Case Study: Fortune 500® Financial Institution achieves high-90s on-time completion and faster request turnaround with Planview Projectplace

Leading Bank Improves On-Time Completion Rates and Drives More Value to the Business

A Midwest-based Fortune 500 regional bank (about 19,869 employees and $203B in assets) faced a disjointed marketing workflow: teams relied on email, spreadsheets, SharePoint and other unintegrated tools, which limited visibility into requests and resource capacity, led to over- or underutilized staff, and hurt on-time completion rates.

The bank implemented Planview Projectplace as a single source of truth—using customizable request templates, shared workspaces, digital Kanban boards and portfolio reviews—to streamline intake and collaboration. Intake time dropped from 35 to 5 minutes per request while managing 400+ open requests, on-time completion rose to the high 90s, and leaders now have accurate capacity data to inform decisions and justify resources.