Case Study: CO-OP Financial Services reduces project delivery delays by 92% and boosts project capacity by 50% with Planview PPM Pro

CO-OP Financial Services Reduces Project Delivery Delays by 92%

CO-OP Financial Services, a U.S. and Canada-based provider of payment and processing solutions for credit unions (≈1,450 employees), struggled with a lack of visibility into resource capacity and demand. Without reliable data, managers couldn’t accurately prioritize work or staff projects, leading to overallocation, conflicts between BAU and discretionary work, and frequent project delays.

By adopting Planview PPM Pro and using timesheets as a single source of truth, CO‑OP centralized project and BAU data to forecast demand, optimize staffing, and prioritize resources. The result: a 92% reduction in project delays, a 50% increase in project delivery capacity, faster and more accurate forecasting, and fewer resource conflicts as the solution is rolled out to additional business units.

Co-op Financial Services

Steven Wood

Project Portfolio Administrator