Case Study: Leading Financial Services Company achieves greater collaboration and productivity with Planview LeanKit

Enterprise Financial Services Team Uses Planview Leankit to Increase Agility and Adaptability

A compliance team at one of the nation’s leading financial services firms relied on spreadsheets and scattered documentation to plan and track work, which left them with little visibility into status, progress, or priorities and often caused last‑minute scrambles and poor coordination across the group.

After adopting Planview LeanKit, the team gained a shared, real‑time view of work that improved collaboration, cross‑training, and knowledge sharing; streamlined weekly delivery meetings and reduced reliance on emails; and increased agility. Within three months they had evolved into an “adaptive workforce,” using LeanKit boards, card tags, and combined delivery/roadmap planning to forecast initiatives, surface critical issues, and adapt more quickly to changing priorities.