Case Study: IIROC achieves real-time portfolio visibility and optimized project delivery with Planview AdaptiveWork (Clarizen One)

IIROC - Customer Case Study

The Investment Industry Regulatory Organization of Canada (IIROC) is the pan‑Canadian self‑regulatory organization that oversees more than 170 investment dealer firms and 29,000 registered employees. Facing shifting investor behavior, new digital entrants and converging financial services, IIROC launched a broad transformation to modernize delivery and set up an Enterprise Portfolio Management Office (ePMO). Prior to this, projects were managed in silos with manual processes, fragmented data and limited visibility into portfolio health, capacity and resource utilization.

IIROC selected Clarizen One to create a single source of truth for project delivery, implementing centralized views, electronic meeting minutes, timesheets, task management, automated status reporting and dashboarded portfolio visibility. The solution improved efficiency, transparency and productivity—optimizing resource deployment with capacity planning, eliminating paper approvals, speeding data imports and simplifying audit preparation—putting IIROC on track to substantially reduce projects that exceed schedule and budget.

IIROC

Aaron Nicholl

Director ePMO