CASE STUDY | MICROSOFT DYNAMICS 365 Maps Credit Union has a specialized team that works exclusively with complex businesses that require tremendous amounts of monitoring and tracking for compliance. Before the team began working with Ledgeview Partners, they were using legacy systems that lacked the sophistication needed for this specific line of business. Each team member had individual systems to track member notes, changes, and updates. The lack of intuitive, integrated, collaborative tools created inefficiencies. Those inefficiencies were compounded by astounding growth in this line of business. “As our department continues growing rapidly, and as we started adding functions, we realized we needed more streamlined methods to keep track of notes, communications THE SITUATION Maps

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