Project Portfolio Management for the Financial Services Industry

One tool for managing resources, projects and budgets

Leading Companies Trust Meisterplan

Meisterplan Customer Dupaco Community Credit Union
Logo of Meisterplan Customer DZ Bank
Meisterplan Customer Compeer Financial
Meisterplan customer RSM US
Meisterplan customer Holmes Murphy & Associates

Easily Organize Many Projects in one Dashboard

Intuitive Project Portfolio Management

Financial institutions have extremely complex project portfolios, but managing them doesn’t have to be a headache. Stop using hard to maintain spreadsheets and organize all your project data in one place.

  • Use a master portfolio to get transparency into all or your projects and resources

  • Organize your projects based on department, business unit or team with sub-portfolios

  • Easily see the exact resource requirements for each project

  • Quickly get answers to what-if questions through our scenario planning feature

Work with clear priorities within the project portfolio management software Meisterplan
Simulating resource capacities across project portfolios

Put the Right People on the Right Projects

See all the roles, skills and employees available across your organization so you can effectively deploy the right resources on the right projects.

  • Get an accurate overview of employee skills, availability and capacity

  • Allocate staff by role, skill or individual to improve your project planning

  • Simulate scheduling and project portfolio alternatives to immediately see the impact on resource utilization

  • Easily identify staffing bottlenecks to prevent project slowdowns

Prioritize Projects When Every Project is a Priority

Take the guesswork out of prioritization by objectively determining which projects are actually a priority.

  • Customize the Project Score feature to evaluate project priority based on your business goals

  • Drag and drop projects to adapt your project portfolio to changing demands

  • Projects with the highest priority are staffed first to ensure projects get done

  • Give your entire organization visibility into the most important projects

Create a project portfolio that is composed of the right projects and aligned with your strategic goals
Overview of all budgets across project portfolios

Manage Budgets Across Your Project Portfolio

Get a handle on all project costs and benefits with one easy to understand dashboard.

  • Add specific financial expenses for each project or role

  • Clearly see the financial benefit of projects and when the benefits will be delivered

  • Keep track of budgets on the project level or for the entire portfolio

  • See how financial resources are impacted by project changes with realtime simulation

What Customers Love About Meisterplan

Meisterplan customer Darrin McLaughlin

“There is no other product that does what Meisterplan does in terms of portfolio management and resource management without unessential extra features. If there were another product that does what Meisterplan does, I would have found it, because I tried them all.”

Darrin McLaughlin, Senior Vice President/Technology Officer at Interra Credit Union

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