Case Study: Whatcom Educational Credit Union achieves $180,000 annual savings and faster member service with Hyland's OnBase

Credit union improves service, saves $180k annually

Whatcom Educational Credit Union, a $1B+ institution serving about 72,000 members across 11 branches, struggled with decades of paper-based records that were costly to store and slow to retrieve. Members often waited as long as 20 minutes while staff tracked down documents, which hurt service and strained the records team managing roughly 1.5 million transactions a year.

By implementing OnBase by Hyland integrated with UltraData, Whatcom automated document management and 65 workflows so staff access records instantly within familiar screens. The solution streamlined processes, reduced errors, enabled call-center staff to resolve inquiries in one call, cut paper-related costs and—after automating its Check 21 process—delivered more than $180,000 in annual savings.

Whatcom Educational Credit Union

Patti Moser

IT Manager