SEWICKLEY, Pa. – A new, Web-based reporting system is helping managers at Pittsburgh Central Credit Union know why they come to work each morning, their CEO says. The $35 million CU completed a conversion this summer to the hosted Premier core processing platform from IntegraSys and has been using its enterprise reporting system, ReportIT. The 12-person staff uses ReportIT to prepare for weekly meetings at which the management team looks at details such as new card accounts opened or CDs sold, says Dan Moon, CEO of 9,600-member Pittsburgh Central. "Everyone has to own a piece of the organization, or they may not know why they come to work every morning," Moon says. "Having this kind of information easily available helps us do that." Moon says five people have access to the system while the others have personalized reports sent to them by email. He says the ReportIT system replaced an in-house solution that was notoriously difficult to use. "It was a gawd-awful thing," he says. "You had to look at fields and decide where they fit in hierarchies and try to match them all up, and you wouldn't even know something was wrong until you tried to run it." The ReportIT system uses a dashboard presentation approach that allows ad-hoc queries and creation and delivery of managed reports to multiple users. "We've elevated an IT tool typically buried in the computer room and brought it to executive management," says Albert Ku, senior vice president of the Premier Group at IntegraSys in Frisco, Texas. Minimal training is involved and usually is done through such remote delivery as webinars, and even non-technical staffers typically have no difficulty catching on, Ku says. He says about 75 credit unions have begun using ReportIT since it was launched in May, and the pipeline for conversions remains full. Moon says Pittsburgh Central CU has applied for a community charter, one reason for the conversion to the Premier system. "We have home banking, telephone banking, all the bells and whistles, and we're going into business services," he says. Robust reporting is part of the picture. "ReportIT has been very easy to use but still allows us to drill down to such things as how many accounts of a certain kind were created and how much income each can be expected to produce for the CU, say, in the next six months, combine that and report it out," Moon says. Currently, ReportIT gives managers access to all the data in the hosted Premier system, including transaction history. More functionality is coming, including expansion into third-party databases, says Ku. "In the near future, we will include access to all loan origination and lending data, including house holding, income and that sort of data," the IntegraSys senior vice president says. "Credit card information is another area we're thinking about. "It's no longer a technology issue whether not we can do it. It's really now about third parties releasing the data so we can support those types of queries." -

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