Case study

Centralizing mission-critical information

Sagicor Group Jamaica, a leading integrated financial services company, is a market leader in life insurance, health insurance, banking, investment services, and real estate development.

With presence across Jamaica, the Cayman Islands, Costa Rica, and Panama, Sagicor Group Jamaica (Sagicor) plays a crucial role in the financial landscape of the Caribbean

Sagicor Financial Services

Strategy execution

"With many subsidiaries across the group, trying to manage everybody’s strategic plan was hard. The governance and tracking of projects were done in PowerPoint and Excel. It wasn’t clear how they tied into the strategy, and while leaders may know, second level management and so on didn’t know – and tracking their benefits was challenging."

Background

Pain

As Sagicor grew in personnel and subsidiaries, so too did the number of plans, projects, and metrics. With only Excel and PowerPoint to help, a more robust system for strategy execution was inevitable.

Problem statement

Sagicor needed a solution that could align projects to strategic goals, leaving behind labor-intensive processes for an integrated system – a single source of truth.

Software evaluation

Their goal was to find a solution that centralized mission-critical information on their strategic plans, improved governance, and offered a clear link between projects and Sagicor’s strategic objectives.

i-nexus helped us to shape and frame what we needed. They shared the reality of implementing a system, and how to get our people involved. It was important to have a system that easily translated information – projects, updates, and journals – so that everyone gets the same truth. We no longer have to run around to get information because it’s readily available at the source.

Outcomes

Customer outcome

Sagicor uses i-nexus to house all their strategic plans, projects, and KPIs. Easily accessible across the organization, leadership can coordinate and orchestrate the delivery of, and returns on, their strategic goals.

i-nexus solution focus

Interactive planning using X-Matrix
Performance reporting with Bowling Charts
Root cause analysis and countermeasures for exception handling
Automated monthly management reporting cycles

i-nexus benefits

Sagicor now tightly align projects to strategic goals, ensuring every initiative contributes.
With a single source of truth, communication and collaboration across the organization is easier, enabling leaders to make more informed decisions.
By tracking project benefits in i-nexus, Sagicor now measure financial and non-financial returns, providing greater accountability and transparency to stakeholders.
The objective prioritization of projects has strengthened decision-making, particularly for the company’s digital transformation steering committee.
The move from manual processes to an integrated system has drastically cut inefficiencies, allowing the strategy team to focus on more strategic tasks rather than administration.

By the numbers

Users

KPIs

Projects

The i-nexus difference

i-nexus wraps around you

i-nexus wraps around how you want to deliver your goals. Languages, locations, products, processes. Exactly how you want it. All inside one solution.

Support for your journey

We use two decades of experience across strategy execution, hoshin kanri, lean, and project management to help you overcome your challenges, spot gaps, and accelerate success.

Integrate i-nexus

i-nexus acts as your single source of truth, connecting project management software, ERP, CRM, and other critical systems to give you a total view of what matters to achieving your goals.

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