Case Study: Motion Federal Credit Union achieves a culture of collaboration with Smartsheet

How Motion Federal Credit Union creates a culture of collaboration

Motion Federal Credit Union, an 18th-oldest, small New Jersey-based financial institution serving partners like ExxonMobil and DuPont, faced fragmented, siloed project management that hindered cross-department collaboration and operational efficiency. Arp Trivedi, Manager of Administration, needed a single, easy-to-use solution to track programs from HR and recruiting to branch expansion and product launches.

MFCU implemented Smartsheet (integrated with Google Apps) as a central dashboard to manage new branch openings, HR processes, and new product development, consolidating contracts, invoices, and forms in one place. The result was greater visibility, faster progress, and measurable gains in transparency, collaboration, and team productivity.

Motion Federal Credit Union

Arp Trivedi

Manager of Administration