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Empowering Growth for Credit Union
through Tech Stack Optimization

01

Challenge

A $1.5 billion Credit Union set a goal to double its assets within five years. However, they faced obstacles due to outdated technical tools and cumbersome processes that hindered growth, reduced member satisfaction, and impacted operational efficiency.

02

The Ask

To achieve their goal, the Credit Union sought our expertise. They needed clear guidance to identify the best starting point for their transformation and minimize the risk of missing critical opportunities.

03

Our Strategy

Our approach was methodical and strategic:

 

  • Comprehensive Assessment: We conducted a thorough evaluation of their primary tech teams to understand the current state of their technical landscape.

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  • Stakeholder Interviews: We engaged with key stakeholders and tech team members, collecting both qualitative and quantitative data to gain a comprehensive understanding of their challenges and needs.

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  • Data Analysis: We analyzed the collected data to identify people-related challenges, dysfunctional processes, and outdated technology that needed updating.

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  • Risk Mitigation: We identified and addressed risk areas within their technology stack, ensuring a solid foundation for their transformation journey.

04

Our Successes

Our efforts led to significant improvements:

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  • Quick Wins & Actionable Plan: We identified immediate opportunities for improvement, prioritized focus areas, and developed a clear, actionable plan to address necessary adjustments in people, processes, and technology.

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  • Streamlined Operations: Our strategic guidance enabled the Credit Union’s technology organization to align and streamline operations, enhancing efficiency and effectiveness.

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  • Infrastructure Monitoring: We implemented infrastructure monitoring tools, providing the organization with valuable resources to reduce downtime and maintain a resilient tech stack.

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  • Client Praise: Our tailored approach and commitment to excellence earned high praise from our clients. They appreciated our "outstanding work" and noted significant learning and growth within a short period.

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Through our dedicated efforts, we helped the Credit Union overcome their challenges and set them on a path to achieve their growth goals. Our strategic approach and expert guidance demonstrated the power of effective tech stack optimization.

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