Case Study: CoBank improves data integrity and visibility into IT budgeting with Daptiv PPM

CoBank Improves Data Integrity and Visibility with Daptiv PPM

CoBank, a Denver‑based cooperative bank with $64 billion in assets that serves agribusiness and rural utilities, struggled with decentralized IT budgeting and resource tracking using multiple Excel spreadsheets. The spreadsheets were hard to update, prone to versioning issues, and offered poor visibility for managers and executives, so the bank sought a single-source solution with stronger reporting and collaboration.

CoBank implemented Daptiv PPM—starting with IT project managers—using Dynamic Applications (linked to PeopleSoft actuals) and Advanced Report Builder dashboards. The intuitive, customizable tools made it easy for teams to update data consistently, improved reporting to the executive committee and board, and delivered more accurate, trustworthy budgeting and resource information; the company also formed a local user group to share best practices.

CoBank

Jennifer Grow

Project Manager-Infrastructure