Members 1st Credit Union Case Study

by Workfront Admin
, 1 min read

AT A
GLANCE

Members First Federal Credit Union Case Study

Members 1st Federal Credit Union

Credit Unions

www.members1st.org

Mechanicsburg,PA

CHALLENGES

  • Manual request management processes

  • Unable to prioritize and track status of projects

  • Projects delayed to due lack of approvals

BENEFITS

  • 29% increase in completed projects

  • Greater awareness and accountability

  • Ability to prioritize and align projects against business objective

A Nightmare Process

Members 1st has 52 branches throughout SouthCentral Pennsylvania. Despite being the third largest credit union in the state, the request management process at the credit union was handled manually. This time-consuming process created significant challenges for Scott Strohecker, the Assistant VP of Project Management, and his team.

Tracking their work manually consumed precious time and resources for Scott’s team without delivering the visibility they needed. When requests came in, Scott had to copy and retype them into Excel spreadsheets for reporting purposes—a process that ate up hours of his time every week. Despite this work, the tracking of request statuses was cumbersome and, ultimately, failed to keep stakeholders in the loop on the status of their requests. Executive management could not get the data they needed to properly approve and prioritize requests.

What Scott and his team needed was a way to streamline their request management process and make project data more visible to their project stakeholders.

Resources to gain a competitive edge

Agile Marketing Cheat Sheet

Learning and adopting the Agile Marketing methodology often requires a change in thinking, team structure, and even vocabulary. With so much new...
by Workfront Admin

What are you waiting for? Get Your free demo