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Exception Spreadsheet Transition Process

Question: 
How should we transition from a spreadsheet to an exception tracking platform?
Answer: 

A gradual, phased-in approach can be prudent, especially when your new system is integrated to your core. As data appears in your integrated system from the core, your exception specialist should use the legacy spreadsheet to validate new information in your exception system.

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Get our free exception guide to learn more.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 04/05/2020

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