Banking Project Management Software

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Project Management Software for Banking
Maximum security and data control for organizations requiring non-cloud solutions
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Keep Your Data In Switzerland
Select the hosting option that meets your company requirements for optimal data security.
Private Cloud
Achieve maximum privacy and security for your project data with a dedicated private cloud instance, ensuring exclusive, secure storage without shared spaces.



Hosted in Switzerland as a separate instance on Cerri’s cloud infrastructure.
On Your Server
Install Cerri Work on-premise for ultimate data control and security. Hosting on your organization’s secure network ensures exclusive access and compliance with industry standards, keeping your project data protected and private.

Hosted on your organisation’s server behind your own firewalls.
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WHY CERRI?
From Luzern, Switzerland, Cerri.com offers 30 years of project management expertise. Our banking solutions boost collaboration, efficiency, and security while aligning with corporate strategies.
Streamline Your Tasks & Projects. Boost Efficiency.
Designed for banking, Cerri Work enhances visibility into portfolios, resource allocation, and document management, meeting stakeholder needs efficiently.
Project Progress Monitoring
Enhance visibility and control with Cerri Work. Efficiently track and report on project progress and costs across all portfolios. Manage budgets, prioritize projects, and handle workflows while ensuring compliance and transparency for stakeholders. Ideal for financial services, where precise monitoring drives success.
Secure Document Management
Streamline document access and enhance compliance with Cerri Work. Centralize your file management by attaching documents to specific projects and tasks, ensuring confidentiality with role-based permissions. Keep all project-related files in one location, making them easily accessible to team members and ensuring consistent use of the latest versions.
Team Assembling & Collaboration
Enhance collaboration and assemble the ideal team for your banking project. Combine financial expertise, regulatory knowledge, technical skills, and essential soft skills to navigate industry complexities. Ensure team commitment to your project management methodology for successful execution and objective achievement.
Ease of Use & Access Control
Cerri Work enables immediate team startup without extensive implementation or training. It facilitates quick onboarding and provides precise control over app access and timesheet requirements for team members.
Optimized Stakeholder Engagement
Enhance your capability to meet the complex needs of stakeholders including operations, customers, and government bodies. With Cerri Work, build best practices across various project areas like IT, CapEx, new product development, and compliance. This ensures you keep your focus on the bottom line while adhering to regulatory compliance and delivering exceptional service.
Superior Service to Customers
Cerri Work helps manage the complex balance between operations, customer needs, and regulatory requirements in the banking sector. Ensure top-tier service and compliance in a demanding project environment, addressing multi-faceted challenges and maintaining focus on the bottom line.
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Discover Cerri Work
Hear From Our Banking Customers
BSI
“Thanks to Cerri Project, our company is now able to manage portfolio analysis, & approval workflows simplifying project reporting & improving information management.”
Silvia Benzi
Consultant
Full story
Europabank
Full story
IDX – Indonesian Stock Exchange
“Cerri Project can provide informative, interesting and customised reports based on IDX needs. With those reports, the top management can make faster and more accurate decisions.”
Ito Warsito
President Director
Full story
Landsbankinn
“Thanks to Cerri Project, we now have a better overview of projects being worked on.”
Ragnar T. Jónasson
Business Analyst / Strategic Project Management Office
Full story
Sparda-Bank
“We recommend Cerri Project to anyone who is looking for a first-class project management solution. It is quite simply the best – Look no further!”
Ernst Widmann
Project management department
Explore one of the only collaborative work management software that offers flexible hosting options, enabling you to meet your organizational and IT requirements.
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  • Explore Cerri
    About Customers OLD Security Blog
  • Features
    Project Activity History
    Project Budgets
    Project Expenses
    Tasks & Deliverables
    Project Resource Roles
    Project Status
    Multi-Organisation Workspaces
    Define and Configure Portfolios
    Snapshot Budget Status
    Task & Deliverable Creation
    Tracking Tasks & Deliverables
    Scheduler
    Task Reports
    Task Collaboration
    Dependencies
    Baseline: Planned vs Real
    Critical Path
    Task Creation
    Deliverable Creation
    Project Phases
    Progress Review
    Workload & Effort planning
    Export to Microsoft® Project
    Define Kanban Columns
    Unlimited Kanban columns
    Manage Tasks
    Plan Your Tasks
    Create Tasks
    Time Reporting
    Track Deliverables & Deadlines
    Resource Workload
    Resource Creation and Definition
    Resource Types
    Record Time in a Task
    Record Time from Task List
    Record Time From the Scheduler
    Record Time in a Timesheet
    Review Timesheets
    Timesheet Review Activity
    Timesheet Reports and Export
    Categorise Expenses by Type
    Create Expense Types
    Assign Expenses to Projects
    Share Project and Task Files
    Control File Access
    Organise Project Files
    Comment on Tasks and Projects
    Review Task and Project Communication
    Notification of Comments
    Collaborate in 7 Languages
    Export Project and Task Lists
    Customise Task and Project Views
    Task Progress
    Features
    Project Management Portfolio Management Task Management Gantt Chart Kanban Board Scheduler Resource Management Time Tracking Expense Tracking Content Management Collaboration Reporting
    Project Management
    Manage projects from A to Z.
