Case Study: Large Financial Services Organization achieves faster decision-making with OpenText Core Project and Portfolio Management

Financial services company accelerates decision-making with OpenText™ Project and Portfolio Management

The Large Financial Services Organization needed a single source of truth for project and portfolio management, as disconnected tools, multiple Clarity instances, and manual processes slowed work and decision-making. It also wanted to reduce time spent switching systems and improve consistency across more than 500 projects a year. The company selected OpenText Core Project and Portfolio Management to replace its fragmented environment.

OpenText implemented a phased deployment of OpenText Core Project and Portfolio Management, integrated with HR, financial, and business intelligence systems, and supported by a structured data migration and extensive user training. The result was a more reliable, real-time platform with full visibility and faster reporting, delivering 15% efficiency gains and full ROI within three years. OpenText also helped the customer reduce IT overhead and make faster, better-informed decisions.