Customer Success Stories

Global Insurance Brokerage

Team Function: Professional Services

Client Profile

This Global Insurance Brokerage and risk management services firm helps clients address risk, protect assets and recover from losses. The products and services provided keep businesses and institutions running, and enable individuals and families to rebuild their lives. Recognized by the Ethisphere Institute as a World’s Most Ethical Company.

The Challenge

“We lacked a central repository where all projects lived and where management could look to find status, health, and visibility into those projects and upcoming projects. Dashboard reports for the CIO were created by copy & pasting data from multiple spreadsheets into a single spreadsheet for his to view.” – Kevin D., Systems Project Manager.

Plan of Action

“When I came into the Organization, we were planning to adopt a PPM tool used elsewhere in the company. After an extensive search, we decided on Easy Projects because of its value proposition: its features, functionality, and ability to be easily customized at the best price made it an easy decision for us.”


“After nearly 1.5 years of use, we have grown from a single department using EP to over 400 active projects across multiple portfolios. My experience has been that I get requests from departments and divisions across our Organization requesting to get Easy Projects for their team because they saw it being used in another meeting, and they really liked what they saw. Easy Projects is highly customizable and has allowed us to meet the unique needs of each area within a standard platform. As our project management maturity has grown, Easy Projects has been there to support our growth and was willing to consult with us on how best to leverage the platform to support our needs. In addition to extensive use with custom forms, we love the ability to use the BI and Dashboard add-on to produce visuals on any and all data in EP.”

The Results

  • Increased accountability
  • 80% increase in activities completed on schedule;
  • over twice as many new projects executed each year;
  • huge expansion across multiple departments.

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Customer Success Stories