Scale Up Your Digital Transformation

Project Portfolio Management for Financial Services

Great Companies Trust Meisterplan

Logo of Meisterplan Customer DKV
Logo of Meisterplan Customer DZ Bank
Logo of Meisterplan Customer Versicherungskammer Bayern

Financial institutions 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.

Project Portfolio Management for Financial Services with Meisterplan

Financial professionals use Meisterplan as an add-on to enterprise PPM software to reduce the complexity of their project portfolio and to answer key resource management questions. With just a few clicks, management can simulate project changes, and the plan immediately reflects the impact of those changes, allowing them to react quickly and make better decisions even in the early stages of planning.

Meisterplan shows managers which projects their key resources are working on to ensure the top projects are receiving the attention that they need. Managers will be able to see resource capacity and quickly spot and resolve bottlenecks to ensure the optimal utilization of key resources.

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Wall Street sign in lower Manhattan New York
Felix Willing, CIO Manroland

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

Felix Willing, PhD, CIO, Nordex SE
Jesper Mols Rasmussen, R&D Project Execution, Siemens Wind Power

With Meisterplan we have an always up to date visualization of the balance between demand and capacity and management can make portfolio decisions (e.g., Project Go/Kill) based on facts rather than ‘gut feelings’.

Jesper Mols Rasmussen, R&D Project Execution, Siemens Wind Power
Maans Björklund, ILP

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

Måns Björklund, Executive Producer, Important Looking Pirates
Marcus Plach, Ergosign

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 Plach, Managing Director, Ergosign GmbH
Marzio Locatelli, Trafag AG

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, Trafag AG
Peter Parfitt, Buckinghamshire County Council

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, Buckinghamshire County Council
Phil Morris, First Utility

Meisterplan is critical to the management of our project portfolio.

Phil Morris, Head of PMO, First Utility
Prices starting at $ 199 per month
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Choose the number of resources that you manage
1 Resource
> 500 Resources

Your Package

126-150 resources
$1,299
per month
Unlimited users Unlimited projects Unlimited scenarios