Case Study: Family Dollar achieves scalable portfolio and financial management across its EPMO with Planview Enterprise

Family Dollar Creates Scalable Portfolio and Financial Management across the EPMO

Family Dollar, founded in 1959 and based in Charlotte, operates 8,000 small-format stores across 46 states with $10.4 billion in sales and 50,000 team members. Rapid growth and continual store additions strained store and IT infrastructure, leaving people, projects, and budgets misaligned and exposing weaknesses in demand and capacity management, investment prioritization, visibility, and EPMO governance.

To address this, Family Dollar implemented Planview Enterprise to centralize demand capture, resource allocation, and performance reporting, using scorecards and dashboards for financial, resource, scheduling, and delivery visibility. The change helped prioritize investments and optimize capacity—forecast submission compliance rose from 58% to 99%, quarterly forecasting variance dropped by more than 100 points, time-tracking compliance improved from 80% to over 96%, and the EPMO gained greater influence, now participating in corporate finance and managing 100% of capital with enterprise-wide PPM and analytics.

Family Dollar

Asrar Sherrif

Senior Analyst