UFCU
UFCU Credits Success to Smarter Project Management
Company Overview
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. UFCU provides a wide range of services, including personal and business banking, loans, mortgages, and investment solutions. 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.
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Headquarters: Austin, Texas
Why OnePlan: 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.
Department: PMO
Industry: Financial Services
Website: https://www.ufcu.org/
Previous solution: Wrike, Azure DevOps
Feature Highlights
  • Scenario modeling
  • Advanced reporting
  • Project request & intake
Top Challenges
  • No centralized system to manage projects and resources.
  • Fragmented Tools
  • Limited Project Visibility
  • Manual Budget Tracking
  • Inefficient resource allocation
Customer Challenges

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.

Integrations
OnePlan
Azure DevOps
Microsoft Teams
Microsoft Planner
Solution

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.

Customer Benefits
Unified Platform: Consolidated all project data into one system, improving efficiency.
Improved Project Visibility: Gained real-time insights into project health, progress, and resource utilization.
Streamlined Resource Management: Optimized resource allocation across multiple projects.
Enhanced Prioritization: Implemented a formal process to prioritize projects based on strategic goals.
Efficient Budget Tracking: Simplified budget tracking with clear financial oversight.
Advanced Reporting: Generated comprehensive, real-time reports for better decision-making.