Case Study: Leading Insurance Provider achieves a single source of truth and cleaner application data with Planview

Insurance Company Finds Capability and Technology Management “Indispensable” in Maturing Their Architecture Organization

A global insurance and financial services company with about 7,500 employees faced fractured, manual processes for managing applications and infrastructure: CMDB entries were scattered, data was maintained in spreadsheets, and a governance platform simply reflected years of poor, inconsistent data without revealing relationships. This left the firm without a single view of its technology estate, hindering compliance, risk assessment, and strategic decision-making.

The company implemented Planview’s capability and technology management solution as the golden source of record, aggregating CMDB, PPM and governance data and assigning single ownership for shared properties. The new approach created a logical configuration system, improved data quality and visibility (joining over 77,000 relationships), sped access to actionable information, and helped evolve IT from an operations focus to a strategic Business of IT.