Since 1953, Clearview Federal Credit Union has been helping everyday Americans enjoy a better life. Through a suite of financial products, they've guided their customers to financial stability and independence. However, as the needs of their members evolve so must the offerings of Clearview FCU. To help manage their transition to e-commerce, Clearview FCU relies on Roadmunk to keep them organized.
What do you like most about Roadmunk?
Roadmunk removed the hassle of updating our previous Excel sheets. Our roadmaps now can be updated quickly without needing to worry about merging and unmerging cells. The activity and comment features have also been a great help. We’re able to retain the history of any given project without having to dig through a slew of emails and meeting minutes. Overall, Roadmunk has really streamlined our work and is allowing us to focus on the important stuff.
What's the biggest impact Roadmunk has had on your team?
Roadmunk has centralized all the information we need about our projects. Whenever we need it, we can get everything we need to know about a project all from one place. We no longer have to rely on someone else's notes or comments because everything is documented in the item details of our roadmap. Projects frequently change dates, and now we're able to see exactly when and why a project was moved by using the item details options.
If a colleague of yours was shopping for roadmapping tools, how would you convince them to give Roadmunk a shot?
In addition to the historical data you get when updating items in Roadmunk, my elevator pitch for Roadmunk always includes the sharing capabilities. With just a few clicks, you’re able to share a password-protected URL with whoever needs to take a look at your roadmap. The best part? Roadmaps are automatically refreshed with the most up-to-date data. Our executive leadership team no longer needs to rely on us sending them the most recent version of an Excel document. They’re confident the Roadmunk URL they have gives them a real-time look at the state of our projects.