Stop the emails: How this small bank streamlined project management – American Banker (subscription)

Bank executives at Exchange, a $2.2 billion-asset bank, invested in project management technology that has allowed workers to operate at a higher level of efficiency. An added bonus is that the digital work management tools have made Exchange a more attractive place for millennials to work. Like many community banks, Exchange lacked dedicated project management staff and processes. The improvements have also helped in recruitment and retention of employees. Furthermore, documentation compliance has become more streamlined and productivity has improved.

Key Takeaways:

  • One small bank is setting a new standard for good project management. They have set down some policies that could help others along the way.
  • One goal was to simply stop the emails from coming in to the small bank. They were not equipped to handle a large volume of emails like these.
  • Bank managers have decided to invest in project management technology over time. They want to see their small bank succeed against the competition too.

“Daniel described its dashboard as easy to navigate and said that it offers visual representations of tasks that need to be completed, color-coded updates on project status and helpful charts.”

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