Case Study: Helvetia achieves portfolio transparency and clearer bottlenecks with ProSymmetry Tempus Resource

Helvetia Leverages Tempus Resource to Achieve Data Transparency & Clear Bottlenecks

Helvetia, a leading all-lines insurer in Switzerland, needed a simpler way to manage a large and complex project portfolio of 256 projects across multiple phases. With many projects running in parallel, the company faced frequent resource conflicts, unclear dependencies, and limited transparency for prioritization. To address this, Helvetia turned to ProSymmetry’s Tempus Resource.

Using ProSymmetry’s Tempus Resource, Helvetia established clear portfolio roles, introduced a rolling three-month planning process, and enabled better visibility into capacity, resource requests, and project costs. The result was improved transparency, earlier identification of bottlenecks and conflicts, stronger commitment of resources, and more reliable data for prioritization and decision-making. Helvetia also created monthly KPI dashboards to track metrics such as resource request approvals, plan versus actuals, and unplanned hours, helping improve data quality and portfolio control.

Helvetia

Tim Ruprecht

Project Portfolio Manager