• BDO Digital assists Baloise Insurance Belgium in aligning business plans and project/investment portfolio
Case study:

BDO Digital assists Baloise Insurance Belgium in aligning business plans and project/investment portfolio

15 October 2013

“By implementing the PPM tool, we can now report project statuses much more clearly and have been able to improve the quality and availability of those reports.”

Baloise Insurance is a Belgian insurance company and is part of the Swiss Baloise Group. They aim to contribute to a safer world for all their stakeholders (clients, estate agents, employees, shareholders), hence putting the focus on them in all of their business activities.


Baloise Insurance Belgium aimed to align its business plans and project/investment portfolios better. This required proactive support for the process of selecting ideas, projects and their follow-up. A tool like PPM was necessary.

The Technology

CA PPM (previously Clarity) is an integrated suite of modules that allows your organisation to seamlessly manage its services, projects, products, people and finances. It gives your executives a real-time view into their organisation’s investments, initiatives and resources, and empowers your managers to perform projects and programs in a controlled and predictable way. Built on top of the core project and portfolio management functionality are solution-specific modules that support the critical processes of IT Governance, New Product Development and Enterprise Program Management.


Our BDO Digital ‘Clarity Champions’ helped Baloise to achieve their objectives in three phases:

  • Initiation: aligning the project objectives and determining the scope
  • Workshops
    • A demo of the capabilities of CA Clarity on-demand
    • Aligning the to-be processes
    • Definition of priorities and timing of improvements
    • Validation
  • Implementation and roll-out
    • Templates / portlets / dashboard
    • Communication within ICT and the businesses


Thanks to this project, BDO Digital helped Baloise achieve the following results:

  • Improved quality and availability of Project Status Reports from CA Clarity
  • Better Clarity usability and usage, so that project managers can report project statuses more efficiently
  • The ability to use Clarity as a central online platform for the Release