Texans Credit Union, founded in 1953 by 11 Texas Instruments employees, now serves over 117,000 members. Its mission is to improve the well-being of all Texans. The organization is a full-service, not-for-profit institution with members throughout the Dallas Fort Worth area. Texans Credit Union has more than $2 billion in assets and is one of the largest member-owned financial institutions in the DFW area.

Challenge

Lack of a single source of FP&A data and an inability to do on-the-fly scenario planning to provide budgeting and forecasting answers to senior management in real-time.

Solution

Workday Adaptive Planning

Benefits

• Streamlined and more efficient budgeting, forecasting and reporting
• A dynamic dashboard for easy visualization of the numbers
• Ability to quickly provide insights and answers to “what-if” scenario questions while in meetings with senior management and board members
• Increased collaboration, communication and decision-making