Subhakanta Satpathy, Senior Vice President IT, CIO Axis Bank

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1 Microsoft Project Server 2010 Customer Solution Case Study Bank Centralizes Information, Achieves Significant Project Visibility Overview Country or Region: India Industry: Financial Services Customer Profile Established in 1994, Axis Bank is one of the most recognized banks on the Indian financial market. The bank has more than 1,200 branches and more than 7,500 ATMs. Business Situation Axis Bank wanted a project management solution that could help it better prioritize and manage its IT projects and resources, track project information in a single location, and foster effective team collaboration. Solution Axis Bank implemented the Microsoft Enterprise Project Management (EPM) solution to help manage its project workflow, improve project reporting, and resource forecasting within the IT function. Benefits Better visibility on projects Improved resource management Enhanced team collaboration We required an enterprise wide view of schedules, resources, and progress on IT projects throughout the organization, with emphasis on robust and transparent project governance model. RVS Sridhar, President IT & Retail Banking Operations, Axis Bank Following significant growth and a corresponding increase in the number of projects needing to be managed, Axis Bank wanted to improve its project and resource management methodologies. It also wanted a centralized repository for internal project information to help executives better manage resources and make more informed decisions. The bank implemented the Microsoft Enterprise Project Management (EPM) solution, which includes Microsoft Project Server 2010, Microsoft Project Professional 2010, and Microsoft SharePoint Server The EPM solution has streamlined total work management, provided better accountability, increased employee efficiency and involvement, and simplified reporting. It has also significantly improved project visibility and better resource management. In addition, standardized project management processes have enhanced collaboration across the IT delivery teams.

2 Our goal was to have all metadata associated with a project in one place, and with the EPM solution we have fully achieved the visibility of projects in one system. Going forward, we intend to use the platform to manage and measure the progress on all projects. Subhakanta Satpathy, Senior Vice President IT, CIO Axis Bank Situation Axis Bank was the first of the new private banks to have begun operations in 1994, after the Government of India allowed new private banks to be established. The bank was promoted jointly by the Administrator of the specified undertaking of the Unit Trust of India (UTI - I), Life Insurance Corporation of India (LIC), General Insurance Corporation of India (GIC), and the other four PSU insurance companies, i.e., National Insurance Company Ltd, The New India Assurance Company Ltd, The Oriental Insurance Company Ltd, and United India Insurance Company Ltd. Headquartered in Mumbai, India, the bank has a wide network of over 1,200 branches and 7,500 ATMs. It has strengths in both retail and corporate banking and is committed to adopting the best industry practices internationally in order to achieve excellence. Axis Bank IT Projects Management Office (PMO) had a primary objective of recording, monitoring, and reporting on IT Projects delivery. The IT PMO was looking for adequate visibility into all aspects of IT projects such as schedules, resource allocations, and projects delivery status. RVS Sridhar, President IT and Retail Banking Operations, Axis Bank, says, We wanted an enterprise wide view of schedules, resources, and progress on IT projects throughout the organization, with emphasis on a robust and transparent project governance model. " Solution To overcome these challenges, Axis Bank wanted a unified project management system that offered greater business analysis and planning capabilities. The bank determined that an EPM solution would enable it not only to standardize and improve resource allocation and planning, but also to centralize all information relating to project management. It ultimately chose the Microsoft EPM solution because it best met the requirements. The Microsoft EPM solution includes Microsoft Project Server 2010, Microsoft Project Professional 2010, and Microsoft SharePoint Server The solution intelligently manages the entire project lifecycle. Capabilities include work management, resource and investment management, portfolio optimization, quality management, and business/intelligence reporting. The EPM solution gives us what we need, says Subhakanta Satpathy, Senior Vice President IT and CIO Axis Bank. It also integrates with the user desktop logins. Project Server 2010 provides innovative capabilities across the entire lifecycle to help effectively initiate, select, plan, schedule, and monitor the projects for timelines and budget. It unifies project and portfolio management to help prioritize investments, align resources, and execute projects efficiently and effectively. What s more, it brings together the business collaboration platform services of Microsoft SharePoint Server 2010 with structured execution capabilities to provide flexible work management solutions. Axis Bank started the EPM deployment in October The implementation was completed smoothly in approximately one year. Currently, the solution is available to about 250 employees of the IT department.

