Testimonials | They accelerated their transformation

We had to manage our portfolio of strategic projects

Key Account

project portfolio management

Matrix Management

We wanted to have a consolidated, industrial view of the projects in the portfolio, to ensure that we were on track. Planning, budget, risks, gains, interdependencies: we needed to be able to manage these critical elements, with standard reporting at several levels: Project Portfolio / Projects / Batches, including regional deployment.

Results :

The product is highly acclaimed, with 200 regular users
Projects are followed all the way through to their rollout in the regions
The tool meets the following objectives: project portfolio vision of the company / regional vision
A user community has been created and is actively engaged
Data governance in place
The regions have adopted the tool for managing their local project portfolio, independently of the strategic portfolio.

Management of the strategic project portfolio

We wanted to standardize fund onboarding processes

Key Account

project portfolio management

Matrix Management

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 spread our methodology, have a consolidated view of customer onboarding and requests, and ensure better risk monitoring. All this has enabled us to drastically improve our 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 respond to the arising challenges.

Business process standardization

"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 period with us in a very beautiful way.

In addition to the tool and its functionalities, the Tabsters team did a flawless job on a number of our key points: 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 seamlessly integrated a Group authentication brick, enabling us to work from our sites or telecommute in a perfect, secure way.

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

Christian Selosse

Campus Program Director

"Tabsters is used within the Compliance Department at Société Générale as a tool for formalizing and monitoring multi-year transformation roadmaps.
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The deployment of Tabsters required prior structuring work (organization of projects, reporting axes, access rights...) and a training effort. The support provided by the Tabsters teams during this upstream phase was irreproachable.
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In addition, the automatic generation of reports (in PowerPoint) is a major "killer feature", which represents a considerable gain in time and reliability. This feature feeds all monitoring committees and promotes transparency as to the progress of subjects."

Benjamin Kissel

Group Compliance Project Manager

The project management solution that keeps its promises