UBS PPM Implementation Case Study

Optimize Investment Management on a Global Scale

Company info

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS is present in all major financial centres worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Challenge

UBS decided to optimise the bank’s investment management process, covering strategic planning, portfolio management, technology delivery and the change management roadmap. Being a global company UBS was looking for an end-to-end solution which is able to support its global operations and can work across different business lines and its highly complex organisation.

Solution

UBS selected Clarity PPM and implemented portfolio, project, financial and resource management features in a three-phased program and worldwide roll-out in all countries to 25,000 end-users. The Implementation started in 2015 and was completed within two years.

Result

The integrated PPM suite provides a complete and transparent view on all business and IT investments –costs, benefits and performances; The solution drives efficiency, improves effectiveness and facilitates informed decision making.

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