Workday Adaptive Planning | Revelwood

Texans Credit Union

Adapting to Market Fluctuations with Enterprise Planning

“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

Download the PDF

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