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Enhanced Credit Union Collaboration Platform Development
  1. case
  2. Enhanced Credit Union Collaboration Platform Development

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Enhanced Credit Union Collaboration Platform Development

alliancetek.com
Financial services

Challenges with Inter-Entity Communication & Information Management

Portfolio Credit Union faced challenges in efficiently communicating and sharing information with affiliated credit unions and external vendors. Existing processes were fragmented, leading to delays, inefficiencies, and difficulties in tracking documents and managing vendor relationships. There was a need for a centralized platform to improve collaboration, enhance transparency, and streamline business processes.

About the Client

A collaborative platform for Portfolio Credit Union to connect with member credit unions and vendors, streamline communication, and facilitate document management.

Project Goals

  • Develop a unified platform for seamless communication and collaboration between Portfolio Credit Union, member credit unions, and vendors.
  • Improve document management and tracking capabilities.
  • Enhance vendor relationship management through review and rating functionalities.
  • Increase overall productivity and efficiency through streamlined workflows.
  • Facilitate classified ads posting for buying/selling products and services among credit union associates.

System Functionality

  • User registration and role-based access control.
  • Secure document library with version control and tracking.
  • Vendor review and rating system with administrator approval.
  • Classified ads posting and search functionality.
  • Idea submission and improvement suggestion portal.
  • Communication tools for connecting employees, credit unions, and vendors.
  • Administrative dashboard for platform management and content moderation.

Technology Stack

SharePoint Online
Document Management System
Web Application Development
Database (Microsoft SQL Server)

External System Integrations

  • Potential integration with existing credit union core banking systems (future phase).
  • Integration with external payment gateways (for classified ads - future phase).

Non-Functional Requirements

  • Scalability to accommodate future growth in users and data.
  • High availability and reliability.
  • Robust security measures to protect sensitive data.
  • Performance optimization for fast document access and search.
  • User-friendly interface with intuitive navigation.

Expected Business Impact

The platform is expected to significantly improve operational efficiency, enhance collaboration, reduce administrative overhead, and strengthen relationships with credit unions and vendors. Improved communication and document management will lead to faster processing times and better decision-making. The classified ads feature will foster a sense of community among credit union associates. The overall impact will be increased productivity and enhanced member/vendor satisfaction.

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