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PPM Implementation: Financial Services

About Our Client

A leading provider of credit and insurance services to farmers, ranchers, agribusinesses and rural residents in the midwest. The company is a financial cooperative ― owned and governed by the customers they serve ― with a singular focus on supporting rural communities and agriculture.

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The Problem

The client needed a consolidated, coordinated way to plan projects, allocate resources, and manage portfolios. Teams were using different tools; they didn’t have the means to view and operate these solutions across the enterprise and create a seamless connection between their projects, financials, and processes. All the while, the organization was undergoing an organizational restructure.

The Approach

The approach to team coordination was methodical and strategic with a process mindset front and center. Through process design and coupled with the out-of-the-box functionality of Project Portfolio Management (PPM), we used workshops to increase familiarity with the tool to ensure we optimized the features to meet the client's goals. Our team was actively supporting the teams through change management, as adoption rates and buy-in were a primary challenge to address, as in most organizations.

The Result

  • The team was quick to adapt and Accelare kept priority focus on knowledge transfer and product hand off, which led to escalated adoption rates and solution ownership.
  • Accelare was also very involved and actively supported their organizational restructure. This included a workshop specifically designed to launch this new style of work and support a new set of leadership across the enterprise for the PPM implementation.
  • With flexibility and agility, Accelare accommodated a variety of learning styles with various training approaches.

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