Equitable Bank
One common system for project intake, resource and cost forecasting, and project status.
Company Overview
Equitable Bank is a leading mortgage lender for nearly 50 years. Equitable Bank’s mortgages, home equity lines of credit, and deposit services have helped brokers provide millions of Canadians with options for owning homes and businesses. Equitable Bank is currently Canada’s ninth largest independent Schedule I bank with approximately $32 billion in assets and growing.
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Industry: Financial Services
Revenue: $514.55M
Employees: 800
Department: IT
Featured Highlight
  • Schedule Management in Work Planner
  • Centralized document repositories
  • Custom workflows & governance
  • Seamless integration with Microsoft cloud technologies
  • Enterprise grade security
Top Challenges

Siloed operations within its IT Portfolio, as each department operated independently, leading to a lack of transparency, collaboration, governance and effective problem-solving.
Integrations
OnePlan
Microsoft Project
SharePoint
JIRA
Microsoft Power BI
Microsoft Teams
Solution

With OnePlan, Equitable Bank improved the project intake process by integrating SharePoint using OneConnect. This provided an inexpensive intake environment using SharePoint and automated connectivity to OnePlan for prioritization. OnePlan also met the customer’s requirement for RAID integration by implementing OneConnect to JIRA. OnePlan helped Equitable Bank eliminate the proliferation of emailed spreadsheets containing resourcing and financial information, centralizing this in OnePlan.

Customer Benefits:​
A common system for project forecasting (resource and finance) and project status
Automated report generation
Connection with JIRA and SharePoint
Improved project intake process, scoring, and prioritization
Ability to track project information in one tool vs back and forth emails and spreadsheets communication