3 The solution will facilitate our decision making on resource requirements and capacity planning for IT projects. This will help us better manage our projects portfolio. R Mani, Vice President IT, Axis Bank Axis Bank uses Project Server 2010 to incorporate the database of potential projects and to prioritize them. The solution is used to manage the stages and functions of all its projects and other activities related to those projects. As Project Server 2010 is built on SharePoint Server 2010, the bank has the collaborative part of its solution. A centralized and consolidated view of project schedules, scope, and resource information helps executives to better evaluate and prioritize activities. Project Managers are using Project Professional 2010 to create projects and delegate work items to the execution team members. Employees access it on the web to modify and update the status of different activities resulting in an efficient and seamless collaborative environment. The EPM solution provides a powerful reporting infrastructure coupled with flexible business intelligence tools to help ensure visibility across project portfolios. Project Server 2010 uses the Microsoft business intelligence platform, including Excel Services, PerformancePoint Services, SQL Reporting Services, and more, all of which provide a comprehensive solution that can grow with Axis Bank s reporting needs. The solution provides non-technical resources with familiar tools to easily create reports and configure powerful audiencebased dashboards. Technical resources or power users can create complex views using the solution s more sophisticated capabilities. Project Server 2010 enhances reporting and project execution, says Ajay Lande, Deputy Vice President IT Project Management Organization (PMO), Axis Bank. We now have a central repository of project data that helps us to monitor and review the progress of our projects as part of the PMO function. The Excel reporting services enables easy and flexible data extraction from the tool says Sameer Khan, Assistant Vice President - IT PMO. It makes tracking and reporting of the project portfolio easy and flexible. Project Server 2010 workflow capabilities help Axis Bank define the right governance processes to effectively control the Project lifecycle. The solution also empowers the mobile workforce by bringing the power of Microsoft Project Professional 2010 to the browser with web based project scheduling. Benefits Since it began using the solution, Axis Bank has better visibility and control over all projects and resources. Project Server is helping the bank to centralize project information, and enhance capacity and resource management. Vidya Jayaram, Vice President IT and head PMO, Axis Bank explains, The EPM solution provides us with powerful reporting and analysis features that can be accessed across the organization. As a result, we will be able to optimize the project management process by facilitating communication, effectively managing projects and resources, and generating complete and up-to-date reports. Better Organizational Visibility Axis Bank is using Project Server as a centralized repository for internal project data. The bank now has much clearer visibility into its tasks, resources, issues, and deliverables. Currently, the CIO, project managers, and team leaders are using the solution to track projects and find out where things are and who s working on what. Our goal was to have all metadata associated with a project in one place. We

4 have achieved our goal of complete visibility of the projects in a single solution. Going forward, we intend to use the platform to manage and measure the progress on all projects. Subhakanta Satpathy, Senior Vice President IT and CIO of Axis Bank says, I would say we have achieved significant insight into our IT projects. category of a project, like delayed projects, high-risk projects, etc. Improved Resource Management At Axis Bank, the IT department was frequently approached with new project requests and swiftly acting upon them was always a priority. With Project Server 2010, the bank will have the ability to manage its resources optimally. With the EPM solution, managers will be able to check for resources in a single place. Employees can quickly see who is busy and who is available for work. The solution will facilitate our decision making on resource requirements and capacity planning for IT projects. This will help us better manage our projects portfolio, says R Mani, Vice President IT, Axis Bank. Enhanced Collaboration With the integration of the Microsoft EPM with SharePoint Server, Axis Bank gains a powerful and centralized tool to help its team members collaborate. SharePoint Server allows employees easy access to important project plans, documents, and reports. It provides an enhanced platform for team collaboration. With SharePoint Server, we can easily access and manage project information in one place, adds Subhakanta Satpathy. By streamlining the collaboration process, team members work together more closely and execute faster on project timelines. The senior management has a consolidated, as well as drilled down views of all the IT projects running at the bank. They can now also view the specific

5 For More Information For more information about Microsoft products and services, call the Microsoft Sales Information Center at (800) In Canada, call the Microsoft Canada Information Centre at (877) Customers in the United States and Canada who are deaf or hard-of-hearing can reach Microsoft text telephone (TTY/TDD) services at (800) Outside the 50 United States and Canada, please contact your local Microsoft subsidiary. To access information using the World Wide Web, go to: For more information about Axis Bank, visit the website at: Microsoft Project Server 2010 Microsoft Project Server 2010 brings together the business collaboration platform services of Microsoft SharePoint Server 2010 with structured execution capabilities to provide flexible work management solutions. Project Server 2010 unifies project and portfolio management to help organizations align resources and investments with business priorities, gain control across all types of work, and visualize performance through powerful dashboards. For more information about Microsoft Project Server 2010, go to: Software and Services Microsoft Server Product Portfolio Microsoft Project Server 2010 Microsoft SharePoint Server 2010 Microsoft SQL Server 2008 R2 Microsoft Project Professional 2010 This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Document published December 2011