Clarity bei der TeamBank AG

TeamBank AG

Success Story with Clarity and itdesign

With its easyCredit product line, TeamBank AG acts as a specialist hub for modern liquidity management within the Genossenschaftliche FinanzGruppe Volksbanken Raiffeisenbanken, a German cooperative banking group. Thanks to the provision and integrationIntegrationEine Integration ist eine technische Verbindung zwischen Softwarelösungen zum automatisierten Datenaustausch. of innovative products and services, customers have easy access to liquidity anywhere and at any time. Important elements of the ecosystem include, for example, the easyCredit instalment loan product and the ratenkauf by easyCredit payment procedure.

Industry: Finances & services

Company Size: 1,113 employees

Year Founded: 1950

Headquarters: Nuremberg, Germany

Clarity Operation: itdesign Clarity SaaS

Challenges

The TeamBank AG faced these challenges prior to the introduction of Clarity

Planning based on theoretical assumptions instead of specific real-time data

Functioning resource managementResource ManagementSynonym for → RessourcenmanagementEnglischer Begriff für Ressourcenmanagement. processes existed only for projects, but not yet for other resource-related issues

Time-consuming, manual processes for retrieving data about various statuses in resource and project portfolio planningPortfolio PlanningSynonym for → PortfolioplanungEnglischer Begriff für strategische Projektplanung.

Inconsistent resource management throughout the company and increasing complexity with a growing number of projects

Solutions

This is how they met the challenges with the help of Clarity and itdesign

Introduction of Clarity with a proof of concept

Flexible tool: integrationIntegrationEine Integration ist eine technische Verbindung zwischen Softwarelösungen zum automatisierten Datenaustausch. of all necessary use cases

Collaboration with itdesign as a strong pillar of support

Scope of functions: Clarity including all desired functions

Clarity as the Single Source of Truth: planning in one central location and based on live data

Company-wide introduction of a role-based, uniform resource managementResource ManagementSynonym for → RessourcenmanagementEnglischer Begriff für Ressourcenmanagement. process using the itd Advanced Resource PlanningResource PlanningSynonym for → RessourcenplanungEnglischer Begriff für Ressourcenplanung. add-on

First-Hand Experience

Lucas Klein, Organisation Manager in the Digital Efficiency division, TeamBank AG
Clarity is the proverbial jack of all trades among PPM tools. The software is outstanding across all areas, and in some of them it even leads the field. The functionality and flexibility of Clarity were decisive criteria in our selection process.
Lucas KleinOrganizational Manager for Digital Efficiency
TeamBank AG
Lucas Klein, Organisation Manager in the Digital Efficiency division, TeamBank AG
itdesign provided tremendous support during the Proof of Concept and implementation phase and continues to do so to this day. It is very helpful to know that there’s someone in the background that we can always turn to. Our partnership with itdesign has always been very positive and collaborative, both in terms of coordination and flexibility.
Lucas KleinOrganizational Manager for Digital Efficiency
TeamBank AG
Lucas Klein, Organisation Manager in the Digital Efficiency division, TeamBank AG
In addition to the technical and functional validation, the proof of concept also acted as internal marketing for Clarity. It enabled us to make the tool tangible for future users at an early stage and increase the acceptance for the introduction of a new software.
Lucas KleinOrganizational Manager for Digital Efficiency
TeamBank AG
Lucas Klein, Organisation Manager in the Digital Efficiency division, TeamBank AG
Taking an iterative approach to implementing Clarity can significantly boost acceptance of the tool among future users. At TeamBank, we found that it’s very helpful to gradually introduce individual functions that are aimed at replacing our existing processes. This allows employees to get used to new ways of working and makes them more likely to embrace them. Over time, the range of functions can then be continuously expanded.
Lucas KleinOrganizational Manager for Digital Efficiency
TeamBank AG

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