Modernising Insurance Portfolio Management with Microsoft 365
The Challenge
A large insurance organisation was managing a growing portfolio of business change, regulatory, technology and transformation initiatives. Project information was spread across multiple spreadsheets, reporting packs and individual team processes, creating challenges around visibility, governance and decision-making.
Leadership teams required greater oversight of portfolio performance, whilst Project Managers and business stakeholders needed a more consistent and structured approach to managing projects.
Key objectives included:
- Improving portfolio visibility and reporting
- Strengthening governance and project controls
- Standardising project delivery processes
- Supporting regulatory and compliance initiatives
- Reducing manual reporting effort
- Maximising existing Microsoft 365 investments
The Solution
QDC worked with the organisation to deploy Q PPM, a Microsoft-native Project Portfolio Management solution built on Microsoft Power Platform and Microsoft Planner.
The solution was configured to provide:
- Project intake and approval management
- Portfolio and programme reporting
- RAID (Risks, Issues, Actions and Decisions) management
- Executive dashboards and reporting
- Governance controls and stage gates
- Resource and capacity visibility
- Power BI analytics and reporting
Because Q PPM is deployed entirely within the organisation's Microsoft 365 environment, the business retained full ownership of its data whilst benefiting from existing security, compliance and governance controls.
The Outcome
The organisation established a centralised platform for managing projects, programmes and portfolios, creating a single source of truth for project delivery and business change.
Through real-time reporting and improved governance processes, stakeholders gained greater confidence in project information and were able to make faster, data-driven decisions.
Key benefits included:
- Improved portfolio visibility and oversight
- Enhanced governance and compliance reporting
- Greater consistency in project delivery
- Reduced manual reporting and administration
- Improved management of risks and issues
- Better alignment between strategic objectives and project investment
The Impact
By implementing Q PPM, the organisation moved away from fragmented project management practices and established a modern portfolio management capability built on Microsoft 365.
The platform now provides a scalable foundation for future growth, enabling the business to manage change more effectively whilst improving visibility, governance and decision-making across the portfolio.
Organisation Profile
Industry: Insurance
Organisation Type: Enterprise Insurance Provider
Solution: Q PPM
Capabilities Delivered: Portfolio Management, Governance, RAID Management, Executive Reporting, Power BI Dashboards, Resource Visibility, Project Lifecycle Management and Microsoft Planner Integration.