 2016 - December 31, 2016

The bank will be replacing as many thick PCs to thin client PCs as we can to cut down on costs and make troubleshooting easier.

SMS Guardian

March 1, 2016 - March 31, 2016

SMS Guardian is a free service that was bundled with PassPort that is an added layer of fraud protection. There is some initial setup that the bank has to do but the majority of the setup is done by the customer.

EMV Conversion 1

March 1, 2016 - March 31, 2016

The bank will be converting to the new EMV cards in two stages

iPay BillPay

March 21, 2016 - April 30, 2016

Our current NetTeller BillPay product is being phased out and replaced with iPay BillPay. The new bill pay does more and will not cost the bank anymore than NetTeller BillPay does. iPay BillPay also works with Cash Management.

Cash Management

April 1, 2016 - July 31, 2016

Cash Management is basically NetTeller for business customers but has added functionality.


May 1, 2016 - May 31, 2016

The bank will be converting to the new EMV cards in two stages


June 1, 2016 - January 31, 2017

The Intranet will be the bank's biggest project and may extend into 2017. We can make the intranet into anything that we want with any services as we would like to include. The critical items that we will be including are form distribution, calendars, and time clock.

Core Director Upgrade

August 15, 2016 - August 31, 2016

This is a yearly upgrade that adds new features to Core Director.


September 1, 2016 - September 30, 2016

Xperience will allow employees to log into one spot for Core Director and Synergy with 4Sight and Core Teller being added at a later date. Xperience will allow Single Sign On which will improve efficiency.