GreenState Credit Union's Transformation in Facilities Management with IoT

• Functional Applications - Computerized Maintenance Management Systems (CMMS)
• Infrastructure as a Service (IaaS) - Cloud Databases

• Buildings
• Finance & Insurance

• Facility Management
• Maintenance

• Inventory Management
• Personnel Tracking & Monitoring

• System Integration
• Training

GreenState Credit Union, a prominent credit union in Iowa, faced significant challenges in managing its facilities. Prior to 2013, the credit union's facilities management processes were heavily dependent on email and paper notes. They attempted to use the IT help desk system and Microsoft Outlook for preventive maintenance scheduling. However, these solutions proved to be inadequate. The IT help desk system was too IT-centric and lacked the flexibility needed for facility management. Microsoft Outlook, on the other hand, was not effective in managing the interrelationships of staff technicians, contractors, and the numerous facilities under management. The lack of a comprehensive and efficient system led to difficulties in tracking and managing requests, scheduling preventive maintenance, and documenting work details.

GreenState Credit Union, established in 1938, is Iowa's largest credit union. It has grown exponentially over the years, boasting over 430,000 members and 33 branch locations. The credit union has expanded its footprint beyond Iowa to include Illinois and Nebraska. GreenState Credit Union is committed to providing excellent service to its members, and this commitment extends to the management of its facilities. The credit union faced significant challenges in managing its facilities, which led to the incorporation of eSSETS in 2013 to streamline its facilities management processes.

GreenState Credit Union incorporated eSSETS in 2013 to transform its facilities management processes. eSSETS offered a range of features designed to streamline the processes. It provided a facility-centric service request system that allowed employees from all locations to submit issues directly to the dispatch queue. A dispatch management console was introduced to track all incoming requests, enabling further elaboration, prioritization, and assignments to staff technicians and contractors. The solution also included a comprehensive preventive maintenance definition and scheduling function, offering multi-step inspections and PM actions with flexible scheduling and assignment possibilities. An upgraded work order management system was implemented, allowing for notifications of new assignments and enabling staff technicians and contractors to document their work in detail. Lastly, the software provided an easily navigable database for electronic records about buildings and equipment, accessible from both desktop and mobile devices.

• The implementation of eSSETS has transformed the way GreenState Credit Union manages its facilities. The Senior Regional Facilities Coordinator and his team are now able to monitor the incoming request queue effectively, ensuring swift and effective responses to requests from their internal customers. The robust dispatch system ensures that no request goes unnoticed or unaddressed. The team is also able to engage in strategic planning and preemptive action to minimize issues and adverse events, thanks to the scheduled inspections and preventive maintenance facilitated by eSSETS. The journey to efficient facilities management was supported by the eSSETS team, who provided invaluable support throughout the implementation phase and conducted numerous remote training sessions for the facilities team and management staff.