Case Study: a leading credit union achieves workplace modernization with AgreeYa Solutions' Microsoft 365 assessment

The Credit Union - Customer Case Study

The Credit Union, a financial institution based in California, was facing collaboration bottlenecks and a poor user experience due to its outdated SharePoint 2016 Intranet. This inefficiency was impacting organizational operations, prompting management to seek help from AgreeYa Solutions for a Microsoft 365 assessment to modernize its workplace technologies.

AgreeYa delivered a comprehensive roadmap that included migrating on-premises sites to SharePoint Online, replacing Nintex workflows with Power Automate, and modernizing the intranet with Viva Connections. The projected results from AgreeYa's assessment and planning services include a 1.5X increase in productivity, a 2X increase in intranet adoption, significant cost reduction, and enhanced security.