Strengthen the management of IT projects through the automation of PowerPoint reporting

The Company

Covéa Finance is the portfolio management firm r of the Covéa Group, an insurance and reinsurance group that includes, among others, the MAAF, MMA, GMF, and PartnerRe brands. Independent in its investment decisions, Covéa Finance seeks long-term performance. Thanks to the work of its research teams, firm possesses recognized analytical capabilities, which enable it to anticipate changes in its environment and inform its long-term investment decisions.

Its corporate philosophy places risk management at the heart of its operations, with each employee contributing their expertise and know-how to serve clients and investors. Covéa Finance offers a wide range of funds that provide access to major global financial markets through diversified asset classes.

In this demanding environment, where the reliability of information, resource tracking, and the quality of reporting are essential, Covéa Finance chose Tabsters to streamline its project management and automate the creation of PowerPoint presentations for senior management.

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Challenges & Objectives

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Background

Covéa Finance wanted to optimize the monitoring of its projects and resource usage, while simplifying the preparation of reports for senior management.

Before using Tabsters, tracking resource consumption relied on processes that were still largely manual, requiring time-consuming consolidation. This approach made it more difficult to see which resources were actually allocated to projects and limited the ability to gain a structured and readily actionable overview.

Creating PowerPoint reports was also a major challenge. Generating them was time-consuming, and configuring the templates was considered unintuitive, which could discourage their use and reduce the effectiveness of the management system.

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Key Issues

The main issues centered on:

• accurate tracking of expenses and time spent on projects;
• improving transparency regarding resource allocation;
• a reduction in the time spent on manual consolidation;
• the structuring of project management within the IT Department;
• automating the creation of PowerPoint reports;
• standardizing practices to ensure consistency in project monitoring.

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Objectives

With Tabsters, Covéa Finance wanted a solution that would allow it to:

• manage projects within a more structured and consistent framework;
• track resource consumption more accurately;
• make it easier to view project allocations;
• combine multiple resources into a single line, while still allowing users to view the details with a single click;
• automate the creation of PowerPoint presentations for senior management;
• promote a common methodology within the IT department.

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How to Use Tabsters

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Use cases

As part of this project, Tabsters was used to address several key needs:

• Project management within the IT Department;
• Tracking resource usage and consumption;
• Visualization of resource allocation by project;
• Aggregation of multiple resources into a consolidated line item, with one-click access to detailed information;
• Automation of PowerPoint reports;
• Preparation of management reports for senior management;
• Standardization of project monitoring practices.

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User profiles

The solution has been used by more than 50 users, particularly within teams involved in project management, monitoring, and reporting. Tabsters has provided a common framework for the various stakeholders in the IT department, facilitating information entry, usage tracking, data consolidation, and reporting to management.

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The benefits

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The deployment of Tabsters at Covéa Finance has delivered several key benefits:

• Standardization of project monitoring within the IT Department;
• More consistent and efficient project management;
• Greater transparency regarding resource allocation;
• More accurate tracking of consumption and time spent;
• Simplifying project data consolidation;
• Automating PowerPoint reporting;
• Reduction in the time spent creating presentation materials;
• Improving the clarity of information for senior management;
• Rollout of a standardized methodology across teams.

With Tabsters, Covéa Finance has been able to strengthen the structure of its project management, improve the reliability of resource tracking, and simplify the production of its reports. The solution has enabled teams to become more efficient, while providing them with more consistent, clearer, and more easily actionable data for management and decision-making.