Maintaining Agility to Become a Leader in Financial Services

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

By entering my email address and clicking on the button, I agree to receive regular information from Meisterplan on the topics of project portfolio management, resource management and Meisterplan. I can unsubscribe from the Meisterplan newsletter at any time. For information on how to unsubscribe, as well as information on our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

Western & Southern Cover Page

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

Peter ParfittHead of Digital and Customer Experienceopen_in_new
Buckinghamshire County Council
Éric Cayer, PMO Director at 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 CayerPMO Directoropen_in_new
CyberCat

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 WalzNew Product Development Manageropen_in_new
Bard Manufacturing Company
Meisterplan customer Felix Willing

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

Felix WillingCIOopen_in_new
Hella

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

Måns BjörklundExecutive Produceropen_in_new
Important Looking Pirates

With Meisterplan, our resource utilization is more transparent. Due to the seamless integration into our existing processes, we can increase the satisfaction of both our customers and employees.

Marcus PlachManaging Directoropen_in_new
Ergosign GmbH

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 LocatelliHead of Project Managementopen_in_new
Trafag AG