How Cloud Coach Provides Capacity Insights at Service Credit Union

Service Credit Union is a not-for-profit, member-owned financial cooperative, striving to improve financial well-being, support communities and create value and enduring relationships   WATCH VIDEO PRIMARY USE CASE PMO HEADQUARTERS Portsmouth, New Hampshire INDUSTRY Banking EMPLOYEES 501 - 1,000 library

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How Cloud Coach Provides Capacity Insights at Service Credit Union

Service Credit Union is a not-for-profit, member-owned financial cooperative, striving to improve financial well-being, support communities and create value and enduring relationships [Watch video](#watch_video)

Enhanced processes

Service Credit Union can now manage everything from one platform

better data

Capacity Planned vs Actuals can be seen with a click

resourcing improvements

Transparent visibility into staff capacity “We’re now spending our time in one-on-ones talking about higher level items.”

Tim Davis

Manager of Enterprise PMO, Service Credit Union

The challenges

The solutions

• Service Credit Union was already using Salesforce, so wanted a solution based on a system that was already being used to prevent further ‘tech sprawl’ within the organization

• Service Credit Union can now manage everything from one platform, while also leveraging existing Salesforce knowledge. All internal projects are now tracked within Cloud Coach, providing admins with enhanced project visibility all the way through the project lifecycle

• With so many disparate systems being used across the organization, it was difficult to share accurate project information with key business stakeholders

• The External Project View allows Service Credit Union to collaborate with stakeholders in real-time, without the need for additional product licenses

• Service Credit Union had anecdotal resourcing challenges, without a formal way of documenting that information

• All project work can be recorded at the project and task level, providing transparent organizational visibility into staff workloads and capacity for the first time

• Service Credit Union had just introduced service level agreements and key performance indicators, but needed a way to properly track them

• Better access to data means Service Credit Union can track against service level agreements and key performance indicators with Salesforce reporting. At a click, Execs can see Capacity Planned vs Actuals, and understand what tasks are on track or falling behind

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