Case Study: Robert W. Baird achieves clearer project visibility and accountability with AchieveIt

How a financial institution gained accountability and transparency on their projects with AchieveIt

Baird, a century-old financial services firm managing over $305 billion in assets with 160 offices and 4,000+ employees, faced growing pains in Operations Strategic Support: teams relied on SharePoint and Excel for strategic and operational tracking, which limited visibility, change management, and organizational buy-in. To address this, Baird engaged AchieveIt, adopting the AchieveIt platform to centralize tracking and reporting.

AchieveIt provided a single source of truth with steady reporting and consistent progress updates, which regulated Baird’s project lifecycle, clarified team capacity for new work, and reduced reliance on fragmented spreadsheets. As a result, AchieveIt helped the Operations team become more organized, transparent, and accountable — improving decision-making, building confidence across the organization, and enabling more actionable conversations about bandwidth and priorities.

Baird

Jamaica Eilbes

VP Strategic Change Program Management