Client story Ready for Tomorrow: A Look at Texans Credit Union's Digital Workplace Strategy

Transformation foundation, in the cloud

At the heart of Texans CU's strategy is a complete migration of its core business applications and data centers to the cloud. It’s a fundamental shift to a model built for resilience and growth.

"Our strategy is a digital-workplace, cloud-first strategy," says Ian Beirnes, VP of IT at Texans Credit Union. "When we have to consider new technologies, it’s the cloud options that make the difference.”

For Beirnes, the cloud offers a way to move beyond the limitations and expenses of aging physical infrastructure. Instead of continuously refreshing costly components like generators and UPS systems, the credit union can leverage the robust security and continuity of Azure^®.

This move also brings the agility and scalability needed to support the company’s upward growth trajectory. "We’re able to be resilient, agile, and scale as we need to," Beirnes notes, highlighting how a consumption model allows them to scale up and down efficiently to meet changing member demands.

Powering a modern workforce

The Azure transformation provides the backbone, but the credit union's digital workplace strategy is ultimately about empowering employees with new levels of productivity and innovation. While expanding to serve a new generation of members, the credit union is equally committed to its longtime members who value a trusted experience. Behind the scenes, modern internal tools like Microsoft^® Copilot are helping employees deliver on that promise.

The decision to adopt Copilot was driven by its embedded access across the credit union’s Microsoft ecosystem with domain-specific integrations (from Graph API for Office docs to IDE context for GitHub), providing an enhanced and seamless user experience. The result is a user-friendly interface that combines ease of use with the rigorous safeguards required by a financial institution.

"That is one of the biggest reasons that we chose Copilot," Beirnes says. "Aside from the fact that it's a frictionless experience...it also respects all the security permissions and classification that we put on our information."

Today, Texans Credit Union benefits from enterprise-grade security controls, including robust information protection policies, adherence to regulatory compliance requirements, and strict data isolation and residency safeguards. Together, these capabilities protect sensitive member information while delivering intuitive access to the tools and data employees need.

Trust, transparency, and technology

Beirnes values a partnership where the focus is on solving problems. "Insight is very collaborative, very responsive, and very intuitive...I trust that when we get on the call, we're going to focus on the task at hand.”

By embracing a cloud-first and digital-first mindset, Texans Credit Union is building a future-proof organization. They're not just reacting to industry changes; they’re proactively using technology to lead the way — ensuring they provide the security, efficiency, and modern banking services that all Texans deserve.