Case Study: Happy State Bank achieves centralized project visibility and efficient resource allocation with Project Insight

Happy State Bank - Customer Case Study

Happy State Bank struggled to manage projects using scattered Excel/Word files and a home-grown mix of MS Project Desktop and SharePoint, leaving them without centralized project control, effective resource allocation, or streamlined time tracking and reporting as the bank became more project-oriented.

By implementing Project Insight, the bank gained MS Project import/export, resource and baseline management, document collaboration, risk/issue tracking, budgeting, time and expense tools, and powerful dashboards. The result was a cultural shift toward organized, project-driven work with centralized data, better resource utilization, real-time reporting, and improved productivity for managers and stakeholders.

Happy State Bank