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 serving nearly 200,000 members, faced significant challenges due to its reliance on disconnected project management systems. This manual approach, which used a combination of Excel, Power BI, Microsoft Projects, Asana, and Jira, created inefficiencies and made it difficult to strategize resource allocation and view projects holistically. The credit union needed a solution to centralize its data and streamline its capacity planning and reporting.

By implementing the Project Insight project management solution, Cal Coast Credit Union was able to integrate its systems and automate its workflows. The platform provided a consolidated hub for project data, robust top-down capacity planning, and real-time reporting. As a result, the team of seven managers reported saving approximately 100 hours per month, eliminating the tedious manual task of cross-checking data across different applications.

Cal Coast Credit Union