Case Study: Moss Adams achieves improved visibility, faster reporting and 100% escalation capture with Planview AdaptiveWork

Moss Adams - Customer Case Study

Moss Adams LLP, a top-15 U.S. public accounting firm with more than 3,400 professionals across 25+ locations, was using a rigid SharePoint-based Kanban/task system for IT Operations Services that couldn’t be customized to their processes, offered no reporting, and lacked vendor support. This caused manual workarounds, inconsistent status reporting, and ongoing administration burdens.

They implemented Clarizen Go, quickly moving a trial into production to capture custom task-level fields, run visual Kanban boards, and generate dashboards and reports. The new solution saved about 3 hours per week on reporting, enabled 100% capture and action on escalations, and delivered improved portfolio visibility, efficiency and employee satisfaction.

Moss Adams

Bryan Jensen

PMO Operations Manager