Testimonials | They accelerated their transformation

Nous devions piloter notre portefeuille de projets stratégiques

Key Account

Pilotage Portefeuille

Matrix steering

Nous souhaitions disposer d’une vision industrielle et consolidée des projets du portefeuille pour s’assurer que nous étions dans les clous. Planning budget, risques, gains, inter-dépendances : nous avions besoin de pouvoir piloter ces éléments critiques, avec des restitutions standard sur plusieurs niveaux Portefeuille / Projets / Lots incluant le déploiement en région.

Results :

The product is highly acclaimed, with 200 regular users
Projects are described through to regional deployment
L’outil permet de répondre aux objectifs : vision portefeuille entreprise / vision région
A community of users has been created and is animated by
Data governance in place
Les régions ont adopté l’outils pour la gestion de leur portefeuille de projet local, indépendamment du portefeuille stratégique

Pilotage du portefeuille de projets stratégiques

We wanted to standardize fund onboarding processes

Key Account

Pilotage Portefeuille

Matrix steering

Fund onboarding means managing and supporting customers from A to Z, from the moment they sign their offer. It also involves launching a sub-fund on an existing fund, with a new manager. Each onboarding takes 6 to 10 months on average, and requires the coordination of all operational teams: fund administration, transfer agents, custody, forex, exchange room and all ancillary services, such as securities lending, share class hedging, etc. Our mission ends a few weeks after the launch.

With Tabsters, we were able to share our methodology, have a consolidated view of customer onboarding and requests, and ensure better risk monitoring. All this has enabled us to drastically improve service quality.

"Implementing a new tool with a new supplier is always a challenge. With Tabsters, this challenge was a resounding success! Thanks to a co-construction approach and a team that listened to our requirements, we were able to put in place, in a very short time, a tool that met our needs. We will continue to work with Tabsters to meet new needs.

Standardize a business process

"We chose to equip ourselves with an agile, structured and scalable transactional tool, capable of evolving within a Group information system that is by nature complex and secure, to respond simply to the challenges of managing small, medium and large-scale projects. Tabsters has transformed the test with us in a very beautiful way.

In addition to the tool and its functionalities, the Tabsters team performed flawlessly on key points for us: attentiveness, responsiveness, step-by-step support (remote or face-to-face training, day-to-day support, regular monitoring of open issues and responses/solutions, etc.). What's more, the product has integrated a Group authentication brick, enabling us to work from our sites or telecommute in perfect, secure interaction.

Our practice has decided to adopt this product for the management of several dozen real estate projects."

Christian Selosse

Campus Program Director

“Au sein de la Direction de la Conformité Société Générale, Tabsters est utilisé comme outil de formalisation et de suivi de roadmaps pluri-annuelles de transformation.
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Le déploiement de Tabsters a nécessité au préalable un travail de structuration (organisation des projets, axes de reporting, droits d’accès…) et un effort de formation. Le support des équipes Tabsters sur cette phase amont, a été irréprochable.
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Par ailleurs, la génération automatique de reporting (sous PowerPoint) est une « killer feature » majeure, qui représente un gain de temps et de fiabilité considérable. Cette fonctionnalité permet d’alimenter l’ensemble des comités de suivi et favorise la transparence quant à l’avancement des sujets.”

Benjamin Kissel

Group Compliance Project Manager

The project management solution that keeps its promises