Assessing the opportunities
CBS worked with Unity Bank to review the business challenges, carry out an infrastructure review and come up with options that suited their needs and regulatory requirements. Unity Bank wanted to maintain control and security over certain aspects of its infrastructure. For other applications, like their email exchange, it was clear a more cost effective and flexible cloud-centric approach could work well.
In particular, the team was keen to ensure Unity Bank could take advantage of Microsoft’s Office 365 and the new functionality available in the cloud, such as Teams, Streams and Sharepoint – a decision that proved particularly valuable when COVID-19 hit and staff were forced to work from home.
Willcox and his team were also looking to beef up their reporting capabilities with Microsoft’s Power BI. Up until then, Unity Bank had “very rudimentary reporting” options. The transformation saw the bank take advantage of CBS’ infrastructure to build a data warehouse in conjunction with Power BI in order to expand reporting and better understand what’s happening in the business.