Teams Ideas™ for Investment Management is a solution developed to ensure the alignment of the company's management processes with the best investment project selection and prioritization practices.
Adopt the right tools to overcome work, team, project and portfolio management challenges. Deploy your solution with the most awarded Microsoft Partner in Latin America for Project Online.
“As major challenges arise, every company needs to remain competitive and optimize its resources. In this sense, CBA adopted Teams Ideas in 2019 to manage the entire lifecycle of their investment project portfolio, going through the phases of portfolio formation, prioritization and approval for execution.
This decision proved to be beneficial, as the system brought tangible gains related to information security, transparency, and visibility to the process, allowing project managers to make the most appropriate and adherent decisions aligned to their business strategy.
The partnership with Prosperi was vital to make this leap in development and management. The company proved to be flexible in understanding customer needs, thus creating the foundation for a collaborative and lasting relationship.”
Moises Ulhoa Guedes Planning and Management Manager | PMO |
Brazilian Aluminum Company CBA
“Our project Online upgrade has greatly impacted our ability to provide portfolio reporting for the organization. The Microsoft tools combined with Project Online have given us the ability to quickly create, publish and distribute portfolio reports giving our senior leadership more visibility and transparency to our overall portfolio. Online SharePoint sites have provided us with greater collaboration tools allowing teams to be more productive.”
Keith Nicolet, PMP Manager – Portfolio Management
UnityPoint Health