Case Study: Cal Coast Credit Union saves 100 hours a month with Project Insight

Cal Coast Credit Union saves 100 hours a month with Project Insight

Cal Coast Credit Union, a financial institution based in San Diego, faced significant challenges due to its use of disconnected project management systems. This reliance on manual processes in Excel, Power BI, and other tools created inefficiencies, made top-down capacity planning difficult, and hindered holistic project reporting.

By implementing the Project Insight project management solution, Cal Coast was able to centralize its data and automate its workflows. The platform integrated with Jira and provided robust resource management features, which streamlined capacity planning and reporting. As a result, the team of seven saves an estimated 100 hours per month and has eliminated the tedious manual work of cross-checking data across multiple systems.

Cal Coast Credit Union