Case Study: AGF Management achieves centralized project visibility and better reporting with Upland Software's Eclipse PPM

Using project portfolio management software to achieve real results

AGF Management Limited, a 900+ employee financial services firm, faced a disjointed Project Management Office because their existing Eclipse PPM license wasn’t used as a central system. Katarina Savic, VP Solutions Delivery and Retail Operation, identified problems including inconsistent data, multiple database versions, repeated spreadsheet work, lack of visibility into who was working on what, and weak reporting.

AGF re‑implemented Eclipse PPM to leverage its full capabilities as a single repository for project information, scheduling, and customized views. The result was cleaner, accurate data, enhanced reporting for executives, one place for project updates, improved prioritization and resource alignment, and significantly reduced administrative effort.

AGF Management

Katarina Savic

Vice President, Solutions Delivery and Retail Operation