Simply ForteS.Fortes Solutions BV - Capitool 50-3 7521 PL Enschede Tel: +31 (0)534317450 Fax: +31 (0)534345 578 info@fortes.nl www.fortes.nl

Complex changes for the financial enterprise

Strengthening the position of financial institutions is not an easy task. The new guidelines of Basel III require a stable financial company, while on the short term the requirements of SEPA should also be met. On top of these, several new requirements imposed by the central banks and regulators in Europe have to be taken care of. This all has an enormous impact on the organization and the way programs and projects are being carried out.

Grip on the transition for the future

There is a lot to do for the financial sector. Realizing the intended results is vital for the financial institutions. Therefore, having instant insight into the progress of projects including their contributions to strategic goals is a must. Moreover, these changes require a lot of work, while the right knowledge and resources are often scarce. It is very important to assign the right priorities and aim for the best possible result with the optimal use of available resources.

Transparency and openness

With Basel lll not only new capital requirements are demanded in the financial sector, but also more transparency and openness about the quality of the capital and risks is demanded. The consumer also doubts the safety of their savings and pension. Transparency about the costs and clear communication about pensions are very important for the trust of the consumer.

Gain back the trust from customers

To gain back trust, the financial sector is working to improve their customer focus, simplify their products and improve the quality of their services. The transition to SEPA is just one example. The pressure on these projects is significant. There is no room for mistakes, and the intended benefits are of great importance to achieve the strategic objectives of the company. Actively managing the milestones of these projects and programs, and monitoring the benefits should bring the financial institution in calmer waters.

The finance sector has suffered considerable damage in recent years. To gain back the trust, financial institutions need to invest in openness, transparency and customer focus. On top of that, many other challenges are in the pipeline, including the introduction of SEPA, compliancy with Basel lll and Solvency II, and the fight against cybercrime.

Project portfolio managementfor the financial sector.

Simply ForteS.

• Supports best practices such as PRINCE2, MSP, Stage Gate, Six Sigma,P3O,MoP, MoV and other;

• Can easily be customized, making it seamlessly fit with your organization, business unit or team;

• Fully web-based solution that can be implemented within a few weeks in any organization.

Finance

Simply ForteS.Fortes Solutions BV - Capitool 50-3 7521 PL Enschede Tel: +31 (0)534317450 Fax: +31 (0)534345 578 info@fortes.nl www.fortes.nl

Principal Toolbox for control over the project portfolio

To effectively meet the challenges in the financial sector, top notch project and portfolio management is expected from both the business as well as the IT departments. This requires a mature project organization that achieves the intended results in an effective and transparent way.

Software support is indispensable, but it has to be flexible and deliver results. Overview, transparency and grip are key, while experiencing the added value of a Project Portfolio Management (PPM) solution with ready-to-use best practices. The Principal Toolbox of Fortes Solutions has been delivering this for over 15 years now. Leading organizations such as ING, Delta Lloyd Group, KLM Air France, Vopak, TomTom, Pon and Friesland Campina have been using the Principal Toolbox for years already to manage their projects and portfolios.

Support of best practices

The Principal Toolbox is a web-based solution which enables more effective collaboration in your projects, programs and portfolios. With the built-in support for PRINCE2, Stage Gate, Six Sigma, AgilePM, MSP, P3O, MoV, MoP and other best practices the software contributes to setting-up and managing projects, programs and portfolios. Every methodology can easily be customized, so it seamlessly matches with the size and approach of your organization, business unit or team.

Moreover, you are able to determine the priorities of the projects in your portfolio and calculate scenarios, so you can make the right investment decision with a good balance between risks and expected ROI. All essential financial data is available for management to steer on or to report to stakeholders. This saves time and prevents unnecessary errors.

Efficient resource management for projects

The Principal Toolbox supports the entire process of planning, requesting and assigning resources to your projects. This provides you with the needed insights into the allocation of employees, including any over-allocations or remaining capacity. The Principal Toolbox supports resource planning on project and product level, and takes into account specific knowledge and skills per resource. This will ensure an optimum allocation of employees over various projects. In addition, employees are able to register their spent hours in the Principal Toolbox, so you have an overview of spent versus budgeted hours per person at any given moment. And thanks to proven integrations with leading ERP systems such as SAP, Oracle, Infor and Exact, all required financial and timesheet information can be easily exchanged with the Principal Toolbox.

Clear overviews and reports By using the advanced graphical reports, you are able to see the project progress, possible risks, spent cost and hours, consistency between projects and the status of your project portfolio. You are able to create these reports with just a few mouse clicks, and possibly export the data to Excel or Word for further analysis. In addition, dozens of commonly used reports and graphs are already available in the Principal Toolbox. By using the graphical projects dashboard you have insight in the status of your project portfolio at any given moment!

Our software is being used by:

Case: Delta lloydDelta Lloyd is continuously working on further growth, without losing sight of quality and efficiency. From that perspective the Project Office is also continuously working to improve the quality of its services. After an extensive selection Delta Lloyd selected the Principal Toolbox of Fortes Solutions. The most important reasons to select this solution were a positive business case, flexible support of the Delta Lloyd-wide project methodology and an intuitive user experience.

Realized benefits:- Project manager is back in control;- Very efficient and transparent reports;- One source, one truth.

Marja Bonting, head of Project Office: “The PoC went smoothly. Within 4 weeks all projects were transferred and we were able to get reports for management and board directly from the Principal Toolbox!”