Credit union AI consultant evaluation deep-dives

Evaluation deep-dives examine one buyer problem at a time: specific questions, documents to request, red flags, green flags, and a worked example tied to the scorecard.

Published deep-dives

• How to evaluate a consultant's NCUA and examiner depth. The documents to request, red flags, green flags, and a worked example where the paper trail flipped the decision.
• How to judge a pilot proposal: scope, price, success criteria, and exit terms. Pricing sanity checks, failure conditions, and the exit clauses that keep a pilot from becoming a rental.
• The capability transfer test. How to tell during the sales process whether a firm plans to make you self-sufficient or park billable staff.