PPM for Financial Institutions PPM for Financial Institutions

Project Portfolio Management for Financial Institutions

Build flexible and realistic project portfolios with the right people working on the right projects

The World’s Most Effective Companies Rely on Meisterplan

Banks, Credit Unions, and Other Financial Institutions Need PPM That Works

Financial institutions and services simultaneously drive many transformations such as digital business enablement, big data management and legacy overhaul – making for very complex project portfolios. They also must cope with project delays, data that comes from multiple sources and key resources that are expected to be in multiple places at once. Combine these challenges with regulatory changes and deadlines and you have a chaotic project landscape. Meisterplan is a project portfolio management and resource management tool built for creating transparency so companies can Make Plans That Work.

Meisterplan makes complex multi-project portfolios easy to understand, manage, and update. In an intuitive dashboard, users can see projects ranked by priority, the resources required and assigned to each project and financials associated with each project. Resource bottlenecks, overallocations and overspending are clearly marked, allowing users to quickly take corrective action. Updates to your portfolio appear in real-time, so you can immediately see the impact of changes. Users can also use our scenario comparison feature to instantly get answers to What-If questions.

Learn more about Meisterplan

PMOs in the Banking Industry
Resource Management with Meisterplan

How Meisterplan Supports Financial Institutions

Gain transparency into your projects and resources to make the best strategic decisions. Meisterplan is quick to implement and only requires a minimal amount of project data to get started.

  • Use our customizable project score feature to objectively evaluate the priority of each project
  • Drag and drop projects to change their rank when priorities change
  • Staff the most important projects first to ensure project completion
  • See inter-project dependencies and milestones in one view
  • Monitor the financial impact of changing plans

What Dieter Loves About Meisterplan

Powerful yet easy to use. For a long time I was looking for the right tool to support a method called "project management by autonomous systems". I found Meisterplan to be the exact counterpart to show the huge amount of projects going on and to prioritize according to company and IT strategies.

Professional in the IT Industry

Dieter Wichland

What Thomas Loves About Meisterplan

Everyday is a Meisterplan Day. Thanks to the simplicity of the product and its excellent usability the Project Portfolio Process PPM was holistically optimized and strategic decisions for projects ensured. Eager to further enhance maturity of PPM with future releases of the product.

CEO | Stadtwerk Winterthur | open_in_new

Thomas Wetterwald

What Benjamin Loves About Meisterplan

Easy to use resource planning application. Until now we used Excel for resource planning. With Meisterplan, it was so easy to import our existing excel planning that we could start with the solution in less than a day.

sprylab technologies GmbH | open_in_new

Benjamin Kolb

Bayer

What Carly Loves About Meisterplan

Without Meisterplan, portfolio decisions during crises like this are not well-informed and have unpredictable outcomes.

Initiative Portfolio Manager | Bayer UK | open_in_new

Carly Santer

Meisterplan customer Felix Willing

What Felix Loves About Meisterplan

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

CIO | Hella | open_in_new

Felix Willing

What Anton Loves About Meisterplan

Best product for portfolio management with resource bottleneck. I've chosen Meisterplan among 50+ PM tools due to easy-to-use resource allocation and project aligning features. Most suitable for high-level roadmap planning having limited resources for project development.

Head of PMO | Xsolla | open_in_new

Anton Zhvakin

What Johannes Loves About Meisterplan

With Meisterplan we easily can align our projects with business goals, resources and financials. This led to fast and reliable business decisions.

CEO | Consolutions GmbH & Co. KG | open_in_new

Johannes Woithon

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