Case Study: Coulee Bank saves nearly 200 hours and improves DEI visibility with Paylocity

Bank Saves Hundreds of Hours to Invest in Strategic Priorities

Coulee Bank, an 87‑employee financial services firm in La Crosse, WI, faced a heavy manual HR burden: CHRO Amy Bauer spent nearly 200 hours on open enrollment each year, juggling paper forms, multiple vendor sites and spreadsheets, and lacked easy visibility into benefits, payroll and DEI metrics. To address this, Coulee Bank turned to Paylocity and implemented its Benefits and Modern Workforce solutions.

Paylocity delivered a self‑service Benefits module, Demographics Dashboard, Modern Workforce Index/Data Insights and additional modules for recruiting and expenses, automating open enrollment and centralizing data. The changes saved nearly 200 hours annually on enrollment (about $17,000 in estimated savings), returned roughly 125–175 hours by streamlining onboarding for 25 hires, cut recruiter time by ~10 hours per hire, reduced accounting effort from days to a non‑event, and gave Coulee Bank clear DEI and salary visibility to drive strategy.

Coulee Bank

Amy Bauer

Chief Human Resources Officer