Case Study: Fortune 100 Life Insurer achieves 80% reduction in IT planning cycle time with Apptio Targetprocess

Fortune 100 Life Insurer Reduces IT Planning Cycle Time by 80% with ApptioOne and Apptio Targetprocess

A Fortune 100 life insurer managing a $700M+ annual IT budget faced a fragmented, spreadsheet-driven planning process that separated run and multi-year investment budgets, left IT Finance disconnected from Technology, and took 15 weeks to complete. Leadership wanted a shorter, more agile-capable planning cycle with monthly forecasting, better communication between finance and technology, and a unified way to link resource execution to budgeting.

In under three months the company deployed ApptioOne and Apptio Targetprocess, integrated with Jira and Tempo, to unify financial and operational data, connect project estimates to actuals, and enable capacity planning by cost center and value stream. The integrated solution cut IT planning time from 15 weeks to 15 days (an 80% improvement), improved forecasting accuracy and user satisfaction, simplified the toolset, and laid the groundwork for ongoing initiatives like cloud cost allocation with Apptio Cloudability and fuller TCO visibility.