Denver, Colorado-based Westerra Credit Union is a $1.3 billion asset-sized institution that ranks among the top 250 credit unions in the United States. At Westerra Credit Union, its more than 100,000 members are owners and shareholders. The credit union’s goal is to return its profits in the form of lower loan rates, higher savings rates and lower fees for services, as well as by investing in new products and services for its members. Westerra Credit Union was looking for a solution that would significantly improve efficiencies in its performance management processes, particularly financial reporting and budgeting. It was critical that the platform they chose was a long-term solution, and scalable so that the credit union’s finance team could truly champion it and expand its use over time. Additionally, Westerra Credit Union wanted to maximize user adoption by selecting solutions that required minimal staff training and maintenance.