Financial services professionals wear many hats, from commercial lending to M&A transactions. With robust tools for scheduling, collaboration, and more, Microsoft Project & Portfolio Management is the one solution anyone in your institution can use.
Microsoft Project & Portfolio Management for financial services
Use tried-and-true lending processes by importing existing workflows. Increase customer transparency with customizable timelines that you can share using familiar Office apps.
Mergers and acquisitions
Improve efficiency and collaboration with automated scheduling and integrated communication tools. Use metrics to decide which projects to start based on strategic value and cost.
Manage all compliance projects, and develop strong regulatory processes to avoid fines and bad press. Use integrated collaboration features to keep everyone on the same page.
New product introduction
Develop products with data-driven tools that examine objectives, budgets, and required resources. Implement products using tools that provide insights across time and task entries.
Top solutions and products for financial services
Consulting, Enterprise, Project Online
Arup is the creative force at the heart of many of the world’s most prominent projects in the built environment. From more than 90 offices worldwide, Arup planners, designers, engineers, and consultants deliver innovative projects across the globe.
Arup had a global IT Portfolio Management Office (PMO), but that office had to manually create status reports using spreadsheets and email updates from regional offices.
- Quick, easy insight into project status
- Simple yet effective ideation platform
- Anywhere access to project data
- Platform for continuous improvement
Microsoft IT case study
Team gains centralized project views from any location.
Project Online helped the Microsoft Infrastructure and Collaboration Services team gain more powerful project management capabilities and eliminate the cost of maintaining servers. Project managers now get instant updates from any location or device.
Technology Products & Services
Total Economic Impact of Microsoft Project & Portfolio Management.
Learn how companies have used Microsoft Project & Portfolio Management to develop more consistent project management practices and gain greater visibility into how their project portfolios perform.