BSI (now EFG)

Streamlining PPM Reporting by Centralizing Project Information in the Banking Sector
Challenge
BSI needed to centralize project information and streamline PPM reporting across the organization.
Solution
Cerri Project enabled BSI to centralize project data and generate consistent, reliable reports for stakeholders.
The Customer
BSI, now part of EFG International, was a Swiss private banking institution with a heritage spanning over a century. The bank provided a comprehensive range of financial services to private and institutional clients.


The Challenge
BSI faced challenges in consolidating project information from multiple sources, leading to inconsistent reporting and limited visibility into the overall project portfolio. The lack of centralized data made it difficult to provide stakeholders with reliable, up-to-date project status reports.
The Solution
By implementing Cerri Project, BSI was able to centralize all project information into a single system, enabling consistent and reliable PPM reporting across the organization.
The Results
The centralization of project data through Cerri Project improved reporting accuracy and provided stakeholders with timely, comprehensive insights into the project portfolio, supporting better decision-making across the organization.
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