    Project Activity History
    Stay up to date with project activity with a list of all actions taken, by whom and when.
    Project Budgets
    Plan project budgets and break them down into customised cost types to accommodate your enterprise budgetary requirements.
    Project Expenses
    Track project-specific expenses by categorising and assigning them to projects.
    Tasks & Deliverables
    Create and track your tasks and deliverables with simplicity, flexibility and efficiency.
    Project Resource Roles
    Control project data privacy by managing global access rights per resource and assigning them different roles on a project basis.
    Project Status
    Get snapshot reports on your project vitals at any time and in real time.
    Multi-Organisation Workspaces
    Create multiple organisations within Work to manage different workspace environments separately.
    Portfolio Management
    Monitor project budgets.
    Define and Configure Portfolios
    Create and organise your portfolios, assign projects and allocate budgets to accommodate the portfolio structure you require.
    Snapshot Budget Status
    View your portfolio projects as a list or a timeline for real time snapshot reports on your project objectives.
    Task Management
    Manage tasks, collaborate, and meet deadlines.
    Task & Deliverable Creation
    Simple and flexible, create tasks and deliverables as needed with the option to assign them to projects or not.
    Tracking Tasks & Deliverables
    Stay on top of your workload with streamlined task and deliverable management.
    Scheduler
    Manage your workload in a clear calendar format by organising your tasks in the Scheduler.
    Task Reports
    Produce simple and instant task progress reports within Work or export the data to create the report format you require.
    Task Collaboration
    Collaborate on tasks by assigning them to multiple resources for each to comment, share files and complete their own assignments.
    Gantt Chart
    Visualize your project plan.
    Dependencies
    Define tasks as depending on the completion of others to precise priorities and better control workflow.
    Baseline: Planned vs Real
    Track project progress by comparing the planned project schedule with the current one.
    Critical Path
    Keep your project on track by knowing which tasks and deliverables make up the critical path.
    Task Creation
    Create, define and assign tasks from within your project Gantt chart for a visual planning of workload and priorities.
    Deliverable Creation
    Create and define deliverables directly from your project Gantt chart for a visual planning of objectives.
    Project Phases
    Define project stages by grouping tasks and deliverables into phases.
    Progress Review
    Stay on top of all activity by tracking work and physical progress in real time.
    Workload & Effort planning
    Plan workload and effort according to current availability for optimal allocation of your project resources.
    Export to Microsoft® Project
    Export your Work plan to a Microsoft® Project format.
    Kanban Board
    Agile project planning.
    Define Kanban Columns
    Customise your Kanban columns for each individual project.
    Unlimited Kanban columns
    Add as many columns to your Kanban as you want to suit your workflow requirements.
    Manage Tasks
    Create and plan tasks directly from your Kanban board with easy access to task cards.
    Scheduler
    Organize your agenda visually.
    Plan Your Tasks
    Organise your weekly agenda by simply dragging your assigned tasks into your Scheduler.
    Create Tasks
    Create tasks directly within the desired date and time slot of your Scheduler.
    Time Reporting
    Plan and report time worked on specific tasks.
    Track Deliverables & Deadlines
    Keep sight of your deadlines and deliverables with upcoming due dates and overdue reminders.
    Resource Management
    Monitor workload and progress.
    Resource Workload
    Monitor your resource workload via your project Gantt chart.
    Resource Creation and Definition
    Add resources and define general attributes like their roles, access rights and skills among others.
    Resource Types
    Create and classify your resources into 3 types: human, material and generic.
    Time Tracking
    Simple timesheet entry and approval.
    Record Time in a Task
    Record time worked directly from a task card.
    Record Time from Task List
    Add time to any task with a simple click from your task list.
    Record Time From the Scheduler
    Record time worked directly from your Scheduler.
    Record Time in a Timesheet
    Record time straight into your timesheet for the task and date desired.
    Review Timesheets
    Check and approve the timesheets of project team members under your responsibility.
    Timesheet Review Activity
    Access a chronological log of all your timesheet review/approval related activity.
