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.