Two people discussing project plans at a table with laptops and documents.

Success Story

Learn how Western & Southern Maintained Agility with Meisterplan to Become a Leader in Financial Services.

Meeting New Challenges with Meisterplan

Western & Southern Financial Group has been serving customers across the U.S. for over 130 years. The company experienced dramatic growth in recent years which brought new challenges. To better serve their customers, Western & Southern began to build out their specialization in project portfolio management and project delivery. With the help of Meisterplan, Western & Southern was able to:

  • Improve project prioritization across all business units
  • Gain an accurate big picture view of the current status of work
  • Utilize resource managementResource ManagementWhen it comes to resource management, the focus is on the optimal planning, coordination and monitoring of resources. The term “resources” includes things like employees, budgets, materials and time. to spot capacity restraints early
  • Prioritize initiatives to focus on what really matters
  • Enable faster decision-making

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Cover page of Western & Southern Financial Group report with people discussing.

I believe in the solution and see how it can benefit any company that manages multiple projects simultaneously. Which I think is just about EVERY company!

Derek Walz, New Product Development Manager, open_in_new
Bard Manufacturing Company

Meisterplan helps us deliver our projects on time, within the agreed budget, and in top quality.

Måns Björklund, Executive Producer, open_in_new
Important Looking Pirates
Kasey Babcock

Meisterplan opened our eyes to resource bottlenecks and new portfolio solutions.

Felix Willing, CIO, open_in_new
Hella

There are a lot of things that go into a project plan besides the timing and resources. We need a lot of context and it shouldn't be a surprise when a project needs attention. Our projects need to tie back to our mission and what we want to achieve. With Meisterplan, we can make informed decisions and move the organization forward.

Jay Nutter, IT PMO and New Services Manager, open_in_new
CaroMont Health

Meisterplan is now a key element of  our portfolio planning. It helps us to make sure that our portfolio is realistic and that we create plans that really work.

Marzio Locatelli, Head of Project Management, open_in_new
Trafag AG
Eric Cayer, Cybercat

With Meisterplan, we can see our available capacity clearly, so I can tell the sales team exactly how many hours they need to sell each month.

Éric Cayer, PMO Director, open_in_new
CyberCat

With Meisterplan, we can always see what exactly the impact of doing any project is – and it´s really simple to use.

Peter Parfitt, Head of Digital and Customer Experience, open_in_new
Buckinghamshire County Council