Instructions: Take this exam in a private setting. Give yourself nine points to start, and then subtract one point for each "no" answer. Scores appear below.

Warning: The results of this exam may be upsetting. You may feel compelled to share them with others in your organization to spearhead the drive for better banking relationships and lower fees.

1. My analysis system can bill for services using multiple price points.
YesNo

2. My analysis system can track profitability by account and by service.
YesNo

3. My analysis system can capture all of the services used by your commercial customers so we do not experience revenue leakage.
YesNo

4. My analysis system can deliver statements from our website, so we can save on postage and handling costs.
YesNo

5. My analysis system can generate reports we need without involving IT.
YesNo

6. My analysis system can run ad hoc queries against our analysis data.
YesNo

7. My analysis system can export analysis data to Microsoft ExcelŽ for further custom reporting and analysis.
YesNo

8. My analysis system can set up a tiered Earnings Credit Rate?
YesNo

9. My analysis system can set an expiration date on exception pricing and generate a report displaying exceptions about to expire.
YesNo

10. My analysis system has an intuitive user interface for ease of navigation with drop-down menus, help screens, and point-and-click functionality.
YesNo

11. My analysis system can be used by our bank's calling officers to model an account analysis statement for prospective customers from their PC or laptop.
YesNo

12. My analysis system can provide our customers an electronic version of the account analysis statement (the ASC X12 822 transaction set).
YesNo

13. My analysis application helps us remain competitive in our marketplace.
YesNo

My remaining point total: