Case Study: BCU streamlines credit union marketing project management with Workzone

How BCU Streamlined Marketing Project Management

BCU, one of the nation’s largest credit unions, needed a better way to manage complex marketing work across 360,000+ members, 750+ employees, and 50 branches. Before Workzone, requests came in through email, proofs were handled manually, and tracking was inconsistent, causing chaos, missed visibility, and work slipping through the cracks.

With Workzone, BCU centralized intake, standardized routing, and managed reviews, files, timelines, and workloads in one system. The result was improved project delivery time, clearer visibility into bottlenecks and capacity, and stronger collaboration—giving BCU a scalable “single source of truth” for marketing operations.

BCU

Sarah Johnson

Senior Marketing Project Specialist