For banks and credit unions
Your technology provider manages its implementation. Who is helping your institution manage its side?
Everett Strategy Group provides independent, founder-led technology vendor implementation assessments for financial institutions navigating complex implementation decisions. The service is designed to be accessible to community banks and smaller credit unions, while supporting larger institutions when scope and fit align.
Request an Assessment DiscussionWhen to engage
Independent implementation judgment on the institution's side of the table.
Small teams often manage daily operations while coordinating major technology changes. ESG helps leadership see what is ready, who owns each dependency, and what decision comes next.
- Preparing for a core conversion or a new banking technology implementation
- Coordinating digital banking, bill pay, security, or integration vendors
- Clarifying when an unresolved issue belongs to the institution or provider
- Evaluating launch readiness and decisions requiring executive attention
What you receive
A practical decision path, not another status report.
We examine vendor commitments, internal responsibilities, dependencies, testing evidence, governance, and upcoming milestones, then document actionable findings for the executive sponsor.
ModelFounder-led · Fixed fee
EffortScope-based, typically 3–10 consulting days
CalendarBased on access and stakeholder availability
PriceProposed after fit review and agreed scope
Implementation risk, dependency, and decision register
Testing, operational, and go-live readiness findings
Prioritized actions, accountable owners, and executive readout
Experience behind the work
Banking operations and technology-provider implementation leadership.
Founder Chad Everett Shaw, MBA, PMP®, PMI-CPMAI™, brings banking operations experience and more than 16 years at Fiserv, with over 200 technology implementations spanning bill pay, security and authentication, digital banking, conversions, vendor coordination, and readiness for launch.
ESG is independent of former employers and technology providers. The assessment provides evidence-based findings and identifies when specialist technical expertise is required; it does not replace the provider's engineering or the institution's own decision authority.
Review relevant experiencePreparing for an important implementation decision?
Tell us which vendor or initiative is involved, its current stage, and the decision leadership needs to make. ESG will assess fit and propose a defined scope, deliverables, timeline, and fixed fee.
Request an Assessment Discussion