Case Study: Vanguard achieves faster, more stable digital transformation with Planview Value Stream Management

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Preview of the Vanguard Case Study

How Vanguard found success using Value Stream Management and watch an on-demand demo of the solution

Vanguard, a major investment management company, began a five-year modernization journey in 2020 to improve its digital channels and investor outcomes. The challenge was accelerating delivery while maintaining stability, and Planview’s Value Stream Management was used to support this transformation.

Planview helped Vanguard through cloud migration, a move to microservices, renewed Agile practices, and a shift to durable product teams. As a result, Vanguard achieved a five-fold increase in technology change rate, a 75% reduction in major incidents, and improved customer satisfaction (CSAT) through faster, more effective customer experience enhancements.


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