Case Study: Physicians Mutual achieves agile transformation, major cost savings, and faster time-to-market with Planview

Physicians Mutual Transforms the Enterprise Technology Group into an Agile Organization to Support New Business Initiatives

Physicians Mutual, a Omaha-based life and health insurer founded in 1902 with over $3 billion in assets and 1,000 employees, tasked its 200-person Enterprise Technology Group (ETG) with better aligning IT and the business while reducing costs and speeding project delivery. The ETG faced fragmented teams, competing methodologies, poor tool adoption, high maintenance costs, limited agile experience, and heavy reporting overhead that undermined accountability, efficiency, and time to market.

To address this, Physicians Mutual transformed the ETG into an agile organization, standardizing people, processes, and technology and adopting an integrated Planview Enterprise and Rally ALM solution via Planview OpenSuite. Persistent teams, streamlined processes, and retired low-value tools improved visibility and collaboration, driving faster delivery (four to six major releases per year plus minor iterations), substantial multi-year cost savings, over 1,000 man-hours saved annually, reduced reporting effort, and better risk management and ROI.

Physicians Mutual

Joan Bohannon

Project Manager