uppwise

Case studies

Strategy & Investment Management Solution into a MULTINATIONAL FOOD AND DRINK COMPANY

01
Background

Strategic budgets allocation, portfolio management and investments execution remained very fragmented with multiple data entries and poor information flow in this large Food and Drink Company.

02
Challenge

  • 6,000+ Users spread around the globe working on average of 4,000 initiative/year
  • Manual work – redundant data entry for demand and project teams
  • No tool covering strategy governance or budget allocation management
  • No Strategy-to-Execution connection
  • Inconsistent data between different systems causing difficult information flow and data management
  • Difficult feedback to head offices of  portfolios status – mid year and year end
  • Weak and time-consuming reporting process

03
How uppwise helped

  • Implemented a single source of truth from strategy to execution
  • Automated demand intake and streamlined initiatives evaluation and approval processes
  • Top-down budgeting approvals and change management
  • Improved execution management to bring all the required info into a single and consistent workspace
  • Role-based dashboards and automated reporting processes

A Robust Enterprise PPM Solution for LARGE INSURANCE COMPANY IN THE NORDICS

01
Background

One of the Largest Non-Life Insurance Companies in the Nordic Region migrated off of their old project management application and needed a robust Enterprise PPM solution that would act as a central knowledge database for all of their projects. They were looking for a solution that would act as an ‘Umbrella Portal’ and easily integrate to their other principal applications: SAP and Office 365.

02
Challenge

  • Transitioning from a waterfall to and hybrid PPM model
  • Hundreds of initiatives to be centralized from multiple legal entities based in various Nordic Countries.
  • Lack on actual cost visibility across initiative
  • No connection between investments and benefits
  • Inconsistent data between different systems causing difficult information flow and data management
  • Weak and time-consuming reporting process

03
How uppwise helped

  • Implemented a single source of truth from demand to execution
  • Automated demand intake and streamlined initiatives evaluation and approval processes
  • Connected agile teams working in Jira
  • Improved execution management to bring all the required info into a single and consistent workspace including data from vendors
  • Role-based dashboards and automated reporting processes
  • Pipeline and Forecasting
  • Actual costs management through integration with SAP
  • Benefits realization management (also after initiative close-out)
  • Role-based dashboards and automated reporting processes

Improved Visibility ACROSS R&D

01
Background

This leading manufacturer of advanced synthetic fibers needed to cost-effectively manage projects within a small team to provide visibility across the R&D group and to improve their project success rate.

02
Challenge

  • Fragmented visibility of initiatives and lack of coordination across geographically distributed teams
  • Small PMO team to deal with hundreds of initiatives in R&D and Digital Transformation space
  • Initiatives time-to-market out of control
  • Weak and time-consuming reporting process

03
How uppwise helped

  • Implemented a single source of truth for all the Company initiatives across their multiple offices in Italy, USA, Croatia, Germany , UK, China and Slovenia
  • Complete visibility of R&D and Digital Transformation initiatives
  • Improved execution management to bring all the required info into a single and consistent workspace
  • Improved time to market
  • Improved collaboration across R&D and Product Groups
  • Role-based dashboards and automated reporting processes
  • Saved PMO time by automating initiatives management and reporting processes

PMO activities improvement IN A LARGE LAW FIRM

01
Background

A large law firm with more than 650 lawyers practicing throughout the United States in the areas of litigation, business and transactions, intellectual property, finance, and real estate needed to improve their PMO activities.

02
Challenge

  • No integrated portfolio management
  • Projects scattered across a number of disconnected teams
  • Considerable amount of time devoted by leaders to plan and control their initiatives
  • Scarce control over costs
  • Lack of an overall capacity plan
  • Weak and time-consuming reporting process

03
How uppwise helped

  • Automation of portfolio management practices across the Firm, based on Uppwise strong portfolio management capabilities
  • Coordination and integration into a single solution of the work executed by distributed teams across US
  • Manage costs more effectively
  • Reduction of the effort needed by Project Managers to plan and control their projects
  • Centralized resource management module to support capacity planning & what-if analysis
  • Role-based dashboards and automated reporting processes

A PPM Solution Integrated with JIRA FOR A BIG FASHION COMPANY

01
Background

The Client is one of the largest international fashion houses where the PMO is in charge for a variety of projects for Digital Transformation and Real Estate initiatives connected to existing or new retail points. The Client expressed the need to implement a PPM solution to plan and control schedules, costs and resources of their projects across a number of Brands and Companies.

02
Challenge

  • Lack of a centralized portfolio solution to intake, evaluate and prioritize demand
  • No integration of work planned and executed in distributed teams using Atlassian Jira
  • Missing information about actual efforts spent to run projects at the PMO level
  • No visibility on resources workload
  • Weak and time-consuming reporting process

03
How uppwise helped

  • Automation of portfolio management practices based on Uppwise strong portfolio management capabilities
  • Integration into a single solution of the work executed by distributed teams by leveraging Uppwise-Jira seamless bi-directional integration
  • Implemented the Uppwise time-tracking module to capture actual work into a centralized view (also tracking worked hours coming from the Jira worklog)
  • Centralized resource management module to support capacity planning & what-if analysis
  • Role-based dashboards and automated reporting processes

IT PMO Solution for a large Insurance AND FINANCIAL SERVICES COMPANY

01
Background

The Client is a world leader in insurance and financial services aiming to replace their old and fragmented PPM solution (partially based on Excel) with a modern and integrated PPM Platform able to support the end-to-end initiative life-cycle from demand to close-out.

02
Challenge

  • IT PMO was struggling with the governance of initiatives connected to the various strategic pillars due to a fragmented situation of PMO processes and support tools
  • Lack of a centralized portfolio solution to intake, evaluate and prioritize demand
  • No integration of work planned and executed in internal and external teams
  • Missing information about actual efforts spent to run projects both for internal and external teams
  • No visibility on resources workload and capacity issues
  • Weak and time-consuming reporting process

03
How uppwise helped

  • Automation of portfolio management practices across based on Uppwise strong portfolio management capabilities
  • Automated demand intake and streamlined initiatives evaluation and approval processes
  • Integration into a single solution of the work executed by distributed teams
  • Implemented the Uppwise time-tracking module to capture actual work (both for internal and external teams) into a centralized view
  • Centralized resource management module to support capacity planning & what-if analysis
  • Provide great insights on financials indicators to Executives
  • Role-based dashboards and automated reporting processes