Case Study: Excellus BCBS achieves resource optimization and 12–18 month capacity planning visibility with Planview

BlueCross BlueShield of North Carolina Uses PPM to Optimize Resource Capacity

BlueCross BlueShield of North Carolina (BCBS NC) is the state’s largest health insurer, serving nearly four million members with about 4,500 employees. Facing a rapid portfolio expansion driven by federal mandates (from ~700K hours in 2012 to ~1.5M in 2014), the organization lacked an integrated view of demand and capacity, making it difficult to prioritize work, govern investments, and forecast staffing needs for accurate planning and executive decision-making.

BCBS NC implemented Planview Enterprise, applying a Capacity Quadrant approach with scoring models, integrated investment and capacity planning, requirements and allocations, and executive analytics. This enabled prioritization of high‑value projects, weekly resource allocations and 12–24 month forecasting, and on‑demand dashboards for executives and project managers. Outcomes included optimized staffing, better alignment of work to strategy, a 30% reduction in project manager administrative time, elimination of 1.5 business days from the weekly status report, and an extended, more confident planning horizon of 12–18 months.

Excellus BCBS

Brad Clark

Director, Enterprise Portfolio Management