A practical conversation guide
Your banking footprint.
A clearer starting point.
Use these questions to prepare for a discussion about your locations, systems, and support. No confidential information is needed to begin.
Your locations.
- How many locations are in scope, and in which regions?
- Is the priority a new branch, a refresh, or an existing system?
- What operating hours or access restrictions affect the work?
- Which system categories need attention?
- What voice, VoIP, data, or collaboration needs should be included?
Your working relationship.
- Who will coordinate decisions on your side?
- What scope and responsibilities need to be agreed?
- Which dates or dependencies matter most?
- How should updates and changes be communicated?
Your definition of done.
- What checks should be included in acceptance?
- Which site records and system documents are needed?
- Who will review and accept the completed work?
- What handover or staff orientation is appropriate?
Your ongoing support.
- What service needs are most important today?
- Which maintenance needs should be discussed?
- Who should receive service updates?
- What response expectations and escalation route need agreement?
This guide supports an initial discussion. Scope, coverage, responsibilities, service levels, and deliverables must be agreed for your program.
Start your banking review