Teaming up for implementation success

During the past decade, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF) and its bank have worked together on several successful treasury service implementations. It has helped immeasurably that they approach implementation projects with a like mind. Both org...

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Bibliographic Details
Published in:AFP exchange 1997-09, Vol.17 (5), p.9
Main Authors: Giordano, Chris, Ward, Hilary, Peppelman, Jim
Format: Magazinearticle
Language:English
Subjects:
Automated Clearing Houses
Bank services
Case studies
Cash management
Cash management services
Communication
Financial services
Initiatives
Lockboxes
Meetings
Partnerships
Pension funds
Product development
Reconciliation
Schedules
Teams
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Summary:During the past decade, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF) and its bank have worked together on several successful treasury service implementations. It has helped immeasurably that they approach implementation projects with a like mind. Both organizations believe in assembling cross-functional teams and adhering to detailed implementation schedules; both appreciate the value of face-to-face meetings in relationship building; both realize it takes flexibility to meet customer needs; and both understand that regular communication through well-defined channels is critical. The evolving partnership between the 2 organizations and the model they have developed for implementing and maintaining high-quality banking services is described. The primary example used in this case study is TIAA-CREF's most recently completed implementation - controlled disbursement with image-enhanced positive pay.
ISSN:1528-4077