{"id":6933,"date":"2017-10-30T14:58:21","date_gmt":"2017-10-30T19:58:21","guid":{"rendered":"https:\/\/blog.planview.com\/?p=6933"},"modified":"2019-11-18T14:59:56","modified_gmt":"2019-11-18T20:59:56","slug":"streamlining-project-management-in-the-banking-industry","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/","title":{"rendered":"Streamlining Project Management in the Banking Industry"},"content":{"rendered":"

Like many small banks, the Exchange Bank in Santa Rose, California, found itself managing lots of projects without an official project manager in sight. They were also drowning in email, meetings, and spreadsheets\u2014all of which meant project data was difficult to access when it came time to show compliance to bank examiners.<\/p>\n

Choosing to end the email madness, the $2.2 billion bank decided to invest in a new project management and collaboration system. The bank initially rolled out Planview ProjectPlace to 20 users as a pilot program. Today, they have expanded to 110 users, more than a quarter of the bank\u2019s employees.<\/p>\n

In a recent article<\/a> in American Banker, they explain why ProjectPlace has been such a great fit for their company. The system is easy for everyone to navigate\u2014from those end-users already familiar with project management software to the pencil and notebook crew.<\/p>\n

\u201cWe needed something that would be intuitive for anyone to use, but also allowed those that wanted to really drill down to the nitty-gritty,\u201d said Jane Daniel, an assistant vice president at Exchange.<\/p><\/blockquote>\n

The bank had to change a few minds along the way to encourage employees to adopt the new system, but once on board, they determined about half of their projects could be streamlined. This has reduced the number of hours spent weekly reviewing status report to about 45 minutes.<\/p>\n

An additional bonus they discovered was that they could use ProjectPlace as a recruiting tool for millennials. This generation is eager to work with employers who already have project management and collaboration tools.<\/p>\n

