Teams4PM Banking Industry Case Study

Carolinas Telco Federal Credit Union
Carolinas Telco Federal Credit Union

COMPANY SIZE
Enterprise

INDUSTRY
Banking

About Carolinas Telco

Carolinas Telco Federal Credit Union (CTFCU) has been serving members across the Carolinas since 1934. They offer credit union services to various groups including employees and retirees of preferred business partners, members of the NC Consumer Council, and individuals in select underserved areas.

Customer Challenge

Carolinas Telco wanted to put more energy into their customer-facing solutions—but quickly realized their internal services needed some TLC, too.

Previously, they implemented their internal project management department and picked a third-party web tool to handle tasks. Back then, it did the job. But as the team grew and projects got bigger (and messier), that tool just couldn’t keep up.

Carolinas Telco found themselves patching problems with workarounds and wrestling with a system that kept all their data somewhere else. Getting a clear picture of what was happening with their projects started to feel like detective work.

Main Obstacles:

  • Lacked integration with Microsoft tools

  • Created data silos

  • Required inefficient manual workarounds

  • Offered limited visibility into project status

 

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Discover how Carolinas Telco modernized its project management approach with Teams4PM and Microsoft solutions.
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Best Solution

To tackle their growing project management headaches, Carolinas Telco explored options and landed on Teams4PM.

They wanted more than just another tool; they needed a unified setup that would make collaboration easier and bring all their project info under one roof.

No more jumping between scattered apps—just one place to keep projects on track and decisions crystal clear.

Teams4PM Checked:

  • Centralized project data in Microsoft Cloud

  • Combined tools like Power Platform, Teams, and Microsoft 365 into a cohesive system

  • Enabled real-time collaboration and transparent reporting

  • Provided a single source for project data

  • Reduced duplicative work and manual effort

By leveraging Teams4PM, we're not chasing data, which is critically important. That enables better business agility and allows the business to make quicker decisions leveraging data, facts, and figures.

Greg Young, VP of Strategic Projects at Carolinas Telco Federal Credit Union

Capturing Banking industry growth and business agility.

Modernizing Project Management with Microsoft Solutions and Teams4PM

The Right Tools. Real Results.

Once Carolinas Telco Federal Credit Union rolled out Teams4PM alongside the Microsoft Platform, everything came together. Now, project data lives securely in Microsoft’s Cloud, making it simple to connect with other systems and giving the team the clear, real-time visibility they’d been missing.

Teams4PM has completely streamlined our communication and collaboration—both inside the project team and with every stakeholder. Plus, syncing with Microsoft Teams and our other tools just works, making project management smoother and more reliable. - Chris Harrington, CTO at Carolinas Telco Federal Credit Union

With Teams4PM, the team is never stuck forcing a one-size-fits-all solution. Whether it’s Microsoft Teams, Teams4PM, or another Microsoft 365 tool, everyone gets what works best for their role. The results are obvious: projects are easier to see at a glance, data doesn’t have to be entered six times in six places, decisions happen faster, and collaboration actually feels effortless.

And because Microsoft Teams was already second nature for the staff, they could lean into the right tools for the job, while giving management all the data they need to make those big calls—no hassle, no guesswork, just better project outcomes.

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