How CII unified change projects with transparency
Creating clarity and structure in a complex transformation program.
Company
The Chartered Insurance Institute (CII) - a global professional body for the insurance and financial services sector, with over 125,000 members worldwide.
Challenge
CII was managing multiple large-scale change projects at once. However, teams were working with disconnected spreadsheets and various reporting practices, which created inconsistency, made tracking difficult, and limited leadership’s ability to make timely decisions.
Solution
CII chose Keto Software as a single source of truth for its project and portfolio management. The platform created consistent reporting practices, improved visibility into progress, and supported stronger governance across the transformation portfolio.
Impact
- Enhanced visibility of progress across projects
- Increased confidence in reporting and data accuracy
- Stronger decision-making and prioritisation
- Better alignment between project teams and leadership
“Keto gave us the structure and transparency we needed to manage complex change across the institute.”
What do you get on day one
- A unified portfolio view for all change initiatives
- Standardised templates for reporting
- Configurable dashboards with real-time insight
- A consistent governance model to support transformation
Highlights
- One platform to manage all change projects
- Standardised reporting and data structure
- Improved governance for transformation initiatives
- Clear dashboards for executives
- Reduced reliance on spreadsheets
Timeline
Adopted Keto in 2021 to support ongoing transformation initiatives.