PSECU and SIS, LLC Team Up for Transition to Microsoft Dynamics 365

PSECU Partners with SIS, LLC for an Efficient Migration to Microsoft Dynamics 365

The Pennsylvania State Employees Credit Union (PSECU), one of Pennsylvania's leading credit unions, has announced a strategic partnership with SIS, LLC for a significant upgrade in its technology infrastructure. This collaboration marks a pivotal move from using Microsoft Dynamics SL, an on-premises software solution, to adopting the modern cloud-based Microsoft Dynamics 365.

Enhancing Financial Operations

As a member-driven institution boasting over 500,000 members and managing assets exceeding $9 billion, PSECU has a longstanding reputation for robust operational capabilities. The decision to migrate to Dynamics 365 is primarily driven by the need for advanced scalability, real-time data analytics, and integrated Artificial Intelligence (AI) functions. SIS, LLC, recognized for its expertise in enterprise resource planning (ERP) and a solid track record of successful migrations, was selected after an extensive evaluation.

Derek Holjes, PSECU’s Director of Accounting Services, expressed his confidence in SIS as a trusted partner, stating, “SIS has been a reliable ally in managing our Microsoft Dynamics Solomon environment, bringing deep insights into our operational needs. Their keen understanding made them the natural choice to guide us through our transition to Dynamics 365 Finance and Operations.”

Comprehensive Migration Strategy

This project encompasses a detailed migration approach that includes data transfer, personalized software integrations, intensive user training, and continuous support. Specifically, SIS plans to utilize the Finance and Operations modules within Dynamics 365 to enhance PSECU's accounting, reporting, and supply chain procedures.

The upgrade promises substantial benefits such as automation enhancements, mobile accessibility for staff, and improved overall user experiences. Mark Kershteyn, a partner at SIS, highlighted the transformative nature of this collaboration, saying, “We’re excited to partner with PSECU on this journey and ensure that the migration aligns with their mission of member-centric innovation. Our goal is to deliver a solution that meets both current and future needs as PSECU continues to grow.”

The Vision of PSECU

PSECU was founded in 1934 and has evolved into a digital-first credit union that provides a variety of financial services, including checking and savings accounts, loans, and investment solutions. The union prioritizes low fees and high-yield returns while continuously focusing on member satisfaction and positive community contributions.

The transition from Dynamics SL to Dynamics 365 not only underlines PSECU’s commitment to modernizing its systems but also reinforces its strategy to enhance overall operational efficiency. This collaboration with SIS, LLC, recognized as a premier partner in Microsoft Dynamics, reflects a dedication to leveraging innovative solutions that foster growth and adaptability in the ever-evolving financial landscape.

By adopting Microsoft Dynamics 365, PSECU is not only modernizing its operational framework but is also preparing itself to address the future needs of its members, ensuring continued relevance and excellence in service delivery within the competitive financial sector.

As this transition takes place, both PSECU and SIS, LLC look forward to navigating the challenges of this digital shift together, aiming to set a new standard for credit unions in Pennsylvania and beyond. The collaborative effort signifies a crucial step towards not just updating technology, but transforming the very nature of service that credit unions provide to their members.