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Planview Case Study Zurich Insurance Group

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Case study About Zurich Zurich Insurance Group is global leader in multi-line insurance with 60,000 employees in 170 countries with a vast network of subsidiaries and offices. The Challenge: Slow and Expensive Infrastructure Support Zurich wanted to expand the use of Planview Enterprise ® and build upon the analytics and reporting capabilities for a single project and portfolio management solution across business units. To meet this objective, the company developed a strategic roadmap which called for the addition of new users as well as changes to their on-premise deployment of Planview Enterprise. According to Walter Witschard, head of project portfolio tools at Zurich, "We were outsourcing our computing infrastructure to a third party and quickly realized it was very difficult to get changes implemented. Costs were high, performance lagged, we could not easily upgrade to the latest software version, and adding users was limited, which affected our ability to execute on our strategic roadmap." Zurich discovered they needed to find a solution that made it easier to initiate changes to Planview Enterprise as well as improve the quality of service to their users. The Solution: Transition to the Planview Cloud Witschard and team were appointed to identify root causes and solutions and turned to Planview for recommendations. Planview presented an answer that would resolve their issues as well as provide return on investment: Transition from their hosted, on-premise implementation of Planview Enterprise to the Planview Cloud. The transition offloads 100 percent of their technical infrastructure support to Planview including upgrades, migrations, and incident tickets – enabling Zurich to execute on their strategic roadmap. They've added 36 percent more users, expanded their use of reporting and analytics as well as financial management, and investment and capacity planning. Transitioning to the Planview Cloud Overview Customer Zurich Insurance Group Industry Insurance and Financial Services Geographies Zurich, Switzerland, Global Planview CloudLift Program has enabled Zurich to: Migrate from an on-premise implementation of Planview Enterprise to the Planview Cloud and offload 100 percent of their technical infrastructure support to Planview including upgrades, migrations, and incident tickets – enabling Zurich to execute on their strategic roadmap Zurich Transitions to the Planview Cloud for Improved Infrastructure Support and Project Management

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