Short Bio
$80 million Healthcare TIP charter Credit Union. OnApproach client, M360 data warehouse in production over one year. Started in 2015, went into production Jan 2016. Determining our tool set took another year.
Adopted MS Excel 2016, Power Query, Power Pivot, cube formulas, and DAX language for development and end user tools. After approximately 5 months of bootstrap learning (started Feb. 17) our Credit Union is well on its way to providing meaningful analytics. Self service BI is doable in my opinion in this environment.
I encourage ALL Credit Unions to get started!
Areas of Interest
Datawarehousing, Analytics Models, Business Operations, Retail, Marketing, Finance, Card Services, Digital Products, Deposit Products, Consumer Loans, Risk, Collections, Fraud