Success Story
“Our executive meetings consist of our CEO, CXO, CPO and me. When the team asks me ‘what happens if we do x?’ I can easily click a few buttons on the dashboard and run that scenario. I no longer have to tell them ‘I’ll get back to you on that.’”
Ben Hart, CFO
Texans Credit Union
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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