海军联邦信用社：云ERP现代化 [LRN1779].pdf

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1、Confidential/Proprietary Navy Federal Credit Union From Vision to Reality:ERP TransformationOctober 14,2025Confidential/ProprietaryPanel For TodayCorrie JamesAssistant Vice PresidentFinance Product and Portfolio MgmtNavy Federal Credit UnionGloria Gelabert,CPAAssistant Vice PresidentCorporate System

2、s and FinanceNavy Federal Credit UnionRashmi WoodSenior Manager,Deloitte Enterprise PerformanceConfidential/Proprietary Introduction to Our Organization Rationale for Cloud and Modern ERP Adoption Integration of ERP with Technology Ecosystem Business Benefits and Impact of ERP Modernization Implemen

3、tation Approach Success Enablers and Key Learnings Open Discussion/Q&AAgendaConfidential/ProprietaryWho We AreMember-owned credit union proudly serving servicemembers,veterans,and their familiesFounded in 1933;guided by the purpose:Our Members are the MissionTrusted,secure,and service-first with nat

4、ionwide digital access and global ATM reachRecognized for putting members first and delivering award-winning serviceWhat We DoProvide full-spectrum consumer financial services:deposits,lending,payments,and member supportDeliver exceptional digital experiences backed by strong governance,risk managem

5、ent,and complianceInvest in modern platforms(e.g.,Oracle Cloud)to improve speed,transparency,and resilienceEmpower members and employees with data-driven insights and easy-to-use toolsWho We Are at Navy Federal Credit UnionConfidential/ProprietaryWhy Adopt to Cloud and Modern ERPPre-Implementation S

6、tateAntiquated Employee ExperienceFuture Support/Investment System MaintenanceManual ProcessesLack of Modern Capabilities 5Dated On-Premise SystemsSupport for Back Office OperationsLess Automation Limitations in Scaling and ModernizationConfidential/Proprietary6Sequencing ERP Cloud Modernization Bui