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O Bee Credit Union Selects FMSI’s Omnix Staff Scheduler and Performance Analytics™ to Streamline and Optimize Branch Staffing Effort

August 28, 2014

FMSI, a leading workforce optimization vendor for banks and credit unions, announced today O Bee Credit Union has adopted FMSI’s Omnix Staff Scheduler™, Omnix Interactive Dashboard™ and Omnix Performance Analytics™ solutions.  The $186 million Washington State-based financial institution will use FMSI’s software to automate their staffing process and improve reporting across its five retail branch locations. 
“The dated staffing method we were relying on was not sufficiently aligning our staff with the declining transaction trend in the branches,” says Melanie Ransom, VP of Human Resourcesat O Bee Credit Union.  “We would do our best to minimize staffing during slower periods, but when traffic surges would occur our Branch Managers would immediately call for more staff, regardless of the ongoing need.  FMSI’s smart software will provide us with hourly forecasted transactions per branch, helping us to more precisely staff our locations with the fluctuating demand.”

FMSI’s Omnix Suite of Products™ addresses the concerns of today’s financial institutions: keeping down expenses while improving service levels and sales in the branches. Through the collection and then preparation of front-line staff interaction data, FMSI’s system quickly empowers management teams with easy-to-read and actionable business intelligence.

“Along with reducing our personnel cost—which is our highest expense in the branch—we are also looking forward to having more productive and happier employees,” adds Ransom.  “From experience, we know our employees are more satisfied when their days are filled with consistent work.  By having the FMSI solution help us get the right number of staff at the right time and place, our staff will consistenly be busy throughout the day.” 

“Maintaining teller staffing at the ideal level to ensure customer satisfaction can sometimes be a very credit union specific decision,” says W. Michael Scott, President/CEO of FMSI. “Without accurate information, most financial institutions are not equipped to make a proper evaluation. With more than 25 years of experience helping banks and credit unions improve the productivity of their staff, our unique solutions for measuring and forecasting transaction volumes regularly reveal areas for better service, more sales and increased productivity.”

About O Bee Credit Union

Today, anyone living or working in Washington State can join O Bee Credit Union. They are proud of their rich history and unique capacity to meet the varied financial needs of their members. Through solid roots, dedication and continued hard work they continue to evolve into one of the most modern financial institutions in the country.  Learn more at

About FMSI

Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use, yet sophisticated, software-as-a-service solutions, including: Omnix Staff Scheduler™, Omnix Interactive Dashboard™, Omnix Performance Analytics™, and Omnix Lobby Tracker™.  FMSI’s smart scheduling application gives banks and credit unions the ability to optimally schedule their team throughout the branch network and to manage staff through easy to read color graphics, online interactive dashboards, and succinct management reports. FMSI provides performance management information exclusively to financial institutions of all sizes, including a workforce optimization comparative data benchmarking report that allows clients to see where they rank amongst their industry peers. Visit the company’s website at or call 877.887.3022 to schedule a complimentary online demonstration of any of our products.  You can also quickly estimate your savings with FMSI’s Efficiency Calculator at

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