Client Story: Centennial Bank

[00:00:05 – 00:00:42] 
We primarily use the platform to focus on timelines, ensuring that all tasks and documentation associated with a project are completed accurately and on schedule. 

It’s been incredibly helpful in organizing our work. We can now easily identify project risks through the risk register and track issues using the issues register. We also created a decision log — a central place to capture every important decision, even those that might otherwise only appear in an email. 

By consolidating this information, we no longer have to dig through emails later to find key details. Everything is stored in one place, making our documentation process far more efficient. 

Establishing Governance and Consistency Across Projects 

[00:00:45 – 00:01:08] 
We’ve implemented clear governance standards that define the minimum requirements for every type of project. These act as a checklist to ensure each project, regardless of who manages it, follows a consistent approach. 

This consistency improves our reporting accuracy and helps us deliver reliable updates to both stakeholders and C-level executives. It ensures that no matter which project manager leads, the same high standards are met across the organization. 

Improving Compliance and Audit Readiness 

[00:01:11 – 00:01:59] 
Cora helps us track approvals throughout each project lifecycle. With multiple approval steps required, it’s essential to document them all in one centralized location. 

We store not only approval records but also supporting documents such as contracts, vendor communications, and regulatory information. This centralized documentation ensures that when regulators or examiners review our projects, we can easily show detailed evidence of every decision and approval made. 

Additionally, we use a QA checklist to confirm that every required document is properly recorded, minimizing the risk of missing information and ensuring full compliance. 

Enhancing Reporting with Dashboards 

[00:02:03 – 00:02:29] 
One of the features we love most is the dashboards. They provide visual clarity through pie charts and graphs, allowing stakeholders to see the project’s status at a glance. 

As a relatively new user of the Cora platform, we’re continuing to refine our reporting capabilities. For now, the dashboards give us much of what we need — and we’re expanding their use to include deeper, more detailed reporting over time. 

Resource Planning and Project Prioritization 

[00:02:33 – 00:03:08] 
Cora also gives us valuable insight into future resource planning. It allows us to forecast resource availability and determine whether we have the capacity to take on upcoming projects. 

If a large or regulatory-driven program arises with a strict deadline, we can use the platform to make informed decisions — such as temporarily pausing less critical projects to redirect resources where they’re most needed. This flexibility ensures we stay compliant and meet our deadlines without overextending our teams.