How CII unified change projects with transparency
Creating clarity and structure in a complex transformation program.
Company
The Chartered Insurance Institute (CII) — a professional body for insurance and financial services with more than 125,000 members globally.
Challenge
CII needed to deliver multiple large-scale change projects simultaneously. Disconnected spreadsheets and reporting practices created inconsistency, made tracking difficult, and reduced leadership’s ability to make timely decisions.
Solution
Keto Software was selected as the single source of truth for project and portfolio management. The platform created consistent reporting, enabled better visibility of progress, and supported governance across the transformation portfolio.
Impact
- Enhanced visibility of progress across projects
- Increased confidence in reporting and data accuracy
- Stronger decision-making and prioritization
- 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
- Unified portfolio view
- Standardized templates for reporting
- Configurable dashboards
- Consistent governance model
Highlights
- One platform to manage all change projects
- Standardized 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.