Case Study: The Carlyle Group achieves greater project visibility and consistent portfolio management with Daptiv PPM

Carlyle Group Investment in Daptiv PPM Delivers Big Returns

The Carlyle Group, a global private equity firm managing tens of billions in assets with offices worldwide, needed to standardize project and portfolio management across its distributed IT teams. Project work was tracked in disparate formats (Word, Excel, MS Project) and inconsistent processes forced project managers to spend excessive time on status updates, reducing visibility and slowing execution.

After testing several vendors, Carlyle adopted Daptiv PPM for its simple on‑demand interface, templates, dynamic applications and document repository, and rolled it out using online demos and tutorials. The result was clearer, more consistent project and portfolio visibility, reduced administrative burden, flexible low‑cost SaaS delivery, new uses such as office build‑out planning, and ongoing value from regular product updates.

The Carlyle Group

David Roth

CIO