Case Study: Zurich Insurance achieves global project management visibility and reliable delivery with Planview Enterprise (Planview)

Zurich Financial Services Finds Global Project Management Health with Planview Enterprise

Zurich Financial Services, a global insurer with about 60,000 employees operating in 170+ countries, was undergoing a “One Zurich” transformation while managing 400+ projects across the Group. The company lacked a unified project management framework and consistent reporting across IT and business units, which limited visibility, standardization and reliable project delivery.

Zurich implemented Planview Enterprise to create a group-wide project management framework, a single PPM platform, a Community of Practice, standardized reporting, and global guidelines overseen by a Change Advisory Board. The solution produced one consolidated record and KPIs per project, improved project discipline and early risk detection, enabled strategic portfolio planning, and increased consistency and reliability of project delivery across the organization.

Zurich Insurance

Trevor Matthews

Head of Project Methodology & Education