    Timesheet Reports and Export
    Harness the power of enterprise time reporting and timesheet exports.
    Expense Tracking
    Control project expenses.
    Categorise Expenses by Type
    Input costs selecting their type as well as their date, their amount and the person responsible for them.
    Create Expense Types
    Create as many expense types as required by your corporation for project cost review.
    Assign Expenses to Projects
    Control project costs by assigning expenses directly to the projects they are related to.
    Content Management
    Accessible, secure project files.
    Share Project and Task Files
    Attach files directly to tasks and projects so they are easily accessible by all team members.
    Control File Access
    Assign roles on a project basis to team members to control file viewing, editing and creation rights.
    Organise Project Files
    Store, share and preview different file types and links within your projects and with your project team.
    Collaboration
    Teams in sync and up to date.
    Comment on Tasks and Projects
    Comment directly in tasks or projects to communicate with other team members
    Review Task and Project Communication
    View a history of all comments made within a project or task to make sure you stay up to date.
    Notification of Comments
    Assign comments to team members to also have them notified by email.
    Collaborate in 7 Languages
    Work seamlessly as a global team with all team members collaborating from their preferred workspace language.
    Reporting
    Snapshots of task and project status.
    Export Project and Task Lists
    Export your desired task list or projects to Excel or a standard CSV format.
    Customise Task and Project Views
    Use the filter and grouping functions to customise the task and project lists to meet your needs.
    Task Progress
    Evaluate task progress by measuring actual effort against planned effort in real time
  • Solutions
    Team Solutions Use Case Solutions
    Team Solutions
    Administrative Teams
    Manage internal requests, organize documentation securely, and track office expenses with ease.
    HR Teams
    Streamline hiring, onboarding, and employee requests while ensuring efficient vacation planning.
    Management Teams
    Monitor team progress, track business initiatives, and make informed decisions with real-time insights.
    Marketing Teams
    Stay organized with structured campaign planning, content approvals, and marketing expense tracking.
    Operations Teams
    Optimize resource utilization, track essential tasks, and manage operational costs with full visibility.
    Use Case Solutions
    Aligning Teams & Improving Collaboration
    Break down silos and enhance coordination across departments with shared progress tracking, clear responsibilities, and streamlined communication.
    Balancing Workloads & Priorities
    Keep tasks structured, distribute workloads effectively, and prevent burnout with clear priorities and real-time visibility into team capacity.
    Enhancing Data Security & Access Control
    Manage user permissions, control document access, and maintain data integrity to ensure security across teams and departments.
    Organizing Documents & Info
    Store, manage, and access documents securely in one place. Ensure role-based permissions, prevent outdated versions, and keep critical information organized.
    Tracking Goals & Business Initiatives
    Monitor key initiatives, track milestones, and gain visibility into long-term objectives to keep teams aligned with business goals.
  • Hosting
  • Security
  • Pricing
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  • Features
    Portfolio Consolidated View
    Key Performance Indicators
    Portfolio Budget Planning
    Portfolio Dashboard
    Enhanced Project Charter
    Gantt Chart
    Microsoft Project Integration
    Multi-Project Gantt Chart
    Personal Project Tracking
    Project Creation
    Project Monitoring Dashboards
    Tailored Project Tracking
    Centralized Management of Project Resources
    Resource Advanced Search
    Resource Allocation
    Resource Workload Tracking
    Team & Resource Gantt Chart
    Time Off and Absence Management
    Weekly Resource Schedule Analysis
    Weekly Workload Scheduler
    Link Your Costs and Projects
    Project Expenses
    Timesheet Entries
    Budget Tracking
    Cash Flow
    Project Cost and Budget Management
    Project Cost and Rate Management
    Project Request
    Project Request Prioritisation
    Review Project Requests
    Approval Workflow Leverage and Configuration
    New Product Development Pipeline Tracking
    Transformation of Standard Milestones into Gates
    Centralised Document Management
    Document Classification
    Document Review and Approval
    Dynamic Project Documentation
    Automatic Email Notification
    Automatic Notifications
    Cerri Project Live! Collaboration Platform
    External Collaboration
    Process and Workflow Support
    Change Management
    Help Desk
    Project Issue Tracking
    Risk Management
    Configurable Views
    Exporting to Microsoft Excel
    Predefined Views
    Project Analytics
    Project Dashboards and Charts
    Business Rules
    Configurable Navigation
    Define your Own Workflow
    Help Desk
    Keywords and Labels
    Phase Review Support
    Workflow in Cerri Project Live
    Features
    Portfolio Management Project Management Resource Management Time & Expense Tracking Gantt Chart Planning Cost & Budget Management Demand Management Stage and Gate Review Support Document Management Team Collaboration Risk & Change Management Dashboards & Reports Workflow Management
    Portfolio Management
    Align projects to strategic goals.
