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 management to spot capacity restraints early
  • Prioritize initiatives to focus on what really matters
  • Enable faster decision-making

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Western & Southern Cover Page

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.

Head of Project Management | Trafag AG | open_in_new

Marzio Locatelli

Meisterplan customer Felix Willing

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

CIO | Hella | open_in_new

Felix Willing

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.

IT PMO and New Services Manager | CaroMont Health | open_in_new

Jay Nutter

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

Head of Digital and Customer Experience | Buckinghamshire County Council | open_in_new

Peter Parfitt

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!

New Product Development Manager | Bard Manufacturing Company | open_in_new

Derek Walz

One of our problems was being able to show everybody our portfolio plan. Now we see all our projects we would talk about, graphically depicted. You can see their durations and when you scroll down, you can see the team. Maybe these two projects are significant and they're taking two resources each for this period of time. We can now see how much room is in the capacity bucket that we have left to fill. From here we can look at our options. Using Meisterplan to do that helps us show our work and provide transparency.

Director of Strategic Programs | Ping Identity | open_in_new

Dan Madden

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.

Managing Director | Ergosign GmbH | open_in_new

Marcus Plach

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