Lack of unity after the merger
After the merger of UNIQA with AXA, a new project office was established, creating the need to unify project and capacity management processes and tools. The goal was to enable more efficient project planning, better decision-making, and reduce employee overload.
Implementing a unified system
Through consultations with UNIQA, we identified several key needs. The first was a unified system for tracking projects and their statuses. UNIQA needed a system to record projects in one place, including project status, phases, sponsors, project managers, and other key project details.
It was also necessary to track the allocation of people’s capacity on projects, create project teams, and monitor employee workload and overload. Another need was to document project phases and tasks, breaking them down into smaller units and tracking them on a Gantt chart. Managing and visualizing dependencies between projects and tasks was also essential. The final key requirement was a risk register to track and manage risks on individual projects.
Jira and Big Picture tools
To meet these needs, we selected Jira Software and Big Picture tools. Jira was used to track projects, tasks, and risks, while Big Picture provided a comprehensive tool for project planning and management, including Gantt charts, capacity planning, and dependency management. For documenting Lessons Learned and maintaining a knowledge base, we used Confluence.
Improved transparency and efficiency
The implementation of the new system provided UNIQA with several key benefits. Most notably, transparency was improved, as all projects and their statuses are now recorded in one place, making information easier to access and enabling quicker and more accurate decision-making.
Effective capacity planning allows for better resource allocation, reducing team and individual overloads. Thanks to unified processes, all projects are now managed according to consistent rules, reducing administrative burdens.
About the partner
UNIQA is a leading insurance company currently serving over 3 million clients in the Czech Republic and Slovakia. Through its subsidiaries and partners, UNIQA offers and manages a wide range of financial products, including life and non-life insurance for individuals and businesses, pension savings, investments, loans, home savings, and mortgages.
