University Federal Credit Union (UFCU) is one of the largest and most established credit unions in Texas, serving the financial needs of individuals and families. Committed to fostering community development and financial well-being, UFCU focuses on offering personalized service and innovative financial products while maintaining a strong member-centric approach.
UFCU chose OnePlan to seamlessly integrate with their existing tools like Azure DevOps and Wrike, while offering comprehensive portfolio management features like PM intake, prioritization, resourcing, and advanced reporting—all tailored to their growing needs.
Before using OnePlan, UFCU faced several challenges, including the lack of a centralized portfolio management tool, which made it difficult to manage projects and allocate resources efficiently. Their use of Wrike and Azure DevOps created fragmented workflows without proper integration, limiting visibility into project status and resource utilization. Without a formal process for prioritizing projects or tracking budgets, decision-making was hindered, and reporting was manual and time-consuming. These challenges led to inefficiencies in project management and delayed their ability to meet strategic goals.
OnePlan provided UFCU with a Strategic Portfolio Management solution that integrated their existing tools, such as Azure DevOps, while introducing features like project intake, prioritization, resource management, and advanced scenario planning. This unified platform gave UFCU real-time visibility into project health, streamlined resource allocation, and enabled efficient budget tracking. The seamless integration with ADO, combined with comprehensive reporting and the upcoming Wrike integration, helped eliminate fragmented workflows, providing a cohesive, end-to-end solution for managing their growing portfolio.
