Case Study: Global Insurance Brokerage achieves 50%+ annual increase in completed projects with Birdview PSA

Increasing Yearly Number of Completed Projects by Over 50%

Global Insurance Brokerage, a large wholesale insurance broker recognized for ethical business practices, relied on fragmented tools (SharePoint, Outlook, Excel) and lacked a centralized project repository and reliable reporting. This made it difficult for management to see project status and health, while CIO reports were compiled manually from multiple spreadsheets, creating inefficiency and errors.

By adopting Easy Projects, the Divisional IT PMO gained deep customization and integrations, BI dashboards for automated weekly reporting, resource management for balanced workloads, and custom forms to standardize data capture. Within 18 months the PMO expanded from one department to over 400 active projects, with key outcomes including a 50% yearly growth in new projects, 175% increase in project creation rate, 315% user growth, 77% of active tasks completed on budget, and 84% of activities completed on schedule.

Global Insurance Brokerage

Kevin D.

Systems Project Manager