The Challenge Like so many credit unions today, Midwest Community Federal Credit Union (MCFCU) knew it needed to move away from burdensome manual business processes. It wanted to gain more control over data and information and move away from paper and microfiche solutions.

To help deliver the best service possible, the credit union chose to partner with Hyland, creator of OnBase, an enterprise information platform with an award-winning enterprise content management solution, tailored for credit unions small and large. Hyland has worked with financial institutions big and small for more than 25 years.

MCFCU is one of the most dynamic and energetic cooperatives in Northwest Ohio. They serve over 14,000 members drawn from a diverse community base: the local General Motors plant, numerous Select Employee Groups, and six counties around its headquarters in Defiance, Ohio.

The Solution The credit union started by putting all of its printed reports directly into OnBase from its core processing system. They saw savings almost immediately, eliminating the need for a tremendous amount of paper and banishing the headaches associated with distributing paper reports to all of the different departments.

“It was a huge productivity jump for us to move to OnBase from manual processes, paper and microfiche,” said IT Specialist Wende Tressler. She’s tasked with keeping OnBase up and running. “The automation capabilities of the system are just phenomenal.”

CUSTOMERMidwest Community Federal Credit Union

INDUSTRYFinancial: Credit Union

SIZE14,000+ members

LOCATIONDefiance, Ohio

ONBASE INTEGRATIONSD+H's UltraData® Enterpirse Core

DEPARTMENTS USING ONBASEMember Service RepresentativesFinancial Service RepresentativesReal Estate Financial Service RepresentativesLoan ProcessorsElectronic Service ProvidersCollectionsIT DepartmentManagement

Customer Success Story | Financial

Midwest Community Federal Credit UnionOhio credit union replaces burdensome manual processes with OnBase

"It was a huge productivity jump for us to move to OnBase from manual processes, paper and microfiche. The automation capabilities of the system are just phenomenal."

Sonja Delaney, CEO of MCFCU, is thrilled with the new system. “It offers instant, easy access to any piece of information you need. No more spending hours manually searching for that information like we used to. I couldn’t live without it now,” she said.

Information in seconds rather than minutesEmployees at the credit union’s four branches are enthusiastic about the software, as well. Especially since wait time to view member signature cards is now seconds rather than minutes. They also enjoy immediate access to a member’s folder, which contains all sorts of imaged and scanned documents. “The full text search feature is great for helping members and researching issues, and virtually every one of my coworkers is a heavy system user,” says Tressler. While employees love the convenience of information at their fingertips, and how it helps them assist members, Tressler and back office staff use the software to manage both the numerous vendors the credit union works with as well as incoming invoices.

Eliminating paper form problemsWith OnBase, users create sophisticated forms that drive productivity levels to new heights – without needing to know how to code. “OnBase allows me to create all sorts of useful forms without knowing HTML,” says Tressler.

Each department then reaches out to the new member at specific times over the member’s first 120 days. When the form reaches the next queue, employees are reminded to call the member or send a personalized letter. It’s a warm way Midwest employees welcome members to the credit union.

Annual tune-up and training opportunitiesTo help get the maximum use out of the system, MCFCU takes advantage of OnBase’s annual “credit union tune-up” program. During the tune-up, a product expert from Hyland visits the credit union to help the organization make sure it’s getting the most out its system.

“We learn so much and Hyland experts offer great suggestions and productivity tips,” says Tressler. The credit union’s employees also receive friendly and knowledgeable technical support over the phone, she adds.

The DifferenceWhere your information finds you: OnBase makes your content instantly available to the people who need it, wherever they are, from almost any device or application. By providing the right information at the right time, OnBase equips your users to make better decisions, effectively serve members and keep processes flowing, whether you are deploying OnBase on-premises or in the cloud.

Eliminate manual paper processes: With the right ECM solution, you can conquer paper-based process limitations, get control over your information, from loan documents to member cards, and work at the speed of light.

Provide best-in-class member service: From online transactions to in-person interactions, you meet members’ needs faster and more securely. Your employees access documents and content in OnBase right from their core system. Members wait less and your staff spends less time searching through stacks of paper.

Learn more at OnBase.com/Financial »

This case study post was originally published on CUNews.com© 2017 Hyland Software, Inc. All rights reserved. 2940-17