Case Study: Valley Strong Credit Union achieves 60% faster budgeting and greater data transparency with Strata Decision Technology

Axiom Eases Budgeting Challenges, Increases Data Transparency for Valley Strong Credit Union

Valley Strong Credit Union, serving 150,000 members with $2.1 billion in assets, faced cumbersome manual and Excel-based budgeting and an unsatisfactory core-provider budgeting tool that was hard for end users and burdensome for their IT and two-person finance team. To solve this, they adopted Axiom Planning, a cloud-based budgeting solution from Strata Decision Technology.

Strata Decision Technology implemented Axiom Planning to streamline bottom-up budgeting, capital and salary planning, and variance reporting, with a supportive implementation team and minimal training required. The solution improved transparency and reduced IT involvement, delivering measurable results: 60% faster budget compilation, roughly 20 hours saved on monthly variance reports, topline budget assembly cut from six days to two, staff input time halved to about 1.5 weeks, and automation of 15–17 board reports that were previously compiled manually.

Valley Strong Credit Union

Lindsay Reyes

Senior Vice President, Chief Financial Office