Case Study: Max Credit Union achieves automated monthly reporting and more time for strategic analysis with Workday Adaptive Planning

Automated Monthly Reporting Frees up Time for Strategic Analysis

MAX Credit Union, a locally owned financial institution in Montgomery, AL with more than $1 billion in assets and 15 branches, faced time-consuming monthly close and reporting processes, limited self-service reporting and difficulty comparing data across systems—constraints that pulled finance staff away from strategic analysis and board-ready storytelling.

By implementing Workday Adaptive Planning’s OfficeConnect with partner IntuitiveTEK, MAX automated report refreshes and enabled single-click updates and rolling forecasting. The change freed finance time for higher-value analysis, increased productivity, and produced higher-quality board reports that improved the team’s ability to explain performance and inform decision-making.

Max Credit Union

Melissa Miller

Accounting Operations Manager