Case Study: Large Financial Services Organization achieves 15% efficiency gains and consolidated real-time project visibility with OpenText

PPM supports major business transformation resulting in consolidated project visibility, efficiency gains, and faster decision making

A large financial services organization in Australia and New Zealand that runs 500+ projects across portfolios worth over $1 billion faced fragmented project management: multiple, heavily customized CA Clarity instances used by some 10,000 users, heavy Excel reliance, frequent downtime and duplicated effort. The environment hindered forecasting, performance and change, driving a need for a single source of truth and a broader business transformation.

The organization selected Micro Focus PPM (SaaS) and implementation partner BPM Vision, rolling out Resource, Portfolio, Timesheet, Program, Project, Risk, Financial and Demand modules in a 12‑month phased program with automated data migration, 300+ training sessions and integrations to HR, finance and BI. Results included ~15% efficiency gains, a three‑year ROI, consolidated real‑time reporting, faster decision making and better resource sequencing that prevented project stoppages, while eliminating separate infrastructure and freeing IT to focus on higher‑value work.