Are you thinking of adding your own project management and collaboration system? Stop drowning in spreadsheets and emails. Explore how one community bank took the plunge. Read the article<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Like many small banks, the Exchange Bank in Santa Rose, California, found itself managing lots of projects without an official project manager in sight. They were also drowning in email, meetings, and spreadsheets\u2014all of which meant project data was difficult to access when it came time to show compliance to bank examiners. Choosing to end…<\/p>\n","protected":false},"author":84,"featured_media":6934,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[38],"tags":[],"class_list":["post-6933","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-work-collaboration"],"acf":[],"yoast_head":"\nStreamlining Project Management in the Banking Industry - Blog | Planview<\/title>\n<meta name=\"description\" content=\"Like many small banks, the Exchange Bank in Santa Rose, California, found itself managing lots of projects without an official project manager in sight.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Streamlining Project Management in the Banking Industry\" \/>\n<meta property=\"og:description\" content=\"Like many small banks, the Exchange Bank in Santa Rose, California, found itself managing lots of projects without an official project manager in sight.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/\" \/>\n<meta property=\"og:site_name\" content=\"Planview Blog\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\" \/>\n<meta property=\"article:published_time\" content=\"2017-10-30T19:58:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-11-18T20:59:56+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2018\/07\/pp_Stop-the-Email-Madness_1024x768.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"768\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jane Kovacs\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Planview\" \/>\n<meta name=\"twitter:site\" content=\"@Planview\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jane Kovacs\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/\"},\"author\":{\"name\":\"Jane Kovacs\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/ebcc3fa812f97120b720205b4f8942d6\"},\"headline\":\"Streamlining Project Management in the Banking Industry\",\"datePublished\":\"2017-10-30T19:58:21+00:00\",\"dateModified\":\"2019-11-18T20:59:56+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/\"},\"wordCount\":294,\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2018\/07\/pp_Stop-the-Email-Madness_1024x768.jpg\",\"articleSection\":[\"Work Management for Teams\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/\",\"url\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/\",\"name\":\"Streamlining Project Management in the Banking Industry - Blog | Planview\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2018\/07\/pp_Stop-the-Email-Madness_1024x768.jpg\",\"datePublished\":\"2017-10-30T19:58:21+00:00\",\"dateModified\":\"2019-11-18T20:59:56+00:00\",\"description\":\"Like many small banks, the Exchange Bank in Santa Rose, California, found itself managing lots of projects without an official project manager in sight.\",\"breadcrumb\":{\"@id\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#primaryimage\",\"url\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2018\/07\/pp_Stop-the-Email-Madness_1024x768.jpg\",\"contentUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2018\/07\/pp_Stop-the-Email-Madness_1024x768.jpg\",\"width\":1024,\"height\":768},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/blog.planview.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Streamlining Project Management in the Banking Industry\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/blog.planview.com\/#website\",\"url\":\"https:\/\/blog.planview.com\/\",\"name\":\"Planview Blog\",\"description\":\"Leading the conversation on digital connected work\",\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/blog.planview.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/blog.planview.com\/#organization\",\"name\":\"Planview\",\"url\":\"https:\/\/blog.planview.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png\",\"contentUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png\",\"width\":280,\"height\":66,\"caption\":\"Planview\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\",\"https:\/\/x.com\/Planview\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/ebcc3fa812f97120b720205b4f8942d6\",\"name\":\"Jane Kovacs\",\"description\":\"Jane Kovacs is a geek-loving, button-pushing public relations professional who loves shiny, new ideas and finding ways to use technology get the most of your day. She brings more than 20 years\u2019 experience to her role as global PR manager at Planview. Her background includes communication roles at Pennzoil, EDS, AMD, FleishmanHillard, and 3M. She is passionate about helping companies share their stories and connect with customers.\",\"url\":\"https:\/\/blog.planview.com\/author\/jane-kovacs\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Streamlining Project Management in the Banking Industry - Blog | Planview","description":"Like many small banks, the Exchange Bank in Santa Rose, California, found itself managing lots of projects without an official project manager in sight.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/","og_locale":"en_US","og_type":"article","og_title":"Streamlining Project Management in the Banking Industry","og_description":"Like many small banks, the Exchange Bank in Santa Rose, California, found itself managing lots of projects without an official project manager in sight.","og_url":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/","og_site_name":"Planview Blog","article_publisher":"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772","article_published_time":"2017-10-30T19:58:21+00:00","article_modified_time":"2019-11-18T20:59:56+00:00","og_image":[{"width":1024,"height":768,"url":"https:\/\/blog.planview.com\/wp-content\/uploads\/2018\/07\/pp_Stop-the-Email-Madness_1024x768.jpg","type":"image\/jpeg"}],"author":"Jane Kovacs","twitter_card":"summary_large_image","twitter_creator":"@Planview","twitter_site":"@Planview","twitter_misc":{"Written by":"Jane Kovacs","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#article","isPartOf":{"@id":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/"},"author":{"name":"Jane Kovacs","@id":"https:\/\/blog.planview.com\/#\/schema\/person\/ebcc3fa812f97120b720205b4f8942d6"},"headline":"Streamlining Project Management in the Banking Industry","datePublished":"2017-10-30T19:58:21+00:00","dateModified":"2019-11-18T20:59:56+00:00","mainEntityOfPage":{"@id":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/"},"wordCount":294,"publisher":{"@id":"https:\/\/blog.planview.com\/#organization"},"image":{"@id":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#primaryimage"},"thumbnailUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2018\/07\/pp_Stop-the-Email-Madness_1024x768.jpg","articleSection":["Work Management for Teams"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/","url":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/","name":"Streamlining Project Management in the Banking Industry - Blog | Planview","isPartOf":{"@id":"https:\/\/blog.planview.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#primaryimage"},"image":{"@id":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#primaryimage"},"thumbnailUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2018\/07\/pp_Stop-the-Email-Madness_1024x768.jpg","datePublished":"2017-10-30T19:58:21+00:00","dateModified":"2019-11-18T20:59:56+00:00","description":"Like many small banks, the Exchange Bank in Santa Rose, California, found itself managing lots of projects without an official project manager in sight.","breadcrumb":{"@id":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#primaryimage","url":"https:\/\/blog.planview.com\/wp-content\/uploads\/2018\/07\/pp_Stop-the-Email-Madness_1024x768.jpg","contentUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2018\/07\/pp_Stop-the-Email-Madness_1024x768.jpg","width":1024,"height":768},{"@type":"BreadcrumbList","@id":"https:\/\/blog.planview.com\/streamlining-project-management-in-the-banking-industry\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/blog.planview.com\/"},{"@type":"ListItem","position":2,"name":"Streamlining Project Management in the Banking Industry"}]},{"@type":"WebSite","@id":"https:\/\/blog.planview.com\/#website","url":"https:\/\/blog.planview.com\/","name":"Planview Blog","description":"Leading the conversation on digital connected work","publisher":{"@id":"https:\/\/blog.planview.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/blog.planview.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/blog.planview.com\/#organization","name":"Planview","url":"https:\/\/blog.planview.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/","url":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png","contentUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png","width":280,"height":66,"caption":"Planview"},"image":{"@id":"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/"},"sameAs":["http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772","https:\/\/x.com\/Planview"]},{"@type":"Person","@id":"https:\/\/blog.planview.com\/#\/schema\/person\/ebcc3fa812f97120b720205b4f8942d6","name":"Jane Kovacs","description":"Jane Kovacs is a geek-loving, button-pushing public relations professional who loves shiny, new ideas and finding ways to use technology get the most of your day. She brings more than 20 years\u2019 experience to her role as global PR manager at Planview. Her background includes communication roles at Pennzoil, EDS, AMD, FleishmanHillard, and 3M. She is passionate about helping companies share their stories and connect with customers.","url":"https:\/\/blog.planview.com\/author\/jane-kovacs\/"}]}},"_links":{"self":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/posts\/6933","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/users\/84"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/comments?post=6933"}],"version-history":[{"count":0,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/posts\/6933\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/media\/6934"}],"wp:attachment":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/media?parent=6933"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/categories?post=6933"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/tags?post=6933"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}