Case Study: FundSERV Inc. achieves improved portfolio visibility and reduced manual reporting with Eclipse PPM

FundSERV Improved PPM Practices with Project Portfolio Management Software

FundSERV Inc., a leading provider of electronic business services to Canada’s investment fund industry, was relying on an informal “management by intimate awareness” approach that left senior management with limited visibility into projects. The company struggled with portfolio planning and resource allocation, poor tracking of troubled projects, difficulty measuring strategic alignment, scattered project documents, and more than 700 man-hours spent annually on coordination meetings.

To address this, FundSERV implemented Upland’s Eclipse PPM as a single point of access for project and portfolio documentation and reporting. Eclipse delivered portfolio-wide visibility, quickly produced monthly scorecards, centralized all project documents, simplified individual project reporting, and made upcoming projects easier to identify—significantly reducing manual reporting and coordination overhead.

Fundserv Inc.

Geoff Fox

Senior Manager, Project & Portfolio Management