Tool support and development

At a German universal bank, we managed and developed a tool for project and portfolio management.

Initial situation and objectives

  • Within a project of the company Insignion, the customer was introduced with a tool for controlling the project portfolio as well as the underlying processes (e.g. Document Review and approval)
  • In the absence of internal resources, tool support and further development as well as 1st level support should be provided temporarily by an external consultant at the customer’s request.


  • New business requirements were recorded and prioritized in regular meetings
  • Timelines for implementation have been agreed in consultation with the relevant developers
  • In case of problems 1st level support was provided, i.e. directly helped or referred to the corresponding contact person or expert.


  • Der Toolbetrieb ist in der Zeit der Beratungsleistung glatt verlaufen