Happy State Bank's Success with Project Insight

How Happy State Bank became more productive when they stopped using Excel and Word for project management, and gave stakeholders real-time visibility with Project Insight.
Happy State Bank
The biggest benefit of Project Insight is the visibility. With Project Insight, we now have the data and ability to rank projects, manage our resources and better prioritize.
- VP, IT Project Management
Industry
Banking
Employees
1000+ people
Challenges
  • Managing projects in Excel and Word
  • No centralized process for project intake or visibility
  • Manual time tracking and issue tracking processes
  • Scattered data and document storage
  • Difficulty managing resource allocation

The Happy State Bank Story

Happy State Bank is a growing financial institution that needed to modernize its project management practices. Using spreadsheets and Word documents had become inefficient and unsustainable as the organization scaled.

Project Management Challenges

Even after adopting MS Project Desktop and SharePoint, the lack of integration, limited automation, and resource-intensive reporting made it hard for the bank to operate in a truly project-oriented way. Manual processes slowed project delivery and limited visibility.

Why Project Insight?

  • MS Project import/export compatibility
  • Project request and proposal tracking
  • Project baselining and visibility
  • Robust resource allocation and time tracking
  • Document storage and collaboration tools
  • Risk, issue, budgeting, and cost tracking
  • Permission-based access and executive dashboards
  • Powerful real-time reporting and KPIs

How Project Insight Helped

  • Centralized project data and planning in one system
  • Better visibility for executives and stakeholders
  • Effective resource allocation and time management
  • Streamlined processes and improved productivity

The Outcome

Happy State Bank has undergone a culture shift toward efficient, transparent project management. With Project Insight, project managers, executives, and stakeholders now rely on real-time data to prioritize and deliver initiatives.

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Takeda
Takeda unified project management, replacing spreadsheets with a centralized solution that boosts productivity for repeated projects with over 1500 tasks.