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    ITBanking

    BSI (now EFG)

    BSI (now EFG) logo

    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.

    BSI (now EFG) overview
    BSI (now EFG) challenge

    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.

    Ready to achieve similar results?

    Discover how Cerri helps manufacturing organisations strengthen project governance, portfolio visibility, and Stage-Gate decision discipline across programs.