Andesa Services is in the business of providing valuable expertise and services to life-insurance companies. The four current client relationship managers and project managers provide calculation services for their clients. In addition, they deliver a service that presents market data on up-to-the-minute changes in fund values for each customer within a graphical user interface. The director of project management said, "One of our biggest selling features is an outward-facing service that goes to all the brokerage firms so that they can view all of their insured data at any given time."
- No way to see all projects' status or timelines
- No good method for resource allocation
- No clear picture of the cost of each project, especially non-billable work
- Reliance on customer's preferred tool for managing projects
- No single project management repository
With over 100 projects in the pipeline which range in duration from five or six days to six weeks in length, Andesa's relationship and project managers needed an enterprise view of all their projects, tasks, and timelines. Without a single system and an enterprise view, the director stated, "We weren't getting a clean picture of what our projects were costing us. We had a home-grown tool that was capturing costs on billable projects, but there were things that we weren't billing our customers on, such as research, production problems, things like that." Whereas many professional project managers are able to manage projects fairly well using their own methods and skills up to a certain "tipping point," she explained, "We've grown tremendously over the past 18 months and it was impossible to do that any longer. We had the need for an electronic tool." The team was dependent on paper processes. The director said, "There were absolutely no tools here prior to Project Insight. The team used a little bit of Microsoft Project, but not much. We were at the mercy of all of our clients' systems. Whatever systems our clients were using, we piggybacked on top of."