How Triskell is helping Banfi optimize Project Portfolio and Strategic Execution Management
In the competitive world of winemaking and strategic business operations, efficiency and alignment are key to sustaining growth. Banfi, a globally recognized Italian wine producer, faced increasing challenges in managing IT, finance, and transformation projects while ensuring strategic execution remained on track.
Banfi was looking for software that could integrate ITSM, IT Project Management and Strategy Execution Management. So, the need for an integrated and adaptable PPM solution became evident as the tool they were using did not cover all their needs.
Company overview
Founded in 1978 by the Mariani family, Banfi is one of Italy’s most respected wine producers, known for its pioneering efforts in elevating Brunello di Montalcino to global prominence. The company operates extensive vineyards in Tuscany and Piedmont, producing a wide array of premium wines while maintaining a strong commitment to sustainability and innovation.
Beyond winemaking, Banfi has expanded into hospitality, offering luxury accommodations, fine dining, and immersive wine experiences at Castello Banfi, its flagship estate. The company is also a major prunes producer, further diversifying its agricultural expertise.
With a commitment to modernization and operational excellence, Banfi identified the need for a scalable, customizable, and fully integrated project and strategic execution management solution—leading to the adoption of Triskell Software.
Context
Before implementing Triskell , Banfi was already using a Project Management tool. However, as Gabriele Mazzi – CFO at Banfi, explains:
The existing solution, although satisfactory, did not cover all needs, and its limited configuration possibilities were also an obstacle
Initially, Banfi sought a solution with a primary focus on IT Service Management (ITSM) and IT Project Management. However, as business transformation became a priority, it became clear that the company required more than just a project management tool. Banfi needed a scalable and adaptable solution that could not only enhance IT project management but also support broader strategic execution initiatives and transformation projects.
One of the biggest challenges was ensuring that new functionalities were introduced in a structured, coordinated manner, while also modifying existing processes and supporting teams through the transition.
Additionally, the diverse levels of maturity across teams, combined with the complex nature of Banfi’s operations, required a customized approach—one that could accommodate both day-to-day project management needs and long-term business transformation objectives.
Why Triskell?
Following an extensive evaluation process, Banfi selected Triskell Software for its ability to provide a fully integrated, highly configurable platform for Project Portfolio Management (PPM), Strategic Enterprise Management (SEM) and IT Service Management (ITSM).
But, apart from that, other key factors came into play to select Triskell among other solutions:
- Configurability and flexibility – Triskell’s no-code capabilities allowed Banfi to tailor the platform to its specific workflows without requiring extensive development work.
- Seamless Integration of ITSM, PPM, and SEM – The ability to manage IT projects, business transformation initiatives, and strategy execution from a single platform was a significant advantage.
- Efficiency gains & cost savings – As Triskell addresses several needs with a single integrated platform, it is a more cost-effective option than relying on separate systems.
- Implementation approach – Triskell offers a structured and proven implementation methodology that reduces risk and ensures a smooth transition, effectively managing deadlines, budgets and deliverables.
- Industry Reputation & References – Triskell’s track record of successful implementations in similar industries reinforced Banfi’s confidence in its capabilities.
Implementation process
First, Banfi rolled out an ITSM Minimum Viable Product (MVP) in just a few iterations within just one month, addressing key service management processes.
Apart from ITSM, it was decided to implement the other solutions one after another, producing an MVP for each within a few weeks, and a specific roll-out for each. These solutions are, in order:
- Project Portfolio Management (PPM).
- Strategic Enterprise Management (SEM).
- HR and Safety Management.
Triskell’s consultants’ collaborative approach, working closely with Castello Banfi to align with their objectives and resolve issues quickly and efficiently, was crucial to customize the tool to fit Banfi’s unique workflows and business processes.
Current situation of Banfi with Triskell
The adoption of Triskell Software has provided Banfi with numerous tangible benefits, significantly improving its approach to project management, IT governance, and strategic execution.
- Helping to align IT projects and services with Castello Banfi’s strategic objectives, ensuring that all efforts contribute to the company’s long-term goals.
- Improved planning and execution of strategic initiatives, leading to better resource allocation and prioritization.
- Efficient project portfolio management with real-time visibility of project status and financial performance.
- Implementing ITIL best practices to improve IT service quality, leading to greater internal customer satisfaction and reduced downtime.
- Streamlined processes for managing IT incidents and problems, resulting in shorter resolution times and minimal business disruption.
- A unified platform for PPM, SEM, ITIL and security management, which reduces the complexity of using multiple systems and improves data consistency.
- Real-time data visibility, which enables faster decision-making and more responsive management.
By implementing Triskell Software for PPM, SEM, ITIL, and security management, Castello Banfi has seen significant improvements in strategic execution, operational efficiency, risk management, and overall organizational performance
Company Overview
Industry
Wine Production / Agriculture / Hospitality
Type
Private
Established
1978
Solution
IT PPM & SPM
Highlights
Business Challenges
Lack of integration between project management and strategy execution.
Difficulty in tracking IT projects and aligning them with business goals.
Limited customization and flexibility in existing software solutions.
Inconsistent resource allocation and capacity planning.
Absence of a centralized platform for managing transformation initiatives.
Benefits
Fully integrated platform for ITSM, PPM, and SEM.
Real-time visibility into project performance.
Reduced operational complexity and improved cost efficiency.
Enhanced decision-making with advanced reporting.
Implementation of ITIL best practices.
Streamlined processes for Incident and Problem Management.
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