Sicredi Reduces Project Management Costs by 20 percent with CA Project & Portfolio Management SaaS

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1 CUSTOMER SUCCESS STORY MARCH 2013 Sicredi Reduces Project Management Costs by 20 percent with CA Project & Portfolio Management SaaS CLIENT PROFILE Industry: Financial services Company: Sicredi Employees: 12,000-plus BUSINESS Sicredi is one of the largest cooperative credit systems in Brazil, with operations in 10 states, 1,200 offices and 2.3 million members. CHALLENGE Lorem ipsum Sicredi s strategic dolorplanning sit amet, consectetur adipiscing department needed to elit. In id enim improve thediam. visibility Mauris of imperdietallocation, resource augue at budgets consequat and the progress condimentum. of projects Aliquam erat supporting thevolutpat. strategic Donecofa the goals ligula organization. metus. Maecenas lobortis, dui a varius laoreet. SOLUTION Lorem In orderipsum to meet dolor itssit targets, amet, consectetur the department adipiscing adopted elit. In idproject CA enim & diam. Portfolio Mauris imperdiet augue Management SaaS, at a consequat condimentum. centralized platform Aliquam for resource, eratdemand, volutpat. fidonec nancial a ligula and timesheet metus. Maecenas lobortis, dui a management. varius laoreet. BENEFIT Lorem ipsum Sicredi has reduced dolor sit itsamet, consectetur project management adipiscing elit. In id enim diam. operational costsmauris by imperdiet 20 percent.augue It hasat consequat also integrated condimentum. strategic Aliquam erat planning and volutpat. improved Donec amanagement project ligula metus. Maecenas to make better lobortis, use dui of a varius its resources. laoreet.

2 2 CUSTOMER SUCCESS STORY: SICREDI MARCH 2013 Business Promoting economic and social development in Brazil Sicredi is a financial institution operating as a credit union an economic organizational model that Sicredi has established across Brazil. It is one of the largest cooperative systems in Brazil and Latin America, giving people and businesses access to financial products and services, while also promoting the economic and social development of the regions. The profits of the credit union are passed on to its members the owners of the business in proportion to the volume of their operations, and are reinvested into the area they live in, thereby strengthening the region s economy. In December 2012, Sicredi, which operates in 10 states and 900 municipalities in Brazil, comprised of 119 credit unions, which are integrated horizontally and vertically. The horizontal integration corresponds to the network of offices spread across the 10 states. For the vertical integration, the cooperatives are organized into four groups: central cooperatives, a confederation, a foundation and a cooperative bank, which controls the specific companies operating in the fields of insurance distribution, card management and management of self-financed purchasing plans. Sicredi s portfolio consists of more than 100 products and services, including current accounts, direct debit, loans, savings, credit and debit cards, investments, insurance, self-financed purchasing plans, currency exchange, credit collection, provident funds, and facilities, such as ATMs and online services. Challenge A global, integrated vision for strategic planning Sicredi has a centralized structure called the strategic planning department, the main purpose of which is to coordinate and run, as the name suggests, the five-year strategic plan ( ) for the entire organization from diagnosis to communication, through to preparation, monitoring, and control. All multidisciplinary strategic initiatives involving marketing, human resources, the commercial department, product portfolio, IT, social and environmental responsibility, operating efficiency, liquidity, capital and cost management, among others are designed with the support of this department and are structured as a program composed of projects. The strategic planning team operates as an internal consultancy, introducing best practices regarding projects and change management. With a portfolio of more than 200 projects that extend beyond technology, Sicredi faced the challenge of managing the complexity that comes with dealing with a large number of projects. The strategic planning department needed to integrate all departments and ensure they all had access to the same guidelines.

3 3 CUSTOMER SUCCESS STORY: SICREDI MARCH 2013 We needed better visibility of projects in terms of scope, time and cost. Fernando Castro Systems Superintendent, Sicredi Some of the main challenges facing Sicredi and its strategic planning department were: The need to adapt processes and tools already used by the departments in order to eliminate the paradigm of project management that introduces a bureaucratic routine causing delays to the speed of actions The need to deliver results in line with the sponsors expectations To reduce the impact on users during changes To manage the different profiles of professionals involved in corporate projects To reduce costs with project management To ensure excellence and greater speed in the delivery of projects and results. According to Fernando Castro, Systems Superintendent at Sicredi (former Corporate PMO Manager), We needed more effective control, as well as more accurate data on the allocation of the company s resources. The organization also needed greater visibility of the progress of projects in terms of scope, time and costs. The new and greater level of projects and strategic management into which Sicredi was evolving included the control and tracking of projects, as well as ensuring that the benefits would reach not only Sicredi, but also to its members. Sicredi decided to enter a new level of strategic and project management and the need for a more robust tool became clear. The processes and hand tools then used would not be sufficient to support the level of strategic management in place. Sicredi needed a robust tool that was capable of promoting an integrated vision, automated controls, and easy data sharing for the decision-making process, adds Castro. Solution Centralized management for more than 200 projects After assessing the project management solutions available, Sicredi selected CA Project & Portfolio Management SaaS in December Among the tools evaluated, this was the one that best matched our requirements, said Virginia Cunha, PMO Specialist. Sicredi is using the solution on a software-as-a-service (SaaS) basis. This approach enabled faster installation and lower IT costs, as it didn t require implementing any infrastructure to run the solution. The first phase of the implementation, which included schedule, finance and resource management, was completed in Although CA Project & Portfolio Management SaaS is available out of the box, Sicredi wanted to customize some processes to match its specific business requirements. The CA Services department was essential in helping with the customization and implementation. With the support of CA Education, Sicredi trained four key employees on the solution, who were then responsible for training 200 other professionals at the organization.

