Case Study: CommunityAmerica Credit Union achieves driver-based budgeting and agile forecasting with Strata Decision Technology's Axiom Suite

CommunityAmerica Credit Union Practices Collaborative, Consistent Performance Management with Axiom Suite

CommunityAmerica Credit Union, a $2.6 billion full‑service credit union serving more than 230,000 members, needed a more driver‑based budgeting approach to model multiple “what‑if” scenarios, let non‑finance staff understand and adjust budgets, and improve overall performance management. To meet these needs, CommunityAmerica selected Strata Decision Technology and its Axiom Suite (periodic forecasting, scenario modeling and Incentive Compensation Management).

Strata Decision Technology implemented Axiom to deliver record‑level cash‑flow projections, share assumptions across the institution, run scenario and pricing models, and consolidate reporting in an Excel‑like interface. The solution produced timely, accurate driver‑based budgeting and rolling forecasts without adding staff workload, enabled weekly incentive reporting and greater staff transparency, and consolidated disparate data into a single reporting hub—improving decision‑making, flexibility and risk‑mitigation for CommunityAmerica Credit Union.

CommunityAmerica Credit Union

Brad Richardson

Director of Finance