Case Study: IBM achieves consolidated processes, real-time forecasting, and new revenue with Planview AdaptiveWork

IBM Consolidating Processes and Data to Drive Services Efficiency and New Revenue with Planview PSA

IBM Cloud and Cognitive Services (C&CS), a global hybrid cloud services division with about 5,000 experts, struggled with fragmented forecasting and project-management tools, disconnected backend systems, and time-consuming manual data consolidation. This made reliable revenue forecasting, real-time visibility for project managers, and fast executive decision-making difficult across regions that used more than 10 disparate home‑grown systems.

C&CS implemented Planview PSA as a single, configurable platform, integrating CRM, HRMS and data warehouses via APIs to provide unified financial planning, project management, and real-time dashboards. The rollout retired more than 10 legacy tools, reduced monthly reporting from a week of manual work to instant roll-ups, exposed new revenue opportunities, and delivered consistent global processes and visibility that improved efficiency and decision-making.

IBM

Michelle Ginther

Executive Sponsor