Credit Union National Association
5710 Mineral Point Rd,
Madison, 53705, WI,
United States
Madison, 53705, WI,
United States
1 608-231-4000
Banking and Financial Services
Credit Union National Association Technographics
Credit Union National Association Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Credit Union National Association and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Credit Union National Association employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Credit Union National Association has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2011, Web Courseworks LMS for Learning and Development in 2009, Accruent EMS for Facility Management in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Credit Union National Association is running and its propensity to invest more and deepen its relationship with Microsoft , SAP , Web Courseworks or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Credit Union National Association revenues, which have grown to $80.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Credit Union National Association intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Credit Union National Association Tech Stack and Enterprise Applications
Credit Union National Association ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, Credit Union National Association implemented Microsoft Dynamics GP as its ERP Financial platform. The deployment centralized core financial processes for finance and accounting, and a Microsoft Dynamics GP System Administrator steered migration of Oracle Financials to Microsoft Dynamics and managed subsequent system upgrades.
Configuration work emphasized typical ERP Financial modules, including general ledger, accounts payable, accounts receivable, cash management and fixed assets, with chart of accounts alignment and role based security to support transaction automation and month end close workflows. Microsoft Dynamics GP was configured to enforce financial controls and automate standard accounting processes consistent with banking and financial services requirements.
Operational coverage focused on the finance organization at Credit Union National Association, with Microsoft Dynamics GP acting as the system of record for financial transactions after consolidation of data from Oracle Financials. The migration and ongoing upgrade activity were coordinated to preserve configuration consistency and transactional integrity within the ERP Financial environment.
Governance was organized around a System Administrator led model responsible for release planning, patch management, configuration control and change management for Microsoft Dynamics GP. This governance model institutionalized operational ownership and formalized processes for upgrades and enhancements within finance and accounting functions.
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Expense Management | ERP |
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2009 | 2009 |
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Credit Union National Association HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Web Courseworks | Legacy | Web Courseworks LMS | Learning and Development | HCM | n/a | 2009 | 2009 |
In 2009, Credit Union National Association implemented Web Courseworks LMS to support member education and continuing professional development. The Web Courseworks LMS deployment was delivered via Web Courseworks CourseStage-based eLearning services and hosted infrastructure, and it focused on Learning and Development for CUNA and its United States membership programs.
The implementation likely employed standard CourseStage LMS capabilities aligned to association learning, including course catalog and enrollment management, curriculum and certification tracking for continuing education credits, SCORM content hosting and online assessment engines, and administrative reporting for learner records. Configuration emphasis was on association L&D workflows and continuing professional development processes to manage member-facing education programs.
Vendor materials cite a long-term service relationship and hosted delivery, and this delivery model implies integration points with association infrastructure, most plausibly association management system single sign-on and member record synchronization to maintain credentialing and enrollment alignment. Operational scope centered on CUNA education and certification functions, with governance structured around centralized course administration and vendor-hosted operations under Web Courseworks LMS.
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Credit Union National Association ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Accruent | Legacy | Accruent EMS | Facility Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, Credit Union National Association implemented Accruent EMS as its Facility Management platform. The organization is listed as a customer on the EMS software website, confirming the deployment of Accruent EMS for facilities management oversight.
Accruent EMS was implemented to provide core Facility Management capabilities, with emphasis on work order management, asset management, preventive maintenance scheduling, space and facilities planning, and vendor management. Configuration work focused on establishing centralized asset hierarchies, maintenance schedules, mobile technician workflows, and operational reporting and dashboards to support facilities operations and maintenance planning.
The deployment was positioned to support facilities and operations teams by centralizing maintenance processes, standardizing request intake and scheduling, and coordinating contractor and vendor activities. The solution was hosted in the cloud to provide organization wide access, and governance practices were aligned to role based access controls, approval workflows, and ongoing data stewardship for asset and maintenance records.
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Credit Union National Association Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2015 | 2015 |
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Credit Union National Association Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Asset Management | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2013 | 2013 |
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Credit Union National Association eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2013 | 2013 |
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Credit Union National Association CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Credit Union National Association IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Credit Union National Association CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Credit Union National Association
| First Name | Last Name | Title | Function | Department | Phone | |
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CFO | CXO | Finance | |
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Vice President of Finance & Controller | VP | Finance | |
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Deputy Chief of Staff/COO | CXO | Finance | |
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Executive Assistant to the EVP/COO | Manager | Finance | |
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Director of Finance | Director | Finance | |
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Manager of Finanical Operations | Manager | Finance | |
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Financial Systems Manager | Manager | IT | |
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Chief Operating Officer & Chief of Staff | CXO | Finance | |
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Senior Information Technology Assistant | Manager | IT | |
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Vice President of Meetings and Event Experiences | VP | Operations | |
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Virtual Event Production Manager | Manager | Operations | |
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Director of Events | Director | Finance | |
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Director of Business Relationship Management and Enterprise Architecture | Director | IT | |
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Apps Being Evaluated by Credit Union National Association Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Credit Union National Association IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Credit Union National Association digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Credit Union National Association Technographics
Credit Union National Association is a Banking and Financial Services organization based in United States,
with around 500 employees and annual revenues of $80.0 million.
Credit Union National Association operates a diverse technology stack with applications such as
Microsoft Dynamics GP, Web Courseworks LMS and Accruent EMS,
covering areas like ERP Financial, Learning and Development and Facility Management.
Credit Union National Association has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Web Courseworks and Accruent.
Credit Union National Association recently adopted applications including
Accruent EMS in 2022, Adobe Experience Manager in 2021 and Adobe Audience Manager in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Credit Union National Association’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Credit Union National Association’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Credit Union National Association technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.