How Cloud Coach Provides Capacity Insights at Service Credit Union
Service Credit Union is a not-for-profit, member-owned financial cooperative, striving to improve financial well-being, support communities and create value and enduring relationships
PRIMARY USE CASE
PMO
HEADQUARTERS
Portsmouth, New Hampshire
INDUSTRY
Banking
EMPLOYEES
501 – 1,000
Enhanced processes
Service Credit Union can now manage everything from one platform
better data
Capacity Planned vs Actuals can be seen with a click
resourcing improvements
Transparent visibility into staff capacity
“We’re now spending our time in one-on-ones talking about higher level items.”
Tim Davis
Manager of Enterprise PMO, Service Credit Union
The challenges
The solutions
- Service Credit Union was already using Salesforce, so wanted a solution based on a system that was already being used to prevent further 'tech sprawl' within the organization
- Service Credit Union can now manage everything from one platform, while also leveraging existing Salesforce knowledge. All internal projects are now tracked within Cloud Coach, providing admins with enhanced project visibility all the way through the project lifecycle
- With so many disparate systems being used across the organization, it was difficult to share accurate project information with key business stakeholders
- The External Project View allows Service Credit Union to collaborate with stakeholders in real-time, without the need for additional product licenses
- Service Credit Union had anecdotal resourcing challenges, without a formal way of documenting that information
- All project work can be recorded at the project and task level, providing transparent organizational visibility into staff workloads and capacity for the first time
- Service Credit Union had just introduced service level agreements and key performance indicators, but needed a way to properly track them
- Better access to data means Service Credit Union can track against service level agreements and key performance indicators with Salesforce reporting. At a click, Execs can see Capacity Planned vs Actuals, and understand what tasks are on track or falling behind
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