Case Study: EmblemHealth achieves real-time funding forecasts and reduced overages with EPM Live's PortfolioEngine

Emblem Health Automates Project Funding Requests with Portfolio Engine to Forecast Spending and Minimize Overages

EmblemHealth, a New York–area health plan serving about 2.9 million members, needed a centralized way to track project funding requests and produce consistent, real‑time spending reports. Prior to the project they relied on manual Excel updates, lacked a single tracking tool, and could not introduce a standalone platform given their existing systems.

By deploying EPM Live’s PortfolioEngine inside their SharePoint environment, EmblemHealth automated funding approvals, integrated actuals from their financial system, and gained real‑time rollups, dashboards and reporting. The solution reduced time and labor, eliminated manual rework, improved portfolio decision‑making, and helped forecast spending to minimize overages.

EmblemHealth

Magdalena Bonilla

Epmo