4 4 CUSTOMER SUCCESS STORY: SICREDI MARCH 2013 CA PPM SaaS can track the projected benefits of our projects. Tiago Nicolaidis Corporate PMO Manager, Sicredi Today, all areas involved in project execution use CA Project & Portfolio Management SaaS: there are 600 active users of the solution. In 2011, approximately 220 IT and business projects were managed by the solution. CA Project & Portfolio Management SaaS is used for resource, demand, financial and timesheet management. All allocated resources are associated with a cost matrix, and other expenses such as training, consultancy, travel, purchase of hardware and software, are also linked to each project. With CA Project & Portfolio Management SaaS, at the end of project planning, the system generates a financial plan that considers all the payment flow, no matter who the owner of the project is. We also use added value indicators to measure financial performance, for example a project s original budget compared with actual costs, explains Cunha. As well as simplifying the management of existing projects, CA Project & Portfolio Management SaaS also supports the take-on process for new activities. Sicredi has an annual process for planning future projects in its portfolio. Each request is categorized into one of the four following areas: Strategic project Regulatory compliance Multi-departmental Information technology. A budget is then assigned considering all the project requests, such as IT, opex and business. After this, the project is submitted for a feasibility analysis. The project is then approved according to its priority and becomes part of the portfolio. CA Project & Portfolio Management SaaS supports the approval process by applying approval competencies, observing the rules of referral in accordance with the level of investment involved. CA Project & Portfolio Management SaaS is at the center of this whole process and simplifies the stages of the cycle of annual planning development. In 2012, Sicredi decided to extend the use of CA Project & Portfolio Management SaaS to manage and track the expected benefits for each project. Now the projects with more significant investments include a step in which the expected benefits are ascertained, says Tiago Nicolaidis, Corporate PMO manager at Sicredi. He explains that the new processes are triggered when the feasibility of a new request is analyzed. Based on this analysis, the indicators that will represent and support the fulfillment of the main benefits expected from that investment are identified. These indicators can be financial revenue, cost reduction, turnovers or processes optimization of operations time or increase in staff productivity, for example. The CA Project & Portfolio Management SaaS is the support tool for data entry and monitoring of what we have planned and what has been done.

5 5 CUSTOMER SUCCESS STORY: SICREDI MARCH 2013 The solution generates a dashboard with the details of the projects whose benefits are being tracked. Also in 2012, Sicredi started using CA Project & Portfolio Management SaaS to support planning and control of IT outsourcing contracts, allowing the comparison of capacity assessment versus the use of each factory line based on workloads, as well as supporting decision-making IT managers in better allocation of available resources from contracted providers. Benefits PMO s operational costs reduced by 20 percent With CA Project & Portfolio Management SaaS, Sicredi now has visibility of resource allocation as well as the planned and realized status of each project. This comparison now takes into account, for more strategic projects, the achievement of the projected benefits, says Nicolaidis. Faster and smarter decision-making is another benefit of deploying CA Project & Portfolio Management SaaS. By analyzing the output of teams assigned to different projects, Sicredi has been able to identify bottlenecks and establish priorities. It is then possible to keep the focus on the most important projects to the organization, and ensure strategic initiatives are accomplished on time. Using information extracted by the solution, we are able to make better decisions. For example, it is possible to avoid super or sub-allocation of resources. This information, combined with the governance model established through the whole organization, helps us eliminate risks and take a more mature approach to project management, comments the corporate PMO Manager. By using information extracted by the solution, we are able to make better decisions. Tiago Nicolaidis Corporate PMO Manager, Sicredi By deploying CA Project & Portfolio Management SaaS, Sicredi has been able to: Achieve more predictable project costs Qualify project planning Reduce time-to-market for new customer offerings Reduce PMO operational costs by 20 percent Compare expected and achieved benefits, allowing adjustments that can guarantee that final results are achieved Enabled visibility of results through reports. These benefits have helped Sicredi achieve a return on investment (ROI) on CA Project & Portfolio Management SaaS in just 12 months. The solution gives us competitive advantage as we have been able to increase our planning capabilities and multiple project management, concludes Castro. * Please note that in September 2014 the name of the product in the original customer success story has been changed from CA Clarity PPM On Demand to CA Project & Portfolio Management Saas (CA PPM SaaS)

6 6 CUSTOMER SUCCESS STORY: SICREDI MARCH 2013 Connect with CA Technologies at CA Technologies helps customers succeed in a future where every business from apparel to energy is being rewritten by software. With CA software at the center of their IT strategy, organizations can leverage the technology that changes the way we live from the data center to the mobile device. Our software and solutions help our customers thrive in the new application economy by delivering the means to deploy monitor and secure their applications and infrastructure. To learn more about our customer success programs, visit / customer-success. For more information about CA Technologies go to. CA All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. This document is for your informational purposes only, and does not form any type of warranty. The Customer success story is based on the actual experiences of the user but product descriptions may not reflect uses in all environments so actual results may vary.