Penticton, V2A 8G7, BC,
Canada
First West Credit Union Technographics
First West Credit Union Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by First West Credit Union and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1300 First West Credit Union employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that First West Credit Union has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2019, Oracle Cloud HCM for Core HR in 2019, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems First West Credit Union is running and its propensity to invest more and deepen its relationship with Oracle , Visier , Microsoft 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 First West Credit Union revenues, which have grown to $239.0 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 First West Credit Union 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.
First West Credit Union Tech Stack and Enterprise Applications
First West Credit Union ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Oracle PeopleSoft ERP | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2019 | 2021 |
In 2019, First West Credit Union implemented Oracle Cloud ERP as part of a coordinated cloud program that also included Oracle HCM and a Commercial Lending System. The Oracle Cloud ERP deployment replaced Oracle PeopleSoft ERP and targeted consolidation of on premise financial and HR systems into a SaaS based architecture.
The Oracle Cloud ERP implementation focused on core financial capabilities consistent with an ERP Financial deployment, including general ledger, accounts payable, accounts receivable, budgeting and financial reporting, with configuration for centralized chart of accounts and period close orchestration. Functional workstreams addressed role based financial controls and automated close processes to align accounting practices across the credit union.
Integrations were executed to link Oracle Cloud ERP with Oracle HCM and the new Commercial Lending System as part of the unified program, and remaining on premise PeopleSoft components were decommissioned. The rollout covered finance, HR and commercial lending functions across First West Credit Union, requiring coordinated cutover planning between business units and IT operations.
Program governance used rolling wave planning, phased execution and ongoing monitoring routines, supported by a Commercialization Plan and a Benefit Realization Matrix to prioritize releases and realize early value. Change management and adoption were led enterprise wide, with explicit transition to business as usual processes established to sustain new operational workflows.
The program successfully implemented Oracle ERP and Oracle HCM replacing Peoplesoft in 11 months, delivered 100% remotely and within stated budget and scope. The successful go live established Oracle Cloud ERP for First West Credit Union under the ERP Financial category and enabled the decommissioning of on premise systems.
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First West Credit Union HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Oracle PeopleSoft HCM | Oracle Cloud HCM | Core HR | HCM | n/a | 2019 | 2021 |
In 2019, First West Credit Union implemented Oracle Cloud HCM as its Core HR application, replacing Oracle PeopleSoft HCM. The implementation was part of a coordinated program that also delivered a Cloud ERP and a Commercial Lending System while decommissioning PeopleSoft on premise applications and moving to SaaS delivery.
The Oracle Cloud HCM deployment emphasized Core HR capabilities and standard workforce administration workflows, extending to payroll and benefits administration and talent management consistent with Core HR functional patterns. Configuration and automation efforts followed cloud best practices to centralize employee records, streamline HR process orchestration, and prepare for ongoing HR service delivery in a SaaS model.
The program was delivered as a cloud native architecture, orchestrated alongside the Oracle Cloud ERP and Commercial Lending System rollout, with collaboration between internal sponsors and multiple vendor teams. The rollout was executed 100% remotely and completed in a compressed 11 month timeline, keeping scope and budget targets in alignment with program governance.
Governance leaned on rolling wave planning and a hybrid execution approach, with an established Commercialization Plan, a Benefit Realization Matrix, and formal change management and adoption activities to transition to business as usual. The Program Manager led enterprise change initiatives, enabling the transition of HR and payroll business functions to Oracle Cloud HCM and formalizing BAU support models post rollout.
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Workforce Analytics | HCM |
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2019 | 2019 |
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First West Credit Union Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, First West Credit Union implemented Microsoft 365. Microsoft 365 serves as the organization's Collaboration application and public web assets indicate the use of Microsoft 365 services on the corporate website, confirming a cloud SaaS deployment footprint for core productivity and external-facing integration points.
The deployment centers on cloud-hosted collaboration capabilities, with implementations aligned to typical Microsoft 365 functional modules such as Exchange Online for email, SharePoint Online for intranet and document management, Microsoft Teams for conferencing and chat, and OneDrive for Business for user file storage. Identity and access are managed within the Microsoft 365 tenant framework, using Azure Active Directory for single sign-on and directory services and Microsoft Intune for endpoint and device management when applied, while governance is organized around centralized tenant administration, role-based access controls, and conditional access patterns to support secure access across corporate and branch staff working in banking and financial services.
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First West Credit Union Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
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First West Credit Union CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Support | CRM |
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2018 | 2018 |
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First West Credit Union PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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First West Credit Union 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at First West Credit Union
Apps Being Evaluated by First West Credit Union Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-06-26 | First West Credit Union | Evaluated | Unblu | Unblu Platform | Chatbots and Conversational AI | AI-Powered Application |