Zurich Insurance Global Project Portfolio Management Framework Case Study

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Zurich Insurance Global Project Portfolio Management Framework Case Study

How Zurich Insurance standardized project management across 400+ global projects using Planview Enterprise for consolidated reporting and governance.

Published

June 4, 2026

Read time

3 min read

Source

Zurich Insurance implemented Planview Enterprise to establish a single global project management framework covering both IT and business projects. The solution consolidated project data, enabled standardized reporting, and supported a Community of Practice with training and guidelines. Key outcomes included improved project visibility, early risk detection through KPIs, and a Change Advisory Board to align functionality with organizational maturity.

Key takeaways

Single platform replaced fragmented IT and business project tracking

Global framework defined consistent project lifecycle from concept to benefit validation

Standardized KPIs provided early warning for project health issues

Change Advisory Board governed roadmap aligned to maturity levels

Training and Community of Practice increased project management capability

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