Case Study: Kames Capital improves productivity and maximizes efficiency with EPM Live

Kames Capital Implements Resource Management Tool to Improve Productivity and Maximize Efficiency

Kames Capital is a specialist investment manager based in Edinburgh and London managing £50 billion for institutional and retail clients, supported by 271 employees across investment, operations and support functions. The firm relied on manual, Excel-based processes and monthly meetings to assign resources to IT and operational projects, resulting in limited visibility into supply and demand, data inaccuracies and a time cost of roughly one day per month per project manager.

Kames implemented EPM Live’s PortfolioEngine on Microsoft SharePoint to automate resource capacity planning, centralized resource requests and negotiations, and deliver customized reporting and portfolio visibility. The solution standardized processes, cut time and labor costs, improved real-time decision making and reporting, enabled better allocation of skills to work, and allowed the firm to do more with the same resources while accelerating ROI with a SaaS deployment.

Kames Capital