Finance & Insurance PM Consulting | Pinnacle Management Systems

Solutions
Solutions

Today's high-performing organizations need to maximize the value of project information to capitalize on their investments, improve project performance and optimize the return on resources, effectively achieving more with less.

Management Solutions

Enterprise Project Management

Enterprise Project Controls

Project Portfolio Management

Earned Value Management

Integrated Program Management

PMTalent
SOLUTIONS

Are your organizations managing multiple projects or programs? Are you challenged with integrating all these projects into a cohesive picture for senior management? Our EPPM experts enable clients to continuously improve the tactical delivery of projects across their "enterprise".
Technology
Technology

Pinnacle provides implementation services for many of the major Project, Portfolio and Earned Value Management tools on the market.

Technology

Microsoft EPM

Oracle Primavera

Deltek PPM

forProject Technology

Encore Analytics Empower™
SOLUTIONS

Are your organizations managing multiple projects or programs? Are you challenged with integrating all these projects into a cohesive picture for senior management? Our EPPM experts enable clients to continuously improve the tactical delivery of projects across their "enterprise".
Training
Training

Training is offered for basic project management concepts and end-user tool training, with a specialization in developing customized training solutions.

Training

Concepts Training

Software Training

Customized Training
SOLUTIONS

Are your organizations managing multiple projects or programs? Are you challenged with integrating all these projects into a cohesive picture for senior management? Our EPPM experts enable clients to continuously improve the tactical delivery of projects across their "enterprise".
Industries
Industries

Pinnacle has over 20 years of experience enabling agencies and corporations over a diverse portfolio of industries to effectively adopt Integrated Program Management solutions though Management Consulting, Business System Implementations, and Training and Adoption.

Industries

Energy, Utilities, Oil & Gas

Aerospace & Defense

Healthcare

Government & Public Sector

Technology

Finance & Insurance

Engineering & Construction
SOLUTIONS

Are your organizations managing multiple projects or programs? Are you challenged with integrating all these projects into a cohesive picture for senior management? Our EPPM experts enable clients to continuously improve the tactical delivery of projects across their "enterprise".
Why Pinnacle
Why Pinnacle

It's simple. Our real world experience, specialized knowledge, culture and values enable us to be THE BEST enterprise project management consultants, worldwide.

Why Pinnacle

Meet the Leadership Team

Case Studies

Careers at Pinnacle
SOLUTIONS

Are your organizations managing multiple projects or programs? Are you challenged with integrating all these projects into a cohesive picture for senior management? Our EPPM experts enable clients to continuously improve the tactical delivery of projects across their "enterprise".
Resources
Resources

Assets that may help you function more effectively.

Resources

Tools and Assets

Events
SOLUTIONS

Are your organizations managing multiple projects or programs? Are you challenged with integrating all these projects into a cohesive picture for senior management? Our EPPM experts enable clients to continuously improve the tactical delivery of projects across their "enterprise".
Contracting
Contracting

With multiple contract delivery types, Pinnacle can expedite delivery of our services across the Federal Government.

Contracting

FAA eFast MOA

GSA MAS
SOLUTIONS

Are your organizations managing multiple projects or programs? Are you challenged with integrating all these projects into a cohesive picture for senior management? Our EPPM experts enable clients to continuously improve the tactical delivery of projects across their "enterprise".
Blog

Blog

Learn about all of the latest news in technology developments, best practices, and industry insights.

SOLUTIONS

Are your organizations managing multiple projects or programs? Are you challenged with integrating all these projects into a cohesive picture for senior management? Our EPPM experts enable clients to continuously improve the tactical delivery of projects across their "enterprise".
Contact Us

Amongst the many challenges companies in the Financial Services and Insurance industries are facing today, being able to stay ahead of their competition in terms of technology, yet maintain an appropriate level of spend allocation for their IT organization is a constant battle.

Organizations, such as insurance and financial services companies, whose main business is not project-based, still need to undertake numerous projects each year. Often management in these types of organizations are accustomed to managing their team’s work as everyday operational business activities, and not as structured projects. This breeds a management culture that looks at projects more tactically than strategically.

Pinnacle's Finance & Insurance practice specializes in helping IT organizations within the world’s leading financial services, banking institutions, insurance companies and similar enterprises ensure projects and resources are aligned to organizational priorities and expected project outcomes are realized through improved organization-wide Project and Portfolio Management (PPM) capabilities. As a result, they realize operational efficiency gains, improved project outcomes and other substantial benefits critical to the organization.

By partnering with Pinnacle we saw a reduction in our overall IT expense by $4M in the first year, and $9M in the second!

CFO
Finance & Insurance Client
Before working with Pinnacle, 50% of our projects missed major milestones. Now 90% are on time.

CFO
Finance & Insurance Client
With Pinnacle's help, we were able to reduce IT maintenance spending by 15%. As a result, we redirected those funds to other strategic developmental initiatives.

Rick O., Chief of Staff, CFO
Guardian Life Insurance Company

Project Management Scholarship Winning Essay Article 2 of 3

Thank you to all of the students who submitted essays for our 2023/2024 Project Management...

Pinnacle Management Systems, Inc.

Solutions

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Technology

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Training

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Industries

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Why Pinnacle

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Resources

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Contracting

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Blog

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What Our finance & insurance Clients Say

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