    Portfolio Consolidated View
    View your entire project portfolio and gain visibility on ongoing project status and progress indicators like, budgets, workloads, and actuals.
    Key Performance Indicators
    Effectively align projects to your corporate strategy using KPIs.
    Portfolio Budget Planning
    Monitor real time budget statuses as Cerri Project automatically tracks all planned and actual costs across your project portfolio.
    Portfolio Dashboard
    Quickly identify trouble areas thanks to Cerri Project’s project portfolio dashboard that allows you to monitor critical portfolio elements including issues, schedules, deliverables, risks and metrics.
    Project Management
    Projects on time and on budget.
    Enhanced Project Charter
    Build a comprehensive project charter that allows you to detail and share project objectives and mission critical data related to your project.
    Gantt Chart
    Schedule, manage tasks and plan projects better by visually planning and modifying them.
    Microsoft Project Integration
    Export and import plans from or to Microsoft Project.
    Multi-Project Gantt Chart
    Maintain a global overview of the progress and timelines of multiple projects at once.
    Personal Project Tracking
    Stay on top of your own work progress with personal dashboards.
    Project Creation
    Simplify project creation and ensure your team follows organisational guidelines and project management practises.
    Project Monitoring Dashboards
    Monitor project progress thanks to detailed dashboards summarising essential project indicators and statistics.
    Tailored Project Tracking
    Configure your project and task tracking dashboards to reflect the unique needs of your team and stakeholders.
    Resource Management
    Allocate workload optimally.
    Centralized Management of Project Resources
    Ensure the consistency of information across a range of projects for all the people actually involved and those potentially involved.
    Resource Advanced Search
    Quickly search resources by skill and availability, and retrieve specific information including competences and individual calendars.
    Resource Allocation
    Monitor and analyse resource workload thanks to a complete set of views, dashboards and charts provided by Cerri Project.
    Resource Workload Tracking
    Gain global visibility on resource availability and distribution of work across multiple projects for an optimised and productive project workforce.
    Team & Resource Gantt Chart
    Manage and view resource allocation across several projects using a single chart for team planning.
    Time Off and Absence Management
    Track availability, time off and absences centrally thanks to Cerri Project’s unavailability management capabilities.
    Weekly Resource Schedule Analysis
    Manage any kind of project by resource, client, project or activity.
    Weekly Workload Scheduler
    Schedule when resources are expected to work on their tasks by taking into account their availability.
    Time & Expense Tracking
    Monitor timesheets and billables.
    Link Your Costs and Projects
    Obtain a complete and up to date overview of resource usage and costs per project.
    Project Expenses
    Input project expenses directly into corresponding projects for better and more accurate monitoring of all project expenses.
    Timesheet Entries
    Easily log in time, add comments to your timesheets, and configure the timesheet approval process as automatic or requiring approval.
    Gantt Chart Planning
    Simplify projects with visual planning.
    Cost & Budget Management
    Get insight on budget performance.
    Budget Tracking
    Calculate and adapt your budget management, regardless of whether your budget is based on annual costs, quarterly costs or on one or multiple cost centres.
    Cash Flow
    Know your required cash flow for each project period (months or weeks).
    Project Cost and Budget Management
    Keep a clear and accurate picture of budget status as well as an overview of any discrepancies.
    Project Cost and Rate Management
    Get an accurate overview of your costs.
    Demand Management
    Manage project requests.
    Project Request
    Easily collect project requests for review and evaluation with the aid of configurable forms and workflows.
    Project Request Prioritisation
    Know which project initiatives will be the most beneficial to your organisation whether you follow a stage and gate process or not.
    Review Project Requests
    Decide which project requests should become projects by reviewing initiatives and defining rankings and priorities.
    Stage and Gate Review Support
    Reduce time to market for new products.
    Approval Workflow Leverage and Configuration
    Benefit from pre-built stage review project workflows that can be configured to meet your organisation’s approval and gated process.
    New Product Development Pipeline Tracking
    Get an accurate view of your NPD project pipeline thanks to configurable evaluation criteria.
    Transformation of Standard Milestones into Gates
    Easily configure standard project milestones to support your gated process and project phase review methodology.
    Document Management
    Easily access and share files.
    Centralised Document Management
    Integrate all your project documents into the reference system, whatever their format.
    Document Classification
    Classify all your document types and link related documents.
    Document Review and Approval
    Easily collaborate with team members on project documents and empower users to define any document review and approval process.
