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Category: Credit Union Automation
Employee at burdened desk and employee at automated desk.

September 30, 2026 • 3 min read • By

From 6 Hours to 15 Minutes: Automating Portico Payroll Exceptions

I developed an application called the Portico Payroll Processor to automate the process of identifying and entering payroll exceptions into Portico.

Mock up of Portico Statement Message Assistant on a laptop

September 21, 2026 • 3 min read • By

Portico Statement Messages Made Easy

I found it tedious to craft statement messages consisting of 4 lines of 60 characters each, so I created the Portico Statement Message Assistant.

Report Migration Controller workflow diagram

March 28, 2026 • 5 min read • By

From Script Sprawl to Scalable Automation: How One Credit Union Scaled Report Delivery from Fiserv to SharePoint

How one credit union replaced script sprawl with a scalable framework for automated report delivery into SharePoint Online.