A 3-year roadmap to better business intelligence

CAP COM FCU is on a forward-leaning data aggregation mission that crosses platforms and connects silos across the organization.

CAP COM Federal Credit Union($1.8B, Albany, NY) has embarked on a data aggregation and analytics journey, using a three-year roadmap to align staff and systems to better understand what it knows about members and how to maximize those relationships.

The Empire State cooperative is using OnApproach for its in-house data lake and Microsoft Power BI for data visualization and reporting. For reports that don’t require visualization, the credit union is using SQL Server Reporting Services.

Johanna Robbins, CAP COM’s senior vice president of finance and business intelligence, established the credit union’s initial, high-level roadmap in 2017. Robbins and business intelligence analyst Mike Wiseman fleshed it out through 2018.


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