Clients & Case Studies

Driving Value with Microsoft at Island Savings Credit Union

Customer Profile

Island Savings Credit Union is one of the ten largest credit unions in British Columbia, providing services to 37,000 members across Vancouver Island.

Business Situation

Island Savings Credit Union wanted to upgrade their intranet, built on SharePoint version 1.0, to create a new enterprise portal experience by utilizing new features of the Microsoft Office 2003 System and SQL Server Reporting Services.

Solution

Habañero helped ISCU maximize the business value they received from their investment in Microsoft technologies by deploying a new portal platform using SharePoint Portal Server 2003 and providing support for process automation using Microsoft Office InfoPath and SQL Reporting Services to provide business intelligence and reporting.

Benefits

ISCU realized efficiencies in their ability to manage shared documents and publish content directly to their intranet. Microsoft Office SharePoint and InfoPath support online workflows using electronic forms, improving productivity, reducing cycle time and errors and providing much needed visibility into key processes. Customer relationship management reports developed using SQL Server Analysis and Reporting Services and deployed through SharePoint enabled credit union employees to view customer information summarized by branch or account manager and drill down into product details for any member. The solution also eliminated the need to license 3rd party reporting tools.