PROJECT MANAGEMENT IN BANKING AND FINANCIAL SERVICES

The Specialist PPM Tool for Project Management Teams in Banking and Financial Services

As a specialist financial institution managing complex projects in an ever more challenging commercial and compliance led environment, the need for a PPM tool that can manage these multifaceted requirements has never been greater.

Our award-winning Project Portfolio Management (PPM) solution, PM3 is designed by PPM practitioners to help your team deliver successful outcomes of your projects and programmes.

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How does PM3 support the banking and financial services sector?

Optimal Project Planning

PM3 has a number of project planning modes whether your approach is agile or waterfall. PM3 shows your milestones in an easy-to-understand graphic that is ideal for stakeholders to be able to understand the state of the schedule. The more detailed Gantt chart allows the team to understand the plan at a more granular level. PM3 has different plans for different users of these plans. PM3 also allows the import of project plans from Microsoft Project.

PM3 empowers project managers to focus on delivering outcomes, freeing them from the burden of extensive report writing. This innovative solution streamlines data entry, ensuring efficiency in generating detailed reports automatically.

PM3 caters to the needs of project teams, stakeholders, and regulatory requirements, providing a holistic approach to lifecycle management.

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Effective Risk Management

Effective Risk Management

PM3 includes a risk management module enabling the successful execution of your initiatives within a risk managed framework.

The tool’s capabilities extend to supporting project plans and aligning with the objectives of the PMO, making it an indispensable asset in the dynamic landscape of financial services.

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Integrated Project Oversight

PM3 offers comprehensive support to the PMO by providing a unified perspective on various initiatives, spanning from standalone projects to digital transformation programmes.

Establishing a singular and reliable source of information, often referred to as ‘one version of the truth,’ equips you with the tools needed to make informed decisions regarding all your portfolios.

This clarity enhances the collaborative working of your team members and helps to deliver your expected outcomes in the ever-changing landscape of the banking industry.

Integrated Project Oversight
Resource Optimisation for Complex Projects

Resource Optimisation for Complex Projects

PM3 empowers financial institutions to manage their resources more effectively, ensuring the optimal use of the right resources and identifying any resource gaps.

PM3 excels in highlighting potential areas of under-utilization among contractors and staff, ensuring that your resource allocation is optimized in terms of cost.

Resource Optimisation for Complex Projects
High-Quality Reporting

High-Quality Reporting

PM3 provides a rich library featuring more than 100 out-of-the-box reports for projects, programmes, and portfolios. This helps project managers focus on delivering their project outcomes instead of spending time writing highlight reports. With PM3, your project, programme and portfolio highlight reports are automatically generated.

Reports can be effortlessly shared with stakeholders in a variety of formats or exported directly to your Microsoft Teams Channel, streamlining communication and collaboration.

This efficient reporting functionality not only improves your project management processes but also liberates you from the time-consuming task of wrestling with spreadsheets. This, in turn, allows your team to channel its focus towards the core objective of successful delivery.

High-Quality Reporting

Reach out to our team and see how we can help deliver your BestOutcome

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