Case Study: Max Life Insurance Company Limited achieves full portfolio visibility and doubles capacity to accelerate digital transformation with Planview

Max Life Insurance Unlocks Full Work Visibility to Fast-Track Advancement Towards Digital Transformation

Max Life Insurance, one of India’s leading life insurers with 19,000+ employees, faced fragmented, error-prone project management relying on Excel and email. The Digital Technology team needed standardized governance, real-time reporting and better resource prioritization to stop wasted costs and enable faster decision-making.

By deploying Planview PPM Pro as a centralized project and portfolio hub, Max Life introduced standardized stage gates, automated approvals and consistent prioritization—now managing 100% of its Digital Technology projects in the system. Reporting time fell from two business days to under two hours, the Planview footprint grew 4x in under two years (licenses rising from ~20 to 300+), and the company gained stronger CapEx oversight and capacity to scale into resource and timesheet automation.

Max Life Insurance Company Limited

Bhavna Longani

Vice President & Head Strategy, Portfolio & Compliance