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Innotas Customer Success Stories

 

American Fidelity Assurance Company

Organization

American Fidelity is a unique, family-owned organization providing insurance products to trade association members and companies throughout the United States and across the globe. Founded in 1960, it has grown to become one of the largest private, family-owned life insurance companies in the United States. The core business includes disability income insurance, life insurance, annuities and supplemental health insurance.

Business Opportunity

Obtaining transparency and visibility into where time and work was being spent within IT and how both could be prioritized for strategic advantage:

  • Debunking perceptions that large strategic projects were impacting the performance of work on smaller projects or enhancements.
  • Building dashboards based on reliable data to impel conversations for meaningful tradeoffs concerning work priorities with the business stakeholders.

Solution

Innotas IT Governance and Project Portfolio Management tools for time tracking and project workbench:

  • Innotas time management module is used to capture actual time spent on sustaining work versus larger strategic projects.
  • Innotas project workbench is used to catalog time, tasks, and resources for projects currently in flight.
  • Innotas resource management is used to track historical data to provide insight into overall resource allocation.

Results and Benefits

  • Detailed time tracking use for visibility and granularity at the task level for over 150 ISD colleagues.
  • Growth to help support and create business cases for each of the projects being worked on within the Project Development Office (PDO) with the ability to understand the labor costs associated with each project in flight.
  • Facilitated the effort of IT regulatory initiatives and demonstrated compliance through the ease of presenting and supplying relevant data to internal and external auditors.
  • Provided macro views into the portfolio of all work for ISD resources on both strategic project and maintenance work.
  • Created Innotas Governance Council, a cross-functional group across the business that sets the standards around project management standards.