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

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

View Video Testimonial

Key Capabilities

The challenges

The solutions

The challenge

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

The solution

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

The challenge

With so many disparate systems being used across the organization, it was difficult to share accurate project information with key business stakeholders

The solution

The External Project View allows Service Credit Union to collaborate with stakeholders in real-time, without the need for additional product licenses

The challenge

Service Credit Union had anecdotal resourcing challenges, without a formal way of documenting that information

The solution

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

The challenge

Service Credit Union had just introduced service level agreements and key performance indicators, but needed a way to properly track them

The solution

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

No Workarounds.
No Lost Hours.
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