| AltaOne Federal Credit Union
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Background
AltaOne offers a full line of financial services, including savings,
checking, IRA, term share accounts, direct deposit, youth accounts,
Visa Cards, home equity lines of credit, real estate loans,
signature loans, as well as boat, car, truck, off road vehicle,
motorcycle and RV loans with an asset size of greater than $380
million and more than 37,000 members.
Situation
AltaOne needed a system that would allow them to share information
among their key management group comprising a network of external
volunteers including individual volunteers as well as their Board of
Directors. They especially wanted to overcome the inconvenience and
difficulty managing hard copy documents and using traditional mail
to deliver conference materials for their board meetings. This was
particularly important to help manage document access for those
people who travel frequently and are often away from their offices.
The Novo Solutions knowledge base system was chosen to solve a
problem that had been present for two to three years.
Results
AltaOne built an extranet for the purpose of facilitating the smooth
dissemination of information and materials, agendas, minutes of
meetings, notes and various documents in support of topics for their
meetings. Using the Novo Solutions knowledge base software, access
to documents is available to any authorized individual from a
standard browser. The system is password protected, easy to use and
provides a great deal of efficiency. This flexibility allows AltaOne
management and directors the opportunity to read and review
documents at their convenience anytime, anywhere.
Using the knowledge base system, AltaOne has virtually eliminated
the paper flowing by mail and have also eliminated much of the cost
of USPS and overnight delivery. They are able to use the system
during meetings to project documents on demand using an overhead
projector and which can also be referred to by remote participants
during the meeting. The system keeps everyone up to date and well
informed. Meetings flow faster, are more productive and attendance
is more consistent.
Everyone is impressed by how easy the system is to use and how
fast documents can be accessed. After the first half hour training
session the entire board was able to use the knowledge base. The
Novo Solutions system was selected following a pilot trial of
several systems. Its selection was based on ease of use, the high
degree of functionality and its competitive price. Their overall
satisfaction is exceedingly high.
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