Services Overview

CU Logics provides consulting and advisory services focused on AI strategy, Microsoft 365 optimization, and operational automation within credit unions.

AI Strategy & Governance

Supporting responsible, practical AI adoption.

• AI readiness assessments
• AI usage guidelines and guardrail development
• Vendor AI risk evaluation support
• Identification of low-risk internal AI use cases
• Executive and board briefings on generative AI
• Staff education sessions (practical, non-technical)

Microsoft 365 & SharePoint Optimization

Improving collaboration, governance, and internal systems using existing Microsoft tools.

• SharePoint site architecture design and restructuring
• Intranet modernization
• Document management strategy (retention, metadata, search)
• Workflow automation (Power Automate)
• Microsoft Lists implementation
• Forms and approval process automation
• Permissions audits and governance structure
• Teams / SharePoint integration strategy

Operational Automation & Process Improvement

Reducing manual workload and improving internal accuracy.

• Reporting automation
• Task and workflow streamlining
• Policy and procedure digitization
• File naming and document classification automation
• Custom lightweight internal web tools
• Script-based automation (PowerShell / API integrations)

Advisory & Education

Supporting leadership clarity and staff capability.

• Board-level technology briefings
• Staff workshops (AI, automation, digital literacy)
• One-on-one executive advisory
• Vendor selection perspective
• Technology roadmap consultation

Engagements range from single-session workshops to ongoing advisory relationships.