    Dynamic Project Documentation
    Attach files and comments to any piece of information and create a discussion thread.
    Team Collaboration
    Keep teams in sync and up to date.
    Automatic Email Notification
    Receive notifications for any new task assignments or for any modifications made to your existing assignments.
    Automatic Notifications
    Improve communication by creating notification distribution lists for every available document type.
    Cerri Project Live! Collaboration Platform
    Benefit from an integrated collaboration platform that leverages the best in team collaboration and social media.
    External Collaboration
    Assimilate users outside of your organisation for effective collaboration, performance and response.
    Process and Workflow Support
    Define workflows internally in order to automate and support your business processes.
    Risk & Change Management
    Minimize risk and adapt to change.
    Change Management
    Estimate the impact that implementing or not implementing changes will have on a project.
    Help Desk
    Improve customer experience and the performance of your support staff with an inter-project help desk system.
    Project Issue Tracking
    Allow stakeholders to submit issue reports and keep track of pending issues within a project.
    Risk Management
    Increase your chances of project success by having project team members contribute to the risk register for a project.
    Dashboards & Reports
    Get the analysis you want.
    Configurable Views
    Rearrange views so that data is displayed the way you want.
    Exporting to Microsoft Excel
    Export any Cerri Project view to Microsoft Excel.
    Predefined Views
    Access predefined project dashboards and views and create and store your own customised project charts.
    Project Analytics
    Drill down into your data for better tracking of your projects and portfolios.
    Project Dashboards and Charts
    Access 100% configurable project dashboards containing only the views or graphics you want.
    Workflow Management
    Automate processes to ease your work.
    Business Rules
    Create business rules for your workflow engine.
    Configurable Navigation
    Adapt Cerri Project’s navigation for different user groups.
    Define your Own Workflow
    Define workflows necessary to comply with your business processes and organisational requirements.
    Help Desk
    Improve customer experience and the performance of your support staff with an inter-project help desk system.
    Keywords and Labels
    Customise keywords, labels and drop down menus according to your business language.
    Phase Review Support
    Access standard business process workflows that can adapt to any approval and gated process.
    Workflow in Cerri Project Live
    Manage your workflows and engage users with defined project workflows that adhere to your organisation's project approval process.
  • Solutions
    Overview
    Business Solutions Industry Solutions Solutions by Role
    Business Solutions
    IT Departments
    Strategically align your IT with corporate objectives in order to ensure the momentum, customer confidence, and competitive edge of your organization.
    New Product Development
    Manage new product development projects with global views of the product pipeline and impact on the bottom line, competing projects and those responsible for a successful delivery.
    Professional services
    Differentiate your company from the competition and surpass customer expectations in order to ensure profitability with professional services project management.
    Industry Solutions
    Agriculture & Food
    Productivity, safety, and compliance.
    Automotive
    Complex programs and product launches.
    Chemical
    Process-driven, compliant project execution.
    Energy & Utilities
    Operational efficiency and automation.
    Financial Services & Insurance
    Regulated, cost-controlled project delivery.
    Healthcare
    Compliant, high-stakes project execution.
    Higher Education
    Technology-driven institutional projects.
    Manufacturing
    Global manufacturing project execution.
    Pharmaceutical
    Regulated R&D and product delivery.
    Professional Services
    Profitable, transparent project delivery.
    Public Sector & Non-Profit
    Transparent, regulated program management.
    Retail (Consumer Goods)
    Supply-chain-driven project execution.
    Technology
    R&D-focused portfolio and execution.
    Solutions by Role
    Executives
    Evaluate and prioritize projects and project requests with the right information.
    Project Management Office (PMO)
    Access high-level project portfolio management views for visibility into portfolios across your entire organization.
    Project Managers
    Deliver your projects on budget and on time.
    Stakeholders
    Enable both internal and external stakeholders to share ideas, collaborate with project teams, submit requests, and track progress.
    Team Members
    Enable team members to improve collaboration, communication, and visibility across all of their projects.
  • Hosting
  • Free Trial
  • Products
    Work Management and Project Collaboration Enterprise Project and Portfolio Management
  • Services
    Overview Implementation Training
  • Clients
    Client list Testimonials Success Stories
  • Resources
    Blog Guides & White Papers
  • Company
    About Careers Partners Affiliates
  • Contact Sales
  • Try Free
    • Platform
    Integrations
    Customization
    Platform
    Integrations
    Integrate to your enterprise software.
    Security
    Your project data in safe hands.
    Hosting
    Secure cloud and non-cloud options.
    Configuration
    Tailor your workspace to your needs and work in your preferred language.
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