Case Study: Global Financial Services Provider achieves enterprise-wide Agile PPM and unified global visibility with KeyedIn Solutions

Global Financial Services Client Banks on Agile PPM

A global investment banking firm managing over half a trillion dollars across five continents and more than 5,000 employees struggled to maintain comprehensive, cross-border reporting and visibility. Multiple projects were siloed in single portfolios and the firm lacked a foundational platform to support scaled Agile practices (SAFe), hindering resource management and consistent delivery standards.

The firm partnered with KeyedIn to implement a unified Agile PPM platform that integrates execution tools (Jira/TFS) with centralized approvals, financial tracking and reporting. Through tailored workshops, configuration, training and ongoing support, the solution delivered a single source of truth, standardized dashboards, improved resource allocation, global time and capacity tracking, forecasting and budgeting — enabling better stakeholder engagement and a successful transition toward scaled Agile portfolio management.