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Rewriting the Rules for Long-Term Impact at Philadelphia Federal Credit Union

How NRI helped PFCU streamline their Microsoft licensing portfolio, enabling a strategic cloud transition and achieving significant cost savings.

ビジネス状況

Philadelphia Federal Credit Union (PFCU) serves members across Pennsylvania, New Jersey, and Delaware. Despite their strong legacy, they were ready for change. Their vision: a modern, cloud-based IT environment that could keep pace with their evolving needs. But their existing Microsoft Enterprise Agreement was rooted in legacy on-premises systems leaving cloud capabilities underused and value on the table. Coupled with growing dissatisfaction toward their Cloud Service Provider (CSP), PFCU knew it was time to take control of their licensing strategy and build a smarter path forward.

考察

Assess and optimize existing Microsoft licensing while developing a strategic roadmap for transitioning to Microsoft cloud services.
Ensure compliance and avoid potential audit penalties.
Implement a phased approach to manage costs over time.

Drawing the Full Picture

NRI started with a deep-dive into PFCU’s licensing landscape. The findings showed that just 3% of the Microsoft cloud services they were paying for were actually in use. This pointed to a major opportunity to not only cut waste but to design a plan that better aligned technology with how PFCU actually worked.

Taking Steps on the Strategic Roadmap

With insights from the assessment in hand, NRI laid out a three-year strategic roadmap to increase Microsoft cloud usage from 3% to 64%. The roadmap didn’t push a rapid overhaul. Instead, it focused on thoughtful, phased adoption that would align with PFCU’s budget cycle and operational priorities. By spacing out the implementation, PFCU could stay agile, avoid disruption, and steadily unlock more value from their Microsoft ecosystem.

ソリューション

Philadelphia Federal Credit Union knew they needed to modernize, but their existing Microsoft agreement was stuck supporting legacy infrastructure, and their Cloud Service Provider wasn’t delivering. That’s when they turned to NRI for a smarter path forward. Through our COMPASS program, NRI conducted a deep assessment of their Microsoft portfolio. The findings were clear: they were only using 3% of the cloud capabilities they were already paying for.
Next, NRI built a three-year roadmap to shift their usage from 3% to 64%, prioritizing implementation based on business needs and budget. Instead of one massive upfront cost, the plan was paced to align with PFCU’s financial strategy. NRI used this opportunity to streamline PFCU’s license inventory and ensure audit compliance by removing excess licenses and reducing unnecessary spend. This led to a leaner, more strategic Microsoft environment built for cloud transformation.

Capabilities Applied

Modern Applications
採用と変更管理
Governance Risk & Compliance

Technologies Utilized

Microsoft 365 Business Basic
Visio Plan 1 & 2
オフィス365 E1
プロジェクト計画3
エンタープライズ・モビリティ＆セキュリティ E5

結果

The outcome was a foundational shift. Through assessment, planning, and partnership, NRI helped PFCU modernize with confidence, optimize spend, and make the most of every Microsoft investment. With a modern and efficient IT infrastructure plan unlocked, NRI and PFCU worked to:
Identify and eliminate underutilized Microsoft licenses.
Develop and execute a phased cloud adoption strategy.
Ensure compliance with licensing agreements, mitigating audit risks.
Achieve nearly 25% cost savings over a three-year period.

挑戦の第一歩、私たちがお手伝いします。