Case Study: Large U.S. Financial Services Institution achieves enterprise-wide PPM consolidation and millions in savings with Planview AdaptiveWork

Financial Services Institution - Customer Case Study

One of the largest diversified financial services firms in the United States, with more than $400 billion in assets and over 2,400 branches, launched a national retail expansion in 2018 that included new digital channels and brick-and-mortar solution centers. To support this growth while managing cost and risk, the Enterprise Project Management Office (EPMO) needed to replace an inflexible, on‑premises PPM system that required heavy administration, wasn’t used enterprise‑wide, and hindered collaboration and consistent project execution.

The EPMO selected cloud-based Clarizen One for its adaptability, collaboration features, lower total cost of ownership and strong support, built an internal transition portal, and ran a multi-level adoption program with tailored training, change plans and readiness metrics. As a result, Clarizen became the enterprise PPM hub, consolidating legacy tools, delivering a 360° portfolio view, saving or avoiding about $8M in licensing/support, freeing project managers 2–3 hours per week (estimated $14M/year), and improving collaboration, project visibility and execution.