Copernicus Pro for

Financial Services

Copernicus Pro for Financial Services is for banks, insurance companies, finance companies, fund agents and more. Often it pertains to an IT project that aims to get new products on the market. It may also be a project in the area of business development, organisational change, communication and marketing.

Industry-specific IT support for managing enterprise projects

Running efficient projects requires effective IT support in addition to a well-anchored project management model.

Copernicus Pro is a total solution for planning, managing and following up both individual projects and complete enterprise projects.

The system provides overview, co-ordination and easily accessible information for everyone from management to the finance department, via sales, project managers, resource owners and employees. The result is increased control, optimised resource utilisation and reduced project risk.

Copernicus Pro is a project tool that:

Is so easy to use that everyone actually uses it.
Makes relevant information available for all stakeholders in the project.
Is customised to the company’s project models and processes.
Increases project maturity and helps create a common project culture.
Maximises resource utilisation – the right resources for the right project, in the right place at the right time.
Increases delivery quality and creates more satisfied customers.
Makes new employees and subcontractors quickly billable.
Gives employees a portal for reporting and documentation.
Provides continual follow-up of costs.
Provides an overview of project portfolios with a status report and general schedule.

Copernicus Pro is role based to meet the specific needs of all employees.

Company Management
Requirements for this role include the ability to get a quick overview of the enterprise, monitor portfolios and programmes, follow critical projects and have immediate access to key figures and deviation reports.

Is it difficult for you to get an overview of critical projects, coverage, resource utilisation and profitability?
Are you certain that the enterprise is being run according to its long-term goals?

Project Office (PMO)
Copernicus Pro has general templates that ensure everyone is following established rules. The possibility that documentation requirements may vary depending on the type and scope of the task is taken into account.

Is it difficult to get all employees to use the company’s project model?
Do you have a good overview of all portfolios and programmes?
Can you get an overview and follow ongoing projects with the press of a button?

Project Manager
The project manager needs a complete overview of the project schedule, calculations, results, invoiced/not invoiced, resource situation and status. All necessary project documents such as project directives, risk analysis and project reports must be accessible.

Can you get an immediate overview of all available resources?
Do you have full control over the project risk?
Do you want to catch small problems before they get big?

Resource Owners
Needs tools to allocate and redistribute resources in a constantly changing world. An overview of all ongoing projects pertaining to coverage, resource utilisation and profitability is also required.

Do you have access to the right tool to redistribute resources in the best possible way?
Do you have a tool for long-term resource planning and to meet future skill requirements?
o you have full control of resource utilisation and degree of billable hours?

Customer/Business Developer
Must be able to get an overview of the project portfolio and ensure that all projects are implemented with the highest possible quality and profitability. This also applies to being able to follow business development projects so that they are developed and grow according to plan.

Are projects often more expensive than expected?
Do you have full tabs on all project managers?
Are new products coming out to market on time?

Project Controller
The project manager’s right hand who contributes to ensuring quality in figures and reports, provides early warning signals when something is about to go wrong and provides the basis for decisions.

Do you get early warning signals if something is about to go wrong?
re you certain that your reports are based on the correct information?

Finance Manager
The finance department must be able to count on system reporting according to applicable rules and needs a tool that minimises reconciliation work.

Do you have efficient tools to keep track of actual time versus estimated time?
Are you certain that your reports are based on the correct figures?
Can you rely on the effect of the project assessment on the balance sheet and profit and loss accounting?
Do you have tools for automatic assessment of the enterprise project?
Do you have problems with reconciliations at the end of the month

Resource
Employees get access to tools for planning and the possibility to get an overview of the projects they are participating in. There is also support to ensure that work is performed according to rules and flexible reporting of time, travel expenses and expenditure. It is easy to get an overview of work hours, uncovered/covered time, own key figures and the projects you will work on over a given period.

Do you have access to tools and guides that make your reporting a “piece of cake”?
Can you get an overview of the projects you are working on?
Do you have tools that give you suggestions for which projects you should be working on this week?
Can you get an overview of your own key figures?

"We previously had an unstable project system with faulty integration that created a lot of uncertainty and frustration. Copernicus Pro, on the other hand, is stable and its integration with our finance system and HR system functions well. It gives us control over the financial flow, degree of coverage/billable hours and project follow-up."

Copernicus Pro is based on modules that can be used individually or in combination. There is also integration for finance and payment systems..